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

2025.1009 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2025.1009 of Equipment CRM & Service Suite CD.

Quick Navigation 

Release Highlights

Equipment CRM - PSE Hyperlinks

Prioritized Service Events, or PSEs, are proactive maintenance alerts generated by Caterpillar and communicated to equipment dealers. 

When publishing a new PSE, Caterpillar will often include additional information about the PSE via an external URL. Previously, this URL would only be included in the Opportunity’s notes as plaintext when the PSE was imported into Equipment CRM. As of this update, this URL is now published to the Opportunity’s Links section instead, making it much easier to access!

Equipment CRM - PSE Type Updates

Equipment CRM has been updated to align with Caterpillar’s list of 15 approved PSE Types for Prioritized Service Events (PSEs). These types are now automatically added to all systems with PSEs enabled, ensuring compatibility with Caterpillar’s organizational system.

Equipment CRM (SalesLink)

Ticket #

Description

CLA-39637

Resolved an issue affecting the Edit Rep screen in which adding a new Division to a Sales Rep would automatically mark it as primary, resulting in Reps having multiple primary Divisions.

Equipment CRM Mobile (SalesLink Flex)

Ticket #

Platform

Description

CLA-39752

Android

iOS

Sales Assistant now supports fuzzy search for Customer names, allowing results to be found even when the name searched is not entirely correct.

TM-3225

TM-3212

Android

iOS 

The behavior of the "Contact" field when creating a new Activity has been updated.

  • If the Customer for which the Activity is being created only has one Contact, they will automatically be set as the Contact for that Activity.
  • If the Customer has multiple available Contacts, the Contact field will be left empty.

TM-3243

TM-3064

Android

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.

Power Systems Projects (iMACS)

Ticket #

Description

CLA-39790

Resolved the Cloudlink - Error that would occasionally occur when saving a new Project Directory.

Service Agreement Quoting

Ticket #

Description

CLA-40035

Resolved an issue affecting the Quote details screen in which the totals in the Year over Year panel were not accurately reflecting discounts applied in the Event List panel.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-39654

Resolved an issue in which the Sell Price for Miscellaneous items was not being populated for users lacking the Segment.Misc.PriceOverrideInd.View permission.

Service Management CD Mobile (ServiceLink Flex)

Ticket #

Platform

Description

TM-3273

Android

iOS 

Resolved issues affecting talk-to-text functionality for Work Order notes:

  • iOS: Leaving notes in excess of 10 lines would cause the note to be blanked and continue recording from the 11th line onwards.
  • Android: Leaving notes in excess of 2 lines would stop recording and force the user to go to the next note.