Release Notes:

Mar 5, 2025

Version:
3.25.9
Test

1

ES-1126
Support Request 30287: Sales Metrics Detail Report Excel Export Update
Environments:
All Clients
  • Added column for Customer Billing Email Address on record.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.

1

ES-1164
Support Request 30355: Customer Connect SMS Reminders
Environments:
All Clients
  • Routine updates to the workflow of SMS reminders sent through Evolve.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.

1

ES-1185
Support Request 30389: Future Services Report Update
Environments:
All Clients
  • Correct the functionality of the "Division" selection within the Services filter.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.

1

ES-1204
Support Request 30435: Collections Report Update
Environments:
All Clients Except ABC
  • Correct the functionality of the "Send" button within the Collections Report.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.

1

ES-1209
Support Request 30446: Accounts Receivable Update
Environments:
All Clients Except ABC
  • Correct the functionality of the "As of Date" filter.
Developers:
EW, TD, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.

1

EVO-3389
Support Request 29759/30371: Note Tags Filtering on Customer Account
Environments:
All Clients
  • Correct the functionality of the "Note Tags" filter located on the Notes tab of a customer account.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.

1

STS-19419
Maintenance to the User Profile
Environments:
ABC Only
  • Routine updates to the ability to create/edit user profiles located under Settings.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Confirmed with EW the previous code was removed.
Revert/Rollback Process:
Confirmed with EW the previous code was removed.

1

STS-19872
Support Request 30470: Revenue Summary Report Update
Environments:
All Clients
  • Routine updates to the logic within the report.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous version.