In This Article
- Introduction
- Release Highlights
- Commissions
- Customer Order to Invoice
- Equipment CRM (SalesLink)
- Equipment CRM Mobile (SalesLink Flex)
- Equipment Quoting (iQuote)
- Service Management CD (ServiceLink)
- Service Management CD Mobile (ServiceLink Flex)
Introduction
These notes address new features and code fixes for version 2026.0730 of Equipment CRM & Service Suite CD.
Release Highlights
Projects in Equipment CRM - Bulk Create Activities
Even more functionality is coming to Projects in Equipment CRM! It’s now possible for sales reps to create multiple activities for a Project at once. This feature is useful, as a single construction site visit can often involve meeting with over a dozen different subcontractors.
To use this feature, click the new “Bulk Create New” button on the Project Details page. This will open the Bulk Create Activities window, where you can select a purpose, time, description, and the subcontractors for which an activity will be created. Once you are finished, simply click “Create Activities” to generate a new activity record for each selected customer!
This feature can be enabled via the “Project bulk activity creation” (ckCommon.Projects.BulkCreateActivities.Enabled) configuration key in CloudLink Console. See “Manage Configuration Keys” for more information.
Commissions
|
Ticket # |
Description |
|
CLA-44179 |
Resolved an issue affecting the Paid: Sales Rep's Summary screen in which the amounts shown under the Net Paid column would occasionally be incorrect. |
Customer Order to Invoice
|
Ticket # |
Description |
|
CLA-43435 |
The following fields have been added to the /SMADeals API endpoint:
|
Equipment CRM (SalesLink)
|
Ticket # |
Description |
|
CLA-44098 |
Deleting an Opportunity will now also delete any Power Systems Projects (iMACS) Quotes linked to the Opportunity being deleted. |
|
CLA-44082 |
Resolved an issue in which the Opportunity Pipeline and Opportunity List reports would occasionally display incorrect revenue and quantity values for Opportunities containing a "No Deal" product group. |
|
CLA-43311 |
Resolved an issue in which a row with an empty Assigned To value would occasionally appear in the Outstanding Issues - By Assigned To report. |
|
CLA-43607 |
A "consents" collection containing the following fields has been added to the /Contacts API:
|
|
CLA-41528 |
The performance of the Opportunity Reason Management page has been improved to prevent the "Error occurred. Cannot proceed your operation" error that would occasionally occur when transferring reasons with large numbers of Opportunities. |
|
CLA-43902 |
A new GET /Opportunities/WorkOrders API endpoint has been added, enabling integrations to retrieve a list of work orders associated with an Equipment CRM Opportunity, including Parts, Labor, and Miscellaneous totals by segment. |
|
CLA-44115 |
Resolved an issue in which Karmak invoice and repair order data was not updating in Equipment CRM. |
|
CLA-44131 |
A serial number search field has been added to the top of the Find Invoice screen for Parts Opportunities, allowing users to easily locate invoices by serial number. |
Equipment CRM Mobile (SalesLink Flex)
|
Ticket # |
Platform |
Description |
|
CLA-44290 |
iOS |
The performance of the All Customers search feature has been improved to prevent timeout errors. |
Equipment Quoting (iQuote)
|
Ticket # |
Description |
|
CLA-44033 |
Resolved an issue in which expected data would occasionally be missing from printed Quote documents. |
|
CLA-43756 |
Resolved an issue affecting printed CSA agreement documents in which the incorrect zone(s) would occasionally be indicated in the "Zone Quoted" section. |
|
CLA-44173 |
Improved the load time of the Quote Details page for Quotes containing large numbers of Options & Bundles with Local Items. |
|
CLA-42688 |
Resolved an issue affecting the Minor Price Changes - Outstanding report in which changes that had been previously confirmed and cleared would occasionally reappear in the report the following day. |
|
CLA-44141 |
Resolved an issue in which worksheets including Quotes containing large money amounts would occasionally fail to generate. |
Service Management CD (ServiceLink)
|
Ticket # |
Description |
|
CLA-44136 |
A new "Ticket Segment Tech Note Default" (SVL.Segment.TechNote.DefaultAs) configuration key has been added to CloudLink Console. This key determines whether Original Technician Notes added to a Ticket Segment will default to be Internal, External, or both. This key will overwrite the default established for other types of Notes via the "Ticket Segment Note DefaultAs" (SVL.Segment.Note.DefaultAs) configuration key. |
|
CLA-44167 |
The following configuration keys have been added to CloudLink Console, providing administrators with several new configuration options for Service Management CD:
|
Service Management CD Mobile (ServiceLink Flex)
|
Ticket # |
Platform |
Description |
|
TM-4546 |
Android iOS |
Resolved an issue in which the "CloudLink Privacy Notice" and "Terms of Use" links under Legal would occasionally be unresponsive. |