Release notes for Texada CloudLink version 2024.0704.
Introduction
These notes address new features and code fixes for version 2024.0704 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- Release Highlights
- Customer Order to Invoice
- Gatekeeper
- Inventory
- iQuote
- Parts & Service Quoter
- SalesLink
Release Highlights
COTI - Checklist Recalculation Lookback Period and UI Updates
COTI has the ability to automatically recalculate checklists for open deals whenever the master checklist is modified. This feature is now receiving two updates:
- A customizable lookback period has been added to limit the number of deals affected by the nightly updates.
- A number of UI improvements have been made to make it easier to tell when checklist updates are being triggered, and how many deals are being affected by these updates.
iQuote: Automatic Quote Summary Email Drafting
A powerful new feature has made its way on to Texada iQuote: the ability to generate quote summary emails with the click of a button!
This feature leverages artificial intelligence to generate accurate, professional, and comprehensive quote summary emails using existing quote and equipment brochure information. From the Send Email screen, simply click the new “Generate draft” button to draft an email in a matter of seconds.
Model Administration - Model Exceptions Page
As a reminder, the following DBS vs. Pipeline jobs in Model Administration will be deprecated as of this release:
- Pipeline vs DBS
- SL - Pipeline - Pipeline vs DBS
- SL - Pipeline vs DBS
- SL - Pipeline - Pipeline vs DBS weekly
- SL - Pipeline - Pipeline vs DBS (Weekly)
- SL - DBS vs Pipeline
- SL - DBSvsPipeline
The new Model Exceptions page, already available via Manage → Model Exceptions, is designed to provide you with the functionality offered by these reports and more! Click the button below to learn more about this page.
Customer Order to Invoice
|
Ticket # |
Description |
|
CLA-32906 |
The EstimateGPPercent field under Financials is now read-only. |
|
CLA-32944 |
Resolved an issue in which Quotes that were reopened then set to Lost or No Deal would occasionally be assigned a CancelReasonId of NULL. |
Gatekeeper
|
Ticket # |
Description |
|
CLA-32966 |
Resolved an issue in which SalesLink Influencer requests would occasionally not be processed automatically even when the necessary criteria were met. |
Inventory
|
Ticket # |
Description |
|
CLA-30493 |
It is now possible to view more than 10,000 records on the Inventory Search page. |
|
CLA-32987 |
Updated the data source of the "Score Date" field to ensure that it matches the information available in DBS. |
iQuote
|
Ticket # |
Description |
|
CLA-32851 |
Updated the logic of the Transfer Prospect function to make it mandatory to transfer an opportunity instead of deleting it when there is quote linked to the prospect. |
|
CLA-30905 |
Resolved an issue in which attempting to view the details of a Work Order from iQuote would occasionally result in a CloudLink error. |
Parts & Service Quoter
|
Ticket # |
Description |
|
CLA-32863 |
The Standard Job nightly update has been adjusted to ensure that the information available in PSQ matches DBS records. |
SalesLink
|
Ticket # |
Description |
|
CLA-31474 |
Resolved an issue affecting the Invoice Details page in which machines' Make, Model, and Serial Number information would occasionally not match the information in DBS. |
|
CLA-32465 |
Fixed an issue in which an extra space would occasionally be appended to the end of the "State" column when exporting influencer lists to Excel. |
|
CLA-32899 |
Resolved an issue that was occasionally preventing PAR Percentage reports from loading. |
|
CLA-31915 |
Re-enabled the Add New Prospect page to show all fields properly when opened from the UCC Information section. |
|
CLA-32942 |
Re-enabled influencer types to display on the customer info page. |
|
CLA-33171 |
The 'Dispute Amount' field on the Issue Details screen will now only accept numbers (whole and decimal) as input. |