Applied updates to the refresh of prompts after the export has been completed.
Developers:
EW, JB, WS
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous update.
1
Evolve-1614
Support Request 34275: Renewal Detail Excel Export Update
Environments:
All Clients
Adds “Account Label” column to Renewal Detail export.
Developers:
CP, TD, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1631
Default program renewal option settings to Program Schedule
Environments:
Anchor Shield
Covenant
Frontier Trapper
IPM
Pest Pros of Michigan
Add a config variable to change the default renewal behavior to be based on “Program Options” or “Specified Date”.
Developers:
EW, TD
Risk Level:
Small
How to Validate:
Add a new program in impacted environments. Verify that renewal default behavior is “Program Options” and not “Specified Date”.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1782
Support Request 34512: Limit displayed Events for a specified user
Environments:
All Clients
Limits the Number of Events to 100 displayed on the Schedule and Services for a specified User, improves scheduled performance (Resource Users with many Events assigned).
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Review the Schedule and Events assigned to the specified User with limit in place
Revert/Rollback Process:
Restore previous file.
1
Evolve-1797
Support Request 34526: Customer Portal Viewing Documents
Environments:
All Clients
Corrects an issue preventing viewing some forms from within the Customer Portal
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Find an Account with Forms that have been emailed, navigate to Customer Portal and verify that Forms can be viewed there
Revert/Rollback Process:
Restore previous file.
1
Evolve-1808
Support Request 34547: Defaults the Notification Preference selection in Reminders report to ' Text Message'
Environments:
Pest Pros of Michigan
Add a a config variable that when enabled will cause the Notification Preference in the Reminders report to default to ‘Text Message’.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Navigate to reminders report and review the setting of the Notification Preference filter. Compare PPM to other sites
Revert/Rollback Process:
Restore previous file
1
Evolve-1813
Prevent deleting a Card on File from the Service Location level when it was added at the Bill To Level
Environments:
ABC
Config variable to prevent deleting a Card on File from the Service Location level when it was added at the Bill To Level when the selection is enabled.
This update will not impact Customer Portal.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
On a test Account with a Bill To relationship add a Card on File to the Bill To and attempt to Delete from the Service Location Account
Revert/Rollback Process:
Restore previous file
1
Evolve-1845
Addresses Notes not saving
Environments:
ABC Only
Update to change how the Add Note/Update Note modal handles submissions, prevents cases where Notes were not Saving.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Verify that Notes can still be saved on Test Account, try examples from earlier comments
Revert/Rollback Process:
Restore previous file
1
Evolve-1903
En-Route Notification Template Update
Environments:
Pest End Inc Only
Updated the en route notification template to include the service location address.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.
1
Evolve-1905
Monthly Active Programs Export Division Column
Environments:
All Clients
Division column added to the Monthly Active Programs export.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.
1
Evolve-1908
Support Request 34666: Update to Notes logged by Customer Text replies
Environments:
All Clients
Update to account for the new “Delivered” Status being returned by Twilio and tie the Customer Reply SMS messages to the sent message from Evolve (New return in addition to the “Sent” and “Completed” responses)
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Send an En ROute Notification on a Test Account, then reply via SMS and review the Notes that are logged on the Account
