Release on August 11, 2022

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.

• • QUICK ADD
    While on a customer or lead record, you will see a new Quick Add button on the toolbar that is accessible from anywhere on the record. Select this to see a list of options available to quickly create without navigating away from the current page you are on.

• • DEFAULTS – LEADS
    This new section in Defaults under the Systems section of the Company Settings allows you to set some defaults on Leads.

• • WORKFLOWS
    All Workflows will now pre-populate the Sales Rep to the logged in user, if the logged in user has a Sales Rep role.

• • LISTS
    Purchase Orders on company inventory and the Work Order list on customer records have had some additional columns to provide more details without needing to open each item.

• • PAYABLES
    We have added several new values to the Payables formula calculations options. For a full list see Learn more…

• • INVOICE TYPES
    When creating a Recurring Invoice, Invoice, or any other Accounting document like this, the Pre-Populated options are sometimes disabled for different reasons. We have added a message bubble to help explain when these are not available options.

• • INVOICE PDF
    A couple things have been fixed on the Invoice PDF. First, on commercial accounts, the PDF now shows the Business Name as well as the Business Contact. And secondly, when adding un-invoiced equipment to the Invoice, items are now listed in a row with a total quantity instead of each item listed separately in individual rows.

• • COMPANY ACCOUNTING
    The issue causing the Company Accounting page to not load if you were missing a permission, has been fixed. You no longer need full permissions for each section of the company accounting feature to see any part of it.