Release Notes

June 2025


Adapters

CRM

Inventory

Issues

Orders

Partners

Pipeline

Platform

Performance Monitoring

Product Lifecycle Management

Subscriptions

Users


Adapters

Enhanced catalog APIs in TMF620 adapter

In the TMF620 adapter, Kloudville has:

  • Added the List Catalog API to return a list of all catalogs
  • Enhanced the Retrieve Catalog API to search for any catalog by name

These will return both active and inactive catalogs.

CRM

Added new Commissions functionality in CRM module

Kloudville now supports setting commission rates, and creating commission rules for how sales representatives should be compensated depending on the product they sell.


Commission rules:

  • Can be based on revenue or margin
  • May start and end at specific dates
  • May be restricted by tags, zones and sales channels

After setting rules and calculating commission rates, the module will export sales commission reports.

Enhanced CRM module to include contacts when archiving or deleting organizations

When deleting or archiving an organizational customer, their internal contacts will also be deleted or archived.

Added the ability to set security teams on customer and partner locations

Customer and Partner locations can now be restricted by security teams, so only members of the security team will be able to see those locations.


In addition, locations used by:

  • Assets
  • Customer contracts
  • Opportunities
  • RMAs
  • Orders, Quotes and Service orders
  • Subscriptions

Will also have restricted visibility.

Inventory

Added support for stowing lists in the Inventory application

In Inventory, users can now create stowing lists and assign them to pickers/stowers. Stowing lists record product movements from one bin to another.


When a stowing list is marked as completed, the bin’s records are updated to reflect these moves.

Fixed issue which prevented users from manually adding shipments to inventory orders

Issues

Added the ability to create notes and interactions for RMAs

Orders

Added the ability to create master quotes with multiple sub quotes

Users can now create multiple quotes from a master quote. This allows users to create multiple versions of a complex quote.


Or, create different versions of a quote based on product categories or customer locations.

Added the ability to specify multiple sales reps on an order, quote or opportunity

Multiple sales reps can now be assigned to the same opportunity, quote or order. Additionally, the commission share for each sales rep can be specified by percentage.

Enhanced the configuration of soft bundles

The action of adding a product to a soft bundle will now be done inside a pop-up.

Enhanced quote to contract conversion for pricing contracts

In addition to copying products and services from a quote, addons will now be copied to pricing contracts.

Disabled the ability to remove addons from products from a purchase contract

When buying a product from a purchase contract, the product’s addons cannot be removed.

Enhanced subscription imports to re-import subscriptions with changes

The Replace function allows re-importing subscriptions with changes. If a change is performed on a subscription in another environment, users can now re-import the subscription to include those changes, updating the subscription’s data.

Partners

Enhanced the reseller module to include opportunity management

Within the reseller realm, reseller partners can now manage sales opportunities.

Pipeline

Modified opportunities to require setting opportunity locations

Users are now required to select a location when creating opportunities.

Added the ability to sync opportunity revenue from related quotes

By syncing a quote to an opportunity, any updates to the quote’s values will be reflected in the opportunity.

Added the ability to specify a “Revenue type” for Opportunity items

When adding an item to an opportunity, users can now classify revenue items.

Platform

Enhanced Dynamic Enumeration loading performance

Optimized Kloudville performance by preventing automatic loading of dynamic enumerations. Enumerations will now load only when needed, reducing unnecessary data fetching.

Added the ability to persist login session in Kloudville

Realms in Kloudville can now be configured to persist a user’s login session for a set number of days.


The user will remain logged in to this realm (unless they log out) until the set number of days passes.

Optimized search performance and search calls

Enhanced the search API functionality to reduce the number of calls, and reduce the size of the response by up to 60%.

Enhanced email configuration by adding support for OAuth 2 authentication, default reply to emails and custom headers

In SMTP host configuration, users can now:

  • Select an Authentication type: Password, Office 365 OAuth or Gmail OAuth
  • Specify a Default reply to email
  • Add custom HTTP Headers

Modified most Kloudville tags to be non-grouped tags

The tags that will remain grouped are:

  • Contact tags (not customer or partner contact tags)
  • PLM product tags
  • Skill type tags

Enhanced related item information to show custom titles of the related item

Performance Monitoring

Enhanced Performance Monitoring functionality

Reorganized Performance Monitoring interface by:

  • Removing performance summary information on the servers page
  • Adding new Performance Summary grid to show server and counter data
  • Making Counters a subsection of Servers rather than its own section

Added server ID to message logs

This allows the user to determine which server sent this message, in a clustered multi-server environment.

Enhanced Order Process to update BPMN process priority

When an order has a higher priority than the BPMN process’ default priority, the order priority will be used instead of the BPMN priority.

Product Lifecycle Management

Added static enumeration option to PLM attributes

String, integer and decimal attributes can now have static enumerations.

Enhanced the PLM application to list a catalog used as template

A catalog imported as template will now be listed as “Used as Template” in the catalog UI.


Catalog used as template:

Catalog created from template:

Enhanced specification versioning in categories

In a PLM category, the specifications tab will now list the category’s versions, dates, template names and catalog names.

Enhanced addon categories to replace the “required” property with “Minimum quantity”

This enhancement gives users more flexibility by allowing them to set a minimum quantity higher than one.

Added the ability to restrict Supporting Service categories by product tags

Enhanced PLM products to be available as addons and standalone products at the same time

Users can now set a PLM product to be available as an addon while still being a standalone product.

Fixed issue with calculating the correct price for product charges

Subscriptions

Added support for modifying addon prices in a subscription

Within a subscription, users can now view and edit addon prices in the subscription’s price history.

Added the ability to filter by currencies and zero totals in billing data exports

When exporting billing data in subscriptions, users can now filter by currencies and exclude any subscriptions with a value of zero.

Added the ability to backdate subscription cancellations

Enhanced subscriptions to show the total subscription price

The total price of a subscription, including the prices of all products, addons and devices, will now be shown in Subscription total. This price is what the customer pays per-recurrence.

Users

Enhanced the search functionality for user groups

Added the ability to filter groups and search by group titles in IDM.