Introduction
These notes address new features and code fixes for version 2025.0619 of the Texada Sales & Service suite of products (formerly CloudLink).
Quick Navigation
- Feature Highlights
- CloudLink Console
- Customer Order to Invoice
- Inventory
- iQuote
- Marketing Integrator
- SalesLink
- ServiceLink
- ServiceLink Flex
Feature Highlights
SalesLink Flex - Sales Assistant
Texada is thrilled to announce the arrival of Sales Assistant, an AI-powered speech-to-text tool for SalesLink Flex that allows sales reps to log activities in the blink of an eye!
Tracking sales activities is important work, but it can also be time-consuming, requiring your reps to recall and enter lots of small, often repetitious data points. Sales Assistant solves this problem by allowing reps to dictate activities as they would to a real assistant – one capable of turning a short, plain-language statement into a detailed sales activity!
Click the button below to learn more about how Sales Assistant can help your reps reclaim precious selling time and cement your dealer’s competitive edge!
CloudLink Console
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Ticket # |
Description |
|
CLA-36362 |
The "Office Phone", "Mobile Phone", and "Home Phone" fields in the Add / Edit User window now support phone numbers containing spaces (e.g. Australian phone numbers). |
Customer Order to Invoice
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Ticket # |
Description |
|
CLA-37454 |
Enhanced COTI's security logic to prevent sales reps from seeing deals belonging to other sales reps. |
Inventory
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Ticket # |
Description |
|
CLA-37049 |
A new "Show extended warranty information" (ckCommon.Equipment.Warranty.ExtendedInfo.Show) configuration key has been added to CloudLink Console. This configuration key controls the visibility of the "Monthly Limit" and "Serv Mtr Limit" columns in the Warranty Coverage window of the equipment details screen. |
iQuote
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Ticket # |
Description |
|
CLA-38016 |
Resolved the "An error occurred while calling the AI service" error that would occasionally appear when attempting to generate a draft Quote email. |
Marketing Integrator
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Ticket # |
Description |
|
CLA-37072 |
When a Lead that is not associated with a known account and for which no country information is provided is created via the Marketing Integrator, its country value will now be set to the running value of the DealerCountry (ckGlobal.DealerCountry) configuration key. |
SalesLink
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Ticket # |
Description |
|
CLA-37492 |
Resolved an issue affecting the UCC All Filings page in which the Sales Reps and Sales Link columns (MSR, PSSR, Other Rep 1, Other Rep 2, Cust No. Cust Name) would occasionally appear blank. |
|
CLA-37175 |
Resolved an issue causing PAR information to be misaligned in the Influencers panel on the Customer Information screen. |
|
CLA-37537 |
Pagination has been added to the Equipment Total page accessible by clicking an equipment total (blue hyperlink) from the Customer Segmentation screen. |
ServiceLink
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Ticket # |
Description |
|
CLA-37386 |
The gap between the “Terms and Conditions” Banner and the text of the T&Cs has been reduced |
|
CLA-37474 |
Resolved an issue in which the "Home" button would occasionally be unresponsive. |
|
CLA-37478 |
Removed the "X" icon to the right of the Contact section on the Backlog screen, as it is not possible to delete a Backlog's Contact. |
|
CLA-38001 |
The Work Order creation process has been optimized. It is now possible to create larger Work Orders containing higher numbers of segments without the process timing out. |
ServiceLink Flex
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Ticket # |
Description |
|
TM-2490 |
It is no longer possible to attach blank Original Technician Notes to a Work Order. |
|
TM-2666 TM-2675 |
You can now verify your current ServiceLink Flex version via the "More" screen. |
|
TM-2572 |
Resolved an issue affecting Work Order Operations in which tapping the "+" icon on the Labor Entries screen would occasionally be unresponsive, making it impossible to add labor to the Operation. |