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2026.0115 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.0115 of Equipment CRM & Service Suite CD.

Quick Navigation

Release Highlights

Equipment CRM - Trade-In User Defined Fields

Support for user-defined fields for Trade-Ins has been added to Equipment CRM (SalesLink)! This feature allows your sales team to capture the exact equipment attributes that drive valuation and deal approvals, improving pricing accuracy, forecast quality, and close rates without forcing workarounds.

Equipment CRM Mobile - Associate Activities with Leads / Opportunities

It’s now possible to link activities to leads and opportunities in Equipment CRM Mobile, bringing a key piece of web functionality to your mobile device! This update makes it easier for your field staff to capture follow-ups with the right context, keep deal-related work organized, and maintain a cleaner activity history for each customer.

  • Associate activities with leads and opportunities: Tap the new “Lead/opportunity” field on the Add Activity / Activity details screen to browse all of the open leads and opportunities for that customer/prospect. Select a lead or opportunity to associate it with that activity.
  • See which lead / opportunity is associated with an activity (and vice versa!): Screens that show an activity’s details now include a lead/opportunity field, allowing you to see which lead or opportunity, if any, is associated with that activity. Tap this field to instantly jump to the lead or opportunity’s details! Similarly, leads and opportunities now include an activity field, which you can use to quickly jump to their associated activity. 

Enjoy greater visibility and faster navigation thanks to this long-awaited update!

Customer Search

Ticket #

Description

CLA-41064

Resolved the "CloudLink - Error" that would occasionally occur when performing a Customer Search by City.

Equipment CRM (SalesLink)

Ticket #

Description

CLA-41042

Resolved an issue in which the values of the DefaultEmailConsent and DefaultSMSConsent configuration keys were occasionally not being respected when creating new influencers on active accounts in Equipment CRM.

Equipment CRM Mobile (SalesLink Flex)

Ticket #

Platform

Description

TM-3618

TM-3605

Android

iOS

The Leads / Opportunities List now filters to only show open records by default.

TM-3590

TM-3579

Android

iOS

The dollar amount field has been removed from the Equipment Units List.

Marketing Integrator

Ticket #

Description

CLA-41041

Resolved an issue in which the values of the DefaultEmailConsent and DefaultSMSConsent configuration keys were occasionally not being respected when creating new influencers in external ERP systems such as DBS.

Parts & Service Quoting

Ticket #

Description

CLA-41026

Resolved an issue in which Parts & Service Quoting would occasionally calculate an incorrect extended price for parts when a negative quantity was entered.

CLA-40584

Resolved an issue in which “Work Order/Invoice” indicators selected in a ticket’s Special Instructions were occasionally not carried over to the Quote when creating a Quote from a Ticket.

CLA-39527

Resolved an issue in which parts in Parts & Service Quoting and Service Management CD would display incorrect weights due to kilogram/pound conversion.

Service Agreement Quoting

Ticket #

Description

CLA-41183

The Select Parts Group window in SAQ now displays additional job and equipment details to help users choose the correct group part number.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-40883

Resolved an issue in which clicking + to add a new SIMS entry after selecting an existing entry could overwrite the selected SIMS line instead of creating a new one.

CLA-39422

Resolved an issue in which the system would occasionally fail to identify expired warranties based on hour usage during new ticket creation.

CLA-40453

The process to add single parts to the parts section has been optimized. If a single part is added with only 1 match, the prompt to select the part is bypassed.

Service Management CD Mobile (ServiceLink Flex)

Ticket #

Platform

Description

TM-3612

Android

iOS

Resolved an issue in which the Modifier Code field on the Segment details screen would occasionally display the Component Code instead of the Modifier Code.