Release notes for Texada CloudLink version 2023.0727.
Introduction
These notes address new features and code fixes for version 2023.0727 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- CloudLink API Center
- Condition Monitoring Portal
- Customer Order to Invoice
- Gatekeeper
- iMACS
- iQuote
- Parts & Service Quoter
- SalesLink
- Service Agreement Quoter
- ServiceLink
- ServiceLink Flex
CloudLink API Center
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Ticket # |
Description |
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CLA-28216 |
Created a new API for the monthly commission:
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Condition Monitoring Portal
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Ticket # |
Description |
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CLA-27846 |
Created new V1 read API endpoints for Condition Monitoring Portal Case List data:
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Customer Order to Invoice
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Ticket # |
Description |
|
CLA-27363 |
Re-enabled list deal tasks previously assigned to users who no longer have access to COTI. |
|
CLA-28279 |
Enhanced COTI detail page to allow Deal Cost Center field to be modified. |
Gatekeeper
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Ticket # |
Description |
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CLA-28157 |
Enhanced the Automated Gatekeeper feature to update customer information without clearing out values. |
iMACS
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Ticket # |
Description |
|
CLA-28372 |
Users will no longer receive an error when looking up a PO number in Look Up Search. |
iQuote
|
Ticket # |
Description |
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CLA-28217 |
A Standard Job section header has been added in the iQuote configuration Excel Sheet. |
|
CLA-28268 |
Adjusted the cost amount calculation for new attachment standalone quotes when a user changes the quote CAT Discount%. This change will only affect dealers that use CAT Discount for this type of quote. |
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CLA-25373 CLA-28482 |
Resolved an issue where the system current indicator did not display the correct value in certain scenarios. |
Parts & Service Quoter
|
Ticket # |
Description |
|
CLA-27728 |
Resolved an issue where SVL and PSQ had different parts imported from the same Standard Job. |
|
CLA-25710 |
In PSQ part search, parts will continue to load as the user scrolls down in the part search window. |
SalesLink
|
Ticket # |
Description |
|
CLA-28097 |
Re-enabled the correct order when using pagination for Contacts V1 API. |
|
CLA-27992 |
Re-enabled PSE lead originator to (System). |
|
CLA-27822 |
Created a new V1 read API endpoint for PSE type code:
Updated API endpoint OpportunityHeaders to include PSETypeId. |
|
CLA-28132 |
Renamed "CAT Compatible Model" to "Compatible Model" on the Advanced Search Page. |
Service Agreement Quoter
|
Ticket # |
Description |
|
CLA-28407 |
Added validation for SAQ quantity to be a number greater than 0. |
ServiceLink
|
Ticket # |
Description |
|
CLA-28051 |
Resolved an issue where the SIMS required indicator was set to YES for a travel segment in ServiceLink tickets. |
|
CLA-28296 |
Modern was acquired by Cat and officially rebranded as Interact. As part of the rebranding process, Interact has made significant updates to their API and Web URLs to align with their new identity, and they will be transitioning away from the Modern name. To ensure a seamless experience without any disruptions, we have updated our integration to utilize the new URLs. Additionally, we have addressed an issue where Interact messages were not displaying in the communications tab of an SVL ticket. This issue has been successfully resolved, and Interact messages should now be visible as expected. |
|
CLA-27516 |
Modified the FDC audit log creation for parts added in ServiceLink. The number of parts and the total dollar amount will now be included in the Audit Event Details column. |
ServiceLink Flex
|
Ticket # |
Description |
|
CLA-28373 |
When adding Misc, Employee number will now populate. |