2026.0507 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.0507 of Equipment CRM & Service Suite CD.

Release Highlights

Service Management CD - Export Parts, Labor, and Miscellaneous to Excel

Texada is pleased to announce that Export to Excel functionality has been added to all Parts, Labor, and Miscellaneous views in Service Management CD! This highly-requested feature makes it easy to manage Work Orders externally - especially useful for Work Orders with extensive Parts, Labor, or Miscellaneous lists.

To use this feature, simply open a Work Order in Service Management CD, then navigate to the Parts, Labor, or Misc tab. Click the gear icon in the top-right corner, then select “Export to Excel” to download the list of items as an .xlsx file.

Equipment CRM (SalesLink)

Ticket #	Description
CLA-42859	Resolved an issue affecting the Customer Information screen in which certain Influencers' Types would occasionally be listed multiple times.
CLA-42864	Resolved an issue in which deleted dealer-generated Prime Product leads and opportunities were occasionally being exported to Caterpillar.
CLA-35861	Resolved an issue affecting the Outstanding Leads page in which the options available in the Division drop-down would occasionally be inconsistent.
CLA-37083	The error messaging that appears when attempting to create a Lead with no Source has been updated.
CLA-41148	Resolved the "An Error Occurred" error that would occasionally occur when clicking a number under the Total column on the Equipment Profile page.
CLA-42417	Resolved an issue in which .ics calendar files exported from Equipment CRM would occasionally overwrite previous appointments when imported into Outlook.
CLA-42846	Resolved an issue in which PSEs imported from Caterpillar would occasionally be imported unassigned.
CLA-42968	Resolved an issue in which it was possible to save influencer records with no email address even when data enforcement was enabled.
CLA-42977	Resolved an issue affecting the Add New Opportunity screen in which the Save button would occasionally be unresponsive, making it impossible to create new Opportunities.
CLA-43021	Resolved an issue causing certain PSEs to occasionally be missed when importing PSEs from Caterpillar.

Equipment Monitoring Toolkit

Ticket #	Description
CLA-42862	The performance of all EMT dashboard links and reports has been improved.
CLA-42909	A new "Service Link Import Segment From SAQ Total Amount Calculation" (ServiceLinkImportSegmentFromSAQ.AmountFrom) configuration key has been added to CloudLink Console. This key determines how Segment totals are calculated when Segments are imported from Service Agreement Quoting into Service Management CD. (1) Average Escalation Price: The Average Escalation Price will be used as the Segment total in Service Management CD. (2) Total Price: The Total Price (Net price per occurrence) will be used as the Segment total in Service Management CD.
CLA-42929	Resolved an issue in which the number of Work Orders to Review (PM) displayed in the EMT Dashboard would occasionally not match the number of Work Orders listed on the associated drill-down page.

Ticket #

Description

CLA-42862

The performance of all EMT dashboard links and reports has been improved.

CLA-42909

A new "Service Link Import Segment From SAQ Total Amount Calculation" (ServiceLinkImportSegmentFromSAQ.AmountFrom) configuration key has been added to CloudLink Console. This key determines how Segment totals are calculated when Segments are imported from Service Agreement Quoting into Service Management CD.

(1) Average Escalation Price: The Average Escalation Price will be used as the Segment total in Service Management CD.

(2) Total Price: The Total Price (Net price per occurrence) will be used as the Segment total in Service Management CD.

CLA-42929

Resolved an issue in which the number of Work Orders to Review (PM) displayed in the EMT Dashboard would occasionally not match the number of Work Orders listed on the associated drill-down page.

Equipment Quoting (iQuote)

Ticket #	Description
CLA-42827	Resolved the "Inventory Attachment cannot be added because it already exists on the quote configuration" error that would occasionally occur when adding an Inventory Attachment to a Quote from Options & Bundles.

Model Administration

Ticket #	Description
CLA-40551	The maximum length of all "Entered By" and "Changed By" fields throughout Model Administration has been increased from 30 characters to 255, preventing data from being cut off due to long usernames.
CLA-35177	Resolved an issue affecting the Model Exceptions page in which the "Show Attachment" toggle was not appearing for certain users.

Parts & Service Quoting

Ticket #	Description
CLA-42872	Resolved an issue in which the display order of Internal and External notes would occasionally be incorrect when creating a Segment using Standard Jobs.

Power Systems Projects (iMACS)

Ticket #	Description
CLA-42461	Resolved an issue in which certain invoices were not appearing on the CAT Parts page.

Service Management CD (ServiceLink)

Ticket #	Description
CLA-42571	Resolved an issue in which the the number of Exceptions displayed for "Parts are backordered" Held-Ups would occasionally be incorrect.
CLA-42642	The Audit Log for the PSQ to Service Management CD configuration now records the Quote Number, Revision Number, and User when the Create Ticket or Update Ticket functions are performed.