1

EVOLVE-833

Keep Source Association History When Deleting Sources

Environments:

All Clients Except ABC

When a user deletes a source, the association remains historically for services and estimates.
Previously released on 10/1/25.

Developers:

BJ, EW, JB

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-991

Support Request 33444: Updated Scheduled Program Logic

Environments:

All Clients

Added measurements to prevent a rare occurrence when events are removed from Programs when updating assigned technicians.

Developers:

JB, WS

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-997

Support Request 33449: Add Excel Export to Customers Report

Environments:

All Clients

This updates the Customer Report to include an Excel export.

Developers:

EW, WS

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1001

Support Request 33456: Corrects the Non-Preferred Techs grouping on Service Orders

Environments:

All Clients

Corrects the Non-Preferred Techs grouping when scheduling/updating Service Orders/Programs, there were instances where some Non-Preferred Techs were only appearing in the ALL Technicians group.

Developers:

EW, WS

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1011

Support Request 33479: Update to the Search on Notes Tab

Environments:

All Clients

Corrects an issue that was causing the Notes to be blank when typing an entry in the Search filed.

Developers:

EW, WS

Risk Level:

Small

How to Validate:

Navigate to the Notes tab of an Account and find a Note on a past Date from a User and then Search by that Users Name and verify the contents of the Note continue to be displayed

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-1021

Support Request 33501: Security Update for Emailed Invoice and Statement

Environments:

All Clients

Updated security for emailed statements and invoices.

Developers:

JB, WS

Risk Level:

Small

How to Validate:

Send a Statement and Invoice from a test Account, click the link to view the Invoice or Statement PDF, within the URL edit the invoice_ID or statement_id portion by changing a digit and verify that you are not gaining access to a different Invoice or Statement

Revert/Rollback Process:

Restore previous file.

Release Notes:

Oct 29, 2025

Version:

3.25.38

Test

1

EVOLVE-833

Keep Source Association History When Deleting Sources

Environments:

All Clients Except ABC

1

EVOLVE-991

Support Request 33444: Updated Scheduled Program Logic

Environments:

All Clients

1

EVOLVE-997

Support Request 33449: Add Excel Export to Customers Report

Environments:

All Clients

1

EVOLVE-1001

Support Request 33456: Corrects the Non-Preferred Techs grouping on Service Orders

Environments:

All Clients

1

EVOLVE-1011

Support Request 33479: Update to the Search on Notes Tab

Environments:

All Clients

1

EVOLVE-1021

Support Request 33501: Security Update for Emailed Invoice and Statement

Environments:

All Clients

Location

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