We received some questions on how to view all Technician appointments on the calendar. So, we created a new permission called Calendar View in the Calendar Events section of the Permissions. Giving this permission to a User will allow them to view all Technician appointments on the Calendar.

An updated Permissions UI simplifies Group creation as well as adding Users to existing Groups. It will now be easier to: Name your Group, Select Roles and Permissions, and Add Users. Learn more…

Capture warning signs related to customer attrition and maximize the likelihood of keeping their business with our new V3 feature At Risk Learn more….

We updated the look and feel for the Global Notification Settings to make it easier for everyone to understand and use this feature.

When you look at a User’s Permission settings, you will now see the Roles assigned to them.

You can now add and apply Manual Payments to a customer with no issues.

We noticed and fixed an issue that was causing the Work Order Scheduling Calendar was not working too well on smaller screens.

We fixed issues with the ADT Create Customer Workflow on Firefox where the PreCheck slider wasn’t working.

We updated the ADT Create Customer Workflow to include all required fields necessary to successfully shell an account with ADT.

To help make it clear what these fields mean, we have updated the names from Billing Start Date to Preferred Start Date and from Billing Date to Preferred Day of the Month.

We are improving how Tasks are listed to show the highest priority tasks first.

Tasks with no priority will now be listed with None as the priority instead of a default Medium. The Assignee issue is also fixed so that won’t disappear anymore.

Device Types are now showing up when shelling with UCC.

When we receive errors from the Central Stations, we will now display them for you.

We fixed a few issues with the Calendar, including issues with the wrong date being set when moving appointments; issues preventing moving of an appointment between technicians; and we also fixed the date picker so you can now choose a specific date.

Bulk updates on Customer Equipment is now working correctly.

There was some problems on the Create Customer Workflows when going back a step or two, but we got those all fixed now.

Admin management of Credit Bureaus is now available in V3. Learn more…

Equipment items in V3 can now be linked to an item in the SecurityTrax Master Equipment List that we have started building up. Learn more…

Equipment Kit creation and management is now available in V3. Learn more…

We have updated the Group Roles to include Task Assignee, At-Risk Assignee, and Work Order Assignee. We also removed Lead Admin. It is important that you or your admin go into the group permissions and update the roles that best apply. Note: Some of these roles are not usable yet as those feature are not yet fully ready in V3.

You can now set the Preferred Start Date and Preferred Day of the Month fields on Payment Methods.

When adding an account number on a Stages customer record, you can now click on the Add button to Request the next Account Number from the Account Number Block set in Admin.

When creating an account with the ADT Workflow, if the PreCheck fails you will not be able to click on the Shell Account button to prevent errors.

All Tags are now showing up. We fixed the bug that was causing some to not show up.

The Groups filter on the User List is now showing all groups.

Users without DocuSign permissions can now view the Files page of a Customer record without issues.

We found and fixed a few bugs in the Customer Workflow that were, on rare occasions, causing customer record duplication.

When creating an Invoice or Recurring Invoice you will no longer see odd behavior like the invoice changing to a Credit Memo or strange tax errors preventing the saving.

There are no longer issues with editing and saving the User’s Information.

When shelling an account with a Stages Central Station, you will now see errors from the Central Station that may not allow you to shell.

A few Policy types were getting errors when saving. That has been fixed.

You can now click and view Tags on Tasks lists with no issues.