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      2024.0104 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2024.0104.

      Introduction

      These notes address new features and code fixes for version 2024.0104 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

      Quick Navigation

      Release Highlights

      Customer Order to Invoice: See Days Not Invoiced in Pending Deals

      A new “Not Invoiced Number of Days” column has been added to the Pending Deals table in Customer Order to Invoice! For deals that have not yet been invoiced, this column allows you to see the number of days since the equipment’s Stock Number was allocated to the deal.

      CloudLink API Center

      Ticket #

      Description

      CLA-30404

      The following API is now available to access iSpecs Model Extras data: '/ISPECSModelExtras'.

      CLA-30221

      The error message from updating product items is now available in the Opportunity API.

      Condition Monitoring Portal

      Ticket #

      Description

      CLA-30356

      Resolved an issue where Excel downloads were not working in CMP Compartments/SOS/Mapping.

      Customer Order to Invoice (COTI)

      Ticket #

      Description

      CLA-30243

      Re-enabled retaining a change request when a 'Deal Cancel Undo' action is done.

      CLA-30326

      Enhanced the Deal Notes date to use a long date format.

      CLA-22899

      Enhanced COTI radio buttons to show asterisks when they are mandatory. 

      CLA-30303

      Enhanced COTI customer search results by displaying county name instead of county code.

      CLA-30394

      Fixed an issue in which empty values would occasionally appear in the Model drop-down on the Financials page.

      iMACS

      Ticket #

      Description

      CLA-30393

      Users will no longer receive an error message when printing quotes in IMACS. 

      iQuote

      Ticket #

      Description

      CLA-27129

      Re-enabled showing only the reference numbers that match the model/division for the missing components report.

      CLA-29926

      Fixed ampersand issue on the quote components page.

      CLA-30174

      When creating a quote from a multi-currency standard package, the correct currency will be used for option and bundles CAT components. 

      CLA-30225

      Enabled the Price Indicator icon on Warranty and CSA sections on the quote configuration page. 

      CLA-30172

      Updated the standard warranty description to not truncate the data.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-29159

      Added the ability for segment level special instructions to be seen in customer documents.

      SalesLink

      Ticket #

      Description

      CLA-30141

      Enhanced the Prospect account page by changing the message to "Flagged for Transfer to ERP".

      CLA-29616

      Request type vs admin mapping is now linked to visibility of sections “Prospect flagged for delete“ and “Prospect flagged for transfer“.

      CLA-30224

      Sales Executives can see the Credit Notes section on the Left Menu for the Prospect Customers if their accounts are added to the "Manage - Customer Credit Notes Executives" Secure Module.

      CLA-30099

      Users will no longer receive an error message when selecting opportunity details from the opportunity list.

      CLA-28016

      Users will no longer receive an error when filtering by 'Bidders List". 

      CLA-29883

      You can now import prospects using .xlsx files.

      CLA-30231

      Increased the field size for Actual GP% and Actual GP in the Customer Profile Margins page. This was causing dollar values to not display. 

      ServiceLink

      Ticket #

      Description

      CLA-29974

      Resolved an issue where the time portion of the date is shown at all times. 

      CLA-29973

      The minor symptoms grid now correctly exports minor symptoms instead of major symptoms.

      CLA-30487

      The behavior of the "Ship To:" search bar of the Shipping Edit window has been updated to search across all fields (address, city, state, zip code), making it easier to locate the desired shipping address.

      ServiceLink Flex

      Ticket #

      Description

      CLA-30267

      Added Cat Interact item in the work order detail which will redirect to the CAT Interact application.

      CLA-30299

      Users will no longer experience intermittent app crashing when labor entries are being edited. 

      CLA-30214

      The app will display a more detailed error message instead of a generic error message when a WO no longer exists. 

      CLA-29581

      Added a warning popup when SMU update is lower than the last known value in Equipment.

      CLA-30409

      When a user clicks the "+" button to add a new blog, the "Send To" field on the Add Blog form is now optional. 

      CLA-29989

      Resolved an issue where the  My Work map screen was showing random PIN numbers.

      CLA-30011

      Resolved an issue where Misc detail was throwing an error. 

      CLA-30463

      Resolved an issue affecting the Labor List in which searching using a WO or customer name would occasionally fail to return the expected results.

      CLA-30374

      Updated various error messages to be more descriptive.

      CLA-30363

      Resolved an issue in which the user's selection was getting removed when scrolling through Work Order notes.

      CLA-30240

      Resolved a UI issue with the Edit Notes draft action menu so it will not overlap with the "Change Line Type” in the bottom.

      CLA-30384

      Resolved an issue where the application was crashing while deleting a Misc.