Release Notes

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

Release Scheduled for October 15, 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
      • PERFORMANCE
        We have made significant changes to improve the site’s performance. One way you will see this implemented is by seeing significantly faster loading times throughout the site.
      • CUSTOMER ACCOUNTING
        We made it easier to navigate around the Customer Accounting tab with a submenu and dashboard cards with valuable summary information.
      • OPEN IN NEW TAB
        We continue to add more Open in New Tab icons throughout the site. You can now see this icon on the Company Menu items as well as on each Task, At-Risk Entry, and Work Order window. This icon is also on the updated User Preview card.
      • ALARM.COM
        The cancel/verify option is now available in the Alarm.com integration in the Monitoring Company section of the Service Plan.
    Fixed
      • FUNDING REPORT
        We have fixed a few issues with the Funding report. The filters and report should now be working.

    Release on October 1, 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.

      New
        • CONTENT MANAGEMENT
          Admins, you can now create and manage Payment Types, Communication Reasons for customer notes, and Communication Dispositions also for customer notes.
      Enhancements
        • APPOINTMENT DURATION
          Scheduling an appointment with the Default Users Scheduler Profile will look a little different. You will now choose the appointment duration before seeing available technicians. This will help ensure that the correct duration is accounted for and recorded on to the appointment.
        • INVOICES PAST DUE
          Past due amounts on invoices are no longer counting credits as past due.
        • CREATE CUSTOMER WORKFLOW – 7 STEP
          When using the 7 step Create Customer Workflow, you can now go Back to the Work Order and Scheduling steps and see the previously saved information.
      Fixed
        • INVOICES PAST DUE
          Past due amounts on invoices are no longer counting credits as past due.
        • DYNAMARK
          Additional Settings on Dynamark integration are now working and saving properly.
        • APPLY PAYMENT TO INVOICE
          Applying a payment to more than one invoice is now working properly.
        • FAILED PAYMENTS
          Processed failed payments were not displaying properly. That has been fixed and are now correctly listing the payments as failed.
        • PAYMENT RECEIPT EMAIL
          Payments that are set to send a receipt are now showing the correct email and email format in the Receipt Email field.

      Release on September 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.

        New
          • BANK ACCOUNT PERMISSIONS
            New bank account permissions are available in the Customer section of permissions. The new permission name is Customer Billing Bill Bank Number with 3 grants: View Bank Number last 4; View Full Bank Number; and Modify Bank Number. Note: Any permission group that previously had the View grant applied on Customer Billing will automatically get the View Full Bank Number grant applied. Similarly, permission groups with the Customer Billing – Modify grant will automatically get the Modify Bank Number grant applied. You can then make any changes as necessary.
          • ASSOCIATE PAYMENT TO INVOICES
            You can now associate any amount of an unassociated payment to an unpaid invoice and change the amount applied at any time. Learn more…
          • GUARDIAN PROTECTION SERVICES
            Use the Guardian Protection Services integration within SecurityTrax to create and manage customers in your Guardian Protection Services account without leaving SecurityTrax. Learn more…
        Enhancements
          • PAYMENT NOTES
            We have added a Notes column on the customer payments list. In this notes section, you will be able to see if a payment was made through SecurityTrax or through the Alarm.com Payment Portal.
          • ADDED FILTERS
            We have added a new filter to the company Purchase Order list so you can now filter by ID. We also added a new filter to the company Equipment list so you can now filter by Default Vendor.
        Fixed
          • AVANTGUARD
            Emergency Contacts are now syncing correctly to AvantGuard.
          • PAYMENT RECEIPT
            Payment Receipts will now be sent on processing and not when the payment is created in SecurityTrax.

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