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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.

Equipment CRM Mobile (formerly SalesLink Flex)

Ticket #

Platform

Description

TM-3064

iOS

Equipment CRM Mobile now requires users to convert Temp Customers to Prospects before promoting Leads for these customers into Opportunities, aligning its behavior with the desktop application.

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.