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.

• • PERMISSIONS
    There is a new Lead policy for Sales Rep User on Calendar Event. When applied, this policy will only allow users to see leads where they are assigned the sales rep on the appointment.

• • REPORTS
    The Customer Equipment report type now has Paid Status as an option as both a filter and as a column.

• • PAYABLES
    We have a new Payable Formula value called Customer Has Email. This will allow you to verify in your payroll calculations whether an email address has been set on the customer.

• • TASKS
    The Task Details box is now much larger to support longer notes.

• • REPORTS – FILTER
    The Calendar Event Tags report filter was not working correctly and was only showing results for Install type appointments. That has now been fixed so that a report with this filter will now show calendar event/appointments of all types.

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.

• • CONVERT LEAD TO CUSTOMER
    You can now convert a Lead to a Customer and jump in to a create customer workflow. Simply enable the workflow to Allow from Convert Lead to Customer in the company settings for the workflows you want to enable for this. Then, when converting a lead to a customer, select the dropdown next to the Convert to Customer button and select which workflow to use.

• • MY PAYABLES DASHBOARD CARD
    This new dashboard card is for users to view their payables on their home page. The My Payable Entries card can be used with a number of different date ranges.

• • NOTIFICATIONS
    Customer Created is a new notification available that will allow any user to be notified when a new customer has been created in SecurityTrax.

• • INVENTORY PERMISSIONS
    We have created two new grants under the Equipment Ledger resource type in the Equipment/Inventory permission group. These new grants are View On Hand and Perform Physical Inventory. Any permission group that had Equipment to Recipient – View grant will get the new View On Hand grant. And, any permission group that had Equipment to Recipient – Modify grant will get the new Perform Physical Inventory grant.

• • ALARM.COM
    Our Alarm.com integration now has Access Plan User Management and Smart Access Control add-on options when applicable on Packages.

• • GUARD RESPONSE
    Guard Response Fee has been moved from the Contacts section to the Sale Information section on the customer next to the Guard Response enable slider. We have also added Guard Response fee to all ADT create customer workflows on the Order step.

• • CUSTOMER ACCOUNTING
    Invoices and quotes now allow you to reorder line items with the drag and drop functionality.

• • INVENTORY
    Purchase requisitions now show the fulfilled status of the associated Purchase Orders for each item ordered.

• • PAYABLES
    The Payee on Customer Payables will now display the Appointment Information where applicable.

• • QUOTES AND INVOICES
    We have fixed a few issues with Quotes and Invoices. First, we fixed the issue where line items were not in the correct order on the pdf. Also the issue where the updated name of items was not showing correctly on the pdf has been fixed. And finally, we made an update in response to Chrome’s update to fix the issue that caused the print size of the pdf to have issues.

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.

• • NOTIFICATIONS
    There is a new User Notification named Customer Created that allows any user to be notified when a new customer is created.

• • SUPPORT LINK
    We now have a quick link to our support documentation site. Simply click on the Support link located in the footer of your SecurityTrax site.

• • DOCUSIGN
    When creating a DocuSign file, you will now see a much larger window that makes it easier to view templates with long names.

• • CANCELATION REVERSED
    When a customer cancelation is reversed, the warning stating that the customer is canceled now goes away automatically.

• • PAYMENTS
    Payments with no tax are not able to be marked as Cleared.

• • WORKFLOWS
    We have fixed the issue that was causing problems when clicking on the back button of some steps in the Create Customer workflows.

• • ADT
    The ADT equipment mapping issues in the integration settings have been fixed.