Release Notes

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

Release on December 10, 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
      • ALARM.COM LINKING EQUIPMENT
        Alarm.com equipment can be linked to SecurityTrax Customer Equipment when the SecurityTrax customer record is connected to the Alarm.com customer record making it easier to manage on just one combined list. To help view and manage this feature better, we have moved the Customer Equipment list to its own Equipment tab on the Customer Record. Learn more…
    Enhancements
      • BULK UPDATE CUSTOMER EQUIPMENT
        We have vastly improved the UI and UX for Bulk Updating Customer Equipment making it easier to use.
      • TAGS
        We have added Tags to more locations. You can now add or remove Tags to Invoice, Quotes, Appointments, Office Locations, and Company Equipment.
    Fixed
      • PURCHASE ORDERS
        Purchase Orders emailed to vendors through our Inventory+ add-on are now correctly sending the right cost for equipment items.
      • LEADS DASHBOARD MAP
        We fixed an issue with the Leads map that was showing an incorrect location.
      • AVANTGUARD
        The saved abort code is now being sent to AvantGuard when connecting or updating an account.
      • DOCUSIGN
        Completed envelopes can now be deleted without issue.

    Release Scheduled for November 12, 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
        • DUPLICATE APPOINTMENT
          Duplicating appointments is now possible in SecurityTrax. Click the duplicate button when viewing an appointment and a copy will be created for you to edit and save.
      Enhancements
        • SECURITY EQUITY PARTNERS
          We updated our Security Equity Partners (SEP) credit bureau integration to include the credit questions SEP requests and it is now ready to be used.
      Fixed
        • QUOTES
          We fixed some issues where unnecessarily permissions were being required for quotes.
        • PAYMENT METHOD
          Our dropdown menus were not fully accessible and were causing problems with payment methods. We have fixed those issues now.

      Release on October 29, 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
          • GLOBAL SETTING – ACCOUNTING
            We updated the Global Settings Accounting tab to provide the ability to have different settings for each accounting document type. Please note that anyone that had the previously called Global Settings Invoice Statement Settings permissions will automatically get the new permissions for each new permission: PDF Default Settings; PDF Credit Memo Settings; PDF Invoice Settings; PDF Quote Settings; PDF Receipt Settings; and PDF Statement Settings.
          • RECURRING INVOICES LOCKING
            There has been some confusion around Recurring Invoices and when a change can occur. To make things easier and clearer, we are locking down the data points that cannot be edited once an invoice has been generated. Once a recurring invoice is at the point where it will no longer generate invoices, it becomes fully locked. Learn more…
          • RECURRING INVOICE ADDITIONAL CHANGES
            You can now customize the Email Message sent with the invoices generated from the recurring invoice. Additionally, we have added the Tax Override option. When on, the Tax Override allows you to edit the tax rate for each line item.
          • ADT
            The ADT Precheck results window now includes the Precheck code as provided by ADT.
        Fixed
          • AVANTGUARD
            Although we have been sending the emergency contacts first and last name to AvantGuard, our interface was not displaying that. We have updated our UI to correctly show what we are sending to AvantGuard.
          • FAILED PAYMENTS
            Payments that have failed are no longer showing as available to be applied towards any invoice.
          • TODAY TECH APPOINTMENTS DASHBOARD CARD
            The Tech Appointments for today home dashboard card was not displaying correct information. We have fixed this bug and the card is now working as expected.

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