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 (formerly SalesLink)
- Equipment CRM Mobile (formerly SalesLink Flex)
- Power Systems Projects (formerly iMACS)
- Service Agreement Quoting
- Service Management CD (formerly ServiceLink)
- Service Management CD Mobile (formerly ServiceLink Flex)
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 (formerly 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 (formerly SalesLink Flex)
Ticket # |
Platform |
Description |
TM-3225 TM-3212 |
Android iOS |
The behavior of the "Contact" field when creating a new Activity has been updated.
|
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 (formerly 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 (formerly 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 (formerly ServiceLink Flex)
Ticket # |
Platform |
Description |
TM-3273 |
Android iOS |
Resolved issues affecting talk-to-text functionality for Work Order notes:
|