Update the invoice button on the event level serve as both a save button and invoice button.
Developers:
BJ, JB, WS
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
Evolve-1187
Support Request 33726: Updated Logic to the Loading of Viewing Formbuilder Forms
Environments:
All Clients
Routine maintenance to the loading process when accessing/viewing formbuilder forms to the customer documents tab.
Developers:
CP, VH
Risk Level:
Small
How to Validate:
Manually access customer accounts and open formbuilder forms on the documents tab.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1190
Support Request 33730: Customer Portal Payments Updates
Environments:
All Clients
Maintenance to portal payments and validating user sessions.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Process payment from invoice hyperlink via Safari on iOS. Confirm payment in Evolve matches appropriate payment method.
Revert/Rollback Process:
Restore previous file.
1
Evolve-1221
Support Request 33784: Updated Schedule View for the Service Order Instructions
Environments:
All Clients
This update resolves an issue that was impacting the Service Order Instructions and causing them not to be displayed within the pop over windows when hovering the cursor on an Event on the Schedule that contained a percent symbol.
Developers:
JB, WS
Risk Level:
How to Validate:
Add Service Order Instructions containing a % symbol on a Test Account and verify that they are appearing in the pop over
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1223
Support Request 33787: Update to logic to apply Time Stamps to Notes
Environments:
All Clients
Corrects cases where the incorrect Time Stamp could be applied to Notes.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Send En Route Notification or Reminder to a test Account and verify the expected time stamps are logged on Notes
Revert/Rollback Process:
Restore previous file.
1
Evolve-1224
Support Request 33788: Performance Updates to Future Services Report
Environments:
All Clients
Maintenance to the Future Services report.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually run the report.
Revert/Rollback Process:
Restore previous report.
1
Evolve-1231
Support Request 33797: Update to Renewal Detail Report
Environments:
All Clients
Addresses an instance where result set do not respect user selected filters.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Run Renewal Detail Report. Validate [Status/Renew Type] and other filters are working as intended.
Revert/Rollback Process:
Restore previous file.
1
Evolve-1236
Updated Payment Method Types
Environments:
All Clients
Updated payment method types appearing under Settings > Accounting.
Developers:
EW, TD
Risk Level:
Small
How to Validate:
Settings > Accounting > Payment Methods. Confirm “Digital Wallet” is unavailable in selection dropdown.
