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.
Enhancements
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- CUSTOMER AND LEAD REQUIRED FIELDS
Street address is no longer a required field on customer and lead records. Note that City and State will remain as required data points for both customer and lead records.
- CUSTOMER AND LEAD REQUIRED FIELDS
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- PERMISSION POLICIES
There are new policies that can be applied on Customer and Lead permissions. Policies include the ability to restrict permissions based on a number of days, weeks, or months since the record was created.
- PERMISSION POLICIES
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- REPORTS
In an effort to improve the speed and performance of reports, especially large reports, we have moved the Export option to be accessible sooner. Now, exporting the report can be done prior to running the report and waiting for it to display results before you can export.
- REPORTS
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- USER NOTES ON PREVIEW
When you hover over a user name, the User Preview pop up now includes user notes.
- USER NOTES ON PREVIEW
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- ADT DEALER HUB
The ADT integration has been updated to include the ADT Dealer Hub information when applicable.
- ADT DEALER HUB
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- UCC
Our UCC integration now allows accounts to be put on test for up to 72 hours.
- UCC
Fixed
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- MONITORING COMPANY SETTINGS
To avoid issues, Monitoring Company settings will no longer allow the changing of the monitoring company once the integration has been set. To make a change, you will need to create a new integration and disable or delete the old one.
- MONITORING COMPANY SETTINGS