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      2025.0213 Sales & Service Release Notes

      Introduction

      These notes address new features and code fixes for version 2025.0213 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

      Customer Order to Invoice - iQuote Documents

      Uploaded and signed documents from iQuote are now available when viewing the associated deal in Customer Order to Invoice (COTI)! This simple but significant change eliminates the need to open iQuote to review attached documents.

      SalesLink - Bulk Delete Opportunities, Activities, and Issues

      The ability to bulk delete opportunities, activities, and issues has been added to the Manage - Opportunity, Activity and Issue Status secured module in SalesLink - Executive!

      Customer Order to Invoice

      Ticket #

      Description

      CLA-35670

      The PackageGrandTotal_CostAmount field in COTI will now be correctly populated for both single-currency and multi-currency quotes in iQuote.

      iMACS

      Ticket #

      Description

      CLA-35499

      Resolved an issue in which setting a Stock Number's status to "Ready to Bill" would occasionally result in a CloudLink - Error.

      iQuote

      Ticket #

      Description

      CLA-35871

      Re-enabled editing Quote Headers when the Create Activity enhancement is turned on in iQuote.

      SalesLink

      Ticket #

      Description

      CLA-35887

      The sizing of several buttons throughout SalesLink has been adjusted.

      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-35708

      Resolved an issue in which Operation Notes and Special Instructions were occasionally not being copied correctly when creating a Work Order from a template.

      CLA-35020

      Disabled the "Delete" and "Save" buttons on the Backlog View page for users without the "Backlog.Edit" Security Role.