Updates to SecurityTrax

Alarm.com Integration

Our Alarm.com integration now allows for the setting of the Two Factor Authentication Token for single sign-on. Admins can set it for users on the Integrations tab of the user’s record. Users can also set this for themselves in the Integration tab of their account.

Enhanced Message Boxes

We have enhanced the Message boxes used when sending quotes, invoices, statements, and work orders. The message box will now allow rich text formatting, including the ability to use links in your messages.

Customer Payments and Invoices

Customer payments and invoices/quote type reports now have a filter for Account Type.

Tag Management Fix

Our system was treating customer tags and lead tags as one in the same and that caused some issues and confusion. We have fixed the issue by adding context to the tags so that each is treated as either a customer tag or lead tag.

Inventory Notifications

Inventory Notifications are now available. Enable these in Global Settings to start receiving notifications for inventory actions with purchase orders, transfers, and more.

Customer Accounting Improvements

The customer accounting Quotes list now has ID and Internal Notes as columns.

Home Dashboard Cards

Many home dashboard cards now have the capability to change focus between Me and Company. This can be changed from the card itself by clicking on the icon on the upper right corner.

Invoice Email Subject Update

Invoice Emails now include the invoice ID in the subject of the sent email.

Lead Assignment

You can now assign a user other than yourself to a Lead during creation of the lead.

Customer Equipment Dropdown

Customer Equipment Sold By dropdown now shows relevant users listed at the top of the list. Relevant users such as the assigned sales representative; the install tech; the logged in user; and the alternative sales representative.

Customer Payment Report

We have added a new column to our Customer Payment Report type. This column is titled Payment Response Notes and provides the reasons (responses), provided by the payment processor, for why a payment succeeded or failed.

Sending Messages to Customers

When sending messages to customers, you can now manually enter in additional recipient emails or phone numbers. Please note that these additional emails or phone numbers will not be saved in SecurityTrax.

Pagination Fix

Pagination on many of our content management lists was not working properly. That issue has been fixed for all lists.

Statement Notes Display

Notes to customer on statements will now correctly display in the documents sent to customers.

ACH Processed Payments

Customer ACH processed payments will now only show the Void button only on the day they are processed as that is the only day these type of payments can be voided.

UI Bugs Fix

Various customer payable UI bugs have now been fixed.

Scheduling Option Removed

When scheduling, the option for Technicians in Location has been removed as an option in the Show List dropdown as this option is antiquated and no longer functional.

Message Placeholder Fix

We have fixed the issue that caused problems when trying to send a message using a task or note placeholder.