SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!
Check it out and let us know what you think.
New
-
- ALARM CENTRAL
Our Bold integration has just been improved with the new addition of Alarm Central. Create, connect, and manage your Alarm Central accounts from SecurityTrax when enabled and connected. Learn more…
- ALARM CENTRAL
-
- CUSTOMER PAYABLES DASHBOARD CARDS
We have two new Customer Dashboard cards for Payables. Easily find a summary and list of payables for the customer from the dashboard.
- CUSTOMER PAYABLES DASHBOARD CARDS
Enhancements
-
- COMPANY CALENDAR
The Company Calendar now includes a daily summary that lists the type of appointments for each day. At the top of each day you will see an option to Show Summary.
- COMPANY CALENDAR
-
- RECURRNG INVOICES
We have added an Alternate Email Address field on Recurring Invoices to allow for Invoices to be sent to a different email than what is saved on the Customer record.
- RECURRNG INVOICES
-
- LEAD STATUS MANAGEMENT
Lead Statuses can now be created, edited, and managed in the Company Settings section of the Admin menu.
- LEAD STATUS MANAGEMENT
Fixed
-
- CREATE CUSTOMER WORKFLOWS
Users will no longer be blocked from continuing with the Create Customer Workflows when they are in a permission group that restricts customer views to only those assigned to them. We also fixed a bug that was causing the Order step to not save.
- CREATE CUSTOMER WORKFLOWS
-
- DEFAULT APPOINTMENT TIME
Default appointment times set on the site are now working as expected.
- DEFAULT APPOINTMENT TIME
-
- INVOICE ADDRESS
The invoice preview/pdf will now reflect the address entered in the Invoice Details.
- INVOICE ADDRESS