Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release on April 15, 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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- TAGS FILTER
Finding a Customer or Lead with a specific tag or tags just got easier by using the newly added Tags Filter on both the customer and leads lists.
- TAGS FILTER
Fixed
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- INVENTORY
A few issues with Spillage reports have been fixed and are ready to be used.
- INVENTORY
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- PERMISSION POLICIES
Permission Policies that combine more than one item in one policy are now working as expected.
- PERMISSION POLICIES
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- ADT RESHELL
Issues with unlinking and trying to Re-shell an ADT account are now fixed.
- ADT RESHELL
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- FILTERS
The Assigned To filter is now working on all applicable lists.
- FILTERS
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- PERMISSIONS
Permission Attributes are again showing correctly.
- PERMISSIONS
Release on April 1, 2021
SecurityTrax development is ongoing to provide you with the best product. We are focusing on more internal testing and fixing bugs quicker to help improve the overall performance and user experience. In this release there are several fixes to bugs we found internally, some of which are listed below. We hope you are liking what you see!
Check it out and let us know what you think.
Enhancements
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- SALES REP PERMISSIONS
There are new permission settings for scheduling sales appointments. Previously we just had a ‘Scheduling Profiles’ permission. That has been split into a ‘Sales Scheduling Profiles’ and a ‘Tech Scheduling Profiles’. With this release we automatically applied these new permissions to any group that previously had the scheduling profile permissions. This will allow for separate permissions for both sales and tech appointment scheduling.
- SALES REP PERMISSIONS
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- MOBILE LINKS
Customer and Lead phone numbers and addresses are now links when viewed on mobile devices. Select the links to make a call or look at an address on a map.
- MOBILE LINKS
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- REPORTS
Customer and Lead reports now include the ‘Updated at’ data point. Add this while editing your report.
- REPORTS
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- ADT UPDATES
Two updates for ADT. You now only need one set of credentials for the integration. We have also added the ‘House Account Suppress QSP’ slider in the Account Data section.
- ADT UPDATES
Fixed
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- MOBILE
We are improving the UI and views on mobile to improve usability and flow. This includes updating menu options; changing the size of fonts, windows, and buttons; and other improvements throughout the site.
- MOBILE
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- CUSTOMER ACCOUNTING
We fixed a few minor bugs on Customer Accounting as well as we made some improvements on labeling items and other small UI fixes.
- CUSTOMER ACCOUNTING
Release on March 22, 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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- CLEAR PAYMENTS
Mark non-processed payments as Cleared and add a Cleared Date with this added feature.
- CLEAR PAYMENTS
Enhancements
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- STAGES TESTING
Set accounts on and off test on your Stages Central Stations including UCC, All American Monitoring, AvantGuard, and Rapid Response.
- STAGES TESTING
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- PERMISSION GROUPS
We have added pagination to the list of Permission Groups for those that have large number of groups.
- PERMISSION GROUPS
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- TAGS
You can now manage Tags while in a modal/window as well as on the list view for each.
- TAGS
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- TABBING
We have made some changes to allow for tabbing through data fields including dropdown lists.
- TABBING
Fixed
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- QUOTES
Quotes have been fixed to look like Quotes. Also, you can now create a quote on a lead without a zip code, but be aware that the tax will not calculate without a zip code.
- QUOTES
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- LEADS LIST PAGINATION
The Leads list now has pagination correctly showing up.
- LEADS LIST PAGINATION
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- ERRORS
Errors were not showing up correctly on Invoice Payments and Report. We have fixed those so the errors clearly show up.
- ERRORS
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- CALL BACK DATE AND TIME
Call back date and time can now be deleted after being set.
- CALL BACK DATE AND TIME
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- EQUIPMENT PACKAGES
We fixed a few issues with equipment packages. If the package contains an invoice billable item is deleted or inactive, you will get a warning, but can still choose that package. Also, there is no longer a problem if an item has a price of zero dollars in the package.
- EQUIPMENT PACKAGES
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- REPORTS SORTING
Sorting by dates is now working correctly and is in chronological order on reports.
- REPORTS SORTING
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