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.

• • DEFAULTS
    Defaults is a new feature in the Admin section that allows you to set defaults for your site. Starting with Customer Duplicate defaults available now. This feature will be expanding to provide more options for defaults throughout the site. Learn more…

• • DUPLICATE CUSTOMER
    Customers can now be duplicated. On the Customer Information section of a customer record, you will see the Duplicate button. When duplicating a customer record, you will be prompted to select all or some of the data points you wish to include on the new record as well as providing the new customer record name. Please note that admin Defaults will be applied, but can be changed. Learn more…

• • CALENDAR CLICK AND DRAG
    To improve the user experience on the company calendar, we have enhanced the calendar to allow for Click and Drag. Simply click anywhere on the calendar grid and drag the calendar in any direction. Note: Do not click on an appointment block (clicking on that will move or expand the appointment time).

• • NOTES HOVER OVER
    Anywhere notes are shown on lists, you will now be able to view the entire note even if they are too long to show on the list. Simply put your curser over the ellipses (3 dots that signify there is more not shown) and a Hover Over window will expand the full notes..

• • WORK ORDERS – SUBJECT FILTER
    Work Orders can now be filtered by the subject on the company work orders list page. Type in some or all of the subject into the filter to narrow down the list.

• • REPORTS – BULK DELETE
    Bulk deleting on reports is now easier. First, select the rows/items you want to delete and the delete option will appear on the blue bar above the report.

• • HISTORY LOGS
    User, Customer, and Lead history is now paginated to provide an easier view.

• • TAG ICONS
    Accounting lists such as invoices, refund receipts, and quotes, etc. now have the Tags icon on the list views so you can easily see if any tags have been applied.

• • MESSAGE TEMPLATE – DELETE
    Message templates that are in use on a customer record cannot be deleted. We have added a message to explain this when attempting to delete a message template that is still in use.

• • ORDER TEMPLATE
    We have fixed the issue with Order Templates that was causing problems on the Order step of the create customer workflows.

• • PURCHASE ORDERS – RECIPIENT INFORMATION
    Some recipient information was not showing up on purchase orders. That has been fixed and you can now see the recipient’s information correctly.

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.

• • WORK ORDER NOTIFICATIONS
    Work Order notifications are ready to be enabled in Global Settings. Choose which notifications you want users to receive and the method in which they receive them on a company-wide or individual basis. Learn more…

• • PROCESSED PAYMENTS – FUTURE
    You can now set a Cleared status and date on Payments scheduled to be processed on a future date.

• • EQUIPMENT RETAIL PRICE
    Equipment records in the Admin menu now include a slider that allows you to Copy Retail Value to the Invoice Billable Item.

• • PARTNER COMPANY SETTINGS
    Partner Company settings have been updated and now have a few more tabs with more specific details to make it easier to navigate through.

• • ALARM.COM
    Alarm.com vendor settings now include waive signature as an option.

• • ACTIVATION FEE
    The error that notifies you when an Activation Fee has already been invoiced and cannot be included on a quote or invoice, is now showing correctly.

• • REFUND RECEIPTS
    The bug causing issues with refunding payments on Refund Receipts has been fixed.

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.

• • TIME OFF
    User Time Off is now available on user’s My Account section. Users that have permissions to view and manage their own time off can do that by clicking on their profile picture. This will also reflect the new changes that we have made on Time off on the Admin side where you can now select the type of time you are wanting to create: One-time, Recurring, or Multiple Days.

• • SIMPLE SALES WORKFLOW
    You will see a new Create Customer Workflow with the name of Simple Sales. This new workflow is focused on getting the customer created with some pertinent order information in an easy and simple way.

• • STAGES
    Central stations on the Stages platform have been updated to include the listen in option on creation of an account. Additionally, we have added a whitelist option for device types in the admin settings.

• • APPOINTMENT LIST
    We have updated the appointment lists to show the most recent appointments at the top. In addition to this, you can now also sort the appointment list by type, tech name, date, and date added.

• • COMPANY INVOICES
    There are now 2 new filters on the company accounting invoice list. You can filter by Customer Default Billing Type and by Outstanding balance.

• • NOTIFICATIONS
    We have updated our failed payment notification to indicate if the failed payment was done through the Alarm.com portal or through SecurityTrax.

• • CUSTOMER DASHBOARD
    There was a bug causing the customer dashboard to not load some or all cards when a user did not have an admin permission. That permission is no longer needed and the dashboard will now load with no issues.

• • CUSTOMER LIST
    The tags filter on the customer list is now working as expected.