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2024.0801 Texada CloudLink Release Notes
Release notes for Texada CloudLink version 2024.0801.
Introduction
These notes address new features and code fixes for version 2024.0801 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- Release Highlights
- Customer Order to Invoice
- Equipment Monitoring Toolkit
- Inventory
- Parts & Service Quoter
- SalesLink
- ServiceLink
- ServiceLink Flex
Release Highlights
SalesLink: PSE Type Mapping
This new SalesLink feature for service opportunities allows you to map product categories to PSE types, so your staff no longer have to worry about choosing the correct PSE type! Check out the above video to learn more.
Customer Order to Invoice
Ticket # |
Description |
CLA-29312 |
Fixed a bug affecting the Completed Deals report. Clicking any of the hyperlinked numbers will now open a drill down page containing the same number of entries as the number that was clicked. |
CLA-33356 |
Resolved an issue in which sales reps' phone numbers would occasionally be cut off in the in the Rep Call field in the order header. |
Equipment Monitoring Toolkit
Ticket # |
Description |
CLA-33351 |
Fixed a bug that was preventing some machines from appearing on the 'Deleted Machine List' page. |
Inventory
Ticket # |
Description |
CLA-33226 |
Resolved an issue in which certain machine information available in SalesLink would occasionally not match the information in DBS. |
Parts & Service Quoter
Ticket # |
Description |
CLA-33403 |
Resolved an issue in which core charges were automatically updating when importing a Work Order despite the user choosing not to reprice. |
CLA-31903 |
When copying an existing quote to create a new quote, an opportunity will now be created as well. |
SalesLink
Ticket # |
Description |
CLA-33376 |
The Lead by Assignee report now displays the correct numbers and revenue. |
CLA-33368 |
Resolved an issue that was occasionally preventing surveys from being processed. |
CLA-29817 |
Added source group, source and campaign filters for Manage - Opportunity Activity and Issue Status page opportunity tab. |
CLA-29818 |
New bulk editing options(Source Group, Source, Campaign) in the Manage - Opportunity Activity and Issue Status page opportunity tab. |
ServiceLink
Ticket # |
Description |
CLA-32827 |
Resolved an issue affecting ticket creation in which entering special characters into the SMU field would cause an error to be thrown. |
ServiceLink Flex
Ticket # |
Description |
CLA-33377 |
Resolved an issue in which completed Segments would occasionally be shown as "NOT COMPLETED" in the Segment list. |