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      3. Sales & Service (formerly CloudLink)

      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.

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      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.

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      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.