2023.0824 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2023.0824.

Introduction

These notes address new features and code fixes for version 2023.0824 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

Quick Navigation

• Release Highlights
  • ServiceLink: Backlog Notification on Work Order Creation
  • Service Agreement Quoter: Faster Quote Creation, Add Multiple Equipment, and Equipment List Grid View
• Customer Order to Invoice
• iQuote
• SalesLink
• Service Agreement Quoter
• Service Scheduler

Release Highlights

ServiceLink: Backlog Notification on Work Order Creation

A new permission has been added to Texada ServiceLink. This permission allows ServiceLink users to be automatically notified of service letters and backlog items when creating a new work order. 

Service Agreement Quoter: Faster Quote Creation, Add Multiple Equipment, and Equipment List Grid View

Three new changes have been made to Texada Service Agreement Quoter to make creating and managing quotes easier than ever!

• Two new personalization options - “Create Quote with Auto Customer Search” and “Create Quote with Auto Equipment Search” - have been added to SAQ, allowing you to save yourself some clicks when creating a new quote.
• You can now select multiple pieces of equipment at once by checking the checkboxes down the left side of the Equipment Search window.
• The appearance of the Equipment List panel on the quote details page has been updated. Equipment information is now displayed in a grid view that allows you to see more information on each piece of equipment even when its details panel is collapsed.

Customer Order to Invoice

Equipment Monitoring Toolkit

iQuote

SalesLink

Service Agreement Quoter

Service Scheduler