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SecurityTrax

4) Continued Usage

Now that you've created and synced the Customer Record, what happens when you make changes in SecurityTrax?

  • Every time you make changes to the Customer Record, the updated information is synced to AvantGuard.  For this reason, you may notice a slight delay when accessing/saving a customer record within SecurityTrax that is synced with AvantGuard.
  • Information synced includes not only information on the main customer page within SecurityTrax, but information from the "Equipment" popup window on a customer record, as well as information from the "Contacts" popup window.

Usage 1.png

 

Usage 2.png

Account Maintenance

If you need to make adjustments to the AvantGuard credentials from the "Administrative Setup" section of this document, provide these changes to SecurityTrax as soon as possible, as the integration will cease to function if the credentials are changed/invalidated.

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