Release on February 27, 2020

by Liz Avalos | Feb 25, 2020 | Release Notes | 0 comments

V3 development is ongoing. We hope you are liking what you see! Check it out and let us know what you think.

New

- LIVE CHAT SUPPORT
  We’ve added yet another layer of support. Members in the original “Owner Group” or the new “All-Access Group” now have access to Chat Support within SecurityTrax. Receive transcripts via email for future reference. Learn more…

- FUNDING CARDS
  Gain insight to the overall Funding status on the User Dashboard or on an individual on the Customer Dashboard with the new Funding Cards.

- MESSAGES ON LEADS
  Begin creating your own Email Message templates utilizing more than 120 pre-populating fields to communicate with your leads. Learn more…

- ADT REPORTS
  Easily access ADT Reports and customer data directly within SecurityTrax, including Aging, Attrition, Daily Cut In, Funding, and more. Learn more…

Enhancements

- ADT UPDATES
  New additions for ADT include: ADT Funding, ADT Collections, and ADT Disposition Notes.

- SCHEDULING
  When using the Default Scheduling Profile, you can now select multiple days on the calendar to select the best day/time for the appointment.

Fixed

- INVOICE FOOTER
  The Invoice footer is now working properly and appearing on the Invoice.

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