Appearance

Requires. The SecurityTrax Global Settings permission. Without it you can't open the page; with it you can both view and change the settings here.

Appearance is a section of Global Settings for company-wide visual and display preferences. It only changes how existing information is shown — lists, headers, and names. It does not lock fields or add fields that get saved; those live under Global Settings → Customers.

The hub is grouped into three sections:

Customers

Setting	What it controls
Status Icons	The small colored badges shown next to a customer's name, and their order.
Customer Names	Whether a commercial customer's contact name is shown alongside its business name.
Customer Lists	Which optional columns appear on the customer list and a customer's Accounting transactions and Payables tables.

Leads

Setting	What it controls
Lead Lists	Which optional columns appear on the Lead list.

Company Accounting

Setting	What it controls
Company Accounting	Which optional Note columns appear on company-wide Accounting lists (Invoices, Payments, Credit Memos, Refund Receipts, Payables, Funding). Each list has its own switch, off by default.

To open it: Admin → Global Settings → Appearance, then pick a card.

What status icons are

Status icons are the small colored squares that appear next to a customer's name — both in the customer list and at the top of an open customer record. Each icon tracks one part of the customer's account, and its color tells you the state at a glance:

Green — done / healthy.
Amber — in progress or needs attention.
Red — missing or a problem.

Hover over an icon to see the details behind it (for example, the sale date, the cancel date, or the monitoring provider's name).

Note. Status icons appear on customer records only. Leads do not show status icons.

Choosing which icons show

Go to Admin → Global Settings → Appearance, then open the Status Icons card.
You'll see the full list of available icons, each with a switch.
Show or hide an icon by toggling its switch on or off.
Reorder the icons by dragging a row up or down using the drag handle. The order here is the order they appear next to the customer name.
Click Save.

Changes apply everywhere the icons appear. If you've never changed this setting, every icon shows in the default order, led by Account Status.

What each icon means

Icon	What it tracks	Color meaning
Account Status	Where the customer is in their lifecycle	Green = sold (has a sale date). Red = cancelled. Gray = no sale date yet.
Install Status	Whether the system is installed	Green = installed. Amber = install scheduled. Red = not installed and not scheduled.
Monitoring / Central Station	The link to the monitoring provider	Shows the provider's logo. Green = assigned and linked to the central station. Amber = assigned but not linked. Red = not assigned.
Interactive Services	The link to the interactive services provider (e.g. Alarm.com)	Shows the provider's logo. Green = assigned and linked. Amber = assigned but not linked. Red = not assigned.
Funding Status	Funding progress	Green = paid in full. Amber = funded or in progress. Red = no funder.

Customer names

Open Admin → Global Settings → Appearance → Customer Names.

A commercial account that has a Business Name displays by that business name — on the customer list, every page of the customer record including its browser tab title and saved bookmarks, the lead list, tickets, work orders, and the home dashboard cards.

The one choice here is whether to show the contact too:

Setting	Type	Effect
Append contact name	Checkbox	Off (default): the record shows as `Acme Corp`. On: it shows as `Acme Corp (John Doe)`.

A live preview under the checkbox shows the exact shape before you save. Click Save to apply. The change takes effect immediately for everyone in your company — there is nothing to re-save on individual records.

What decides which name shows

Situation	Displays
Account Type is Commercial and Business Name is filled in	The business name
Account Type is Commercial and Business Name is empty	The person's first and last name
Account Type is Residential — even if Business Name is filled in	The person's first and last name

It is the Account Type that decides, not whether the Business Name field happens to have something in it. If a commercial account is showing a person's name, check that its Business Name is filled in.

Things worth knowing

Sorting still uses the person's name. Sorting the customer list by Name orders by first and last name, so a commercial account sorts under its contact — Acme Corp sorts under John Doe, not under "A". This can look out of order when scanning a sorted list.
Long names are shortened in lists. If a name is too long for the column it is trimmed with an ellipsis; hover over it to see the full name. Turning on Append contact name makes names longer and more likely to be trimmed.
You can still search by the person's name. Searching is unchanged — a commercial account is found by the business name, the business contact, or the individual's first and last name, whatever it displays as.
The customer's own record still shows both. The Business Name and Business Contact fields are always on the customer's information form, so the contact is never hidden — only the headline name changes.

