Introduction
These notes address new features and code fixes for version 2025.0227 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
- Equipment CRM (SalesLink)
- Equipment Monitoring Toolkit
- Service Management (ServiceLink)
Release Highlights
Equipment CRM (SalesLink) - User Interface Improvements
Following our overhaul of Equipment CRM’s user interface, we have heard your feedback and made a number of additional fixes and improvements to enhance the customer experience of this tool, including:
- The spacing and alignment of the elements on the Sales Rep Calendar page has been adjusted.
- The size of the Description field on the Add / Edit Lead page has been increased.
- The top bar of the Issue Details screen will now be highlighted in green if the issue is resolved, making it much easier to spot resolved issues at a glance.
- The styling of the My Requests page has been updated.
- The “Check for new contact” feature on the Add New Issue page has been re-enabled in the form of an “Uncheck to influencer list” checkbox in the same location. Leave this box unchecked to create a new contact, or check it to use an influencer record.
- A number of styling and display adjustments have been made throughout the application, addressing issues such as cut-off buttons and misaligned elements.
We will continue bringing value and improvements to Equipment CRM in future releases. Thank you for your continued support!
Equipment CRM (SalesLink)
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Ticket # |
Description |
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CLA-35264 |
Resolved an issue affecting the Equipment Rentals screen in which the value of the "Invoice Amount" column was occasionally incorrect. |
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CLA-35404 |
Resolved an issue in which the value of the "flagDelete" field in the Customers API was occasionally showing "NULL" instead of "YES" for customers that had been flag deleted in DBS. |
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CLA-35929 |
Resolved an issue affecting Cat PSE integration in which the "Closed no Deal" and "Closed Lost" reason fields were occasionally not being populated when dealer-generated Opportunities were sent to Caterpillar. |
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CLA-36029 |
Resolved an issue affecting the Manufacturer / Influencer Type Codes Management screens in which the “Add Codes” button would occasionally be unresponsive. |
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CLA-35932 |
Resolved an issue in which the Opportunity Close Date calendar element on the Lost Sales screen was not allowing alternative months or years to be selected. |
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CLA-35864 |
Resolved an issue in which the “Filter” button on the Credit Follow Up Notes page in SalesLink - Executive would occasionally be unresponsive. |
Equipment Monitoring Toolkit
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Ticket # |
Description |
|
CLA-35500 |
Resolved an issue in which serial numbers with active enrollments in Condition Monitoring Portal were occasionally not appearing as expected when searched for in Equipment Monitoring Toolkit. |
Service Management (ServiceLink)
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Ticket # |
Description |
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CLA-35813 |
A new "/CodesRejectionReasons" V1 endpoint has been added to retrieve ServiceLink rejection reason codes. |
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CLA-36137 |
Resolved an issue affecting the "Edit Misc" window in which adding a "P.O." value would occasionally set the value of the "Cost" field to 0.00. |
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CLA-35950 |
Resolved an issue in which the Opened By name on Work Orders was incorrectly being updated to the name of the user who last updated the Work Order. |
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CLA-36125 |
Resolved an issue in which the expected tickets were occasionally not appearing in the Technician Scheduler. As part of this fix, the "Hide Job Control Filter" (EL.FilterBar.HideJobControl) configuration key now has three possible values:
|