Release on October 20, 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.

• • 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.