Software Features
Industries
Why Evolve?
Release Notes:
Feb 19, 2025
Version:
3.25.7
Test
1
ES-1109
Support Request 30252: Updated Logic to Schedule View for Estimates
Environments:
All Clients
Hovering over Estimates on the Schedule view will display the proper Estimate instructions.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.
1
ES-1116
Support Request 30273: Enhanced Filtering of Authors on the Notes Tab
Environments:
All Clients
Updated functionality to the "Author" filter on the Customer Notes tab.
Developers:
CP, EW, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3374
Monthly Active Programs Export
Environments:
All Clients Except ABC
Update to the export to include a new tab outlining the beginning of month active programs in detail of all active programs at that point in time.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3381
Payment Register and Month End Report Update
Environments:
ABC Austin Only
Add ability for credit method refunds to be reportable in both the Payment Register and Month End reports.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
EVO-3385
Activation of Co-Pilot Feature
Environments:
ABC Houston Only
Co-pilot includes workday calendar and program/event constraints on the Schedule Tab.
Deployed Co-pilot module logic.
This only applies to ABC Houston.
Developers:
BJ, JB, VH
Risk Level:
Medium
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19655
Support Request 30219: Updated Logic When Creating/Editing Customer Account
Environments:
ABC
Updated logic to the Customer creation and editing page.
Developers:
EW, TD
Risk Level:
Medium
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
1
STS-19681
Support Request 30250: Updated Customer Billing Tab Prompt for Auto-Charge
Environments:
ABC
Updated user interface prompt that appears when flagging a card on file as Auto-Charge that has a Bill To account associated.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.
