2023.0216 Texada CloudLink Release Notes

Introduction

These notes address new features and code fixes for version 2023.0216 of Texada CloudLink. Please reach out to Texada support with any questions you may have.

Quick Navigation

Contract Tracking
Equipment Monitoring Toolkit
Gatekeeper
iQuote
Parts and Service Quoter
SalesLink
ServiceLink

Contract Tracking

Re-enabled Column and Header alignments in the CSA Listing Report.

Equipment Monitoring Toolkit

Enhanced EMT to avoid application errors when the job and application call the same stored procedure.
Enhanced EMT to accurately show Work Orders to Review.
Removed duplicated data in EMT for the Admin > Managing Dormant Machines page.

Enhanced EMT to make sure machine services are generated properly even when the dashboard refresh job is running.
Enhanced EMT to make sure machine services are generated properly even when the dashboard refresh job is running.

Gatekeeper

Resolved an issue in SalesLink / GateKeeper, when attempting to transfer a prospect to a customer, the request does not properly complete and the prospect still exists after the process is attempted.

iQuote

Re-enabled the correct date format in the iQuote configuration page.
Re-enabled getting the correct status from DocuSign when there is more than 1 document enabled.

Re-enabled the correct Current Indicator icon for Standard jobs on Quote Configuration for Multi currency Quotes.

Parts and Service Quoter

Aligned the Quote Status and Date fields in the user interface.
Resolved an issue where KPI Reports were not calculating correctly.

Enhanced quote list filters in PSQuoter so that export to excel brings correct information.

SalesLink

Resolved an error where prospects that were transferred to another customer were not removed.
Increased the length of the email field for influencer’s.

Added reporting API endpoints for Activity Checklists: /ActivityChecklists, /ActivityChecklistLogs.

ServiceLink

Updated the formatting of estimated arrival date in ServiceLink pipeline.