2025.1106 Equipment CRM & Service Suite CD Product Updates

Ticket #

Description

CLA-36613

Automatic Fleet Reports no longer run every day leading up to their end date. They will only run at the appropriate interval until the end date has passed.

For example, if a report's interval is every 25th of the month and its end date is November 5th, the report will run for the last time on October 25th. Previously, the report would also have run each day from October 26th to November 5th.

Ticket #

Description

CLA-40032

The application will now remain in Activity view after deleting an Attachment.

CLA-38177

A "Close Date" column has been added to the Excel export of the Latest Work Orders by Sales Rep page.

CLA-39850

Resolved an issue in which changes made to an influencer's PAR or Start Date would occasionally not be saved.

Ticket #

Description

CLA-40269

Resolved the "The request timed out" error that would occasionally occur when searching for a customer.

Ticket #

Description

CLA-40277

Resolved an issue affecting the Equipment In screen in which attempting to drill down into a process number to view detailed information would occasionally display an empty list.

Ticket #

Description

CLA-40287

The following configuration keys have been added to CloudLink Console, allowing administrators to customize their system's Vertex integration:

• Vertex - Trusted ID (ckSystem.Vertex.Taxes.TrustedID)
  • The trusted ID for your Vertex instance.
• Vertex - Tax area lookup URL (ckSystem.Vertex.Taxes.LookUpTaxArea.URL)
  • The full URL of the tax area lookup API for Vertex.
• Vertex - Company code (ckSystem.VertexDealerCode)
  • The company code for your Vertex instance.
• Vertex - Calculate tax URL (ckSystem.Vertex.Taxes.CalculateTax.URL)
  • The full URL of the calculate tax API for Vertex.
• Vertex - Default fulfillment type selection (ckSystem.Vertex.Address.Default)
  • The default selection for how a machine sale will be fulfilled.

CLA-40163

Resolved an issue in which Attachment descriptions were occasionally being populated incorrectly.

Ticket #

Description

CLA-39747

Resolved an issue in which the Mail Code selection options (“IN” and “NOT IN”) were not functioning when enrolling contacts in new marketing campaigns.

Ticket #

Description

CLA-39997

The display order of the departments listed on the Deal Checklist screen has been enhanced.

This change was implemented to ensure consistency with the established order of other departments within that Phase. The display order will now be standardized across all departments.

Ticket #

Description

CLA-40145

The “Sims Required” field is now automatically populated when creating a new revision.

Ticket #

Description

CLA-37253

Resolved an issue in which the SMU value displayed with decimals when creating a new ticket. The SMU value is now rounded to the nearest whole number.