Release Notes:

May 14, 2025

Version:
3.25.19
Test

1

EVOLVEFSE-40
Additional Fields Present within Sentricon’s iFrame
Environments:
All Clients
  • Add in additional columns to Sentricon Renewal iframe for Program Balance and Last Pay Date.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-41
Account Labels Data Set Added to Report Builder
Environments:
All Clients Except ABC
  • This update adds a new selection to the Customers, Leads, Renewals, and Services categories within Report Builder for the Account Labels.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-70
Updates to Schedule tab “Split View” map
Environments:
ABC Only
  • This update corrects instances where the “Split View” map button displays as toggled “On” when the Split View map is not.
Developers:
TD, VH
Risk Level:
Small
How to Validate:
Navigate to Schedule tab, toggle split map view, navigate away, return.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-76
Co-pilot Updates
Environments:
All Clients Except ABC
  • This update corrects instances where Copilot optimization results would vary depending on the optimizing user’s local timezone.
Developers:
TD, VH
Risk Level:
Small
How to Validate:
Navigate to Copilot. Optimize a route set to Eastern and confirm result set meets expectations. Manually change local computer timezone to Pacific. Reoptimize and compare results with previous test.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-91
Batch Process Branch Filter
Environments:
All Clients Except ABC
  • Add multi select option to the branch filter in the batch process report.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-94
Logic Update to Reminders Report
Environments:
All Clients
  • This update corrects instances where the Estimates/Services/Renewals filter was returning unexpected results.
Developers:
EW, JB, TD
Risk Level:
Small
How to Validate:
Navigate to Reminders report, apply Estimate/Service/Renewal filter. Review results.
Revert/Rollback Process:
Restore previous file.

1

EVOLVEFSE-97
Formbuilder Updates
Environments:
All Clients
  • This update corrects instances where the Customer Service Center Information widget was not retaining save properties after saving.
Developers:
TD, VH
Risk Level:
Small
How to Validate:
Navigate to Formbuilder. Select/create a form with the Customer Service Center Information widget. Toggle on/off the optional fields. Save. Re-enter form to verify settings remained saved.
Revert/Rollback Process:
Restore previous file.