Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release on March 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
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- SECURITYTRAX ALL-ACCESS GROUP
The previously called Owner group has been renamed as the SecurityTrax All-Access group. When new features and permissions are released this permissions group will automatically have them applied and enabled. We recommend adding all administrator accounts to this group to ensure they have full access. This group cannot be edited or removed. Learn more…
- SECURITYTRAX ALL-ACCESS GROUP
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- AFFILIATED INTEGRATION
Now your customer accounts can be pushed, linked, and activated with Affiliated Monitoring directly within SecurityTrax. Simply tap ‘Shell Account’, fill in the blanks and tap ‘Save’. Learn more…
- AFFILIATED INTEGRATION
Enhancements
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- ACCOUNT NUMBER ON CUSTOMER LIST
We have added a column to the Customer List that displays the customer’s Account Number with the Central Station.
- ACCOUNT NUMBER ON CUSTOMER LIST
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- ALARM.COM ADDITIONAL INTEGRATION SETTINGS
We have added a few additional integration settings for Alarm.com. To view and set these, go to the Integration tab of your Alarm.com administrative settings.
- ALARM.COM ADDITIONAL INTEGRATION SETTINGS
Fixed
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- ADT BLACKLISTS
We recently found that ADT Blacklist settings were not working correctly. That has been fixed, but you may need to go and reset those settings.
- ADT BLACKLISTS
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- TECH TODAY MAP
We have fixed this issue that was causing the map on Tech Today to show an incorrect location.
- TECH TODAY MAP
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- RECURRING INVOICES TERMS
We fixed a bug that was causing the term on Recurring Invoices to appear pre-selected, but was not actually saving anything.
- RECURRING INVOICES TERMS
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- ACCOUNT NUMBER BLOCKS
Account Number Blocks can now be marked Inactive and saved successfully.
- ACCOUNT NUMBER BLOCKS
Release on February 27, 2020
V3 development is ongoing. We hope you are liking what you see!
Check it out and let us know what you think.
New
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- LIVE CHAT SUPPORT
We’ve added yet another layer of support. Members in the original “Owner Group” or the new “All-Access Group” now have access to Chat Support within SecurityTrax. Receive transcripts via email for future reference. Learn more…
- LIVE CHAT SUPPORT
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- FUNDING CARDS
Gain insight to the overall Funding status on the User Dashboard or on an individual on the Customer Dashboard with the new Funding Cards.
- FUNDING CARDS
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- MESSAGES ON LEADS
Begin creating your own Email Message templates utilizing more than 120 pre-populating fields to communicate with your leads. Learn more…
- MESSAGES ON LEADS
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- ADT REPORTS
Easily access ADT Reports and customer data directly within SecurityTrax, including Aging, Attrition, Daily Cut In, Funding, and more. Learn more…
- ADT REPORTS
Enhancements
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- ADT UPDATES
New additions for ADT include: ADT Funding, ADT Collections, and ADT Disposition Notes.
- ADT UPDATES
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- SCHEDULING
When using the Default Scheduling Profile, you can now select multiple days on the calendar to select the best day/time for the appointment.
- SCHEDULING
Fixed
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- INVOICE FOOTER
The Invoice footer is now working properly and appearing on the Invoice.
- INVOICE FOOTER
Release on February 13, 2020
V3 development is ongoing. We hope you are liking what you see!
Check it out and let us know what you think.
New
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- INVENTORY
The SecurityTrax Inventory system allows you to manage every aspect of your inventory to track all equipment that comes in and out of your company. This article covers concepts and capabilities and provides examples of their use. Learn more…
- INVENTORY
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- PAYABLES
Payables are ready! Create and apply Job Functions to your Users to automatically calculate commissions for your sales reps and technicians. Learn more…
- PAYABLES
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- FUNDING
Track funds that are expected, received, and outstanding in the new SecurityTrax Funding feature. Learn more…
- FUNDING
Enhancements
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- CALENDAR UPDATES
We are continually updated the Company and Customer Calendar for better user experience and added functionality.
- CALENDAR UPDATES
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- ADT UPDATES
We have made many updates to the ADT integration. Many are minor updates, but some bigger updates include: the option to bypass eContracts and use paper; also keeping the precheck results when moving backwards and forwards in the Create Customer Workflow.
- ADT UPDATES
Fixed
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- ACCOUNT NUMBER BLOCKS
You can now create Account Number Blocks as they are now functioning correctly.
- ACCOUNT NUMBER BLOCKS
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- ZIP CODE
Customer and Leads no longer require a zip code to create the record.
- ZIP CODE
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- ADT
A few ADT bugs were fixed including: the ability to add equipment post shell; adding emergency contacts without enhanced verification are now showing up correctly; fixed some issues with embedded signing, Pre Cut in, and Rate Adjustment.
- ADT
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