2026.0924 Equipment CRM & Service Suite CD Product Updates

Ticket #

Description

CLA-44959

The performance of the Service Letters Summary screen has been improved.

Additionally, dates more than 25 years in the past for which no data exists will no longer appear in the "Report Year" drop-down.

Ticket #

Description

CLA-39194

Resolved an issue in which the Sales Coordinator assigned to a Deal would not display if the user was inactive or did not hold the Sales Coordinator role.

CLA-44270

Resolved an issue in which the Financials report excluded deals associated with hidden branches, causing sales summaries and performance figures to appear incomplete when filtering by sales representative.

Ticket #

Description

CLA-44927

Resolved an issue affecting the Issue details page in which Assignments would occasionally be displayed in the incorrect order.

Ticket #

Description

CLA-44832

Resolved an issue in which the Influencer section was incorrectly displayed on the Add Customer page even when the "Contact step visibility during customer creation" (ckSL.Customer.Create.Contact.Enabled) configuration key was disabled.

CLA-44763

Resolved an issue affecting the Project Details page in which a Note's author would occasionally be incorrectly displayed as "Unknown".

Ticket #

Platform

Description

CLA-44994

iOS

Resolved an issue affecting the Around Me feature in which filtering by My Customers would occasionally cause no pins to appear on the map, even when valid search results existed.

TM-4700

TM-4001

Android

iOS

A new "Equipment Status field required on sales opportunities" (ckSL.Opportunity.Product.EquipmentStatus.Required) configuration key has been added to CloudLink Console.

This key controls whether the "New/Used" field in the Product section of an Opportunity is mandatory. When enabled, users must select a value before saving the Opportunity.

Ticket #

Description

CLA-41242

Resolved an issue in which Quotes with no tax items would display a calculated tax rate of 1% on the printed document.

CLA-41243

Resolved an issue affecting the Edit CAT Components window in which the order of items would occasionally become scrambled after editing items multiple times.

CLA-44970

A new "Job site visibility" (ckCommon.Customer.JobSite.Visibility) configuration key has been added to CloudLink Console. This key determines whether Job Site fields and menu options are visible throughout Equipment CRM and Equipment Quoting.

Setting this key to "Hidden" allows dealers whose ERP does not supply job site data to disable all Job Site-related fields across both systems.

Ticket #

Description

CLA-38808

Base Model numbers may now be up to 20 characters in length (increased from 10).

CLA-38809

Area Short Names may now be up to 10 characters in length (increased from 5).

Ticket #

Description

CLA-44392

Resolved an issue in which New Price Adjustment values on Miscellaneous items would occasionally be reverted from 0% to their default values when importing a Segment from a Work Order into Parts & Service Quoting.

Ticket #

Description

CLA-28719

Resolved an issue in which selecting the "ALL" filter in Quote Search would occasionally fail to filter results by the entered search text.

Ticket #

Description

CLA-44960

Resolved an issue affecting Segment creation for Standard Jobs in which closing either the "Please wait for pricing to be refreshed" or the "Processing Segment" pop up then quickly clicking "Create" again would occasionally result in duplicate Parts being created for the Segment.