Skip to content
  • There are no suggestions because the search field is empty.

2025.0925 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2025.0925 of Equipment CRM & Service Suite CD. 

Quick Navigation 

Release Highlights

Texada API Center - Service Excellence API Update

To meet CAT's requirement for a full month of data to report Service Excellence data to CAT, the Dealer Service Excellence API has been modified to include a month's worth of data at a time. It will now import 35 days of closed work orders, instead of the previous 10 days.

Commissions

Ticket #

Description

CLA-39425

Resolved an issue in which “Net Paid” and “Total Earned” values were occasionally calculated incorrectly due to missing division checks. Totals now accurately reflect paid and in-process commissions.

Equipment CRM (formerly SalesLink)

Ticket #

Description

CLA-39364

Resolved an issue in which Advanced Search would occasionally fail to return results when Industry Codes 2-4 were hidden.

CLA-37826

A new "Equipment Code Digit Length for UCC Filings" (ckSL.UCC.EquipmentCode.Length) configuration key has been added.

This configuration key sets the digit length of the Equipment Code used in UCC filings. Use 2-digit codes for standard filings or 4-digit codes where greater competitive detail is needed.

CLA-39544

Users can now manually override ZIP code–based customer rep assignments.

CLA-39830

Resolved the CloudLink - Error that would occasionally occur when opening an Opportunity.

Equipment Quoting (formerly iQuote)

Ticket #

Description
CLA-39859 Updated the email validation logic on the DocuSign page to ensure valid addresses with newer domains (e.g., .build) are accepted.

Order Fulfillment (formerly Customer Order to Invoice)

Ticket #

Description

CLA-36349

A new "FPC ID visibility in dropdown" (ckSL.FPC.ID.Visible) configuration key has been added. This configuration key determines whether the IDs for family product codes are shown in the FPC dropdown.

  • Hidden: FPC IDs are NOT shown in the FPC dropdown.
  • Visible: FPC IDs are shown in the FPC dropdown (current behavior).

Service Management CD (formerly ServiceLink)

Ticket #

Description

CLA-39614

Resolved an issue in which the Ticket Need By Date tab would occasionally display duplicated approved labor hours.

CLA-39475

Parts will no longer be duplicated when creating segments from specific multi-segment standard jobs.

CLA-39562

Resolved an issue in which timesheets that were successfully approved and sent to SAP could remain on the approval screen due to a local logging error, resulting in false time-collision errors when users attempted to re-approve.

Texada Console (formerly CloudLink Console)

Ticket #

Description

CLA-39575

The Email field in the Add New User window now accepts email addresses containing apostrophes.