Release Notes:

Sep 10, 2025

Version:
3.25.33
Test

1

EVOLVE-20
Maintenance to Customer Portal and Emailed Invoice/Statement Payment
Environments:
All Clients
  • General improvements to the optimization of credit card payments within Evolve's customer portal and emailed invoice/statements.
  • Enhanced security update.
Developers:
EW, CP
Risk Level:
Medium
How to Validate:
Manually validate pages noted on the JIRA task.
Revert/Rollback Process:
Restore previous file.

1

Evolve-615
Support Request 31907: Prevents duplicated Notes from being logged on Accounts when removing Follow-Ups
Environments:
All Clients
  • Update addresses the occurrences when multiple duplicate Notes being logged on Accounts when deleting Follow-Ups from the Schedule > Follow-Ups tab using Remove button.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Create multiple Follow-Ups on Test Accounts, from the Schedule > Follow-Ups tab use the Remove Button on each to Remove multiple Follow-Ups at once then review the Account Notes to verify only one Note was logged on each. Repeat for the Multi-Select Check and Remove to be safe
Revert/Rollback Process:
Restore previous file.

1

Evolve-687
New Report: Projected Revenue
Environments:
All Clients Except ABC
  • New report under the Sales/Commissions section named “Projected Revenue”.
  • This will populate revenue that is already on schedule for that month along with any that has not auto-renewed yet.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually validate data appearing in the report in EV1
Revert/Rollback Process:
Restore previous file.

1

EVOLVE-737
Customer Portal Security Updates
Environments:
Moyer Only
  • Routine maintenance.
Developers:
CP, JB
Risk Level:
Medium
How to Validate:
Manually validate entire customer portal.
Revert/Rollback Process:
Restore previous file.