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      2023.0406 Texada CloudLink Release Notes

      Release notes for Texada CloudLink version 2023.0406.

      Introduction

      These notes address new features and code fixes for version 2023.0406 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

      Quick Navigation

      Release Highlights

      Condition Monitoring Portal: CC on Lead Creation

      Condition Monitoring Portal - Create New Lead

      When creating a new lead in the Condition Monitoring Portal in Texada CloudLink, you now have the option of adding a CC User to the lead. This allows the CC User to act on the lead in situations where the assigned User is unavailable.

      ServiceLink: Dropbox Location by Latitude and Longitude

      ServiceLink - Dropbox Lookup by Address 2 SHADOW-1

      ServiceLink’s Dropbox feature has been updated with improved support for coordinate-based dropbox locations. Use this feature to make it even easier for your field workers to locate dropboxes, no matter the size or location of the work site.

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      Condition Monitoring Portal

      Ticket #

      Description

      CLA-26823    

      Enhanced the fleet report to make the event date show local time based on the timezone of the customer.

      Customer Order to Invoice (COTI)

      Ticket #

      Description

      CLA-26159

      Resolved an issue where the "Last Access Date" in the user management page was not displaying correctly.

      CLA-15849

      The following API - /GET/SMACustomerHeaders - will no longer return the following field - PWC. The field can now be pulled through the following API - /GET/SMADeals.

      CLA-27083

      Made the following UI Adjustments in the Table Header: 

      • Reduced vertical cell padding in the top section of the table header
      • Wrapped “New Deals” text
      • Wrapped “Credit Released” text
      • Changed the wrapping rules of the “Shipped But Not Complete” column.
      • Reduced all vertical cell padding

      Made the following UI Adjustments in the Workspace Window items:

      • Aligned the Title bar and reduced vertical padding
      • Aligned the Filter buttons and text and reduce vertical padding
      • Aligned the Summary text and reduced vertical padding
      • Aligned the Export button and reduced vertical padding

      CLA-26915

      The Pending Deal Report will load properly with or without filters selected.

      CLA-25617

      The workflow report column headers have updated tool tips which now display the full role name instead of the abbreviation, providing clarity to users.

      Equipment Monitoring Toolkit

      Ticket #

      Description

      CLA-26940

      Improved the performance on the active new events page so users will no longer receive an error.

      iQuote

      Ticket #

      Description

      CLA-26353

      When updating the ‘Model Admin’ tab on the ‘Model Config’ page for a given model, the 'Changed By’ column next to the Region - GP will no longer update unless the GP% model is changed.

      CLA-3660

      Updated the UI so the menu drop downs towards the left side of the page are more visible.

      CLA-26893

      Re-enabled accessing options and bundles for model config for base models.

      Parts & Service Quoter

      Ticket #

      Description

      CLA-16662

      Resolved an issue where parts quantity was exceeding 100% when pushing parts from a quote to a DBS work order.

      CLA-26909

      Optimized the performance of the loading of the quote list.

      CLA-26649

      Resolved an issue where if an error occurred when repricing all segments parts in PSQ, it was not showing.

      CLA-23830

      System will no longer display unnecessary list of discounts in a document generated without any segment

      CLA-26361

      For linked quotes, the following API - /cloudlink/PSQuotesQuoteRevisions - will no longer provide work order number via the "WoNo" field, but will be available in the API /cloudlink/PSQuoteHeaders via the "WorkOrderNo" field.

      SalesLink

      Ticket #

      Description

      CLA-26855

      The business registration number will be included in the Gatekeeper request so it is properly updated through to DBS.

      SalesLink Flex

      Ticket #

      Description

      CLA-26986

      Resolved an issue where the 'Submit' button was disabled while adding a competitor.

      CLA-26545

      Resolved an issue where the keyboard was covering the notes section causing the users to not be able to type while attempting to add a note.

      Service Agreement Quoter

      Ticket #

      Description

      CLA-22292

      Quote date will default to the current date based on the users timezone.

      ServiceLink

      Ticket #

      Description

      CLA-16602

      The Parts Order Quantity field has been updated to accept 5 digit numbers in the Parts Edit window.

      CLA-26690

      Resolved an issue where the setting for branches and cost centers in SVL which caused the Parts Order to automatically go On Hold if there are any parts that are backordered was not working properly.

      CLA-27006

      Fixed the issue where the user was getting the error 'Please enter all the segments for this work order ' when trying to close a warranty work order.

      CLA-26579

      Resolved an issue where Flex and Web were not showing the same number of segments.

      CLA-26398

      Resolved an issue where special characters were not displaying correctly in the Customer Notes under the ticket overview.

      ServiceLink Flex

      Ticket #

      Description

      CLA-26865

      Resolved an issue where additional part data was not being returned appropriately.

      CLA-27094

      Labor entries are showing correct times now in the list and detail screens.