Release on September 2, 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.

• • DUPLICATE DETECTION
    Duplicates are now detected when creating a new Customer or Lead record. If a possible duplicates exist, you will see that list and will be able to review before continuing to create a new record. Duplicates are detected when one or more of the following are the same: First and Last name; Phone Number; and/or Full Address. Learn more…

• • ALARM.COM
    There are a couple updates to the Alarm.com Integration. First; on the initial creation of a customer, you will see the Customer’s Username and Password. Please be aware that this will only display once for security reasons. Secondly, we added 2 options to the Actions dropdown: Email Welcome Letter option (Note: this option has already been available in the Login tab); and Interactive Lockout options.

• • CUSTOMER DASHBOARD
    We have added a Quotes card to the Customer Dashboard to easily see a list of existing quotes. Use the right chevron at the top of the card to quickly get to the Quotes section of the customer record.

• • USER PHOTO
    Admins can now upload and manage a user’s photo in the User record.

• • COPY ADDRESS FROM CALENDAR
    You can now copy the customer’s address from the company calendar to paste into an app or web browser.

• • CUSTOMER EQUIPMENT
    Customer Equipment name has been made read-only as changing that was causing issues. To change an equipment item simply add a new one and delete the old one.

• • USER PERMISSIONS
    You can now unset a permission group on a user record.

• • COMPANY EQUIPMENT
    When adding equipment from the SecurityTrax Master Equipment list, you can now scroll on your selected list of items.

• • EQUIPMENT PACKAGES
    Deleted equipment items will no longer show up in equipment packages.