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.

• • INVOICE BULK PRINT
    We have updated the Invoice Bulk Print feature. Printing 25 or less invoices in bulk will download as it has been previously. However, more than 25 will now generate in the background. You will receive a bell notification with a link when the file is ready to download for printing.

• • CREATE CUSTOMER WORKFLOWS
    All Create Customer Workflows that include Adding Equipment (usually via an order template) will also now include an option to add individual equipment items either additional to those added by the package or instead of.

• • CALENDAR
    Calendar filters are now being saved so you can navigate to different pages and return to the calendar with the same filters you previously set.

• • PURCHASE ORDERS – CREATE
    When creating a new Purchase Order, you will now see a filter above the equipment list. This filter allows you to type in the name of the equipment item you are searching for to make the ordering process easier.

• • COMPANY TASKS
    You can now filter the Company Tasks list by the person who created the task.

• • COMPANY AT-RISK ENTRIES
    We have added a filter on the Company At-Risk Entries list to show closed entries. Note that because this list can get long, we have that filter defaulted to not show those entries.

• • CREDIT CARD TYPES
    The issue with credit cards showing the incorrect card type and logo 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.

• • MESSAGE+
    Our Message+ Add-on is available to use with your Twilio account. Visit our add-ons page to learn more about how to get a Twilio account so you can start using this feature.

• • CUSTOMER FILE POLICIES
    We have added the following policies on Customer Files permissions: Created by logged in user; Created in the last N days; Created in the last N months; and Created in the last N years. Use these for added restrictions.

• • MESSAGING CAMPAIGNS
    Messaging Campaigns now has an Active slider in Company Setting. Use this to make campaigns inactive when you do not want them to be used in customer records.

• • INVENTORY RECIPIENT ADDRESS
    When setting up a user to be an inventory recipient you can now type in the zip code first and the city and state will auto-populate for your convenience.

• • USER TIME OFF
    The User Time Off Delete button has been updated with a dropdown option. When deleting time off you now have the choice of deleting your selection as well as all entries before; deleting your selection and all entries after that; or deleting a set.

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.

• • ELECTRONIC DOUMENT SETTINGS
    You can now create and manage your Electronic Document settings with proper permissions. Also newly added to our integration with DocuSign, is the ability to authorize via oAuth. Learn more…

• • MESSAGING CAMPAIGNS
    Messaging Campaigns now has an Active slider in Company Setting. Use this to make campaigns inactive when you do not want them to be used in customer records.

• • REPORTS – BULK EDIT
    Reports will no longer lose previously set sorting after bulk editing.