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Introduction
These notes address new features and code fixes for version 2025.0731 of the Texada Sales & Service suite of products (formerly CloudLink).
Quick Navigation
- Feature Highlights
- Customer Order to Invoice
- iMACS
- iQuote
- Marketing Integrator
- Parts & Service Quoter
- SalesLink
Feature Highlights
SalesLink - Attach Multiple Files to an Opportunity At Once
It is now possible to attach multiple files at once to an Opportunity in SalesLink! Watch this explainer video to learn how.
Customer Order to Invoice
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Ticket # |
Description |
|
CLA-37963 |
A new "Credit Collector Data Source" (ckGlobal.CreditCollector.Source) configuration key has been added to CloudLink Console. This key specifies the source system used to retrieve credit collector information. If set to "Application", the system will use data from the Texada application. If set to "ERP", the system will use data from the integrated Enterprise Resource Planning (ERP) system. |
iMACS
|
Ticket # |
Description |
|
CLA-38777 |
The maximum length of the Login Name field has been increased. Attempting to create a user with a Login Name longer than 30 characters will no longer result in a CloudLink - Error. |
iQuote
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Ticket # |
Description |
|
CLA-37936 |
Resolved the CloudLink - Error that would occasionally occur when changing the name of a Standard Package. |
Marketing Integrator
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Ticket # |
Description |
|
CLA-38031 |
Added a new "Lookback window for lead fetch job" (ckSlCommon.MarketingIntegrator.LeadFetch.LookbackMinutes) configuration key to CloudLink Console. This key determines how many minutes the Marketing Integrator will look back to capture newly created leads, helping prevent leads missed during temporary system pauses. The default lookback window is 120 minutes. |
Parts & Service Quoter
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Ticket # |
Description |
|
CLA-38496 |
Resolved an issue in which the Branch and Company fields were not correctly populated when creating a Quote from a Work Order associated with a branch belonging to a non-default company. |
|
CLA-38748 |
Resolved an issue in which segment totals on the Customer PDF did not correctly reflect customer splits, causing the full segment amount to be shown instead of the total allocated to the customer. |
SalesLink
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Ticket # |
Description |
|
CLA-38178 |
Resolved an issue affecting the Edit Rep screen in which every Division added to a Rep would be marked as Primary even if this option wasn't selected, causing Reps to have multiple Primary Divisions. |
|
CLA-38552 |
The "Campaign" drop-down on the Manage - Opportunity, Activity and Issue Status page now only shows campaigns with an end date in the future, or no more than three months in the past. |
|
CLA-35880 |
It is now possible to attach multiple files to a SalesLink Opportunity at once. |