Messages

Requires.

Messages with View to see the list.

Messages with Create to send a new message.

The Messages tab is the record of everything SecurityTrax has sent this customer. That includes messages someone on your team composed, and the automatic emails the system sends on its own — invoices, quotes, statements, payment receipts and appointment emails.

Each row is one email or text, not one document. When a single email covers several records — a parent customer's combined invoice email, for example — it appears once, with a note saying how many it covered.

Messages sent outside SecurityTrax (a rep texting from their own phone, an email from someone's personal mailbox) don't land here. Treat this tab as the record of SecurityTrax-originated communication.

Note. This is an outbound record. SecurityTrax does not capture customer replies, so nothing the customer sends back appears on this tab.

Getting here

Click Messages in the customer's header tab bar. The heading shows a count.
Or navigate directly to https://portal.securitytrax.com/{your-company}/customers/{id}/customer-messages.

The list

Newest first. Each row shows:

Column	What it tells you
Date	When it was sent. A red Failed badge appears when the send was rejected before it left SecurityTrax.
Type	What was sent — Message, Invoice, Quote, Statement, Receipt or Appointment. The icon on the badge shows the channel: an envelope for email, a phone for SMS. Hover it to read the channel name.
Subject \| Message	The subject line for an automatic email, or the message template's name for one your team composed. Older sends show Not recorded — SecurityTrax did not capture subjects at the time they were sent. Underneath, covering N records appears when that one email covered several invoices.
Sent To	The exact address or phone number it went to, as recorded at the time.
Sent By	The person who sent it, or SecurityTrax for automatic sends.

Filtering and paging

Filter (top left) opens a flyout with Type (Message, Invoice, Statement, Receipt, Appointment) and Per Page (10, 25, 50).
When a filter is active the button turns red and a Clear link appears beside it, so you can reset without reopening the flyout.
Pagination sits to the right of the heading and again below the list.

Heads up. A row means the message left SecurityTrax. Whether it was delivered, opened, or later bounced is not tracked here — that happens at your email or SMS provider after we hand it off.

Sending a new message

Click + New Message (top right).

Messages are sent from templates your administrator sets up, rather than free-typed. Picking the template decides the channel, subject and body.

Field	Required?	Type	Notes
Message	Yes	Select	The template to send. Its delivery method (email or SMS) determines which recipient field you get. Templates can contain fields — customer name, address, sale and current-user values — that resolve to this customer's real values at send time. A template that uses the Customer or Business Name field shows the business name on a commercial account that has one; Customer Name always shows the person.
Dynamic Field Type	No	Select	Ties the message to a related record — an appointment, note, or invoice — so the template can merge details from it.
(value)	No	Select	Which specific record of the type chosen above. The label changes to match.
Email To:	Yes (email templates)	Text	Defaults to the customer's email. Separate multiple recipients with commas.
SMS To:	Yes (SMS templates)	Text	Defaults to the customer's mobile number. Separate multiple numbers with commas.

The subject and body are shown below the form as a read-only preview so you can confirm the merged content before sending. Click Send to send it.

If no template is selected, SecurityTrax shows Select a message and nothing is sent. If the recipient address or number is not valid, it reports an invalid-address error instead of sending.

Automatic messages

Most rows are not composed by anyone — SecurityTrax sends them as part of normal billing and scheduling:

Invoices and quotes emailed when generated, or from an invoice's Actions → Email.
Statements emailed to the customer.
Payment receipts after a payment processes.
Appointment emails sent from a work order.
Combined emails to a parent customer covering several sub-customer invoices at once.

These appear alongside composed messages, attributed to SecurityTrax.

Why this matters

Audit trail. When a customer says "you told me X," you can see exactly what was sent, to which address, and when.
Team handoff. Anyone picking up the account can see what the customer has already received.
Billing questions. Whether an invoice or statement actually went out — and to whom — is answerable without guessing.

Invoices — each invoice also has its own send history.
Statements — emailed statements are logged here.
Notes & Tickets — internal notes that are not sent to the customer.
Contacts — where the addresses and numbers used here come from.