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2024.0829 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2024.0829.

Introduction

These notes address new features and code fixes for version 2024.0829 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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Release Highlights

SalesLink - Search for Serial Number

 

Your voice matters!

This feature was put into production as a result of its popularity in the CloudLink Ideas Portal!

The Ideas Portal allows Texada customers to submit and vote on possible product improvements. Join the community today and help shape the future of Texada's products!

Check out the Ideas Portal

A new search feature has been added next to the Serial Number field when creating an Opportunity in SalesLink! This quality-of-life feature makes it much easier to locate right machine for your Opportunity.

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Commissions

Ticket #

Description

CLA-33583

Resolved an issue affecting the Admin - Reps - Commissions Plans page in which selecting an option from the "Type" drop-down would occasionally not filter by the correct rep type.


Customer Order to Invoice

Ticket #

Description

CLA-33633

Resolved an issue affecting deal creation in which the "Score Date" field would occasionally fail to autopopulate.

CLA-28343

The New Document Type window at the top of the Document Types screen now closes automatically upon clicking the "SAVE" button.


Gatekeeper

Ticket #

Description

CLA-33457

Resolved an issue affecting the Latest New Requests page in which the Application Code field would be blanked when editing a Sales Rep Request.

CLA-29669

Resolved an issue in which PWC code updates made in DBS were not reflecting correctly in SalesLink - Executive.


SalesLink

Ticket #

Description

CLA-33585

Resolved an issue affecting the Customer Coverage Report in which Activities with no Division would occasionally not appear.

CLA-33634

Resolved an issue affecting the Customer Coverage Report in which attempting to apply a filter would occasionally result in a CloudLink Error.

CLA-33595

Resolved an issue affecting the Opportunity Details page in which the "Attach" button would occasionally be missing from the Work Orders table, making it impossible to add a Work Order to the Opportunity.

ServiceLink

Ticket #

Description

CLA-33708

Resolved an issue affecting ServiceLink's dropbox feature in which dropbox pins would occasionally shift to nearby structures or roads.