Sales & Service (formerly CloudLink)
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      3. Sales & Service (formerly CloudLink)

      2025.0130 Sales & Service Release Notes

      Introduction

      These notes address new features and code fixes for version 2025.0130 of the Texada Sales & Service suite of products (formerly CloudLink). Please reach out to Texada support with any questions you may have.

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      Release Highlights

      Equipment CRM - User Interface Overhaul


      A number of exciting user interface updates are coming to Texada’s Equipment CRM, also known as SalesLink!

      These improvements are designed to make your Texada experience more streamlined, intuitive, and enjoyable than ever before. Check out the above video for a tour of the new Equipment CRM, or click the button below to learn more!

      Equipment CRM - Support for Multiple Dealer Codes


      We have made improvements to Equipment CRM that give you better control over how your dealer codes are associated with your data! A new “Dealer Code Override” field has been added to the Manage - Global Branches module, allowing you to specify which dealer code will be associated with records for that branch.

      Check out the video to learn more!

      Condition Monitoring Portal

      Ticket #

      Description

      CLA-35539

      Improved system performance when generating fleet reports in CMP. This will be more noticeable when creating reports for large numbers of equipment.

      Equipment Monitoring Toolkit

      Ticket #

      Description

      CLA-35531

      Resolved an issue occasionally causing duplicate records to appear in the Subscriber List.

      iQuote

      Ticket #

      Description

      CLA-35727

      The Local Items table is now sortable.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-33036

      Resolved an issue in which the value of the "Shop Field" field in the Segment Header was occasionally inconsistent between PSQ and DBS.

      SalesLink

      Ticket #

      Description

      CLA-35534

      Resolved the "CloudLink - Error" that would occasionally occur when navigating to the Made Activities page.

      Service Agreement Quoter

      Ticket #

      Description

      CLA-35447

      Resolved an issue in which items were repeating in the Invoice Methods and Invoice Sales Entry Code dropdowns on the Contract Configurations page.

      CLA-35600

      The "Reporting Level" field has been removed from the Global Defaults page. CVA Contracts now default to the value of the Cost Centre field from the quote header.

      ServiceLink

      Ticket #

      Description

      CLA-35502

      The following updates have been made to the Open and Create Work Order buttons on the Ticket details screen:

      • The "Create" button has been renamed to "Estimate".
      • The "Estimate" button will now open a Work Order in Estimated status. 
      • The Audit log will now say "Estimated" instead of "Opened".
      • The "Open" button will now open a Work Order in "Open" Status.

      CLA-30646
      • Resolved a screen behavior issue affecting the Ticket Transfer window in which selecting items via checkboxes caused unexpected resizing or jumping.
      • Elements within the Ticket Transfer window will now automatically resize to match the window's current size.