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2026.0226 Equipment CRM & Service Suite CD Product Updates

Introduction

These notes address new features and code fixes for version 2026.0226 of Equipment CRM & Service Suite CD.

Quick Navigation

Equipment CRM (SalesLink)

Ticket #

Description

CLA-41838

A new "Service meter unit of measure field visibility" (ckCommon.EquipmentAddEdit.ServiceMeter.UOM.Visibility) configuration key has been added to CloudLink Console.

This key controls whether the Service Meter Unit of Measure field is visible when adding or editing a machine in a customer’s or prospect’s fleet. The unit of measure defines the unit used for the machine’s SMU (hours, kilometers, or miles). When hidden, the field is not displayed and cannot be edited. In this case, it will default to hours.

CLA-41169

A new Transfer Opportunities function has been added to the Branch module to simplify moving leads and opportunities when one branch is mapped to another. When a branch is mapped, managers can now transfer eligible records to the new branch using the Transfer Opportunities button in the Mapped To column.

  • A confirmation modal displays the number of affected records before proceeding.
  • Upon confirmation, all leads and opportunities — except those in Closed Lost, No Lead, or No Deal stages — will have their branch updated to the mapped branch.

CLA-40411

Resolved an issue in which the Branch field was not automatically populating on CAT PSE Leads when a matching customer was found.

Equipment Monitoring Toolkit

Ticket #

Description

CLA-41956

The performance of the EMT Active New Events page has been improved.

Equipment Quoting (iQuote)

Ticket #

Description

CLA-41486

A new Manage Division page has been added to iQuote. This page allows iQuote administrators to update the Name, Description, Address, City/State, Phone Number, Postal Code, Make Code, and Document Fee of each Division.

To access this page, select Admin → Manage Division Details from the top menu.

Model Administration

Ticket #

Description

CLA-41625

It is now possible to edit the Make of a Model after creating it in Model Administration. Click the new [Edit] button to the right of any model to unlock the Make field for editing.

Parts & Service Quoting

Ticket #

Description

CLA-41982

Resolved an issue in which creating or updating a Ticket from a Quote that had an attached document (e.g., .xlsx or .pdf) would occasionally result in an error.

CLA-41930

Resolved an issue in which the incorrect customer contact would occasionally be populated in Parts & Service Quoting when linking a Quote to a Service Management CD Work Order. If the Work Order has an associated Ticket, the Ticket's contact details will now be used.

CLA-41929

Resolved an issue in which attempting to update a Work Order from a Parts & Service Quoting Quote would result in a "Cannot send parts" error if any of the Parts on the Quote had names containing special characters.

Service Management CD (ServiceLink)

Ticket #

Description

CLA-41540

If Print Queue is required (per the "SVL Ticket PrintQueue Required" configuration key), clicking "OK" in the Close Work Order window with an empty Print Queue will now result in an error message.