Release notes for Texada CloudLink version 2023.1130.
Introduction
These notes address new features and code fixes for version 2023.1130 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- Release Highlights
- CloudLink Console
- Condition Monitoring Portal
- Customer Order to Invoice (COTI)
- Equipment Monitoring Toolkit
- iQuote
- Parts & Service Quoter
- Service Agreement Quoter
- ServiceLink
- ServiceLink Flex
Release Highlights
ServiceLink Flex: Offline Labor Entries
ServiceLink Flex’s offline functionality has been further enhanced! It is now possible to create draft Labor entries for Work Order Segments and Operations.
iQuote: Edit Model Description for non-Cat Machines
The ability to edit the Model Description of non-Caterpillar equipment has been added to Texada iQuote! With this feature, users can ensure accurate and comprehensive documentation of non-Caterpillar models.
CloudLink Console
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Ticket # |
Description |
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CLA-29695 |
Console admins now have the ability to set the default value of the "View" dropdown when using the search bar. This can be configured using the following key in CloudLink Console: "ckSalesRep.SearchBar.ViewDefaultAll". The default value for this key is "Mine". |
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CLA-29695 |
Console admins now have the ability to set whether the Address1 field is mandatory. This can be configured using the following key in CloudLink Console: "ckSLCommon.CustomerProspect.Mandatory.Address1". The default value for this key is "Mandatory for both Real and Prospect Customers". |
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CLA-29695 |
Console admins now have the ability to set whether the Address2 field is mandatory. This can be configured using the following key in CloudLink Console: "ckSLCommon.CustomerProspect.Mandatory.Address2". The default value for this key is "Mandatory for Real Customers". |
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CLA-29695 |
Console admins now have the ability to set whether the Address3 field is mandatory. This can be configured using the following key in CloudLink Console: "ckSLCommon.CustomerProspect.Mandatory.Address3". The default value is set to "Mandatory for Real Customers". |
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CLA-29695 |
Console admins now have the ability to set the maximum number of credit notes shown in the Accounts Receivable report. This can be configured using the following key in CloudLink Console: "ckSlCommon.HowManyTopMostShowCreditNotesInAccountsReceivableReport". The default value for this key is "5". |
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CLA-29699 |
Console admins now have the ability to set whether to include or exclude attachments from credit claim calculations. This can be configured using the following key in CloudLink Console: "ckPackage.CATCreditClaimsCalculation.ExcludeInventoryAttachments". The default for this key is "Exclude from Calcuations". |
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CLA-29699 |
Console admins now have the ability to set the conditions under which an email is sent when an issue is reassigned. This can be configured using the following key in CloudLink Console: "ckCommon.CIM.ReAssign.SendEmailEveryTime". The default value for this key is "Only When Assignee Changes". |
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CLA-29699 |
Console admins now have the ability to set whether the "CC Originator on Lead Emails" checkbox will appear when editing a lead. This can be configured using the following key in CloudLink Console: "ckSlCommon.Lead.CCLeadToOriginator". The default value for this key is "Hide". |
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CLA-29699 |
Console admins now have the ability to set the number of days until the email reminder is set after issue escalation if the issue has not ben resolved. This can be configured using the following key in CloudLink Console: "ckCommon.CIM.RepeatedSendingAlertInDays". The default value for this key is "15". |
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CLA-29691 |
Console admins now have the ability to set the interval (in days) of how often an email reminder about an outstanding opportunity is sent to the assignee. This can be configured using the following key in the Console: ‘ckCommon.Opp.FrequencyInDays_ReAlertOutstandingLeadOppToAssignedPerson’. The default value for this key is ‘5’. |
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CLA-29691 |
Console admins now have the ability to opt to send an email notification and specify whether it will send repeatedly or only once. This can be configured using the following key in the Console: ‘ckCommon.Opportunity.Email.SalesRep.ReAlertOutstandingLead.Once’. The default value for this key is set to be the same as that of the following key: ‘ckCommon.Opp.FrequencyInDays_ReAlertOutstandingLeadOppToAssignedPerson’. |
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CLA-29691 |
Console admins now have the ability to set whether an email will be sent to the originator of the lead/opportunity when the originator is the same as the assigned owner. This can be configured using the following key in the Console: ‘ckCommon.Opportunity.NewOpportunity.OwnerIsOriginator.SendEmail’. The default value for this key is ‘Do not send.’ |
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CLA-29691 |
Console admins have the ability to set whether the “Email” button will appear in opportunities. This can be configured using the following key in the Console: ‘ckCommon.Opportunity.EmailMe.Show’. The default value for this key is ‘Show’. |
Condition Monitoring Portal
|
Ticket # |
Description |
|
CLA-29335 |
SMU readings from VisionLink are now appropriately populating. |
Customer Order to Invoice (COTI)
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Ticket # |
Description |
|
CLA-29732 |
Renamed the "Shipped But No Score Transmit Date" report to "Shipped But No Score Date" and changed the logic so that only deals that appear on this report are ones that are shipped but do not have a value in the "Score Sale Date" field, which is the "Score Date" field that appears in the "Key Dates" area of COTI. |
Equipment Monitoring Toolkit
|
Ticket # |
Description |
|
CLA-29933 |
Enhanced the performance of the "EMT Active New Events" report. |
iQuote
|
Ticket # |
Description |
|
CLA-29932 |
The "Shop Get Ready" document will have now the Local Items Cost multiplied by the quantity of the items. |
|
CLA-30064 |
Re-enabled showing CSA in the sales agreement when payment terms are selected to show in the sales agreement. |
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CLA-30105 |
Re-enabled displaying the correct model configuration values when selecting a model config from the left menu while the user is on the quote page. |
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CLA-30085 |
Enhanced Model Admin to prevent deletion of a model when a quote or standard package has that model. |
Parts & Service Quoter
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Ticket # |
Description |
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CLA-29911 |
Resolved an issue where the total in a quote matches the segment total. |
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CLA-29939 |
User will no longer receive an error message when updating the part quantity on a quote. This was due to redundant PSE type values. |
Service Agreement Quoter
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Ticket # |
Description |
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CLA-29561 |
SAQ packages will only add events that match the modifier code. |
ServiceLink
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Ticket # |
Description |
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CLA-29523 |
Resolved an issue in the segment parts edit popup where the on-hold checkbox sometimes wasn't automatically checked when it should have been. |
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CLA-28982 |
Created the following new endpoints: /codesststatuses /codesstsubstatuses /codesshopfields /codespriorities |
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CLA-30088 |
Resolved an issue where not all job codes would appear when a new segment was created out of a standard job in PSQuoter. |
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CLA-29910 |
Fixed the ordering/sorting of the Segments in a multi-segment Standard Job to match what is in PSQ. |
ServiceLink Flex
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Ticket # |
Description |
|
CLA-30012 |
Fixed an issue with the Labor list and made Approved Labor not tappable. |
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CLA-30156 |
The application will no longer sporadically crash while editing operation notes in offline mode. |
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CLA-29950 |
Resolved a UI issue with the Edit Notes draft action menu so it will not overlap with the "Change Line Type" in the bottom. |
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CLA-30062 |
Resolved an issue where tapping on the Blog List would occasionally cause the application to crash. |
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CLA-29988 |
Resolved an issue where the plus (+) sign was still visible after an album was added to a work order. |