Note. Global search results are the one place that behaves differently: they always show Business Name (Last, First) for any account with a business name, regardless of Account Type and regardless of this setting.

Note. This setting covers on-screen display. Invoices and statements are not affected — they have their own separate business-name setting. Ask SecurityTrax support if you want business names on your invoices.

Heads up. Contracts sent for signature are also unaffected in one specific place: the signer's name on an e-document stays the individual person, because that is who legally signs. If you want the business name printed elsewhere in the contract, use the Customer or Business Name field — see Electronic document templates.

Where the name is used elsewhere

Once this is set, the same name is used by:

Workflow steps and email campaigns — insert the Customer or Business Name field. See Customer Workflows and Email Campaigns.
Contracts and e-documents — use the Customer or Business Name field, or the ST_CustomerNameOrBusinessName data label on a DocuSign template. See DocuSign data labels.
The AI assistant — it refers to a commercial customer by its business name when answering questions.

Customer lists

Open Admin → Global Settings → Appearance → Customer Lists.

The customer list and a customer's Accounting transactions and Payables tables always show a core set of columns. Everything below is optional and off by default — tick a box to add that column, then click Save.

Customer list:

Column	Shows
Account #	The monitoring account number.
Business	The business name, as its own column.
Business Contact	The named contact at the business.
MMR	Monthly monitoring rate.
Tags	All tag names applied to the customer.
Email	The customer's primary email address.
Install Technician	The technician assigned to the customer.
Credit Grade	The grade from the most recent credit check.
Created	The date the record was created.
Source	The source that brought the customer in.

Customer Accounting — Transactions (Customer record → Accounting → Transactions):

Column	Shows
Note	Internal Note on invoices, quotes, refunds, and credit memos. Payment Note on payments. Long notes are shortened; hover to see more.
Customer Note	External Note the customer can see. Blank on payments.

Customer Accounting — Payables (Customer record → Accounting → Payables):

Column	Shows
Note	The payable Notes. Long notes are shortened; hover to see more.

Company-wide Accounting lists have their own switches under Company Accounting. Lead list columns live under Lead Lists.

Note. Business and the Customer Names setting are independent. Business adds a separate column; Customer Names changes the Name column itself. Turning on both shows the business name twice.

Heads up. A few of these columns can additionally be limited to specific user groups. When that's set, the column stays hidden for everyone outside those groups even with the box ticked, and the page shows an amber note on the affected column. Contact SecurityTrax support to change a group limit.

Lead lists

Open Admin → Global Settings → Appearance → Lead Lists.

The Lead list always shows a core set of columns. Everything below is optional and off by default — tick a box to add that column, then click Save.

Column	Shows
Business Contact	The named contact at the business.

Heads up. This column can additionally be limited to specific user groups. When that's set, the column stays hidden for everyone outside those groups even with the box ticked, and the page shows an amber note. Contact SecurityTrax support to change a group limit.

Company Accounting

Open Admin → Global Settings → Appearance → Company Accounting.

Each company-wide Accounting list is its own card. Tick a box to add that column, then click Save. Optional columns are off by default. Long notes are shortened; hover to see more. The full text stays on the edit page.

Invoices (Accounting → Invoices)

Column	Shows
Internal Note	The invoice Internal Note.
Customer Note	The External Note printed on the invoice the customer sees.

Payments (Accounting → Payments) — Note (the payment Note).

Credit Memos (Accounting → Credit Memos) — Note (the Internal Note).

Refund Receipts (Accounting → Refund Receipts) — Note (the Internal Note).

Payables (Accounting → Payables) — Note (the payable Notes).

Funding (Accounting → Funding) — Note (the funding Notes).

These do not change a customer's Accounting pages. Aging Invoices, Upcoming Billing, and Financing are not listed here until they have optional columns.

Customer List — where most of the customer-list columns appear.
Accounting — Transactions — optional Note column on a customer's transactions table.
Invoices — company-wide list that can show Internal Note and Customer Note.
Calendar & Scheduling Settings — another company-wide settings area under Global Settings.
Advanced — other low-level company-wide Global Settings switches.