Support Request 34979: Customer Export for Rewards Point Leaderboard
Environments:
All Clients Except ABC
Adds export to Reward Points Leaderboard report.
Includes any account that has activity in the past 10 years.
Excludes any account marked as "Ineligible for Reward Points" or "Opt out of Marketing".
Previously released to ABC.
Developers:
JB, EW, TD, WS
Risk Level:
Small
How to Validate:
Navigate to the Rewards Points Leaderboard report. Export, review results.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-2529
ES-3199: IPM Device Material List Import
Environments:
IPM
Bulk updated material list under Device Settings.
This update only applies to IPM.
Developers:
CP, JB
Risk Level:
Small
How to Validate:
Manually validate import.
Revert/Rollback Process:
Restore previous file.
1
Evolve-2534
Production Commission Adjustment Calculation Update
Environments:
ABC Only
When the Sale and Production amount are different, when an adjustment is made, allow the calculation to take off the accurate percentage from the production commission based on the amount that is being adjusted from the sale amount.
Developers:
BJ, EW, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-2536
Account Labels on Customer Account
Environments:
All Clients
Customer Account Labels will now appear in the header of the customer account. These labels will appear on all tabs throughout a customers account.
Developers:
BJ, EW
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
Evolve-2541
Support Request 35454: Email Attachments Update for Enhanced Communications
Environments:
ABC Only
Updates Enhanced Communication email to allow historical Invoices to be attached. Currently it is limited to the last 60 days but this update extends it back to 1/1/2000.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Navigate to an Account and hit the Email option and verify that Invoices greater than 60 days old are available to select as attachments, could use example Account/Invoices from user submission in description
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-2555
Production Detail Excel Export Additional Columns
Environments:
All Clients
Production Detail excel export will have the following columns added: Form Name (displays the title of any form assigned to that service) and Foundation Type (assigned on a customers detail tab).
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
Evolve-2564
Job Cost and Production Detail Report Updates
Environments:
All Clients
Job Cost and Production Detail Report Updates to account for Multiple Techs to a single event.
Developers:
BJ, JB
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.
1
Evolve-2568
Updated Logic to Emailed Invoices
Environments:
All Clients
Routine maintenance to the functionality of emailed invoices.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-2571
Support Request 35493: Update to Account Merge process
Environments:
All Clients
Updated logic for the merging of two accounts when both accounts do not have an Alert Message or Location Reminder.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Merge two test Accounts that have no entries in ‘Alert Message' or 'Location Reminder' fields and verify there is not a blank 'Alert Message’ appearing on the Account after the Merge
