Skip to content
  • There are no suggestions because the search field is empty.

2026.0409 Equipment CRM & Service Suite CD Product Updates

In This Article

Introduction

These notes address new features and code fixes for version 2026.0409 of Equipment CRM & Service Suite CD.

Release Highlights

Equipment CRM - Data Quality Enforcement

Data is the lifeblood of any successful dealership, but its value is only as good as its accuracy. Data Quality Enforcement is a new feature for Equipment CRM (SalesLink) and Equipment CRM Mobile (SalesLink Flex) that helps dealerships improve the quality and consistency of company and contact data at the point of entry.

This feature adds stronger validation when users create or update records, helping prevent incomplete or incorrectly formatted data before it enters the system. The result is cleaner reporting, more reliable follow-up activity, and greater confidence in your CRM data. For Caterpillar dealers, this enhancement is especially valuable because it helps support compliance with Caterpillar Digital Excellence Program (Dealer Trifecta) requirements.

Equipment CRM - Opportunity Reason Management Improvements

Two changes have been made to the Opportunity Reason Management screen in Equipment CRM:

  • The “Cat CSS ReasonId” column has been renamed to “OEM Reason”.
  • A new “Battery Electric Machine Required” option is now available in the OEM Reason drop-down when editing opportunity reason mappings. This option can be assigned to any reason and will be included in CAT CSS exports accordingly.

For Caterpillar dealers, this update ensures compliance with CAT’s latest CSS reporting requirements by enabling dealers to capture and export the “Battery Electric Machine Required” reason, which was not previously supported.

Condition Monitoring Portal

Ticket #

Description

CLA-42633

Resolved an issue affecting VisionLink processing in which SMU values exceeding the data size limit were causing the application to fail.

Equipment CRM (SalesLink)

Ticket #

Description

CLA-40566

System performance when exporting PSEs from Equipment CRM to Caterpillar has been improved.

CLA-42338

Resolved an issue affecting the Edit Influencer in Division window in which the "Additional Influencer Types" field would occasionally appear blank even when the influencer in question had been assigned additional types.

CLA-42374

A new "Data quality enforcement account scope"(ckSLCommon.CustomerProspect.DataQuality.AccountScope) configuration key has been added to CloudLink Console. This key determines which account types are subject to data quality enforcement rules when enforcement is enabled.

CLA-42618

Updated the Prime Product V3 CurrencyCode logic to prioritize the division-level setting and fall back to the ISO currency code when the configured value is not a valid three-character code. This ensures compatibility with CAT Leads requirements and resolves inconsistencies caused by non-standard currency configurations.

Equipment Monitoring Toolkit

Ticket #

Description

CLA-42625

Enhanced the EMT Refresh job to improve the accuracy of PM target date calculations. This update resolves an issue in which certain maintenance intervals (e.g., 90 or 180 days) could incorrectly generate next appointment dates several years in the future.

Equipment Quoting (iQuote)

Ticket #

Description

CLA-42407

Introduced new Global Extras calculated as a percentage of the machine’s book value, excluding attachments. Added support for 2% (new machines) and 1% (used machines), along with updates to logic and the Global Extras UI to display and apply these values.

Parts & Service Quoting

Ticket #

Description

CLA-42189

Improved the handling of Standard Job notes in Service Management CD and Parts & Service Quoting. Resolved an issue in which notes were not consistently created when generating segments from Standard Jobs, and enhanced functionality so that operation-level notes are now included when creating combined segments.

Power Systems Projects (iMACS)

Ticket #

Description

CLA-42511

Resolved the "CloudLink - Error" that would occasionally occur when attempting to access iMACS.

Service Agreement Quoting

Ticket #

Description

CLA-42012

 Resolved an issue affecting the Event Details page in which the SN name shown next to the Revision number at the top of the page would occasionally be incorrect.

Service Management CD

Ticket #

Description

CLA-42567

Resolved an issue affecting the Allowances page in which the Allowance Code drop-down in the Edit Allowance window would occasionally display a value of "ALL" instead of the actual allowance code for the selected allowance.