Release on October 1, 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.

• • BULK EDIT REPORTS
    Bulk Edit is now available on reports. You can bulk edit applicable data points right on a report. Learn more…

• • COMPANY ACCOUNTING
    The Company Accounting feature now includes company Credit Memos and Refund Receipts where you can find complete lists of each. Learn more…

• • REPORT PERMISSIONS
    We have new and updated permissions for reports. Each report category (object report) will now have their own set of permissions. The category report permissions are parent permissions and at least the Run grant is needed for the child permissions to work. We have moved the Run Reports resource type to a run grant on each object report resource type. Any permission group that previous had the Run Reports/Run grant will auto be applied with the new Run grant on each report object. Learn more…

• • CUSTOMER FILTERS
    The customer list has a couple more features now. You can now filter by Source and Source Campaign.

• • NOTES AND DETAIL BOXES
    The Message Campaign input box is now bigger to better see most, if not all of your message campaign. Also, all wysiwig note boxes can be dragged out in either way to be bigger.

• • REP NUMBERS
    User can now manage their Rep Numbers in the Role Settings tab of their account record.

• • INVOICES
    Invoices now allow quantities to be decimal numbers on line items that are not equipment. This can be helpful for situations where a whole number does not apply, such as adding hours worked, etc.

Fixed
• • TERMS & CONDITIONS
    We have fixed a bug that was causing users to sometimes need to accept the Terms & Conditions multiple times.
• • CUSTOMER EQUIPMENT
    We have made updates and fixes to speed up bulk editing customer equipment.
• • PDF FOOTER
    Our accounting pdf footers no longer bleed into the margins and off the page.