Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release on June 10, 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
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- EQUIPMENT AND INVOICE BILLABLE ITEMS DESCRIPTION
Company Equipment items now have a toggle next to the description field titled Copy Description to Invoice Billable Item. This toggle will be on by default on creation of the equipment item, and off by default when viewing or editing the item. When this toggle is on, the description will be copied over to the Invoice Billable Item that is generated from this equipment item. Please be aware that if this toggle is turned on at any point, the description will overwrite any previously saved description on the Invoice Billable Item.
- EQUIPMENT AND INVOICE BILLABLE ITEMS DESCRIPTION
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- INVOICE BILLABLE ITEM
Invoice Billable Items that are generated from an equipment item now display that equipment information at the top of the view or edit window to better show the relationship between the two.
- INVOICE BILLABLE ITEM
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- PURCHASE ORDERS
Purchase Orders now have Recipient Notes. These notes only appear in purchase orders that are in the Open status and only after creation. Recipient notes are intended to be used by the recipient of the items on the purchase order. Once the purchase order is closed, the recipient notes are locked down and will be read-only.
- PURCHASE ORDERS
Fixed
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- MULTIPLE LOGINS
On occasion, when more than one instance of SecurityTrax was opened on separate tabs, you may have experienced that when attempting to log back in, the system was having you do this multiple times. This has been fixed and will no longer happen.
- MULTIPLE LOGINS
Release on May 27, 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
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- ALARM.COM
Our Alarm.com integration has been updated to be in accordance with the options and user interface in the Alarm.com dealer portal. We are working closely with Alarm.com and expect more updates to come soon.
- ALARM.COM
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- GLOBAL SEARCH
We added a few more ways to find a customer when using the Global Search. You can now search for customers by Address, Invoice ID, and Emergency Contact Phone Numbers by selecting these options in the second dropdown of the search window.
- GLOBAL SEARCH
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- COMPANY EQUIPMENT MANUFACTURER
To better streamline the Equipment Manufacturer names in the company equipment list, we made an update to allow you to type in a manufacturer name until the item is linked to an item in the SecurityTrax Master Equipment List. Once they are linked, the manufacturer name will come from that link. We also updated the filters on this list to allow you to type in the manufacturer name to search for an item.
- COMPANY EQUIPMENT MANUFACTURER
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- STAGES
Our Stages integration now gives you the option to create a Device Type whitelist. Device Types on this list will be the only device types that will show up on the customer record when connecting or managing an account with your Central Station.
- STAGES
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- CUSTOMER EQUIPMENT
The Customer Equipment list now includes the Install Technician.
- CUSTOMER EQUIPMENT
Fixed
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- PERMISSIONSS
A few permissions were hidden and needed to be moved to a new section to be used properly. Permissions for: Equipment to Recipient Template; and Equipment Vendor To Recipient have been moved to the Equipment/Inventory Permissions section.
- PERMISSIONSS
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- REPORTS
Drag and drop of columns and filters on Reports was not working correctly. We have fixed this issue and drag and drop is now working as expected.
- REPORTS
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- AT-RISK ENTRIES
The company list of At-Risk Entries is now showing the correct date and time for the Last Contact Attempt.
- AT-RISK ENTRIES
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- PROFIT & LOSS CARD
Permissions for the Profit & Loss dashboard card have been updated to only show for users that have proper permissions applied.
- PROFIT & LOSS CARD
Release on May 13, 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.
New
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- SALES TAX SETTINGS
Set up sales tax exemptions for each state in the new State Sales Tax Setting located in the System section of the Company Settings.
- SALES TAX SETTINGS
Enhancements
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- CALENDAR
The Calendar now has faster load times! Additionally, we increased the appointment block size to display more information and added support for dragging appointments to different days. The Calendar also temporarily saves the day(s) selected when navigating away until you hard refresh or log out.
- CALENDAR
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- CUSTOMER INSTALLED STATUS
Customer records can now be set to Installed status by turning on the slider on the Customer Installation section of the Customer tab. You no longer need to have an appointment associated with this for the status to update.
- CUSTOMER INSTALLED STATUS
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- COMPANY EQUIPMENT TAG FILTER
The Company Equipment list now includes a Tags filter to easily find equipment items with specific tags.
- COMPANY EQUIPMENT TAG FILTER
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- ENABLE/DISABLE CREDIT BUREAUS
Admins can now disable or enable credit bureaus to prevent or allow credit checks to be run.
- ENABLE/DISABLE CREDIT BUREAUS
Fixed
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- SPEED IMPROVEMENTS
We have found and fixed a some issues with slowness. Additionally, we are still continuing to test and improve overall performance.
- SPEED IMPROVEMENTS
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- INTERNATIONAL PHONE NUMBERS
Phone numbers with country codes are now being displayed correctly.
- INTERNATIONAL PHONE NUMBERS
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- INVOICES
When adding un-invoiced items or items from packages to an invoice, the amounts and quantities are now being displayed in the same format.
- INVOICES
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- DROPDOWNS
We are continuing to fix dropdowns that falling behind the windows and not fully visible. We have fixed several to overlay so they are easier to see.
- DROPDOWNS
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