Release Notes

The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.

Release Scheduled for January 21, 2020

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
      • CUSTOMER AND LEAD DASHBOARD CONFIGURATION
        The Customer and Lead Dashboards can now be configured similar to the Home dashboard. Add or remove cards as you like and set them in the order of your liking for each.
      • USER REPORTS TO
        You can now add who a User reports to on their Human Resources section of the user record in Admin Settings.
    Fixed
      • ALARM.COM
        Zone numbers are now linking properly with the Alarm.com integration.
      • TAGS
        We have updated Customer and Lead Tags with pagination and optimized the list to load and apply tags faster.
      • CANCEL CUSTOMER
        We have removed the extra permission needed to be able to cancel a customer record.
      • CREDIT REPORTS
        Sites that were not set up to run credit reports were seeing test credit reports that looked real. We’ve removed this from all dealer sites to avoid confusion.

    Release on January 11, 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.

      Enhancements
        • APPOINTMENT RESCHEDULE
          We have added a Reschedule button on appointments that will take you to the scheduler page where you can view the Technician’s availability or use the Slot Scheduling profile (if enabled). Similarly, you can also use the scheduler when Duplicating an appointment.
        • RECURRING INVOICES
          Payment Methods can now be added to the customer record while creating a Recurring Invoice.
        • TAGS
          We have updated Customer and Lead Tags to include pagination for better optimization. This will help speed up the loading and selecting of tags.
        • PAYMENT METHODS NOTES
          You can now enter numbers in Payment Method notes.
      Fixed
        • INVOICES
          Invoices are now showing correct totals on the PDFs.

      Release on December 17, 2020

      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
          • ADT VERIFY BUTTON
            The ADT Verify functionality is now available. You will find this option in the Qualify section of the customer record.
          • ALARM.COM
            Commitments can now be terminated in SecurityTrax through the Alarm.com integration.
          • INVOICE BILLABLE ITEMS
            We have updated the Invoice Billable Items list to allow for sorting by columns (where applicable) and also added some filters to help manage and view the list easier.
          • TAGS
            For better usability, applied tags are now grouped at the top of tags lists. Tag ID numbers have also been added to the Tags admin lists.
        Fixed
          • PARTIAL REFUNDS
            Partial refunds were not working as expected so we hid that feature for a bit. That has now been fixed and ready to use again.
          • ORDER TEMPLATES
            Issues with creating an Order Template have been resolved.
          • COMPANY EQUIPMENT DELETE
            Company Equipment that exists anywhere on a customer record can no longer be deleted from the Company equipment list unless it is removed from all customer records.
          • ZIP CODE VALIDATION
            A missing zip code on a customer record was causing problems with creating work orders and order templates. This has been fixed and will no longer cause issues.

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