If a program is saved at the program level, do not update production if the amount has changed.
If adding a flat rate and saving at the program level, prior to closing the event, Evolve will re-distribute the amount.
This update does not apply to ABC clients.
Developers:
Risk Level:
How to Validate:
Revert/Rollback Process:
1
EVO-3058
User Settings "Copy" Ability for Regions, Serviceable Items, and Attributes
Environments:
All Clients
Added "Copy from another user" field for user settings within the following fields: Region, Serviceable Items, and Attributes.
The "Copy from another user" field will display a list of users to copy from then allow edits afterwards if needed.
Developers:
Risk Level:
How to Validate:
Revert/Rollback Process:
1
EVO-3060
Scheduling Estimates by Preferred and Non-Preferred Sales Professionals.
Environments:
All Clients
Utilizing the similar functionality found when scheduling a Service, Evolve now has the option to present these dropdown options in order to show the respective sales professionals that can be scheduled to the Estimate workflow.
Developers:
Risk Level:
How to Validate:
Revert/Rollback Process:
1
EVO-3104
Additional Column within Excel Export of User Settings
Environments:
All Clients
License Number column has been added to the excel export within the user settings.
Developers:
Risk Level:
How to Validate:
Revert/Rollback Process:
1
EVO-3117
Activation of Co-pilot Feature
Environments:
Cardinal Environmental Solutions Only
Co-pilot includes workday calendar, program/event constraints, drive time tails on the Schedule Tab.
Deployed Co-pilot module logic.
This only applies for Cardinal Environmental Solutions.
Developers:
Risk Level:
How to Validate:
Revert/Rollback Process:
1
STS-18157
Added logic to the address searching ability on the Customer Detail Tab
Environments:
All Clients
Improvements to the searching ability of the customers service and billing address fields.
