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2023.0615 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2023.0615.

Introduction

These notes address new features and code fixes for version 2023.0615 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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ACTION REQUIRED - VisionLink v3 Upgrade

At the end of June 2023, Caterpillar will be deprecating their VisionLink v1 APIs. They have instructed all dealers and partners to migrate to v3 by June 30th, 2023.

Action is required from your organization in order to complete this migration. Click the button below to learn more.

 

Release Highlights

Service Agreement Quoter: Additional Personalization for Equipment Defaults

New personalization options have been added to Service Agreement Quoter! These options allow you to set a number of default values for quote creation.


Customer Search

Ticket #

Description

CLA-27394

Resolved an issue where when adding a new customer in SalesLink, in the ‘Step 5: Add New Equipment’ section, the FPC code field was not being filtered by the division selected in 'Step Two: Select Division'.

Equipment Monitoring Toolkit

Ticket #

Description

CLA-27492

Enhanced EMT to make Google Maps work properly in the subscription list and schedule appointment pages.

CLA-27890

Enhanced the EMT homepage to show accurate data in the "Review" Events (box 3).

iMACS

Ticket #

Description

CLA-27490

Users will no longer receive an error when changing the status on a Service Instruction under Field Service.

iQuote

Ticket #

Description

CLA-27737

Re-enabled the ability for an Admin User to find and edit existing users using Manage User in iQuote.

CLA-27857

Resolved an issue where the Edit CAT Consist section Cancel button was not responding.

Parts & Service Quoter

Ticket #

Description

CLA-22788

Quote Segment information is being properly pulled to the work order.

SalesLink

Ticket #

Description

CLA-27883

Re-enabled the listing of all transactions under Customer Expenditures.

CLA-27734

Increased maximum user name length in tables and procedures to prevent failing by longer login names.

CLA-27776

Re-enabled Opportunities by Create Date drill down report export function.

SalesLink FLex

Ticket #

Description

CLA-27717

Resolved an issue on the schedule screen to show correct activities for the selected sales rep.

ServiceLink

Ticket #

Description

CLA-25330

Expired warranty by machine hours (SMU) are now appropriately code-colored in red on segment level.