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2024.0118 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2024.0118.

Introduction

These notes address new features and code fixes for version 2024.0118 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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Release Highlights

iQuote: Transaction Details and Competitor Info

Four new configuration keys for Texada iQuote have been added to CloudLink Console! These keys allow you to adjust the behavior of the Competitor Info panel when changing the status of a Quote.

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CloudLink Console

Ticket #

Description

CLA-30149

Seven new configuration keys have been added to CloudLink Console:

  • ckQuote.NewEquipmentFleetAsUsed
    This key controls whether rental machines are quoted as new or used when added to a Quote. Set this key to "1" to quote machines as new; set this key to "2" to quote machines as used.
  • ckQuote.NewEquipmentLeaseAsUsed
    This key controls whether lease machines are quoted as new or used when added to a Quote. Set this key to "1" to quote machines as new; set this key to "2" to quote machines as used.
  • ckGlobal.UsedEquipment.SystemGPPercent.Default
    This key allows you to set the default gross profit percentage for used equipment quotes.
  • ckQuote.StandardPackage.KeepDefaultGP
    This key allows you to select how the default gross profit used in new Quotes from standard packages will be determined. Set this key to "1" to use the gross profit from the model configuration; set this key to "2" to use the gross profit from the standard package.
  • ckSystem.RSAAvailablePercentage.Value
    This key allows you to set the default percentage value for all base models in RSA credit calculations.
  • ckQuote.Configuration.OrdersPricing
    This key controls the source of the price list for on-order machines. Set this key to "1" to use the OEM price list; set this key to "2" to use the ERP configuration.
  • ckSlCommon.CustomerInfo.ShowCreditNotes
    This key determines whether credit notes are shown, as well as whether they sourced from your ERP or from SalesLink. Set this key to "1" to hide credit notes; set this key to "2" to get credit notes from your ERP; set this key to "3" to store credit notes in SalesLink.

Gatekeeper

Ticket #

Description

CLA-30202

Re-enhanced Gatekeeper equipment requests to work with negative amount fields.


iQuote

Ticket #

Description

CLA-25758

Re-enabled proper sorting by equipment status for the quote list.

CLA-28349

Re-enabled showing the Model Year as empty instead of "0" when the Model Year is not selected.

CLA-30127

Enabled validation on description and title for documents in the media library.

CLA-30482

Re-enabled the ability to win a  quote when there is some data which has special characters coming from the ERP.


Parts & Service Quoter

Ticket #

Description

CLA-30364

Resolved an issue where the warranty fields were copied/populated incorrectly.

CLA-30433

Fixed the searching of a standard job to include the Work Application filter and the Business Group filter for multi-segment jobs.

CLA-25770

PSQ admin notification list will now show '(Inactive)' on account names that are no longer active in the application.

CLA-25769

PSQ Advanced Search will now show '(Inactive)' on account names that are no longer active in the application. 

CLA-25768

Quote print will now show '(Inactive)' on account names that are no longer active in the application. 

CLA-25767

PSQ KPI table will now show '(Inactive)' on account names that are no longer active in the application.

CLA-25766

The Owner drop-down in the quote header will no longer show inactive users except the case where the owner itself is an inactive user.

CLA-25765

PSQ Quote Header will now show '(Inactive)' on account names that are no longer active in the application. 

CLA-25764

PSQ quote list filters will now show '(Inactive)' on account names that are no longer active in the application.

CLA-25761

The Quote Search List will now show '(Inactive)' on account names that are no longer active in the application.

CLA-25756

The PSQ Workflow by Owner page will now show '(Inactive)' on account names that are no longer active in the application. 

CLA-30632

Fixed issue in SVL when adding parts to a segment where the "Bulk" button did not work.


ServiceLink

Ticket #

Description

CLA-29898

Removed the gear icon in the Labor summary page as it is not relevant.

CLA-29752

Segment-level Customer pricing will now be used when adding a Segment from a Work Order.


ServiceLink Flex

Ticket #

Description

CLA-30489

Resolved an issue with the application crashing while rotating the phone.

CLA-30504

Resolved an issue where adding a labor entry for the previous day would result in an overlap of time.