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

      2025.0703 Sales & Service Product Updates

      Introduction

      These notes address new features and code fixes for version 2025.0703 of the Texada Sales & Service suite of products (formerly CloudLink).

      Quick Navigation 

      Feature Highlights

      SalesLink - OEM Lead Type

      Managing SalesLink PSE Leads is now easier than ever thanks to the addition of a new “OEM Lead Type” field! This field indicates the Lead’s type as specified by Caterpillar, and can be used to filter and update PSE Leads in bulk. Click the button below to learn more!

      CLA-38106Commissions

      Ticket #

      Description

      CLA-37965

      Resolved an issue affecting the Commission Unpaid Revenue - By Sales Rep report in which selecting a sales rep then clicking "Total" would display totals for all sales reps, instead of just the selected rep.

      Customer Order to Invoice

      Ticket #

      Description

      CLA-38103

      Resolved an issue affecting the Deal Details screen in which the Save function would occasionally fail depending on the User's permissions.

      CLA-38106

      Resolved an issue in which the system erroneously generated cancellation change requests for won Opportunities with multiple associated Quotes.

      Model Administration

      Ticket #

      Description

      CLA-38051

      Resolved an issue affecting the Model Exceptions page in which changes made to a model's Division or Base Model would occasionally be rolled back upon saving.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-37922

      Segment totals now correctly update when Parts, Labor, and Misc are added at the operation level for both Estimated and Flat Rate variants with Lock unchecked.

      SalesLink

      Ticket #

      Description

      CLA-37531

      Resolved an issue occasionally preventing automatic imports of Dodge data from completing.

      CLA-37442

      Resolved an issue in which clicking on a hyperlinked number in the Outstanding Leads report to view matching Leads would occasionally display a blank list.

      CLA-36445

      Resolved an issue in which Invoice Amount fields would occasionally exclude tax. Invoice totals now include tax as expected.

      SalesLink Flex

      Ticket #

      Description

      TM-2676

      TM-2677

      You can now verify your current SalesLink Flex version via the "More" screen.

      Service Agreement Quoter

      Ticket #

      Description

      CLA-38081

      Resolved an issue affecting Quote creation in which the Start Hour and End Hour fields would occasionally contain decimal numbers.

      ServiceLink Flex

      Ticket #

      Description

      TM-2763

      Resolved an issue in which enabling the "Show only Scheduled" filter for Work Order Segments would occasionally hide scheduled Segments.

      TM-2598

      Resolved an issue in which the Charge Code field for Lunch Breaks would not be automatically populated when syncing draft Labor entries to the server.