- Texada Knowledge Base
- Release Notes
- Sales & Service (formerly CloudLink)
-
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
2023.0907 Texada CloudLink Release Notes
Release notes for Texada CloudLink version 2023.0907.
Introduction
These notes address new features and code fixes for version 2023.0907 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
CloudLink Reporting APIs
Ticket # |
Description |
CLA-28539 |
Created the following new APIs: /SMACodesTradeInPaymentOptions /SMACodesTradeInToBePaidBies /SMACodesTradeOverAllowanceReviewStatuses /SMATradeInLogs /SMATradeIns |
CLA-28782 |
Added the total number records in CloudLink API endpoints: /Commissions/RevenueBalance, /Commissions/Balance, and /Commissions/RevenueInvoiceOpen |
Customer Order to Invoice
Ticket # |
Description |
CLA-25974 |
When a user clicks the current page in COTI's left navigation menu, the page will be reloaded with the default values. |
CLA-28425 |
Re-enabled the check completed general tab in deal details after all mandatory fields are completed. |
CLA-28917 |
Re-enabled the ability to create Credit Release on deals. |
iQuote
Ticket # |
Description |
CLA-28547 |
Re-enabled standard equipment in iQuote to group correctly in the UI layout. |
CLA-28834 |
Multi-currency quotes created from an existing quote will get the correct currency taxes. |
CLA-22135 |
Re-enabled showing notes in Worksheet document only when it exists. |
CLA-28974 |
Re-enabled loading data for Model in Change Source page for the default selected model. |
SalesLink
Ticket # |
Description |
CLA-28773 |
Enhanced the performance of Advanced Search for larger queries. |
CLA-28795 |
Improved the performance of Export to Excel in Advanced Search. |
CLA-28796 |
Improved SalesLink collaboration stability between Outlook and CloudLink calendars. |
CLA-28832 |
Enhanced the 'Opps' column on the Campaign page to drill down to the correct list of opportunities. |
SalesLink Flex
Ticket # |
Description |
CLA-28683 |
SMU date will no longer show up in gatekeeper requests if it was not changed by the user. |
ServiceLink
Ticket # |
Description |
CLA-28778 |
The Lat/Long Coordinates are updated correctly when the Dropbox Pin is moved. |