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      3. Sales & Service (formerly CloudLink)

      2024.0411 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2024.0411, releasing on Thursday, April 18th, 2024.

      Introduction

      These notes address new features and code fixes for version 2024.0411 of Texada CloudLink, releasing on Thursday, April 18th, 2024.

      Quick Navigation

      CloudLink API Center

      Ticket #

      Description

      CLA-31520

      Added two new API endpoints:

      • ISPECSModelHeaders: returns a list of ISPECS Model Headers.
      • ISPECSModelAdminModelHeaders: returns a list of ModelAdmin Model Headers.

      CloudLink Console

      Ticket #

      Description

      CLA-31576

      It is now possible to export data from the User Stats screen in CloudLink Console.

      Commissions

      Ticket #

      Description

      CLA-31577

      Re-enabled preventing Edit Commission Status for read-only users. This access is set up per region.

      Condition Monitoring Portal

      Ticket #

      Description

      CLA-31159

      Fixed an issue in which choosing an SMCS code in a parent component would not update the code in its child components.

      CLA-31107

      Resolved an issue in which Users would occasionally be unassigned from cases once they were closed.

      Customer Hierarchy

      Ticket #

      Description

      CLA-30340

      A scroll bar has been added to the drop-down list of hierarchies in the top-right corner of Customer Hierarchy.

      Customer Order to Invoice (COTI)

      Ticket #

      Description

      CLA-31658

      Enhanced the grid view under Reports > Pending Deals to uniquely identify duplicated checklist items by associating phase and department using a tiered header.

      Equipment Monitoring Toolkit

      Ticket #

      Description

      CLA-31579

      The EMT Template Description field can now contain up to 2000 characters of text.

      iQuote

      Ticket #

      Description

      CLA-31677

      Re-enabled the Change Source function to work on Quotes with longer Local Items descriptions.

      CLA-31645

      Re-enabled showing correct List Price of items on CAT Configurator quotes when the quantity of these items is greater than one.

      CLA-31626

      Added validation for FX Rate when the user enters a rate value equal or less than zero.

      CLA-30331

      iQuote will no longer change the deal status when a deal is already completed.

      CLA-26312

      Re-enabled removing of components on AGCO quotes.

      CLA-30815

      The ability to reprice Standard Jobs has been added to iQuote. In the 2024.0314 release, the ability to reprice Local Items was added via ticket CLA-30816. This ticket replicates the same functionality for Standard Jobs.

      • A column indicating the refresh status of Standard Jobs has been added to the Edit Standard Jobs page.
      • A refresh button has been added to the Edit Standard Jobs page. Click this button to refresh the prices of all Standard Jobs whose prices were entered manually.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-31664

      Resolved an issue in which pricing would occasionally be doubled when creating a multi-level segment using a Standard Job option.

      SalesLink

      Ticket #

      Description

      CLA-31655

      Replaced the ckSlCommon.CustomerInfo.ShowCreditNotes configuration key with ckSlCommon.CustomerInfo.CreditNotes.Source, which configures whether the sourced of Credit Notes comes from dealer ERP or from SalesLink.

      ServiceLink

      Ticket #

      Description

      CLA-31160

      Resolved an issue in which certain pop-up windows in ServiceLink could not be moved or closed.

      CLA-30124

      Enabled the Save button in the Add Blog window for Ops Managers.

      ServiceLink Flex

      Ticket #

      Description

      CLA-31629

      Resolved an issue in which the Start button on Work Order Operations would occasionally be enabled even if the Segment's Start button was disabled.