2.1.36
2024-04-06
Resolved an issue in which it was occasionally not possible to add a Product to a Rental Opportunity.
Added the ability to "Add Activity" after the user finishes the call/email from the Lead/Opportunity detail screen.
Added the ability to "Add Activity" after the user finishes the call from the customer detail screen.
Bug Fixes and Improvements
For a full list of changes, please visit https://help.texadasoftware.com/en/knowledge
2.1.32
2023-09-16
SMU date will no longer show up in gatekeeper requests if it was not changed by the user.
Bug fixes and Improvements
2.1.31
2023-05-25
Configured the PSE type field to show optional now based on the configuration value
Bug fixes and Improvements
2.1.30
2023-03-24
Bug fixes and Improvements
2.1.28
2023-01-13
Updated logic to only make PSE type field mandatory when manufacture is CAT in product item
Bug fixes and Improvements
2.1.27
2022-11-04
The Address1 label on the Customer Add/Edit screen will now be "Address1" or "Trading name" depending on the user's configuration.
Bug fixes and Improvements
2.1.25
2022-04-14
Bug fixes
2.1.24
2022-03-31
Bug fixes.
2.1.23
2022-03-11
Bug fixes
2.1.21
2022-02-15
Added the ability to filter by company in the Inventory List.Enabled the "Assign to" field when editing Lead/Opportunity lists when an iQuote quote is attached.Resolved an issue where users were unable to add an activity in the opportunity page.
Corrected an issue that caused the count value on the customer detail page to not update when adding new equipment/attachments for prospect customers.
After clearing filter values, the Lead/Opportunity list filter now accurately updates the count value.
2.1.18
2021-12-16
SalesLink Flex users now have the ability to add a new customer contact while created or editing a sales activity.
2.1.14
2021-10-08
Users are now able to change Opportunity to Lost when logged as Executive User
Enhanced application and added ability to make reason field hide/show/optional/mandatory based on configuration when winning an Opportunity
User will no longer intermittently receive an error when edit contact
2.1.13
2021-09-20
Filter will default to All Customer in the Customer field selection when Logged in as an Executive User when adding Issues, Activity, or Opportunity.
Bug Fixes and Improvements
2.0.8
2020-12-04
Enhanced the application with the addition of a month style date selector to set the delivery date for an opportunity that only requires month and year.
Re-enabled phone numbers edited with SalesLink Flex to push to the EPR via Gatekeeper by limiting the length of phone numbers that can be entered.
Enhanced the application with the ability to add a middle initial for a new contact when activated with a configuration key
2.0.6
2020-10-27
Re-Enabled the display of the Classification drop down for rent type opportunities
Re-enabled the ability to add a competitor product to a sales opportunity.
Enhanced the UX with consistent background colors for screen headers.
2.0.4
2020-09-17
- Expanded the UX with the addition of Dark Mode.
- Enhanced the UX by preventing Country from displaying more than once.
- Enhanced the UX with the ability to add an activity without a contact.
- Enhanced the UX to making Branch a mandatory field when creating a new opportunity.
- Enhanced the stability of the app by preventing issues when changing the Rep User.
2.0.3
2020-09-02
-Updated the SalesLink Flex Logo on the startup screen.
-Updated for minor spelling errors.
-Enhanced the platform to prevent errors when adding and activity for certain account configurations.
-Enhanced the UX to empty address fields when changing the billing address to a different address for a contact.
2.0.2
2020-08-24
Bug fixes
2.0.1
2020-08-08
Re-enabled the display of the title, when changing an opportunity stage to won, lost or no deal.
Expanded the platform to match SalesLink Web and the ability to add a product when changing the opportunity stage to development, proposal or No deal.
Added the Ability to add a product when changing an opportunity stage to development, proposal or No deal.
Enhanced the UX with a confirm when closing unsaved data.