Release on February 2, 2023

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 SCHEDULER PROFILE
    You can now create multiple appointments at once with one or more technicians with the new Bulk Scheduler Profile. Note that an appointment is created for each technician selected during create. Learn more…

• • ACCOUNTING MESSAGES
    The Messages tab on the customer record will now include an Accounting Messages section that will show all accounting items that are sent to customers such as invoices, quotes, statements and more. Learn more…

• • USER PREVIEW
    Hover over (click if on mobile) User icons to view an updated user preview card with more details such as tags, and an improved look and feel.

• • PROFIT / LOSS CARD
    The Profit / Loss card on customer dashboard has updated logic around the Equipment Costs. Any equipment that has an install status of Removed or a wire type of Existing will no longer count towards equipment costs total.

• • ACCOUNT BLOCKS
    The error message that appears when trying to add an Account Number when there are no more available to add has been updated to be clearer about the error and solution.

• • CUSTOMER NOTE POLICY
    A new policy on Customer Notes can be set in order to restrict the Note Types that logged in users has access to.

• • ENHANCED VERIFICATION
    To avoid confusion, contacts will have Enhanced Verification set to off by default for all dealers except ADT dealers. To change this setting go the Defaults in Company Settings and you will see this setting in the Customer Contact Defaults section of the Customer tab.

• • GLOBAL SEARCH
    We have fixed a couple of bugs with Global Search causing issues when using the Search by All and also when searching for a name with an apostrophe.

• • INVOICE BILLABLE ITEMS
    On equipment, turning on the slider to copy description as well as the slider to copy the sale price are now working as expected and copying the data onto the Invoice Billable Item.

• • WORK ORDER/APPOINTMENT SHEET
    The Work Order / Appointment Sheet pdf formatting has been fixed.