2024.0328 Texada CloudLink Release Notes

Ticket #

Description

CLA-31141

Fixed a bug in which replying to a Note on the Notes tab of a deal and clicking "Submit" would occasionally fail to save the Note.

CLA-31187

Added a new API endpoint called SMAEstimatedCommissionSplits that returns the list of Estimated Commission Splits for a deal.

CLA-31352

Added a new V1 API endpoint called SMACreditReleaseHeaders to return a list of credit release data.

Ticket #

Description

CLA-31239

Resolved an issue affecting the All Months Sales Summary Report in which the Total Actual Sell amount would occasionally not align with the amount suggested by the monthly reports.

Ticket #

Description

CLA-31552

The "#Ref" column has been removed from the Attachments - On Order tab.

Ticket #

Description

CLA-31420

The 'Add' link for inventory attachments already added to a quote will no longer appear instead of displaying a warning message when clicked.

CLA-31088

Re-enabled multiple CSA lines on the Quote Configuration screen to appear in the Quote Editor.

CLA-31473

Re-enabled DPO to show the correct current Indicator on the Edit Local Items screen in iQuote.

Ticket #

Description

CLA-31441

Estimated Revenue calculation on the Opportunity List page has been updated such that the value matches the Campaign funnel value calculations and the Opportunity Detail page.

CLA-29923

Fixed an issue affecting the Customer Information page in which the page would occasionally fail to load with an "An unexpected error has occurred" error message.

CLA-30339

Added a new API endpoint called EquipmentProductTypeCodes that returns a list of Issue equipment type codes.

CLA-31529

The value of the Annual Use Hours field in the Equipment Add and Edit Equipment windows will now be set to the value of the  ckSlCommon.Customer.Equipment.Parked.Hours configuration key when that machine's activity indicator is set to Parked.

Ticket #

Description

CLA-31196

Support for one-tap phone call and email initiation has been added to SalesLink Flex.

• Tap on a contact’s phone number to initiate a call or text to that number.
• Tap on a contact’s email address to compose an email to that address.
• In both scenarios, the system will offer to log an activity afterwards. 

CLA-31100

Resolved an issue affecting the Schedule screen in which selecting a date from the calendar would occasionally fail to update the Schedule screen to the new date.

CLA-31419

Resolved an issue in which it was occasionally not possible to add a Product to a Rental Opportunity.

Ticket #

Description

CLA-31142

The Contract Status drop-down in the Quote Information panel is now located next to the Quote Status drop-down.

CLA-31153

Checking the Manual Price checkbox in the Edit Additional Event window will now cause the Price per occurrence and Net Price per occurrence columns in the Event List table to be editable.

CLA-20581

Fixed an issue affecting Notes and Special Instructions in which inputting a Note containing a single word running to multiple lines would result in an error.

CLA-31242

The # Occurrences and Discount columns of the Event List table now only accept numeric inputs.

CLA-21619

Fixed an issue affecting the Workflow - Branch and Workflow - Owner screens in which the number of quotes listed under a Branch or Owner would occasionally not match the number indicated in the Quoted column.

CLA-31186

Fixed a bug affecting the Year over Year tab in which the value of the Average Esc CPH field would occasionally fail to update following changes to the Event.

Ticket #

Description

CLA-31259

Predictive text has been enabled while editing Notes and Special Instructions.