Support Request 31524: Auto-Renewed Program Updated Logic
Environments:
All Clients
Address an issue that could occur when a program renewed, if it had been updated in VRM, the renewed program was affected in a particular uncommon place. This was resulting in all Events in the Renewal Program being scheduled on the 1st Service Date.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Will create Programs and move them in VRM in the afternoon before release and then after release, Invoice the final Events in the Programs and verify that the Renewal is generated correctly
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-384
Support Request 31524: Updated Time Stamps in Note Tags Export
Environments:
All Clients
Address instances of UTC time not converted properly on notes.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Navigate to Note Tags report, run report, export results. Compare Time Stamps in export to Accounts in Evolve, check examples on ticket.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-586
Support Request 31850: Updates the Send Reminders feature for Estimates
Environments:
All Clients
This updates the Send Reminders button when Saving an Estimate to be disabled after the first click to prevent multiple Estimates from being created when creating a New Estimate.
Addresses the Send Reminder window persisting if the Button was clicked multiple times after updating an Existing Reminder.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Refer to JIRA Evolve-586
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-590
Support Request 31856: Updated Logic to Customers Created from LeadLine iOS
Environments:
All Clients
Prevent instances where invoice/statement delivery settings are not set during customer creation when submitted from LeadLine iOS.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Create customer via iOS Leadline. Verify “Email” Delivery preferences when an email address is submitted.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-531
Support Request 31769: Updates to Batch Process
Environments:
All Clients
Routine performance maintenance.
Previously released to ABC only on 8/6/25.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Run autocharge payment in batch process. Ensure already-run payments drop off from UI.
