Release on December 16, 2021

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.

• • CALENDAR
    We have been working diligently to improve and add on the following enhancements to the company calendar. Learn more…
  Here’s what’s new on the company calendar.
  Calendar Settings: This new section is where the different options will live. Here you can Group appointments by user; View appointments as a list; and toggle on/off sales and tech appointments.
  Group By User: You will notice that the group by user toggle has been moved to the new Calendar Settings section of the company calendar as described above.
  List View: View the calendar as a list for an easier view of scheduled appointments.
  Sales Appointments: Sale appointments are now showing on the company calendar.
  Filters: You can now filter the calendar by one or more users.
  Tech Status: Both the views of the calendar also now show the status of the Tech checking in and out of the appointment on time or late.

• • REPORTS
    Lead report types now allow Bulk Delete of Leads.

• • DOCUSIGN
    We fixed an issue where some users were not able to add a new envelope in the DocuSign integration. We also fixed an issue where the DocuSign credentials were not saving.

• • PERMISSIONS
    Users no longer need the following permissions to Apply Order Templates: Template/view; and Template Field Default/view.

• • CONTACTS DASHBOARD CARD
    The Contacts dashboard card is now updating the order of contacts correctly.