Release on August 5, 2021

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.

• • REP NUMBERS
    Sales representatives and Technicians can now store their Representative Numbers by State to be used in contracts. Add this number in the Role Settings tab on the User Record.

• • MESSAGING
    Use the following placeholder in the message template to pull in the customer’s sales rep’s cell phone number %%[customer][getSalesRepCellPhoneFormatted]%%. Learn more…

• • CUSTOMER ACCOUNTING
    Customer Accounting landing page has been updated to show you a count of items before you open each subsection. Also, you can now apply Tags to Credit Memos and Refund Receipts.

• • AFFILIATED MONITORING
    There are a couple of updates to the Affiliated Monitoring integration. Templates now show the identifier as well as the name. Also, the History tab now also shows the Alarminc No.

• • STAGES
    The Event History tab now includes Date, Event/Op Act, and Comment.

• • COMPANY ID
    You can now find the Company ID in Global Settings located in the Company Settings.

• • PHYSICAL INVENTORY
    Physical Inventory now includes a search bar to help users find equipment items faster.

• • ACT CREDIT REPORTS
    A bug has been fixed where some unnecessary data points were showing up when running a credit report with ACT.