2026.0521 Equipment CRM & Service Suite CD Product Updates

Ticket #

Description

CLA-37082

Resolved an issue in which the total number displayed on the By Source tab would occasionally mismatch with the corresponding drill-down data under Opportunities By Created Date.

CLA-41584

Resolved an issue in which the Opportunity Details page would occasionally automatically select a "high" Probability of Closing when no value had been chosen by the user.

CLA-42224

Resolved an issue in which Customer Suggestions would occasionally fail to include expiring warranty alerts for Machine Sales Representatives (MSRs).

CLA-42788

Resolved an issue in which the Auto Assign feature on the Add New Issue screen would occasionally would leave the assignee field blank instead of automatically assigning an owner based on default mappings.

CLA-43186

Resolved the error that would occasionally occur when clicking on an Opportunity from the Completed Activities screen.

CLA-43283

Resolved an issue in which bulk updating opportunities would occasionally blank out the Opportunity Source fields of updated opportunities.

Ticket #

Description

CLA-40562

Resolved the "CloudLink - Error" that would occasionally occur when entering certain values into the "Minimum Rental Amount" field on the Agreement Editor tab.

CLA-42172

Resolved an issue in which loaded models would occasionally fail to display within their associated base model inventory view.

Ticket #

Description

CLA-40882

Entering a date format containing capital letters on the User Preferences page will no longer cause errors in PSQ.

Ticket #

Description

CLA-42841

Resolved an issue in which saving a quote after adding equipment would occasionally trigger a timeout error and result in duplicated equipment records.

CLA-43046

Resolved an issue in which the "Cost per Service" on generated Quote PDFs would occasionally fail to reflect dollar and percentage discounts when using the Average Escalation Price.

Ticket #

Description

CLA-43160

Resolved an issue in which warranties with multiple settlements were only showing one settlement line in the Warranty Claims tab.

CLA-42570

Arrival Date, SMU and SMU Date will now show up when selected as information to show on the Technician scheduler screen.

Ticket #

Platform

Description

TM-963

TM-965

iOS

Android

The Vehicle Number field on the Add Misc screen is now a drop-down field instead of a text field, making it easier to select valid vehicle numbers.