2026.1105 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.1105 of Equipment CRM & Service Suite CD.

Release Highlights

Document Designer

Texada is pleased to announce that support for custom document generation is coming to a number of Texada products!

Generating formatted PDF documents to share with customers is a key piece of functionality in many Texada products. Previously, the layout and contents of these documents could only be changed by Texada staff. With this update, Texada is adding new tools to give your staff the ability to create custom documents on their own!

CloudLink API Center

Ticket #	Description
CLA-43391	The /LocalInfluencers endpoint has been updated to more reliably return the expected MailCode values.

Commissions

Ticket #

Description

CLA-45258

Two new columns, "Document No" and "Work Order No", have been added to the Revenue Details - Invoice List subscreen of the Commission Details screen.

The visibility of the "ERP WO" column can be toggled on and off via a new "Commissions detail ERP work order number visibility" (ckSalesLink.Commissions.WorkOrderNumber.Visibility) configuration key in CloudLink Console.

Equipment CRM (SalesLink)

Ticket #	Description
CLA-44649	The maximum length of the Lead/Opportunity Source field has been increased.
TM-4240	A new "ProductMakeRequired" (ProductMakeRequired) configuration key has been added to CloudLink Console. This key determines whether the Product Make field is mandatory when creating or modifying an opportunity record.
CLA-42755	A new "Default assignee for new leads" (ckCommon.Lead.DefaultAssignee) configuration key has been added to CloudLink Console. This key determines whether Leads created in Equipment CRM and Equipment CRM Mobile are automatically assigned to the current user or left unassigned. When set to Unassigned, the lead will have no owner upon creation. When set to Current User, the lead will be assigned to the user who created it.
CLA-42754	The Sales Rep Calendar now automatically remembers applied activity filters and view selections across page refreshes, navigation, and future login sessions.
CLA-44090	Resolved the "CloudLink - Error" that would occasionally occur when modifying the filters on the PAR Percentage page.
CLA-44138	Resolved an issue affecting the Lead Details page in which adding a new Prospect would occasionally cause the Email field to be blanked out.
CLA-44408	Resolved an issue affecting the Change Log in which the Changed By value for certain changes would appear as "Unknown".
CLA-44426	A new "By Make" tab has been added to the Opportunity Pipeline, enabling users to view and filter Opportunities grouped by Make.
CLA-44498	A "Closing Probability" column has been added to the Opportunity List page.
CLA-44657	Resolved an issue in which updating an Opportunity would occasionally cause its Additional Sources to be blanked.
CLA-44672	It is now possible to create Opportunities with a Temp Customer name that contains consecutive spaces. Attempting to save such an opportunity will no longer result in a "Cannot contain consecutive spaces" error.
CLA-45314	Resolved the "CloudLink - Error" that would occasionally occur when attempting to create a new batch via the CAT CSS page.

Equipment CRM Mobile (SalesLink Flex)

Ticket #	Platform	Description
TM-4757 TM-3827	Android iOS	The maximum number of days for which a newly created Activity can be backdated is now determined by the value of the "AddEditActivity ActivityDate BackDatingDaysThreshold" (ckCommon.AddEditActivity.ActivityDate.BackDatingDaysThreshold) configuration key in CloudLink Console.
TM-4695	Android iOS	A new "SMS Activity Type ID" (ckSalesLink.Mobile.SMS.ActivityTypeId) configuration key has been added to CloudLink Console. This key specifies the ID of the activity type assigned when creating an activity after sending an SMS message in Equipment CRM Mobile. If left blank or set to null, the mobile application defaults to assigning the telephone activity type for both calls and text messages.
TM-4706 TM-4705	Android iOS	The behavior of the Add Lost Sale screen has been updated: The "Is VAO Available" field is now optional. When possible, the "Industry Group" and "Group Code" fields will now be automatically populated based on the selected Customer's information.
TM-4736	Android	Resolved an issue affecting the Contact details page in which the text and call buttons would be disabled if the contact had no Business Phone saved, even if other valid phone numbers existed.
CLA-45037	Android iOS	The performance of the Around Me page has been improved.
CLA-45128	Android iOS	Resolved an issue in which the equipment totals displayed on the Browse Equipment screen would occasionally be incorrect.

Equipment Quoting (iQuote)

Ticket #	Description
CLA-43367	Resolved an issue in which inventory attachments added to a Quote would occasionally not be displayed under the Winning Configuration tab when the Quote was won.
CLA-44576	Resolved an issue in which deleting a Quote or an image from a Quote would occasionally delete shared image files from storage, resulting in a "The file cannot be found" error and missing machine images in model configurations.
CLA-44942	Resolved an issue in which attachments removed from a Quote built from a Standard Package could have their list price overnight changed to a positive value which incorrectly reduced the quote margin GP%.
CLA-45139	Resolved the "CloudLink - Error" that would occasionally occur when attempting to save a machine built using CAT Configurator.
CLA-43077	Resolved the "CloudLink - Error" that would occasionally occur when saving a Quote's Payment Terms.
CLA-45157	Resolved the "CloudLink - Error" that would occasionally occur when attempting to edit an account via the Manage Corporate Accounts page.
CLA-45209	Resolved an issue in which changing the source of a Quote to an inventory machine with attachments showed only the machine's asking price, leaving out the price of the included attachments.
CLA-45363	A new "Rental freight field requirement" (ckQuote.AgreementEditor.RentalFreight.Mandatory) configuration key has been added to CloudLink Console. This key determines whether the Freight Out and Freight In fields in the Rental Details section of the Agreement Editor must have a value before the user can save the agreement. Optional: The user can save the agreement when Freight Out or Freight In is blank. Mandatory: The user must enter a value in Freight Out and in Freight In before the agreement saves. The system accepts a value of 0.

Power Systems Projects (iMACS)

Ticket #	Description
CLA-44075	Resolved an issue in which exporting the Stock Numbers by Program report (and certain other large reports) to Excel would occasionally fail with a "This site can't be reached" error.
CLA-45445	Resolved an issue in which users would occasionally receive notifications for projects to which they were not assigned.

Service Agreement Quoting

Ticket #	Description
CLA-37431	The "This is a required field" message that appears next to blank or invalid required fields will now be displayed in red text for visibility.
CLA-44292	Resolved an issue affecting the Quote Details page in which the PM History panel would occasionally be blank even when matching PM events existed.
CLA-45288	Resolved an issue affecting FR Exchange events in which parts were occasionally not being added to events for jobs with multiple part groups.