- Texada Knowledge Base
- Release Notes
- Feature Highlights
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoting
-
Sales & Service: CloudLink
-
Sales & Service: Tools
iQuote: Remove Manually-Added Items When Changing Quote Source
A new option has been added to the ckQuote.QuoteRevisionSourceChange.CATComponents configuration key in Texada CloudLink. This option allows you to remove manually-added items from a quote based on a standard package when the source of that quote is changed.
Remove Manually-Added Items - Configuration
The ckQuote.QuoteRevisionSourceChange.CATComponents configuration key controls iQuote’s behavior when you change a quote’s source. To view and edit this key, log in to CloudLink Console and enter the key name into the “Config Key” search bar. Click on the configuration key to view it.
The four options available for this configuration key are:
- Keeps ALL CAT Components (Includes Manual Added)
- Keeps Only CAT Components Manual Added
- Delete All CAT Components (Includes Manual Added)
- Keep Only CAT Components WorkTools
The new option, option 3., will cause all CAT Components, including manually-added items, to be deleted from the quote when the quote source is changed. If you would like to activate this option, select it, then click “Update” to save your changes.
As a result of this update, the following configuration key has been deprecated: ckQuote.QuoteRevisionSourceChange.DeleteAllCATComponentAttchConsist.KeepManualAddedAttch