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      3. Sales & Service (formerly CloudLink)

      2024.0815 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2024.0815.

      Introduction

      These notes address new features and code fixes for version 2024.0815 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

      Quick Navigation 

      Release Highlights

      Share to SalesLink Flex

      An incredible new quality-of-life feature has made its way onto SalesLink Flex - the ability to share email addresses and phone numbers from your device directly into the application! As a busy sales rep receiving dozens of incoming calls per day, you can now quickly create new activities without having to copy contact information manually from your device into SalesLink Flex.

      Learn More

      CSA Configuration

      The term “Customer Service Agreement” or “CSA” appears in multiple places throughout CloudLink and refers to a preventative maintenance contract between an equipment dealer and their customer. This term is now configurable via CloudLink Console!

       

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      Customer Order to Invoice

      Ticket #

      Description

      CLA-33440

      Upgraded the cost center field to accept up to 10 characters in support of non-DBS ERPs.

      iMACS

      Ticket #

      Description

      CLA-33459

      Resolved an issue in which clicking the "Change all to in Progress" button on the Project Information page would occasionally result in a CloudLink error.

      iQuote

      Ticket #

      Description

      CLA-33529

      Resolved an issue affecting the Customer Search popup window in which pagination was not working for searches with a large number of results.

      Service Agreement Quoter

      Ticket #

      Description

      CLA-32701

      Resolved an issue in which the Category drop-down in the Add Event / Add Additional Event window was occasionally failing to auto populate with the default category selected via the Categories page.

      ServiceLink

      Ticket #

      Description
      CLA-32664 A new API was added to the V1 collection to read the Technician Allowance data:

      {{protocol}}://{{region}}-{{baseUrl}}/{{path}}/{{tenant}}/SVLAllowances?size={{querySize}} or

      {{protocol}}://{{region}}-{{baseUrl}}/{{path}}/{{tenant}}/SVLAllowances?UserId=UIDValue

      CLA-33602

      Resolved an issue in which creating a Work Order via the "Create" button would occasionally create an order with the prefix "ZZ".