2024.0425 Texada CloudLink Release Notes

Ticket #

Description

CLA-31740

Resolved an issue affecting the Opportunity.TypeCodes API endpoint in which product codes would occasionally be returned as null.

Ticket #

Description

CLA-31432

Resolved an issue in which certain users given read-only access to SalesLink - Executive would still be able to edit and approve commissions.

Ticket #

Description

CLA-30484

Sales Rep Number will now be autofilled in a deal in COTI when the opportunity is won in SalesLink.

CLA-30991

Improved application performance and response time.

CLA-31808

Enhanced COTI's calendar inputs to sync with the dealer's local time zone when determining the current date.

CLA-31823

For dealers with the ckQuote.Reopen.SMA.KeepDeal configuration key enabled:

The logic for hidden deals associated with reopened quotes has been updated. When a deal is hidden, stock numbers will be made available for use. When a hidden deal is re-won, it will receive a new stock number.

Ticket #

Description

CLA-31592

On all pages where a piece of equipment's Model number is shown, the Machine Display Model will now be used instead of the Price List Model. This ensures that the correct model number is displayed in all cases, consistent with other CloudLink products.

CLA-4692

Resolved an issue affecting the Subscription List in which searching by Branch Number would occasionally return 0 results even in cases where results would be expected.

Ticket #

Description

CLA-26992

Resolved an issue affecting the equipment budget list in which the PO$ field was displaying as a whole number instead of a currency with two decimal digits, as expected.

CLA-31564

Resolved an issue in which an error page would occasionally be encountered when attempting to revise a PO with an empty Date Required field.

CLA-31839

Made the configuration of power/engine division in iMacs flexible. 

Ticket #

Description

CLA-31952

Adjusted labels in the competitor details panel of the iQuote won page and lost page. 

CLA-31742

Enhanced the Models list pages in iQuote to display models ending with a space character.

Ticket #

Description

CLA-31800

The behavior of the Model Exceptions page has been updated to improve page performance. Ignored models will no longer be visible by default; instead, you can now click on the number of ignored models to view them. The list of ignored models will now also be paginated, with 25 models being displayed at a time.

CLA-31799

The Model Exceptions page is now paginated to improve performance. Up to 50 models will be displayed at a time.

CLA-31297

• A "Type" column has been added to the Model Exceptions table of the Model Exceptions page. This column indicates whether each item is an attachment or a machine.
• A "Show Attachments" toggle has been added to the On Order tab. This toggle allows you to show or hide attachments in the Model Exceptions table.

CLA-31298

It is now possible to view stock numbers for missing models on the Model Exceptions page. Click the blue "i" symbol next to a model number in the Model Exceptions table to show or hide stock numbers for that model. 

Ticket #

Description

CLA-31509

Resolved an issue in which equipment and customer info would occasionally not be brought into the Quote header when importing leads from CAT PSE.

Ticket #

Description

CLA-32035

When a temporary customer creates an activity for a lead in SalesLink or SalesLink Flex, the division for that activity will now default to the division of the lead.

CLA-31849

Improved the send success rate of notification emails generated by SalesLink.

CLA-31824

Improved the logic behind SalesLink's customer division information PAR calculation. 

Ticket #

Description

CLA-31531

When viewing equipment on a map, location markers will now display the address as well as latitude and longitude values. 

CLA-31717

Resolved an issue affecting the technician dashboard in which labor hours were being duplicated in certain circumstances.