Following the same structure as Services, the prompt to trigger an Immediate Reminder when creating and editing an Estimate will appear.
Developers:
BJ, EW, JB
Risk Level:
Medium
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-482
Updated Invoices and Statements
Environments:
Capital Pest Services
Added a Pay Now option on emailed Invoices and Statements. The link is directed to Capital Pest online payment portal.
This update is only for Capital Pest Services.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually test invoices and statements.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-485
Permission Profile for "Markup" Table
Environments:
All Clients
Updated logic to link the "Markup" table/page with the "Flat Rate Admin" Permission Profile feature.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually validate the accessibility of the Markup tables.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-511
Updates to VRM Commit
Environments:
All Clients
Updates to prevent prior events being impacted when “Selected event and Future” commit is performed.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Perform a Date, Tech, and Duration reassignment in VRM using “Selected Event and Future”. Verify that previous events in program remain unchanged.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-512
Permission Profile Updated Logic
Environments:
All Clients
Routine maintenance to the permission profile feature.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually validate the current and expected results in the JIRA task.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-520
Support Request 31662: Flat Rate Price Book Update
Environments:
Charlotte Mechanical
Apply bulk updates to the Flat Rates.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually validate the price displaying within Flat Rates against spreadsheet customer provided.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-531
Support Request 31769: Updates to Batch Process
Environments:
ABC Only
Routine performance maintenance.
Developers:
JB, TD
Risk Level:
Medium
How to Validate:
Run autocharge payment in batch process. Ensure already-run payments drop off from UI.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-545
Support Request 31782: Customer Alerts Update
Environments:
All Clients
Fixes an issue where accessing a customer Leads tab from Schedule > Pending was not displaying customer Alerts until customer Summary tab was accessed.
Developers:
EW, TD
Risk Level:
Small
How to Validate:
From Schedule > Pending, select a Lead. When taken to customer page, verify that Customer Alert is displayed.
