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      3. Sales & Service (formerly CloudLink)

      2024.1010 Texada CloudLink Release Notes

      Introduction

      These notes address new features and code fixes for version 2024.1010 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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      Release Highlights

      ServiceLink Enhancements

      A wealth of new features and quality-of-life changes have recently come to ServiceLink and ServiceLink Flex! These include new dashboard filtering options, new reports, operation-level financial information, and the ability to collect customer e-signatures in ServiceLink Flex! Click the button below to learn more.

      iQuote - Bulk Refresh Standard Job Pricing

      New controls have been added to Texada iQuote, making it possible to update the pricing of multiple standard jobs at once!

      This feature was released in a previous version of CloudLink. More information on this feature is now available - click the button below to learn more.

      CloudLink API Center

      Ticket #

      Description

      CLA-33394

      A new V1 API endpoint has been added to retrieve the value of the "SMU Update Frequency" field in Equipment Monitoring Toolkit.

      iQuote

      Ticket #

      Description

      CLA-34256

      Resolved an issue in which the Trade-Ins toggle would occasionally set itself to "No" upon marking a quote for a dealer using an external CRM as Won.

      CLA-34126

      CAT Configurator Quotes will now take the quantities of CAT Components into consideration when calculating cost.

      CLA-34180

      Influencer phone numbers and email addresses will now be automatically populated when creating an Opportunity from iQuote.

      CLA-34171

      Stock numbers will now be automatically populated in the Quote header when creating a Quote from a standard package.

      SalesLink

      Ticket #

      Description

      CLA-34109

      Resolved an issue causing SalesLink to occasionally time out while opening an Opportunity.

      CLA-33987

      Resolved an issue in which duplicate records were appearing on the Expiring Warranties page.

      CLA-33986

      Resolved an issue in which CAT CSS manufacturers whose names  contained special characters could not be edited or deleted from the CAT CSS Manufacturer Codes Management page.

      CLA-33985

      Resolved an issue affecting the Leads & Opportunity Performance page in which the "Export to CAT" feature was occasionally generating blank reports.

      CLA-34187

      Updated the behavior of SalesLink - Sales Rep's email search feature to align its functionality with that of SalesLink - Executive and Customer Search.

      CLA-34276

      Resolved an issue in which certain PSE opportunity changes were not being reported back to Caterpillar. 

      SalesLink Flex

      Ticket #

      Description

      TM-1340

      TM-934

      It is now possible to open a SalesLink Executive lead link in SalesLink Flex.

      ServiceLink

      Ticket #

      Description

      CLA-31617

      Resolved an issue in which the "First to Last Labor (Days)" value on the KPI screen would occasionally be incorrect.