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

      2025.0731 Sales & Service Product Updates

      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

      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

      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

      Ticket #

      Description

      CLA-37936

      Resolved the CloudLink - Error that would occasionally occur when changing the name of a Standard Package.

      Marketing Integrator

      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

      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

      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.