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      2024.0314 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2024.0314, releasing on Thursday, March 21st 2024.

      Introduction

      These notes address new features and code fixes for version 2024.0314 of Texada CloudLink, releasing on Thursday, March 21st, 2024. 

      Quick Navigation

      Release Highlights

      SalesLink - Executive: CAT Marketing Fleet Segmentation

      A new option for customer segmentation has been added to SalesLink - Executive! This option allows you to change the behavior of the Equipment Segmentations panel at the top of the SalesLink - Executive home page.

      Convert Budgetary Quotes to Opportunity Quotes in Texada iQuote

      It's now possible to convert a budgetary quote to an opportunity quote in Texada iQuote! This explainer video will walk you through the conversion process.

      Customer Order to Invoice (COTI)

      Ticket #

      Description

      CLA-4494

      Enhanced COTI to display friendly message when user is sent to a deal that does not exist.

      iMACS

      Ticket #

      Description

      CLA-31238

      Added Activities Outstanding and Activities Completed tabs to the EMT rental quote page.

      iQuote

      Ticket #

      Description

      CLA-30157

      It's now possible to convert a budgetary quote to an opportunity quote in Texada iQuote. To do this, select Common Tasks → Convert to Opportunity Quote when viewing a budgetary quote.

      CLA-31261

      Performing a price change on a daily job will now update the job executed date and time in the Price Change log table. This prevents errors from occurring if a job runs more than once during the day.

      CLA-30573

      Local Items on the Standard Packages and Quotes configuration page will now show an exclamation mark and question mark to indicate that they are deactivated or missing, respectively.

      CLA-30816

      The ability to reprice local items has been added to iQuote. 

      • A column that indicates the refresh status of non-current local items has been added to the quote Local Items.
      • A refresh button has been added to the quote Local Items list. Click this button to refresh the prices of all local items whose prices were entered manually.

      SalesLink

      Ticket #

      Description

      CLA-30287

      The application can now handle larger Customer Category Codes.

      CLA-29927

      Campaign funnel value calculations have been updated such that the Won amount displayed on the Campaign Details page will match the opportunity's Estimated Revenue.

      CLA-30858

      Enhanced the functionality of the prospect source import:

      Previously: If the prospect already exists, the record is skipped.

      Now: If the prospect already exists, the record will be updated with any new information found in the following fields: PhoneNo, FaxNo, CountyCode, Country, BranchNo, Rep Assignments (PAR, SalesRepNo, SalesRepType). This will be done ONLY if the field is empty. Existing data will not be replaced.

      SalesLink Flex

      Ticket #

      Description

      CLA-31194

      Resolved an issue in which a "Request failed" error would occasionally be thrown when attempting to add an activity.

      ServiceLink Flex

      Ticket #

      Description

      CLA-31263

      Resolved an issue affecting the My Work screen in which work order numbers would occasionally be cut off when viewed on devices with smaller screens.