- 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
2023.1019 Texada CloudLink Release Notes
Release notes for Texada CloudLink version 2023.1019.
Introduction
These notes address new features and code fixes for version 2023.1019 of Texada CloudLink. Please reach out to Texada support with any questions you may have.
Quick Navigation
- Release Highlights
- Customer Order to Invoice (COTI)
- Equipment Monitoring Toolkit
- iQuote
- SalesLink
- Service Agreement Quoter
- ServiceLink
Release Highlights
ServiceLink Flex: Offline Functionality
A wealth of new offline functionality has been added to ServiceLink Flex! It is now easier than ever to manage your work in areas with little or no Internet connectivity.
Customer Order to Invoice (COTI)
Ticket # |
Description |
CLA-27193 |
Enabled summary and drill down totals to match and save defaults to be the same in Overall Dashboard workflow report. |
CLA-28901 |
Created new Read API to fetch Deal Cost Center codes and names. Endpoint is: /SMACodesDealCostCenters |
CLA-29188 |
Created read APIs for the COTI checklist log tables. Endpoints are: /SMASaleChecklistItemLogs and /SMAChecklistItemLogs. |
CLA-29294 |
Enhanced COTI to not create a change request notification when a deal is canceled. This feature is configurable using the following config key: 'ckDeal.CancelDeal.CreateChangeRequest'. |
CLA-29524 |
Empty option is now an option on ckdeal.Consignment.Default key for the Consignment field on deal details. |
Equipment Monitoring Toolkit
Ticket # |
Description |
CLA-29023 |
Enhanced EMT PM Execution Analysis report to handle all statuses. |
CLA-17695 |
Enhanced EMT homepage to show correct values for CSA Closure Analysis. |
iQuote
Ticket # |
Description |
CLA-28903 |
Configured a new API for the quote document text shop get ready data. Endpoint is: /QuoteDocumentTextSGRs. |
CLA-29081 |
Enhanced current indicator logic for Inventory Quote when model on Component Items are coming as empty from Price List. |
CLA-29189 |
Enhanced the current indicator logic for On Order to show missing items when the Quote is created or Package Source is changed. |
CLA-29161 |
Re-enabled getting data for DBS configuration when a user changes source of the package. |
CLA-29187 |
Enhanced local items on quote document to handle "&" symbol. |
CLA-29196 |
Increased the character limit of local item description to 200. |
SalesLink
Ticket # |
Description |
CLA-28599 |
User will no longer receive an error when the Total is clicked in the 'SalesLink Executive Made Activities list' page. |
CLA-29085 |
PSE Leads ID will now always show in upper case. |
CLA-29409 |
Enhanced the Opportunities Pipeline Region Report drill down on the Past Due/ Unknown column to match the total number. |
Service Agreement Quoter
Ticket # |
Description |
CLA-27884 |
The application will now show events for models related to the assigned machine in SAQ. |
ServiceLink
Ticket # |
Description |
CLA-29063 |
In ServiceLink: fixed an issue in the segment parts edit popup where the on-hold checkbox sometimes wasn't automatically checked when it should have been. |
CLA-29291 |
ServiceLink templates will no longer generate invalidated tickets. |