Introduction
These notes address new features and code fixes for version 2025.0410 of the Texada Sales & Service suite of products (formerly CloudLink).
Quick Navigation
- Global Landing Hub - UI Update
- Commissions
- Customer Order to Invoice
- Gatekeeper
- iQuote
- Model Administration
- Parts & Service Quoter
- SalesLink
- ServiceLink
Global Landing Hub - UI Update
Texada’s new Global Landing Hub has received a minor UI update. As part of this update, the “Users” buttons below each application have been removed. For applications that feature a user management tool, these tools can be found within the applications themselves. Additionally, a new User Management tool has been added to the CloudLink API Center.
Commissions
|
Ticket # |
Description |
|
CLA-36103 |
Resolved an issue affecting the Commission - In Process screen in which the Account No, Store No, and Cost Center columns were occasionally not populating for new commissions. |
Customer Order to Invoice
|
Ticket # |
Description |
|
CLA-36589 |
Hovering over the Search, User, Settings, and Add icons in the top-right corner of the screen will now display additional details about each option. |
|
CLA-36369 |
Resolved an issue in which signed DocuSign documents were occasionally not appearing in COTI as expected. |
|
CLA-36648 |
Updated the appearance of the search field in COTI's Search window. |
|
CLA-36364 |
Resolved an issue in which marking a Quote as won in iQuote would occasionally cause multiple deals to appear in COTI. |
Gatekeeper
|
Ticket # |
Description |
|
CLA-36509 |
The Meter reading column on the Customer Equipment page is now capable of displaying SMU readings with decimal values. |
iQuote
|
Ticket # |
Description |
|
CLA-36464 |
The position of the Signature field on generated Pricing Information documents has been updated. |
|
CLA-35533 |
The error message that appears when attempting to reopen a Quote whose deal is in progress in COTI has been updated for clarity. |
|
CLA-35768 |
Resolved the "Error: Deal Does Not Exist" error that would occasionally appear when selecting "COTI Change Requests" from the Common Tasks menu. |
|
CLA-36034 |
When a Base Model is renamed, associated Quotes and Opportunities will now be moved under the new Base Model name. |
|
CLA-36730 |
The Total value on Equipment Rental Agreement documents generated from iQuote has been updated to include Freight costs. |
Model Administration
|
Ticket # |
Description |
|
CLA-35927 |
Resolved an issue affecting the Model Exceptions page in which changes made to a Model's Ignore status would occasionally fail to be saved. |
Parts & Service Quoter
|
Ticket # |
Description |
|
CLA-36406 |
Resolved the "Cannot send parts" / "Cannot push work order to DBS" errors that would occasionally occur when running the Update DBS Work Order utility. |
SalesLink
|
Ticket # |
Description |
|
CLA-36555 |
Resolved an issue in which deleted influencer records were occasionally being included in SalesLink's API results. |
|
CLA-36371 |
Resolved sorting and display issues affecting the Fusion Parts and Service Performance Summary. |
|
CLA-36434 |
Resolved an issue in which credit memo amounts were being overstated due to discounts being added instead of subtracted during calculations. The system now correctly handles cases involving negative quantities and positive adjustments, ensuring that credit values align with those shown in DBS. |
|
CLA-36195 |
The name of the Expenditures table on the Customer Profile screen will now be preceded by the name of your organization's ERP for clarity (e.g. "DBS Expenditures"). |
|
CLA-36289 |
Re-enabled the OLGA customer history file import process. |
|
CLA-36526 |
Resolved an issue affecting the Add Note window of the Credit Notes screen in which the Due Date calendar was appearing behind the window, making it impossible to select a date. |
ServiceLink
|
Ticket # |
Description |
|
CLA-35480 |
Resolved an issue affecting automatic time entry in which starting a segment, then starting a second segment without stopping the first segment would cause the charge code of the first segment to be incorrectly updated to that of the second segment. |
|
CLA-36384 |
Resolved an issue causing duplicate labor entries to occasionally appear in ServiceLink. |
|
CLA-36496 |
Resolved an issue affecting the Parts Edit window in which Part pricing information was not displaying correctly when the "SVL Parts GetTaxShipInformation" configuration key was enabled. |
|
CLA-36066 |
Resolved an issue in which Tickets containing multiple symptoms would appear in the Technician Scheduler multiple times. |