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.

• • REP NUMBERS
    Sales representatives and Technicians can now store their Representative Numbers by State to be used in contracts. Add this number in the Role Settings tab on the User Record.

• • MESSAGING
    Use the following placeholder in the message template to pull in the customer’s sales rep’s cell phone number %%[customer][getSalesRepCellPhoneFormatted]%%. Learn more…

• • CUSTOMER ACCOUNTING
    Customer Accounting landing page has been updated to show you a count of items before you open each subsection. Also, you can now apply Tags to Credit Memos and Refund Receipts.

• • AFFILIATED MONITORING
    There are a couple of updates to the Affiliated Monitoring integration. Templates now show the identifier as well as the name. Also, the History tab now also shows the Alarminc No.

• • STAGES
    The Event History tab now includes Date, Event/Op Act, and Comment.

• • COMPANY ID
    You can now find the Company ID in Global Settings located in the Company Settings.

• • PHYSICAL INVENTORY
    Physical Inventory now includes a search bar to help users find equipment items faster.

• • ACT CREDIT REPORTS
    A bug has been fixed where some unnecessary data points were showing up when running a credit report with ACT.

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.

• • SCROLL ZONES
    Our drag and drop feature just got better with Scroll Zones. Easily see where to move your curser to when you want the page to scroll up or down. Available now when editing reports and moving columns and filters around.

• • INVOICES TYPES
    Searching for items to add to invoice types, such as invoices, quotes, etc. has been improved to allow for searching by name, ID, manufacturer, and description. The dropdown list will now display all the details for that item to ensure you are selecting the correct item.

• • CREATED BY
    All customer and lead records now include the created by and created on details on the main card of the customer and lead dashboard as well as the respective preview cards.

• • REFUND RECEIPT
    We have updated the refund process on refund receipts. To help make things easier to understand, the process is now similar to issuing a refund on a payment.

• • ALARM.COM
    Removing an email address from a customer record was causing issues with managing the record with Alarm.com. That has been fixed and will no longer prevent you from opening up the manage window.

• • PERMISSIONS
    Some actions in the permissions feature that required a hard refresh to update are now fixed to update automatically when clicking Save.

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.

• • CUSTOMER DELETION
    Deleting a customer will now prompt you to acknowledge that any items created on that customer, such as Appointments, Tasks, Invoices, etc.; will also be deleted. You can close the window to cancel the deletion or continue to delete the customer record and all items created on that customer.

• • FILE PREVIEW
    Files can now be previewed before downloading. Simply click on the Open in New Tab icon and a preview of the file will open in a new tab.

• • PERMISSION POLICY
    Customer Permission policies are now saving and working correctly.