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      2023.0713 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2023.0713.

      Introduction

      These notes address new features and code fixes for version 2023.0713 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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      Release Highlights

      Condition Monitoring Portal: Assign a Case to an Existing Lead

      It is now possible to assign a case to an existing lead in the Texada Condition Monitoring Portal. This feature allows you to easily link a case to a lead instead of creating a new lead.

      SalesLink - Executive: Activity Type and Activity Group Type Management

      Thanks to two new management tools coming to SalesLink - Executive, it is now possible for administrators to manage Activity Types and Activity Group Types directly from SalesLink!

      Customer Order to Invoice

      Ticket #

      Description

      CLA-27677

      Created new V1 Read API endpoints for COTI Change Request:

      • SMAChangeRequests
      • SMAChangeRequestFollowUpHeaders
      • SMAChangeRequestStatuses
      • SMAChangeRequestStatusHistory
      • SMAChangeRequestTypeOfChanges
      • SMACodesChangeRequestCategories
      • SMACodesChangeRequestSubCategories

      CLA-28080

      Enhanced the “Undo Cancel” logic to not allow a Canceled 'sales' deal to move to In Progress if an In Progress 'sales' deal with the same stock number already exists.

      This only applies for dealers with configuration that doesn't allow 'sales' deals with the same stock number. Configuration key: ckglobal.Deal.StockNo.PreventDuplicates.

      iMACS

      Ticket #

      Description

      CLA-27851

      Re-enabled filter by Industry code when opportunities are selected in iMacs Quotes Lookup Report.

      CLA-28172

      Enhanced iMacs application to increase the maximum number of stock Numbers that can be created. 

      iQuote

      Ticket #

      Description

      CLA-26862

      Re-enabled the Upside Programs and Region Manager Discounts sections to show descriptions in worksheet documents.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-27832

      Resolved an issue where editing a miscellaneous item or a labor charge code was clearing the selection in other rows.

      SalesLink

      Ticket #

      Description

      CLA-27435

      Enhanced SalesLink to make selecting a "Reason" mandatory  when saving an opportunity as Won. 

      CLA-28225

      Improved the performance of the UCC All Filling Report in SalesLink.

      ServiceLink Flex

      Ticket #

      Description

      CLA-28301

      To align with ServiceLink web application, SVL Flex prompts for default lunch break based on roster configurations set up in your environment.

      CLA-28069

      Add Labor is now showing the correct default start and end time.