Release notes for Texada CloudLink version 2023.1116.
Introduction
These notes address new features and code fixes for version 2023.1116 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- Release Highlights
- Customer Order to Invoice (COTI)
- iQuote
- Parts & Service Quoter
- Reservations
- SalesLink
- Service Agreement Quoter
- ServiceLink
- ServiceLink Flex
Release Highlights
ServiceLink - Review Completed Segment Status
A new “Review Completed” status has been added to Segments in Texada ServiceLink! This change allows ServiceLink users with the “Workorder.Segment.Review” security role to indicate that a Work Order Segment has been reviewed after completion.
Customer Order to Invoice (COTI)
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Ticket # |
Description |
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CLA-22988 |
The incomplete tasks email link now includes a wider date range. The new date range starts 5 years from the current date. |
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CLA-23260 |
Improved the consistency of name formatting on the Tasks Add/Edit page. Assigned and CC fields will show as [Last Name, First Name]. |
iQuote
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Ticket # |
Description |
|
CLA-29192 |
Improved consistency of CAT models ordering to be displayed in the same order that is seen on the CAT price pages. |
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CLA-29311 |
Added showing the change date in Quote Package Line Items API. |
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CLA-29876 |
You can now configure whether the price list adjustments will apply to new inventory in iQuote. This enhancement is controlled by configuration key 'ckQuote.Configuration.NewInventory.ApplyPriceListAdj'. The default is set to Apply will get the adjustment from the quote header. |
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CLA-29792 |
Re-enabled checking the Current Indicator for On Order machines to check against the equipment on order details instead of the price list. |
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CLA-29847 |
The 'Model Config' link on the left menu can now only be accessed by the users with the Admin role, instead of all user roles. |
Parts & Service Quoter
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Ticket # |
Description |
|
CLA-30025 |
Fixed a bug which existed in production from Nov 9 through Nov 14 in PSQ where an incorrect labour class was defaulted to in new quotes. |
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CLA-29478 |
Updated the ServiceLink Security Matrix to prevent issues caused by role names containing spaces. |
Reservations
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Ticket # |
Description |
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CLA-30082 |
Updated the column names in the Excel exports to match the names in the application report. |
SalesLink
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Ticket # |
Description |
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CLA-29558 |
Enhanced the collaboration feature between SalesLink calendar and outlook. |
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CLA-29797 |
Sales Executives will have to have the 'Customer Credit Notes Executives' (1016) secure module assigned to view the Credit Notes section in the left menu. Sales Reps will have to have either the 'Manage - Customer Credit Notes Executives' (1016) or 'Manage - Customer Credit Notes' (1011) secure module assigned to view Credit Notes. If the secure module is not assigned, the following console key - ckSalesRep.LeftMenu.CreditNotes.Show - has to be set to Everybody (2) to view the Credit Notes section in the left menu. |
Service Agreement Quoter
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Ticket # |
Description |
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CLA-29560 |
When editing an event list, you will see the Event Name for an additional event. And when looking to add an Additional Event, you will see all applicable events. |
ServiceLink
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Ticket # |
Description |
|
CLA-29786 |
When creating a ticket, the year field now features a red asterisk to indicate its mandatory status. |
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CLA-29881 |
Resolved an issue where not all job codes show up when a new segment is created out of a standard job in ServiceLink. |
ServiceLink Flex
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Ticket # |
Description |
|
CLA-29962 |
Add Labor is not showing loading indicator anymore. |
|
CLA-30090 |
When a word extends past 50 characters, it will now drop to new line instead of being split across 2 lines. |
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CLA-29986 |
Resolved an issue where the Android application was randomly crashing while performing Notes/Special Instruction Draft actions. |