2026.0423 Equipment CRM & Service Suite CD Product Updates

Ticket #

Description

CLA-40337

Updated the Cat Inspect data ingestion process to prevent failures caused by duplicate equipment records, ensuring inspections continue to import into Condition Monitoring Portal.

Ticket #

Description

CLA-39510

Resolved an issue in which API updates could unintentionally clear an opportunity’s Reason, Comment, or Estimated Revenue fields when those values were not included in the request.

CLA-41139

Opportunities of type Parts or Service will now continue to send PSE feedback updates after being marked as Won when key fields such as Work Order Number, Invoice Number, Serial Number, or revenue values are changed.

CLA-41887

Resolved an issue affecting the Edit Equipment window in which it was possible to submit changes to a piece of equipment without selecting an Industry Code.

CLA-42713

The "ckSlCommon.CatCss.DefaultCurrency" configuration key in CloudLink Console has been renamed to "Default currency in CRM" (ckSlCommon.CRM.DefaultCurrency).

When exporting lead information from Equipment CRM to Caterpillar Prime Product+, the value of this key will be sent as the currencyIsoCode for the lead.

CLA-42711

Resolved an issue in which editable Opportunity email fields were not always validated, allowing invalid email values to remain in the record.

TM-3953

Android

iOS

Resolved an issue affecting the Add Customer or Prospect screen in which the Phone field would occasionally not be mandatory even when mandatory in Equipment CRM.

TM-3954

Android

iOS

Resolved an issue affecting the Add Customer or Prospect screen in which the Address and City fields would occasionally not be mandatory even when mandatory in Equipment CRM.

TM-3994

iOS

Resolved an issue in which switching applications while Sales Assistant was thinking would occasionally result in a "Please try again later or contact support if the problem persists" error.

TM-3944

TM-4016

Android

iOS

The "Location" field in the Equipment Search tool is now multi-select, allowing users to view equipment belonging to any one of several Locations at once. Tap the "All" button to select or deselect all Locations.

CLA-42708

Resolved an issue affecting Preventative Maintenance jobs in which future appointments would occasionally be scheduled multiple years in the future.

CLA-42706

The performance of Equipment Monitoring Toolkit has been improved. The application should no longer occasionally time out when performing tasks.

Ticket #

Description

CLA-42752

The error messaging that appears when a Quote missing a COTI ClaimTypeId is won has been improved.

CLA-42438

Resolved an issue in which attempting to access the Manage Base Model page would occasionally result in a "CloudLink - Error" if the "Average Sell Price of Standard Packages" (ckSp.Admin_ListBaseModel_All.AdvPriceFromIQuote) configuration key was set to 2.

CLA-42659

Resolved the "CloudLink - Error" that would occasionally occur when attempting to view Warranty Rates for a model on the Manage Base Models page.

Ticket #

Description

CLA-42700

A new "PSQ to SVL Document Transfer – Default Document Selection Mode" (PSQToSVL.DocumentTransfer.DefaultSelectionMode) configuration key has been added to CloudLink Console.

This key determines the default selection behavior for documents when transferring from a won Parts & Service Quoting Quote to a Service Management CD ticket. It has two possible values:

(1) Unchecked: No documents are selected by default.

(2) Checked (current behavior): All documents are selected by default.

Ticket #

Description

CLA-42474

A new "SAQ Active Contracts" page has been added to CloudLink Console. This page allows users to view monthly active SAQ enrollments by year and month, helping them report on and bill customers for units under contract.