2026.0702 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.0702 of Equipment CRM & Service Suite CD.

Release Highlights

Equipment CRM Mobile & Service Management CD Mobile - New Login Experience

A new login experience is coming soon to two of Texada’s mobile applications: Equipment CRM Mobile (SalesLink Flex) and Service Management CD Mobile (ServiceLink Flex)! This update will simplify the authentication process and unify the mobile Production and Sandbox environments into a single application.

The new login experience will be implemented in a future release. We recommend familiarizing yourself with the changes outlined in the article below in preparation for this update.

Service Management CD - Operations Scheduling

Service Management CD now supports scheduling technicians at the Operation level!

Historically, Service Management CD has only supported scheduling technicians at the Work Order or Segment level. With this update, technicians can now be assigned to specific Operations, giving you more precise control than ever before!

Projects in Equipment CRM - APIs

New API endpoints have been added to support Projects in Equipment CRM! Watch the above video to learn more.

CloudLink API Center

Ticket #	Description
CLA-42039	A new read-only endpoint, GET /ISPECSModelRegionXrfs, has been added to CloudLink's Reporting APIs. This endpoint allows users to securely retrieve Gross Profit (GP) percentage data from the [AppDb_iQuote].[dbo].[iSPECS_Model_Region_Xrf] database table.

Equipment CRM (SalesLink)

Ticket #	Description
CLA-43801	Enabling data quality enforcement no longer causes the Email field to be mandatory when creating or editing Customer & Prospect company records.
CLA-43262	Resolved the "Unexpected errors occurred, thus cannot transfer this account" error that would appear when attempting to transfer a Prospect to a Customer in Gatekeeper.
CLA-43844	The default value of the "Default value for Parts Purchased in service opportunities" (ckSalesLink.Opportunity.Service.DefaultPartsPurchased) configuration key has been changed to "No".
CLA-40859	The dealerPartsPurchasedInd and dealerPartsPurchasedEstimateAmount fields are now fully supported across the write and read paths of the /Opportunities API: POST — clients can supply dealerPartsPurchasedInd and dealerPartsPurchasedEstimateAmount when creating a new opportunity. PATCH — clients can update either field on an existing opportunity. GET — both fields are returned in the response, with dealerPartsPurchasedInd surfaced as a JSON boolean and dealerPartsPurchasedEstimateAmount as a number.
CLA-43634	A new "Credit available visibility" (ckSalesLink.Customer.CreditAvailable.Visibility) configuration key has been added to CloudLink Console. This key determines whether the customer Credit Available amount is displayed in Equipment CRM.
CLA-40415	Resolved an issue affecting the Customer Details screen in which the number of Opportunities displayed in the left navigation menu and the number of Opportunities displayed at the bottom of the list of Opportunities for that customer would occasionally be mismatched.
CLA-43633	Resolved an issue affecting the Campaign Details screen in which creating Leads via the Add Batch Leads button would occasionally create duplicate Leads.

Equipment CRM Mobile (SalesLink Flex)

Ticket #	Platform	Description
CLA-39831	iOS	Equipment Search in Equipment CRM Mobile now supports multi-selecting availability statuses. This resolves an issue in which search results would occasionally display assets with statuses other than the one selected by the user.
TM-4397 TM-4396	Android iOS	The "Admin.SellRate.View" permission now also determines the visibility of the Sell Rate field when viewing Labor details in Equipment CRM Mobile (in addition to Equipment CRM).
TM-4416 TM-4414	Android iOS	Enabling data quality enforcement no longer causes the Email field to be mandatory when creating or editing Customer & Prospect company records.
TM-4394 TM-4383	Android iOS	When the system is configured to hide the costs of machines and their components from Sales Reps in Equipment Quoting, these values will now also be hidden in Equipment CRM Mobile.

Equipment Monitoring Toolkit

Ticket #	Description
CLA-37521	Resolved the "CloudLink - Error" that would occasionally occur when clicking the "Schedule" button on the Service Letter Review page.

Equipment Quoting (iQuote)

Ticket #	Description
CLA-43798	Resolved an issue in which closing a deal as "Won" would occasionally cause the Branch, PO Number, Estimated Delivery Date, Principal Work Code, and/or Sale Type fields to be blanked out.

Power Systems Projects (iMACS)

Ticket #	Description
CLA-42831	Resolved the "CloudLink - Error" that would occasionally occur when attempting to print a Purchase Order.

Service Management CD (ServiceLink)

Ticket #	Description
CLA-43680	Updated the Service Pipeline Dashboard to automatically include Work Orders that do not have an assigned cost center when no explicit cost center filter is applied.
CLA-40444	Resolved an issue affecting the Financials tab of the Ticket details screen in which the Gross Profit % amount would occasionally be incorrect when split Customers were used on a Segment.

Service Management CD Mobile (ServiceLink Flex)

Ticket #	Platform	Description
TM-4377	iOS	Customer signatures captured on iOS devices using dark mode will now appear correctly in printed documents.