Introduction
These notes address new features and code fixes for version 2024.1024 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
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Release Highlights
Mapping Commodities to PSE Types
It is now possible to map commodities to PSE types via SalesLink’s PSE Type Mapping Management page! This update makes it possible for SalesLink to automatically select a PSE type when selecting a commodity during opportunity creation. Check out the above video to learn more!
Note that when a PSE mapping is added or updated, all opportunities that meet the following criteria will be retroactively updated:
- Opportunity was created within the last 12 months
- Opportunity Type is Parts or Service
- Opportunity was created by the dealer
- Opportunity is currently in the Open stage
- Make is Caterpillar
PSE type mapping functionality was originally introduced in CloudLink version 2024.0801. This video provides a brief introduction to this feature.
Condition Monitoring Portal
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Ticket # |
Description |
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CLA-34307 |
Both Make and Model are now displayed in the Asset Utilization Report. |
Gatekeeper
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Ticket # |
Description |
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CLA-33593 |
A new "Default DPIND value for prospects" configuration key has been added to CloudLink Console (ckSL.GateKeeper.Prospect.CPIND.Default). This key allows you to set the default DPIND value when pushing a prospect customer to DBS. |
iMACS
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Ticket # |
Description |
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CLA-34465 |
Resolved an issue in which navigating to the Equipment Rental Agreement tab of a rental Quote would occasionally cause the page to become unresponsive. |
iQuote
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Ticket # |
Description |
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CLA-34430 |
Resolved an issue in which the running value of the "Customer Search Sorting" configuration key was not successfully affecting whether the customer list was sorted by Customer Name or Customer Number. |
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CLA-34376 |
Resolved an issue affecting Quote creation in which clicking the "Cancel & Discard" button on the CAT Configurator tab would occasionally cause the Create Quote window to close. |
SalesLink
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Ticket # |
Description |
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CLA-32720 |
The “UCID” label on the customer details page has been updated to “CCID” to align with CAT terminology. This change only applies to CAT customers. |
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CLA-34143 |
Updated the PSE Type Mapping management page to facilitate mapping to product commodity options. |
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CLA-34142 |
An "Equipment Number" column has been added to the Find Equipment window for Parts and Service Leads and Opportunities. |
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CLA-34362 |
Resolved an issue in which some of the expected results would occasionally fail to appear when performing an Opportunity & Lead search. |
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CLA-34400 |
Resolved an issue causing duplicate records to occasionally appear on the Expiring Warranties page. |
ServiceLink
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Ticket # |
Description |
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CLA-33247 |
Resolved the issue affecting ServiceLink in which the incorrect collector name was occasionally being displayed. |
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CLA-31919 |
Resolved an issue affecting Tickets originating from EMT in which the value of the Business Group field would occasionally appear blank in the segment header, and would occasionally default to blank when opening the Segment Header Edit window. |