2025.0828 Sales & Service Product Updates

Introduction

These notes address new features and code fixes for version 2025.0828 of the Texada Sales & Service suite of products (formerly CloudLink).

Quick Navigation

Customer Order to Invoice
Gatekeeper
SalesLink
ServiceLink
ServiceLink Flex

Customer Order to Invoice

Ticket #

Description

CLA-38802

A new "Sales rep deal visibility" (ckDeal.SalesRep.DealVisibility) configuration key has been added to CloudLink Console. This key controls whether sales representatives can view only their own deals or all deals within COTI.

When set to “Own Only,” reps can view only the deals to which they are assigned.
When set to “All,” reps can view all deals regardless of assignment.

CLA-39131

Resolved an issue in which multi-currency Quotes were occasionally not displaying Cost, GP$, or GP% values under the Financials tab.

Gatekeeper

Ticket #	Description
CLA-39091	Resolved an issue in which old requests from inactive users were occasionally appearing in Gatekeeper.

SalesLink

Ticket #	Description
CLA-37931	Resolved an issue affecting the Fusion Sales Performance Summary and Fusion PSSR Performance Summary screens in which Company Average and Fusion Average values were incorrectly included in column totals.
CLA-39240	Attempting to add a mail code without an influencer type to a customer record in SalesLink will no longer result in a CloudLink - Error. Instead, a "Mail code needs an influencer type" notification will appear.
CLA-37844	Updated the CAT PSE integration to support manually-specified work order numbers.
CLA-38603	Resolved the CloudLink - Error that would occasionally occur when attempting to add a new Customer Plan.

ServiceLink

Ticket #	Description
CLA-38874	Log entries for "Technician Notes" in ServiceLink Segments are now more descriptive.

ServiceLink Flex

Ticket #	Platform	Description
TM-3002	iOS Android	Resolved an issue in which the user's default Charge Code was occasionally failing to populate when adding Labor to a Work Order Segment.
TM-3048	Android	The time picker when selecting a Break Start Time or Break End Time now displays intervals of 15 minutes, instead of 1 minute.
TM-2655	Android	Resolved an issue in which Operation-level Labor entries created in offline mode were occasionally being attributed to the Segment instead of the Operation.
TM-2862	iOS	Resolved an issue in which opening a Work Order Segment then returning to the Segments list would occasionally cause the list of displayed Segments to be incorrect.
TM-2716	iOS	Resolved the "Something went wrong" error that would occasionally occur when logging in to ServiceLink Flex.