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

2025.1204 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2025.1204 of Equipment CRM & Service Suite CD.

Quick Navigation

Release Highlights

Service Management CD (ServiceLink) - CAT Service Excellence 2.0 - 'Back To Work'

Texada is introducing new ServiceLink fields to support the CAT Service Excellence 2.0 “Back To Work” program. These additions make it easier for dealers to track how quickly they respond to customer requests and get machines back to work under labor preventative maintenance agreements!

Equipment CRM Mobile (SalesLink Flex) - Opportunity Description Added to Leads / Opportunities List

In this update, the information included for each item in the Leads / Opportunities list screen in SalesLink Flex has been modified:

  • The Lead / Opportunity's description will now be displayed under the customer's name.
  • The source field will no longer be displayed.

This quality-of-life change makes it easier than ever to find the Leads and Opportunities you’re looking for!

Your voice matters!

This feature was put into production as a result of its popularity in the CloudLink Ideas Portal!

The Ideas Portal allows Texada customers to submit and vote on possible product improvements. Join the community today and help shape the future of Texada's products!

Equipment CRM (SalesLink) - Microsoft Entra Support for CAT Integrations


Texada is pleased to announce that is it now possible to use Microsoft Entra authentication to access several Caterpillar integrations in Texada products! This migration can be done entirely in CloudLink Console, without any input from Texada staff. Watch the above video to learn more!

This update is currently compatible with the following integrations, with support for additional integrations planned for future releases:

CloudLink Console

Ticket #

Description

CLA-40393

Resolved an issue affecting the Uploads List in which attempting to upload an Extended Warranty file would occasionally fail, indicated by a Processing Status of Failed.

Equipment CRM (SalesLink)

Ticket #

Description

CLA-40647

Enhanced the performance of the Advanced Search feature for the Account List page.

CLA-40887

Resolved the "CloudLink - Error" that would occasionally occur when running an Advanced Search.

CLA-38803

Two new configuration keys have been added to CloudLink Console to determine the default consent value for newly-created influencer records:

Default email consent for new influencers

  • Key: ckSL.Influencer.DefaultEmailConsent
  • Description: Sets the default email marketing consent value for new influencers (contacts) added to the CRM. This determines whether the contact is considered opted in to receive email marketing communications.
  • Values:
    • No: Contact is opted out of receiving marketing emails
    • Yes: Contact is opted in to receive marketing emails
    • Null: Consent is not yet determined

Default SMS consent for new influencers

  • Key: ckSL.Influencer.DefaultSMSConsent
  • Description: Sets the default SMS marketing consent value for new influencers (contacts) added to the CRM. This determines whether the contact is considered opted in to receive SMS marketing communications.
  • Values:
    • No: Contact is opted out of receiving marketing SMS messages
    • Yes: Contact is opted in to receive marketing SMS messages
    • Null: Consent is not yet determined

Equipment CRM Mobile (SalesLink Flex)

Ticket #

Platform

Description

TM-973

Android

Updated the color of certain labels throughout the application to improve legibility on devices using dark mode.

Equipment Monitoring Toolkit

Ticket #

Description

CLA-40133

Resolved an issue in which creating a ServiceLink ticket from a machine in EMT would result in an error if the PO number in EMT was too long.

Order Fulfillment (COTI)

Ticket #

Description

CLA-40011

Resolved an issue in which Phase 3 in COTI would occasionally fail to complete when inventory was received, preventing deals from progressing correctly to Phase 4.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-40385

When creating a new segment from a Work Order or Template, all associated Operation parts, including operation numbers, will be copied correctly when “Copy Parts” is selected.

CLA-40739

Resolved an issue in which customer service reports were not correctly sorted by technician start/end date and displayed Signed On and Email Sent dates in the wrong format.

CLA-40601

Resolved an issue in which previously approved allowances could be re-approved, resulting in duplicate submissions to DBS.