In This Article
- Introduction
- Equipment CRM (SalesLink)
- Equipment Quoting (iQuote)
- Parts & Service Quoting
- Service Agreement Quoting
- Service Management CD (ServiceLink)
- Service Management CD Mobile (ServiceLink Flex)
Introduction
These notes address new features and code fixes for version 2026.0813 of Equipment CRM & Service Suite CD.
Equipment CRM (SalesLink)
|
Ticket # |
Description |
|
CLA-42258 |
The Urgent field in Lead notification emails will now correctly reflect the value of the "Opportunity Urgent" (ckCommon.Opportunity.Urgent) configuration key, bringing its behavior in line with that of the Lead details page. |
|
CLA-42339 |
The Period filter on the Lead and Opportunity Performance report (Executive → Pipeline) now returns the exact number of months selected. Previously, selecting 3 or 6 months could return up to 12 months of data, depending on the time of year the report was run. Additionally, clicking the New, Dormant, or Active customer totals now correctly filters the drill-down list to that customer type. Note that, as a result of this change, counts and revenue totals on this report may be different following the update. |
|
CLA-43744 |
Resolved an issue affecting the Customer Coverage Report in which it was occasionally not possible to view beyond page 10 of the report. |
|
CLA-44079 |
The Search Equipment Inventory tool now includes On Order equipment when filtering by Availability. |
|
CLA-44439 |
A new "Requirement rule for No Deal reason" (ckCommon.Opportunity.NoDeal.Reason.Mandatory) configuration key has been added to CloudLink Console. This key determines whether entering a reason is required when updating an Opportunity's status to "No Deal". |
Equipment Quoting (iQuote)
|
Ticket # |
Description |
|
CLA-43751 |
The Base Model - On Order page is now sorted chronologically by RTS date. |
|
CLA-44265 |
It is no longer possible to add the same Post Sale Credit to a Quote multiple times. |
|
CLA-44513 |
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. |
Parts & Service Quoting
|
Ticket # |
Description |
|
CLA-44329 |
The Unit Sell field in Parts & Service Quoting has been updated to allow a maximum of two decimal places instead of three. This change ensures consistency with Service Management CD and third-party ERP systems such as DBS. |
Service Agreement Quoting
|
Ticket # |
Description |
|
CLA-44232 |
Resolved an issue affecting the Workflow by Owner page in which the number of Quotes displayed for an owner would occasionally mismatch the actual number of Quotes displayed when clicking on a number to view the list of Quotes. |
Service Management CD (ServiceLink)
|
Ticket # |
Description |
|
CLA-44266 |
A Date Corrected field has been added to the Customer Commitment panel of the Overview tab of the Ticket details screen. |
Service Management CD Mobile (ServiceLink Flex)
|
Ticket # |
Platform |
Description |
|
TM-4493 |
iOS |
The Work Order Segments screen now displays a loading indicator while Segments are loading. Previously, a "No data" message was displayed prior to Segments being loaded, which could cause the user to erroneously believe that no Segments existed. |