Release Notes:

Apr 9, 2026

Version:
3.26.13
Test

1

Evolve-282
Production Summary Excel Export Updates
Environments:
All Clients
  • Two new columns added to the excel export: Production Summary for Payout Previous Year and Payout Current Year
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually test.
Revert/Rollback Process:
Restore previous file.

1

Evolve-1837
Commission by Event Report Update
Environments:
All Clients
  • New option in the status filter of the commission by Event Report for “Invoiced and Paid”.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.

1

Evolve-1335
Twilio Integration Maintenace
Environments:
All Clients Except ABC
  • Routine update. to the Twilio integration in place.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.

1

Evolve-1839
Update Reports to Exclude Sundays
Environments:
All Clients
  • Revenue Summary, Revenue Detail and Future Services Report updates:
    • Add checkbox filter selection to exclude Sundays like the Budgets report.
    • Return results that are just on Monday - Saturday.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.

1

Evolve-1909
Contracts Module Update
Environments:
All Clients
  • Added indication that states adding the card on file will enroll as auto charge.
Developers:
BJ, EW, VH
Risk Level:
Small
How to Validate:
BJ, EW
Revert/Rollback Process:
Restore previous file.

1

Evolve-1911
Schedule Tab: Daily & Week View Update
Environments:
All Clients Except ABC
  • Updated the schedule view with a start time of 5am instead of 6am.
Developers:
BJ, VH
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.

1

Evolve-1920
Support Request 34677: Update to Profit Detail report
Environments:
All Clients
  • Corrects an instance where using the Status filter in conjunction with another filter would ignore both filters.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.

1

Evolve-1968
Co-pilot Starting Location
Environments:
All Clients
  • Consider starting location in return results for time.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.

1

Evolve-1970
Auto-Focus Customer Tab Search Bar
Environments:
All Clients
  • When navigating to the customer tab, have auto-focus enabled for the search bar to allow users to begin typing as soon as they navigate.
Developers:
BJ, EW
Risk Level:
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.