In This Article
- Introduction
- Equipment CRM (SalesLink)
- Equipment Monitoring Toolkit
- Equipment Quoting (iQuote)
- Service Agreement Quoting
- Service Management CD (ServiceLink)
Introduction
These notes address new features and code fixes for version 2026.0604 of Equipment CRM & Service Suite CD.
Equipment CRM (SalesLink)
|
Ticket # |
Description |
|
CLA-42465 |
Resolved an issue affecting the Resolved Leads page in which clicking on a hyperlinked total to view a list of leads would occasionally result in a "There are no opportunities available" message. |
|
CLA-42836 |
Resolved an issue affecting the Add new Prospect Customer screen in which changing the Division selection would occasionally cause data to shift between the Trading Name, Address Line 2, and Address Line 3 fields. |
|
CLA-42979 |
Enhanced the OLGA Import Summary screen to support and display data file imports utilizing Caterpillar's updated file format. |
|
CLA-43340 |
A new "Invoice field visibility on parts opportunity" (ckCommon.Opportunity.InvoiceField.Visibility) configuration key has been added to CloudLink Console. This key controls visibility and requirement settings for the Invoice field on Parts Leads and Opportunities within Equipment CRM. This field appears only when the opportunity stage is set to "Won". |
|
CLA-43373 |
Resolved an issue affecting activity logging in which the system would evaluate the date using the server's timezone rather than the user's local time, preventing users across the international dateline from logging entries for their current day. |
Equipment Monitoring Toolkit
|
Ticket # |
Description |
|
CLA-43352 |
Fixed an issue in Service Link ticket segment, where manually changed total flat rate, did not stick when the segment was first edited. |
Equipment Quoting (iQuote)
|
Ticket # |
Description |
|
CLA-41734 |
Resolved the "CloudLink - Error" that would occasionally occur when attempting to edit a Quote's options or extras. |
Service Agreement Quoting
|
Ticket # |
Description |
|
CLA-43240 |
A new "Expires By" column has been added to the SAQ Active Contacts page, making it possible to see whether a given Contract expires by Hours, Date, or Both. |
|
CLA-43332 |
Resolved an issue in which adding equipment to a Quote would occasionally fail to match and load Standard Jobs if the number of scheduled Package Events did not exactly match the number of available Standard Jobs. |
|
CLA-43342 |
The appearance and performance of the Contract Types administration screen has been improved. |
Service Management CD (ServiceLink)
|
Ticket # |
Description |
|
CLA-43164 |
A new "Date Corrected" field has been added to the Customer Commitment section of the Ticket Overview screen. |
|
CLA-43377 |
Resolved an issue affecting the Roster schedule in which entering labor on unscheduled "off" days would occasionally fail to calculate overtime properly. |