In This Article
- Introduction
- Release Highlights
- CloudLink API Center
- CloudLink Console
- Condition Monitoring Portal
- Equipment CRM (SalesLink)
- Equipment CRM Mobile (SalesLink Flex)
- Equipment Quoting (iQuote)
- Service Agreement Quoting
- Service Management CD (ServiceLink)
Introduction
These notes address new features and code fixes for version 2026.0910 of Equipment CRM & Service Suite CD.
Release Highlights
Projects in Equipment CRM - Full Screen
A new full screen button has been added to the Projects List page for Projects in Equipment CRM! Click this button to display the page in full-screen, making larger lists of Projects easier to browse.
Even more improvements to Projects functionality are slated for future releases! Stay tuned for more information.
CloudLink API Center
|
Ticket # |
Description |
|
CLA-44777 |
The functionality of the v2/users/control-plane-events API endpoint has been updated. This endpoint now supports intelligent create-or-update behavior for both create-user and update-user event types, evaluated against the specified globalUserId:
create-user Events: If the specified globalUserId does not exist, a new user record is created. If the user already exists in the system, the existing record is updated with the provided details.
update-user Events: If the specified globalUserId exists, the user record is updated. If the user does not exist, a new user record is automatically created. |
CloudLink Console
|
Ticket # |
Description |
|
CLA-44776 |
The following configuration keys, previously only editable by Texada staff, have been added to CloudLink Console:
|
Condition Monitoring Portal
|
Ticket # |
Description |
|
CLA-42222 |
The performance of the Service Letters - Summary screen has been improved. |
Equipment CRM (SalesLink)
|
Ticket # |
Description |
|
CLA-44330 |
A new full screen button has been added to the top-right corner of the Project List screen. Clicking this button will display the Project list in full screen, making it easier to view Project information. |
|
CLA-44781 |
The functionality of the Project Details screen for Projects in Equipment CRM has been expanded. A new "Rental Rates" section has been added to the expanded information panel for each subcontractor Company. This section allows you to view and download rental rates documents that have been uploaded to that company's Customer profile.
To see the new Rental Rates section, navigate to On The Go → Projects, then select a Project, scroll down to the Companies panel, and click on the right arrow next to a subcontractor's name. The Rental Rates section will appear below the Contact information. If no rental rates documents have been uploaded, an "Open Customer Documents" button will be visible, which will redirect the user to the Customer's Documents screen.
To support this feature, a new "Rental Rates Document Category" drop-down has been added to the Project Settings screen, under On The Go → Projects → Project Settings (gear icon) → Other Settings.
This drop-down allows you to select which document category will be used to populate the above-mentioned Rental Rates section. For example, if "General" is selected, then any documents uploaded to the "General" section of the Customer's Documents screen will appear under Rental Rates. |
|
CLA-44805 |
Resolved an issue affecting the Opportunity Details page in which equipment Model numbers present in Equipment Quoting would occasionally fail to appear in Equipment CRM. |
|
CLA-44243 |
The value of the "Parts Purchased" field for Leads created via API will now be determined by the value of the "Default value for Parts Purchased in service opportunities" configuration key. |
Equipment CRM Mobile (SalesLink Flex)
|
Ticket # |
Platform |
Description |
|
CLA-44291 |
Android iOS |
Resolved an issue affecting the Closed Activities screen in which information for recent years (post 2020) was occasionally failing to display. |
Equipment Quoting (iQuote)
|
Ticket # |
Description |
|
CLA-44245 |
A new "Show Attachment Stock Number on Shop Get Ready Form" (ckQuote.SGRDocument.AttachmentStockNo.Show) configuration key has been added to CloudLink Console.
This key controls whether the inventory Stock Number of each quoted attachment is appended in square brackets to the Description/Service Notes field on the Shop Get Ready (SGR) form. When enabled, the stock number is automatically injected into the Service Notes column for new or updated quotes, allowing shop personnel to identify exact physical inventory without cross-referencing quoting records. When disabled, only the Reference Number and Description are displayed. |
|
CLA-44750 |
Resolved the "CloudLink - Error" that would occur when attempting to open uploaded documents containing images using a CMYK color space. To prevent this error, Equipment Quoting will no longer allow the user to upload CYMK images. Additionally, CMYK images present in existing uploads will not be displayed. |
Service Agreement Quoting
|
Ticket # |
Description |
|
CLA-44808 |
Notes and Special Instructions present on PM Events in Service Agreement Quoting are now automatically transferred into Service Management CD when creating a Segment from an SAQ Quote. |
|
CLA-38719 |
The sorting logic of Branch selection drop-downs throughout Service Management CD and Service Agreement Quoting has been unified to ensure that Branches are always displayed in the same order. |
Service Management CD (ServiceLink)
|
Ticket # |
Description |
|
CLA-44824 |
A new "Parts stock status indicator" (SVL.Parts.Stock.Status.Indicator) configuration key has been added to CloudLink Console.
This key determines the visibility of the Stock Status Indicator in the Part Edit window and Part Dashboard of Service Management CD. |