Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release on April 23, 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
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- API INTEGRATION
Use the API Monitoring integration within SecurityTrax to create and manage customers in your API Monitoring account without leaving SecurityTrax. Learn more…
- API INTEGRATION
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- CUSTOMER PROFIT/LOSS DASHBOARD CARD
The Customer Profit/Loss dashboard card will give you an overall profit or loss on the customer. Furthermore, it will break that down further by Funding, Customer Payments, Equipment Costs, and Payables Costs.
- CUSTOMER PROFIT/LOSS DASHBOARD CARD
Enhancements
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- MY PAYABLES
Users with payable assignments will now be able to view their payables under their My Account section.
- MY PAYABLES
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- ADT
We have added a Select All for the ADT Blacklist settings to make it easier to manage.
- ADT
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- BOLD
You can now search and add Authorities for your Bold Integration.
- BOLD
Fixed
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- INVOICES – ITEM DESCRIPTIONS
We fixed the issue that was causing item descriptions on Invoices to not save.
- INVOICES – ITEM DESCRIPTIONS
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- EMERGENCY CONTACTS
We fixed a bug so the Emergency Contact’s phone number now saves when updating or editing the contact.
- EMERGENCY CONTACTS
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- PURCHASE ORDERS SKU
Purchase Orders are now properly showing the item sku numbers where available.
- PURCHASE ORDERS SKU
Release on April 9, 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
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- COPS MONITORING: LINK TO EXISTING ACCOUNT
Using your COPS Monitoring integration in SecurityTrax, you can now link a customer with an existing account in COPS Monitoring. Learn more…
- COPS MONITORING: LINK TO EXISTING ACCOUNT
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- CMS: LINK TO EXISTING ACCOUNT
With an active CMS integration in SecurityTrax, you can link a customer with an existing account in CMS. Learn more…
- CMS: LINK TO EXISTING ACCOUNT
Enhancements
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- ADDITIONAL FILTERS
We have added more filters to the Customer List, Leads List, and Users List to better help you find what you’re looking for.
- ADDITIONAL FILTERS
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- PAYMENT METHOD DELETE
You can now delete Payment Methods in SecurityTrax. If that payment method is being used in a Recurring Invoice, you will have the option to choose another payment method to replace the one being deleted.
- PAYMENT METHOD DELETE
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- CALENDAR MOBILE PREVIEW
We have added the appointment preview on the mobile Calendar. This preview will give you important details and links for the appointment.
- CALENDAR MOBILE PREVIEW
Fixed
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- ADT REFRESH
We fixed a bug causing a few issues with ADT that required a refresh to see updated data.
- ADT REFRESH
Release on March 26, 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
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- BOLD INTEGRATION
Create, activate, and update accounts with Dynamark, Security Partners, and Legacy Security Services using the BOLD Integration now within the new SecurityTrax. Learn more…
- BOLD INTEGRATION
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- COPS INTEGRATION
Create, activate, and update your COPS Monitoring accounts using the COPS Integration now within the new SecurityTrax. Learn more…
- COPS INTEGRATION
Enhancements
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- INTEGRATION CREDENTIALS
We updated the way you enter and manage credentials on integrations. There is now a new window that will open containing only credential fields to make it easier to not accidentally clear that data when updating other fields in the integration screen.
- INTEGRATION CREDENTIALS
Fixed
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- LOGIN ERRORS
We are now showing errors when attempting to login with the wrong credentials. After a few tries, you will see a message explaining that the account has been locked.
- LOGIN ERRORS
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- CUSTOMER EQUIPMENT
Customer Equipment now includes Technicians on the dropdown menu for “Sold by” field.
- CUSTOMER EQUIPMENT
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