Software Features
Industries
Why Evolve?
Release Notes:
Nov 20, 2024
Version:
3.24.42
Test
1
EVO-3114/3116
Benchmark Dashboard Widget and Report
Environments:
ABC Only
Dashboard Widget and Report displaying the number of active services per division customers have by branch.
Evolve Dashboard view will also introduce the ability to hide or display the dashboard widgets that an individual user will want to view.
Developers:
BJ, EW, JB, VH
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3131
Auto-charge Service Account Level Blocker
Environments:
ABC Only
Block ability for auto-charge to be flagged on the service location billing tab if the service location is tied to a separate billing account.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore to previous version.
1
EVO-3196
Limit the list of available "Reminder Time" within the Reminders Module
Environments:
All Clients
"Reminder Time" drop down menu within the Reminders Module/Report will show options from 6am - 9pm EST.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually load the reminders report, verify the list of times, and trigger reminders to confirm functionality.
Revert/Rollback Process:
Restore to previous version.
1
STS-19030
Prevent Duplicating Notes
Environments:
All Clients
Apply updated logic when saving Notes on customer accounts.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19057
Updated Excel Export for Future Services Report
Environments:
All Clients
Customer Mobile Number has been added to the excel export for the Future Services Report.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19074
Note Tag Dropdown is Caching Previous Selection
Environments:
All Clients
Prevent the "Note Tag" dropdown menu for Notes from caching previous selection.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
ES-788
Support Request 29429: Performance Updates to Service Orders
Environments:
ABC Only
Improvements to the loading of service orders from the Schedule Day View. (Released 10/30/24 to All Clients except ABC.)
Developers:
CP, EW, JB
Risk Level:
Small
How to Validate:
Manually open events, make changes, save, and return back to the Schedule Day View.
Revert/Rollback Process:
Revert to previous version.
1
EVO-3293
Updated Acquisition Report Excel Export
Environments:
All Clients
Additional columns were added the excel export.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.
