Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release on March 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.
New
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- ALL AMERICAN MONITORING
You can now utilize our All American Monitoring integration to effortlessly create and manage All American Monitoring customers without leaving SecurityTrax. Learn more…
- ALL AMERICAN MONITORING
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- ESC CENTRAL
You can also now utilize our ESC Central integration to effortlessly create and manage ESC Central customers without leaving SecurityTrax. Learn more…
- ESC CENTRAL
Enhancements
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- GLOBAL SEARCH
Global Search: (the magnifying glass icon in main nav). Search for customers and leads by first and last name when using the search by name option.
- GLOBAL SEARCH
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- ACCOUNT CLASS
Create and manage Account Classes to apply to customer records.
- ACCOUNT CLASS
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- APPOINTMENTS
Appointment details now include On Site data including On the Way time, Check In time, and Check Out time. Additionally, you can now manage the reason an appointment is not able to be completed on here as well as on Tech at Work.
- APPOINTMENTS
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- INVOICE BILLABLE ITEMS
We have increased the number of characters you can enter on Invoice Billable Item descriptions to 6000 characters. This longer description will also show on invoices.
- INVOICE BILLABLE ITEMS
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- VENDOR DETAILS
When enabling a piece of equipment for a specific vendor, the equipment cost you entered on your master equipment list for that piece of equipment will now be pre-populated by default. You can then change the pre-populated amount for the vendor if desired.
- VENDOR DETAILS
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- LIST SORTING
Newly implemented sorting for additional columns on lists includes: Invoices, Work Order, Tasks, and At-Risk lists.
- LIST SORTING
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- ORDER TEMPLATES
The Order Templates admin interface was updated for easier use.
- ORDER TEMPLATES
Fixed
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- TAXES
We fixed a couple bugs that were causing issues on invoices where the tax was either not editable or added incorrectly.
- TAXES
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- VALIDATE CREDENTIALS
We have fixed an issue preventing the validation of credentials on Monitoring Companies.
- VALIDATE CREDENTIALS
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- USER EMAIL
User emails can now have an apostrophe with no issue.
- USER EMAIL
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- MOBILE
We noticed some of our windows were not opening correctly on Safari iOS. We have fixed those issues.
- MOBILE
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- ADT SELECT ALL
ADT Integration settings Select All is now working as expected.
- ADT SELECT ALL
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- ALARM.COM
We fixed a couple of issues with our Alarm.com integration. The lookup tool is now working. We also fixed an issue where the phone line present data point was not editable when the data was imported.
- ALARM.COM
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- CREDIT DASHBOARD CARD
There was a permission that was causing users to see an endless spinner. We have fixed that issue.
- CREDIT DASHBOARD CARD
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- INVOICE CUSTOMER DASHBOARD CARD DATE
The Invoice dashboard card on the customer dashboard was showing incorrect dates. The date was previously showing the creation date, but it is now is showing the Sale date. We also added the Due date.
- INVOICE CUSTOMER DASHBOARD CARD DATE
Release on February 18, 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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- REFUND RECEIPTS
New to SecurityTrax is Refund Receipts. Refund Receipts allow you to return previously paid amounts to your customer. Learn more…
- REFUND RECEIPTS
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- CREDIT MEMOS
We have updated what Credit Memos means in SecurityTrax. A Credit Memo is a way to give a customer an account credit rather than a refund. Learn more…
- CREDIT MEMOS
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- USER TITLES
Create and manage User Titles to be used on User records. Management of these can be found in the Organization section of Company Settings.
- USER TITLES
Enhancements
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- TECH TODAY/TECH AT WORK
Tech Today and Tech at Work are completely revamped. We took in a lot of feedback and made many big changes that we know will make these features easier to use. Learn more…
- TECH TODAY/TECH AT WORK
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- CANCELED CUSTOMER
Updated our UI to more clearly show Canceled Customers. You will notice that they will show up in red in many places now.
- CANCELED CUSTOMER
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- BRINKS
Our Brinks integration is now fully ready with credit runs and the ability to send a contact PIN to Brinks.
- BRINKS
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- INVOICES PAST DUE AMOUNT
In the accounting section of Global Settings, you can now turn on or off the ability to show the Past due on invoices.
- INVOICES PAST DUE AMOUNT
Fixed
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- UCC OUT OF SERVICE
UCC out of service feature is now working as expected.
- UCC OUT OF SERVICE
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- UNREQUIRED PERMISSIONS
A few dealers notified us of unnecessary permissions being required in some areas. We have fixed those issue and they are no longer required.
- UNREQUIRED PERMISSIONS
Release on February 4, 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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- BRINKS
You can now utilize our Brinks integration to effortlessly create and manage Brinks customers without leaving SecurityTrax. Learn more…
- BRINKS
Enhancements
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- CUSTOMER EQUIPMENT SORTING
To help manage large lists of Customer Equipment, we have added sorting capabilities to the ID, Name, Zone, and Status columns. Simply click on he arrows next to the column header to sort in either direction.
- CUSTOMER EQUIPMENT SORTING
Fixed
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- CUSTOMER PAYMENTS
We fixed an issue with customer payments that was not allowing a partial amount on a payment to be applied to an invoice.
- CUSTOMER PAYMENTS
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