Support Request 31150: Updated Schedule Day View with Map Panel Open
Environments:
All Clients
This update corrects the scrolling on the Daily Schedule when toggled to List view with the Map Panel open.
Developers:
VH, TD
Risk Level:
Small
How to Validate:
Load Daily Schedule, Open Map Panel, switch to List View, verify that the page will scroll. Toggle these selections and verify that page can continue to be scrolled
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-138
Upgraded Transaction History Report
Environments:
All Clients
Updated user interface with multi-select added to the Branch filter.
Last Applied Date and Last Applied By columns added to the excel export.
Developers:
CP, EW, JB
Risk Level:
Small
How to Validate:
Navigate to Reports > Transaction History, verify results load and are accurate. Verify added columns in export
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-181
General Maintenance
Environments:
All Clients
Routine system updates and backend improvements to ensure platform stability and performance.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-195
Support Request 31288: Permission Profiles: License Management Update
Environments:
All Clients
This updates the License Management selections on the Permission Profiles to provide updating ability for User with the ‘Full Access’ selection enabled.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Set a Test User with a Permission Profile including the ‘Full Access’ selection for License Management then navigate to the module and verify that the ‘Update’ button is available and Test User Profiles can be updated.
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-198
Support Request 31287: Statement Delivery Default
Environments:
Pest Pros of Michigan
Assigns “Print” as default for Statement Delivery when creating new customers.
Developers:
EW, TD
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-205
Support Request 31299: Updates to the Formbuilder Module
Environments:
All Clients Except ABC
This update corrects an issue that was preventing accessing and editing some Formbuilder forms in Evolve.
Developers:
VH, CP
Risk Level:
Small
How to Validate:
Navigate to Settings > Formbuilder and validate that forms can be opened/viewed. On a Test Form try editning/saving/locking and navigating within module. Form with known issue is Pest Control Work Order.
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-210
Support Request 31309: Update Future Services Display in Customer Portal
Environments:
All Clients
This updates the time on future services to be based on the time zone of the technician assigned.
Developers:
VH, TD
Risk Level:
Small
How to Validate:
Navigate to Customer Portal, go to the Upcoming Services page, click on Reschedule and verify that the time there is matching the Scheduled Time in Evolve
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-212
Support Request 31310: Update to the Admin Support for Accounts restored using the Merged/Deleted Customers selection
Environments:
All Clients
This updates the restore process for Merged/Deleted Customer so that the Bill To Account is correctly configured and Billing Tab elements will load.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Merge two Test Accounts, then use the Admin Support tool Merged/Deleted Customer to restore the separate Accounts and verify that the Billing Tab loads on both Accounts
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-215
Permission Profile Collections selection controls Account Status updating access
Environments:
All Clients
This enhances the Collections selections on Permission Profiles with the ability to update the Account Status in Evolve.
The ability is offered at the Account Level and in the Collections Report, with a Permission Profile assigned only Users with the Full Access selection for Collections will have ability to update the Account Statuses.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
On a Test User Profile, update the Permission Profile to each of the selections for Collections and verify that the ability to update Account Status in only presented with the ‘Full Access’ selection.
Revert/Rollback Process:
Restore previous file.
1
EVOLVEFSE-229
Required Field Indicators within Device Inspections Materials Dilution Calculation
Environments:
All Clients
"First Preferred Dilution Percent for Technicians" within a Material's manage dilution calculation is now a required field in order for the material to appear within Evolve iOS.
