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2025.1120 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2025.1120 of Equipment CRM & Service Suite CD.

Quick Navigation 

Commissions

Ticket #

Description

CLA-40325

Resolved an issue in which PSSR Commission Revenue Numbers were occasionally not showing on the Revenue Details - By Customer screen.

Equipment CRM (SalesLink)

Ticket #

Description

CLA-40634

Resolved the "Failed to update product" error that would occasionally occur when selecting an Opportunity Type of 'Rental' on the new Lead/Opportunity page.

Resolved the "CloudLink - Error" that would occasionally occur when opening Rental Leads/Opportunities.

Equipment Quoting (iQuote)

Ticket #

Description

CLA-40440

Sales agreements can now distinguish between machine sales and attachment sales.

Marketing Integrator

Ticket #

Description

CLA-40451

Several updates have been made to improve the usability and performance of Marketing Integrator.

  • A new "Division when multiple" field has been added to the Add/Edit Lead Creation Rule window, making it possible to specify a default division if the contact for a lead has multiple divisions.
  • Resolved an issue in which certain filters on the Contact Enrollment screen were not behaving as expected.
  • Resolved an issue in which deals created in HubSpot were occasionally not creating leads in SalesLink as expected.
  • Resolved an issue in which duplicate SalesLink leads would occasionally be created.

Service Agreement Quoting

Ticket #

Description

CLA-40485

Resolved an issue in which Labor costs were occasionally being incorrectly included on Parts-only service agreement quotes.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-40191

Resolved an issue in which the 'Change Date' field in the Audit Log table was occasionally not showing the correct update or invoice dates for the Ticket / Work Order in question.

CLA-40481

Resolved an issue in which clocking in to a segment while already clocked in to a different segment would occasionally not correctly trigger the stop/start flow.