1

Evolve-2672

Support Request 35642: User Profile Follow Up's Tab Update

Environments:

All Clients Except ABC

Restored functionality of interacting with Follow Up's within the same web browser tab/window.
Added the ability to excel export the report.

Developers:

CP, EW

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous version.

1

EVOLVE-2701

Support Request 35676: User Profile "Allow Tax Exempt Status Change"

Environments:

ABC Only

Adds a check selection on the User Profiles for ‘Allow Tax Exempt Status Change’ that enables Users in appropriate Roles (Administrator, Division Admin or Division Manager) to update the Tax Exempt Status on Customer Accounts.

Developers:

EW, JB, WS

Risk Level:

Small

How to Validate:

Verify that test User with selection can update the Tax Exempt status on a Test Account. With a User that does not have selection enabled verify that the Status is visible on the Detail tab of Account but in a red-only state.

Revert/Rollback Process:

Restore previous file.

1

Evolve-2727

Collections Report: Declined Auto-Charge Filter

Environments:

All Clients

Additional filter added to the report for "Declined Auto-Charge".
When this filter is selected, a list of the corresponding declined auto-charges transactions that are present at that point in time. The results can show the same columns and data as the rest of the Collections report.

Developers:

BJ, EW, JB

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous version.

1

Evolve-2729

Support Request 35720: Updated Error Messages Regarding Card on File Payments

Environments:

All Clients

Streamlines the error notifications in Customer Portal to a single response/reason and clarifies the cases where the Card on File should be replaced

Developers:

EW, WS, JB

Risk Level:

Small

How to Validate:

Add a Card on FIle to a test Account and Invoice a Service so it could be paid from the Customer Portal. Then have JB update the token identifier for that Card so it can no longer process payments and returns the updated error message. Attempt the Payment and verify the error message

Revert/Rollback Process:

Restore previous file

1

Evolve-2738

Support Request 2738: Schedule from Manual Renewals Updated Logic

Environments:

All Clients

Routine maintenance to the loading of data when scheduling from manual renewals.

Developers:

EW, WS

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

Evolve-2751

Enable Twilio Opt Out of SMS Messages

Environments:

All Clients

Ability for customers to reply STOP to text messages which will opt the phone number from receiving future SMS.
Customers can resume SMS service by replying START.
Both responses above will log on the Customers notes tab.

Developers:

BJ, JB

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous file.

1

Evolve-2750

Customer Connect Reminders: Add to Calendar

Environments:

All Clients

Ability for customers to add the calendar option during service reminder communications.

Developers:

BJ, VH

Risk Level:

Small

How to Validate:

Manually validate.

Revert/Rollback Process:

Restore previous version.

Release Notes:

Aug 26, 2026

Version:

3.26.30

Test

1

Evolve-2672

Support Request 35642: User Profile Follow Up's Tab Update

Environments:

All Clients Except ABC

1

EVOLVE-2701

Support Request 35676: User Profile "Allow Tax Exempt Status Change"

Environments:

ABC Only

1

Evolve-2727

Collections Report: Declined Auto-Charge Filter

Environments:

All Clients

1

Evolve-2729

Support Request 35720: Updated Error Messages Regarding Card on File Payments

Environments:

All Clients

1

Evolve-2738

Support Request 2738: Schedule from Manual Renewals Updated Logic

Environments:

All Clients

1

Evolve-2751

Enable Twilio Opt Out of SMS Messages

Environments:

All Clients

1

Evolve-2750

Customer Connect Reminders: Add to Calendar

Environments:

All Clients

Location

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