Documentation

Appearance & Status Icons

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. Today it holds one setting, Status Icons, which controls the small colored badges shown next to a customer's name.

To open it: Admin → Global Settings → Appearance → Status Icons.

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

  1. Go to Admin → Global Settings → Appearance, then open the Status Icons card.
  2. You'll see the full list of available icons, each with a switch.
  3. Show or hide an icon by toggling its switch on or off.
  4. 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.
  5. 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.

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