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

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 

Release Highlights

SalesLink Flex - Even More Filters for Around Me

Even more filters have been added to the Around Me feature in SalesLink Flex, making it easier than ever for sales reps to make the most of their time on the road!

In a previous update, we added a number of new filters to Around Me, allowing reps to filter by equipment, account type, outstanding sales activity, and more. Now, two new filters are available, further deepening the customization available!

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.