Sales & Service (formerly CloudLink)
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2023.1102 Texada CloudLink Release Notes

Release notes for Texada CloudLink version 2023.1102.

Introduction

These notes address new features and code fixes for version 2023.1102 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

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Release Highlights

SalesLink - Executive: Delete PSE Leads

New deletion logic for Prioritized Service Event (PSE) Leads has been added to SalesLink - Executive! Check out the demo video for an overview of this feature.

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Customer Order to Invoice (COTI)

Ticket #

Description

CLA-26407

It is now possible to configure COTI to automatically populate the ETA to Port date on the Deal Details screen. This functionality can be enabled via the "ckdeal.DealDetail.ETAPort.AutoUpdate" configuration key in CloudLink Console.

In order for this feature to function correctly, the ETA to Port field must be populated in DBS. When this feature is enabled, the ETA to Port field in COTI will become uneditable (read-only), and any data previously entered into the field will be wiped out. 


Equipment Monitoring Toolkit

Ticket #

Description

CLA-29496

Enhanced the PM Scheduling page to not omit the first PM code.


Gatekeeper

Ticket #

Description

CLA-29544

Enhanced Automated Gatekeeper to handle negative dollar amounts.


Parts & Service Quoter

Ticket #

Description

CLA-29485

Resolved an issue where the search was caching the serial number range of the previously-searched model.


SalesLink

Ticket #

Description

CLA-28678

Resolved an issue where a user could not click the Select button next to an employee name in SalesLink Exec.

CLA-29395

User will no longer receive an error message when trying to disable a model that is not in use. 


ServiceLink

Ticket #

Description

CLA-29286

Fixed the Search Filter for the list of repairs in the Standard Jobs page - multi-segment area.

TOR-72612

Descriptions updated in ServiceLink Security Matrix.

ServiceLink Flex

Ticket #

Description

CLA-29509

Added a pop up for creating a draft while offline in SIMS. 

CLA-29251

Customer Number will now be displayed alongside the Customer's Name when viewing a Work Order in ServiceLink Flex.

CLA-29527

Resolved an issue in the Segment list UI where the tags kept moving. 

CLA-29857

Users can now select multiple photos from their library when uploading photos to ServiceLink Flex.

CLA-29635

Resolved an issue where the application would stop working when labor was deleted.

CLA-29623

Resolved an issue where the keyboard was hiding the draft actions menu when editing notes and special instructions in offline mode.