Release on August 20, 2020

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.

• • OPEN IN NEW TAB ICON
    You will see a new icon next the Customer or Lead’s name on the preview card. Clicking this new icon will open the Lead or Customer record in a new tab. Note, you can still click on the customer or lead name to go directly to that record without opening a new tab.

• • LEAD TO CUSTOMER WORKFLOW
    Create a Lead and convert to Customer all within one workflow. Close the workflow after the first or second step to only create a lead. Note, you can still use the single step workflow. Manage which workflows are available to your users in the Company Settings section of the Admin menu.

• • RELATIVE DATES ON DASHBOARD CARDS
    Dashboard cards where different days or timeframes apply are editable directly on the card or by updating the dashboard configuration for the specific card.

• • CUSTOMER PREVIEW ON COMPANY LISTS
    Company lists for Tasks, At-Risk, and Work Orders now include the customer preview tooltip when you hover over the customer name.

• • INVOICE PDF
    Invoice PDFs now include any Past Due Account Balance and Total Due. Note, if there is no past due amount on the account, both of these items will not show at all.

• • STAGES UNLINK
    You can now unlink accounts within the Manage window on the customer record for the Stages platform Central Stations including Rapid Response, AvantGuard, and United Central Control (UCC).

• • ADT
    We have a few updates for ADT. First, we added the ADT Customer Number and Serial Man data fields on the central station Card. Also, the PreCheck results window will now show the Matched Site # when one comes back from ADT. And lastly, we also moved the PreCheck option to the top of the create customer and lead workflows to make it easier to know what fields will be required.

Fixed
• • RECURRING INVOICE START DATE
    We fixed an issue with the Start Date that was causing problems saving changes to a Recurring Invoice.
• • DASHBOARD CARDS
    Dashboard cards with the focus as “me” have been fixed and now show data that pertains to the logged in user.
• • SCHEDULING PROFILES
    When scheduling an appointment you will now only see scheduling profiles that are enabled for your site.
• • ADT
    We have a couple fixes for ADT in this release. You can now save the postal code when choosing to update the account using the discrepancy feature. Also, the overwrite name on eContract functionality is now working correctly.