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2025.0717 Sales & Service Product Updates

Introduction

These notes address new features and code fixes for version 2025.0717 of the Texada Sales & Service suite of products (formerly CloudLink).

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Feature Highlights

SalesLink - Send PSE Parts Revenue to OEM

For PSE-originated service Opportunities on Caterpillar machines, it is now possible to send only the estimated Parts revenue to the OEM, instead of the total amount for the Opportunity. This is important for Caterpillar dealerships, as the OEM is primarily interested in only the Parts revenue associated with the Opportunity. Watch the above video to learn more!

Customer Order to Invoice

Ticket #

Description

CLA-38471

Re-enabled the ability to upload Microsoft Outlook (.msg) files to an asset's Documents tab.

CLA-38233

Resolved an issue in which Change Requests with no Department value were not appearing in the Change Requests tab.

iQuote

Ticket #

Description

CLA-38332

Resolved an issue preventing the opening of Quote documents containing uploaded images.

Parts & Service Quoter

Ticket #

Description

CLA-35673

A new "Import pending Parts From Ticket" (psQuoter.Quote.Import.Pending.Parts.From.Ticket) configuration key has been added to CloudLink Console. This key allows dealers to determine whether, when creating a Quote from a Work Order, pending Parts from the Ticket linked to that Work Order will be imported into the Quote.

  • Disable: Pending Parts will not be imported.
  • Enable: Pending Parts will be imported.

CLA-38132

The "Select Documents" window will now appear when updating a Ticket from a Quote Revision, allowing the user to easily transfer new documents to the Ticket.

SalesLink

Ticket #

Description

CLA-38172

The SalesLink Customer No. field on the UCC BuyId to Customer Override Management page now supports up to 20 characters (up from 7).

CLA-37397

The performance of the PSE export process has been improved. The process's time limit has also been increased to 5 minutes from 1 minute in order to prevent timeout errors.

CLA-38488

Resolved the CloudLink - Error that would occasionally occur when attempting to open attachments from the Lead details page.

CLA-38539

Resolved an issue affecting the Outstanding Leads page in which clicking on a hyperlinked total to view a list of Leads would occasionally display a blank page.

CLA-38661

Resolved an issue affecting the Marketing Integrator in which influencers who had provided consent for SMS messaging would occasionally fail to appear when filtering the Contacts Enrollment window by this criterion.

Service Agreement Quoter

Ticket #

Description

CLA-38262

Added two new drop downs, Marketing Type and Contract Group, to the Equipment Defaults of a Quote in SAQ.

ServiceLink

Ticket #

Description

CLA-37451

The maximum file size for Documents in the ServiceLink Media tab has been increased to 500mb for Documents and 50mb for Photo Albums.

CLA-38191

Resolved an issue in which Parts associated with certain Standard Job Segments would appear in the Parts List but would not be added to the Segment when that Segment was created.