2024.0620 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2024.0620.

Introduction

These notes address new features and code fixes for version 2024.0620 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

Quick Navigation

Release Highlights
- Commissions - Enable Commission Approval Based On COTI Checklist Item Completion
Commissions
Equipment Monitoring Toolkit
iQuote
SalesLink
Service Agreement Quoter

Release Highlights

Commissions - Enable Commission Approval Based On COTI Checklist Item Completion

A new feature has been added to our Commissions module: you can now designate checklist items in COTI to be required for commission approval! If enabled, this feature will prevent a commission from being approved unless specific checklist items are completed.

Commissions

Ticket #	Description
CLA-32370	Added sorting functionality to the Commission - In Process view in Saleslink - Sales Rep.

Equipment Monitoring Toolkit

Ticket #

Description

CLA-32772

The value of the ckSP.CSAContractReview.RemoveAfterResolve configuration key is now considered when determining the visibility of reviewed contracts in the following reports:

Within two weeks
This month
Next month
Month after next

iQuote

Ticket #	Description
CLA-32584	Resolved an issue in which attempting to mark a Quote as lost would occasionally result in a CloudLink Error if the values on the Quote were exceptionally large.

SalesLink

Ticket #	Description
CLA-31477	The value of the "Customer Type" field will now be included when transferring a prospect to an existing customer.
CLA-32126	Enabled pagination for the customer plan tab of the Territory Plan page in SalesLink.

Service Agreement Quoter

Ticket #	Description
CLA-28727	The ability to set default CVA contract values for different contract types has been added under Settings --> Global Defaults.