2024.1121 Sales & Service Release Notes

Introduction

These notes address new features and code fixes for version 2024.1121 of the Texada Sales & Service suite of products (formerly CloudLink). Please reach out to Texada support with any questions you may have.

Quick Navigation

Release Highlights

CloudLink API Center
Equipment Monitoring Toolkit
iMACS
iQuote
SalesLink
ServiceLink

Release Highlights

ServiceLink - Hide CAT Interact “Send New Message” Button

A new Workorder.CatInteract.Message.Send security matrix has been added to ServiceLink! This allows you to control the visibility of the “Send New Message” button on the OEM Interact tab of the Work Order details page:

To access this security matrix, navigate to Settings (gear icon in the top-right corner of ServiceLink) → Equipment Link Admin → Security, then locate the Workorder.CatInteract.Message.Send security matrix and click the edit button . By modifying this matrix, you can selectively enable the Send New Message button for specific roles.

ServiceLink Flex - Show only Scheduled Work Order Segments

A new filtering option has been added to the Work Order Segments list in ServiceLink Flex! Click the filter icon in the top-right corner of the screen to toggle between viewing all Segments and only Segments assigned to you. This filter will be enabled by default, ensuring that technicians will see Segments relevant to them.

ServiceLink Flex - Offline Daily Service Reports

It is now possible to generate daily service reports in ServiceLink Flex even when offline! This powerful new feature allows technicians to generate service reports from their mobile devices even when working in remote locations.

CloudLink API Center

Ticket #	Description
CLA-34642	Resolved an issue in which Invoices were occasionally not being received via API.

Equipment Monitoring Toolkit

Ticket #	Description
CLA-34543	Resolved an issue in which Service Dates on the Manage Machine History page would occasionally appear blank, and attempting to enter a new date would result in the new value being blanked.
CLA-34363	Resolved the CloudLink-Error message that would occasionally appear when attempting to open the Machine Service tab in EMT.

iMACS

Ticket #	Description
CLA-34600	Resolved an issue in which a Purchase Order's total price on the Global PO screen would occasionally not align with the total on the PO details screen.

iQuote

Ticket #	Description
CLA-34512	Resolved an issue in which attempting to open a Quote with more than one primary product would occasionally result in a CloudLink - Error.

SalesLink

Ticket #	Description
CLA-34752	Resolved an issue causing CloudLink Console UCC data imports to occasionally fail.
CLA-34536	If no division is provided in the activity record for a Sales Activity, the Sales Rep's division will now be used.
CLA-34136	Enhanced the performance of the Add New Lead page.
CLA-34300	Attachments are no longer included when drilling down on a piece of equipment on the Customer Sales Analysis page.

ServiceLink

Ticket #	Description
CLA-34156	Added a new config value (3) for the config key "SVL.Temporary.Segment.Part.List.Logic" When set to 3, this key will hide some duplicate parts from the SVL UI that were previously shown due to being pulled from different parts documents in the ERP.
CLA-34483	Updated the behavior of ticket statuses and sub-statuses. The following changes only apply when the SVL.Segment.Review.Enabled configuration key is enabled: When any of a ticket's segments have the status "Service in Progress", the ticket's sub-status will be "Work in Progress". When all of a ticket's segments have the status "Service Completed", the ticket's sub-status will be "Finalizing - Repair Completed". If all but one of a ticket's segments have the status "Review Completed", and the remaining segment has the status "Service Completed", the ticket will be marked as "Finalizing - Repair Completed"). When all a ticket's segments have the status "Review Completed", the ticket's sub-status will be "Finalizing - Review Completed".
CLA-34499	The behavior of inactive bays in the Scheduler has been updated. Inactive bays will now be displayed at the bottom of the list of bays. Inactive bays with nothing assigned to them in the selected timeframe will no longer be displayed. An (Inactive) label will now appear next to the names of inactive bays. It is no longer possible to assign a new task to an inactive bay.