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2025.0911 Sales & Service Product Updates

Introduction

These notes address new features and code fixes for version 2025.0911 of the Texada Sales & Service suite of products.

Quick Navigation 

Release Highlights

Equipment CRM Mobile - Search Equipment Inventory

A new Search Equipment Inventory tool has been added to Equipment CRM Mobile! This powerful and effective searching tool makes it easier than ever to pinpoint the exact piece of equipment you’re looking for, without navigating a model hierarchy! 

Your voice matters!

This feature was put into production as a result of its popularity in the CloudLink Ideas Portal!

The Ideas Portal allows Texada customers to submit and vote on possible product improvements. Join the community today and help shape the future of Texada's products!

Equipment CRM (formerly SalesLink)

Ticket #

Description

CLA-39380

Resolved an issue in which activities created through Outlook integration were occasionally logged in Equipment CRM without associated customer numbers.

Equipment CRM Mobile (formerly SalesLink Flex)

Ticket #

Platform

Description

CLA-38874

iOS

A new Add Contact button has been added to the Add Opportunity screen in Equipment CRM Mobile, allowing users to create a new contact for the chosen customer or prospect without leaving the opportunity creation workflow.

This button is disabled by default, and will be enabled once a customer or prospect and division are chosen.

Model Administration

Ticket #

Description

CLA-36004

Model Administration no longer allows the creation of empty models.

Service Management CD (formerly ServiceLink)

Ticket #

Description

CLA-34520

The messaging for certain errors in which Service Management does not receive the expected response from a third-party service (such as when PartStore is down) has been enhanced with the Request/Response XML details needed by those third parties, such that Texada Support is no longer required to provide these details and troubleshooting can be done directly with the third party.

CLA-38897

The messaging that appears when encountering ERP errors in Service Management has been improved.

CLA-36979

Resolved an issue in which the value of the "SIMS Req" field was occasionally not being set to the correct default value when creating a Work Order from a PSQ Quote.