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2026.0212 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.0212 of Equipment CRM & Service Suite CD.

Quick Navigation

Equipment CRM (SalesLink)

Ticket #

Description

CLA-41779

A new "Source" column has been added to the "All Equipment" tab of the Customer Equipment screen. This column indicates whether the equipment originates from Equipment CRM or the integrated ERP.

CLA-41819

Resolved an issue affecting the Edit Equipment screen in which the Engine Make, Engine Model, Engine Serial, and Location filed would occasionally be blank.

CLA-41628

Updated the error messaging that appears when attempting to delete an OEM-originated Lead or Opportunity to: "OEM-originated Leads and Opportunities that are neither 'no lead' nor 'no deal' cannot be deleted."

Equipment Quoting (iQuote)

Ticket #

Description

CLA-41787

Resolved an issue in which the incorrect OEM label was appearing in a number of locations throughout Equipment Quoting.

CLA-38833

Resolved an issue in which component list prices were occasionally not displayed in the Quote Editor tab.

Gatekeeper

Ticket #

Description

CLA-41597

The Gatekeeper Add New Customer request workflow has been enhanced to allow greater configuration of visible steps. It is now possible to hide the Division, Influencer (Contact), and Equipment sections during customer creation. Two new configuration keys have been introduced to CloudLink Console for this purpose:

  • Contact step visibility during customer creation (ckSL.Customer.Create.Contact.Enabled)
    Determines whether the contact (influencer) capture step is included in the new customer (company) creation workflow. When disabled, the customer record can be created without entering contact information.
  • Equipment step visibility during customer creation (ckSL.Customer.Create.Equipment.Enabled)
    Determines whether the equipment capture step is included in the new customer (company) creation workflow. This step allows users to add equipment to the customer’s fleet during initial record creation. When disabled, the customer record can be created without adding fleet equipment.

Parts & Service Quoting

Ticket #

Description

CLA-41646

Resolved an issue in which Operations (and associated Parts) from Parts & Service Quoting (PSQ) Standard Jobs were occasionally not being created correctly in Service Management CD.

For combined Standard Jobs, Parts are now assigned at the Operation level (where applicable), and the Parts retrieval logic has been aligned across PSQ and Service Management CD to ensure consistent results.

Power Systems Projects (iMACS)

Ticket #

Description

CLA-41839

The Project Payment Status Report is now broken out into pages instead of showing all records at once.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-41742

Resolved an issue in which empty Notes entries would occasionally be added when creating a new Ticket.

CLA-41716

Resolved an issue in which symptom notes would occasionally become unlocked when new technician notes were added to a Segment in Service Management CD.