Release Notes:

Jul 23, 2026

Version:
3.26.26
Test

1

EVOLVE-1635
Support Request 34339: Updated File Name for Emailed Forms
Environments:
All Clients
  • Date and Time Stamp added to the end of the file name on Forms emailed by Technicians.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
On a Test Account/Service email a Form and verify the Date and Time Stamp are appended to the end of the File Name, make sure it is included in File Name when downloading from Email
Revert/Rollback Process:
Restore previous file.

1

Evolve-2357
Updated Emailing Configuration
Environments:
IPM
  • Updated From Email Address for outbound Billing and Service emails.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous version.

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-2542
Support Request 35471: Updated Email Subject Line for Invoices/Statements/Receipts
Environments:
IPM
  • Added the company name to the subject line of emailed invoices/statements/receipts.
Developers:
JB, TD
Risk Level:
Small
How to Validate:
Manually validate.
Revert/Rollback Process:
Restore previous file.

1

EVOLVE-2548
Support Request 35455: Revenue Detail Report Excel Export Update
Environments:
All Clients
  • Event Level PO # added to the last column in the Revenue Detail excel export.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Add PO # to an Event on a Test Account, search for Event in Revenue Detail and export result to confirm the PO# appears int eh export as expected
Revert/Rollback Process:
Restore previous version.

1

EVOLVE-2578
Support Request 35492: Logged Note for Updated Customer Account Status
Environments:
All Clients Except ABC
  • Adds an account note when the account status is updated manually.
  • Previously released to ABC.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
On a Test Account update the Status and verify the Note is logged as expected
Revert/Rollback Process:
Restore previous file.

1

EVOLVE-2579
Support Request 35504: VRM Maintenance
Environments:
All Clients Except ABC
  • Routine maintenance to the logic of VRM.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
confirm we can save an Optimization in IPM for a Date that contains a Service with multiple Techs assigned, no need to commit to Production
Revert/Rollback Process:
Restore previous version.