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2024.0215 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2024.0215, releasing on Thursday, February 22nd, 2024.

Introduction

These notes address new features and code fixes for version 2024.0215 of Texada CloudLink, releasing on Thursday, February 22nd, 2024. 

Quick Navigation

Release Highlights

Model Exceptions Page

A new Model Exceptions page has been added to CloudLink Model Administration! This page allows you to manage the equipment models found in your ERP system that do not have a matching model in CloudLink.

Contract Tracking

Ticket #

Description

CLA-30082

Enhanced Excel export support. The Contract Tracking forecasted financials page will now display "There's no data available" in the exported Excel sheet when exporting to Excel with no data.

Customer Order to Invoice (COTI)

Ticket #

Description

CLA-30829

Enhanced the customer name label in COTI reports.

CLA-30735

Improved COTI field value history accuracy. 

CLA-29552

Enhanced Excel Export to include datatypes formats on cell for currency, date and numbers.

CLA-13310

Enhanced the functionality of the "Family" dropdown in the Search Inventory Attachments window.


Equipment Monitoring Toolkit

Ticket #

Description

CLA-15990

Resolved an issue in which the number of Expired Contracts (Not Closed) displayed in the Contract Expiry Break-Down window would occasionally not match the actual number of records in the Expired Contracts table.


Gatekeeper

Ticket #

Description

CLA-29464

Enhanced Automated Gatekeeper to support Physical Address Delete request type.


iMACS

Ticket #

Description

CLA-30830

Enhanced the iMacs BOM page. When copying a budget, the user will be informed if the supplier field is missing.


iQuote

Ticket #

Description

CLA-30700

Enhanced the extended warranty chart to show rounded values instead of decimals. 

CLA-30839

Updated current indicators for deactivated or missing Local Items on Standard Packages and Quotes configuration page.


Parts & Service Quoter

Ticket #

Description

CLA-21158

The "Changed By" filter will now show '(Inactive)' on account names that are no longer active in the application.


SalesLink

Ticket #

Description

CLA-30841

For the Lead notification emails, if the Sales Rep. account is not found or the Sales Rep's email address is blank then the Lead Owner's email address will be picked instead.

CLA-30615

Resolved an issue affecting the OLGA summary report in which the Parts Total value would occasionally be incorrect.


ServiceLink

Ticket #

Description

CLA-30440

Added 2 new v1 APIs for ST_Segment_Header and ST_Operation_Header: /STSegmentHeaders and /STOperationHeaders

CLA-27688

Fixed an issue in which ServiceLink admins could not delete users with roster setup.


ServiceLink Flex

Ticket #

Description

CLA-30783

When no default charge code exists, the Charge Code drop-down on the Add Labor screen will now be blank instead of reading "Value" or "No Label".

CLA-30782

When no default charge code exists, the Charge Code drop-down on the Add Labor screen will now be blank instead of reading "Value" or "No Label".

CLA-30727

The error message displayed when a user attempts to edit/delete Misc without the proper permissions has been updated to read "You do not have permission to edit or delete this Misc."

CLA-30771

Resolved an issue affecting the Labor Entries by Date screen in which the "OVERTIME" tag would occasionally be missing from overtime labor entries.