1

EVOLVE-2761

Support Request 35764: Log Customer Note for PO# Updates

Environments:

ABC Only

a. Logs a Note on Account when PO# is cleared (blank entry) from the Billing Tab PO# updating feature.

b. Does not apply for updates from Service Order/Program.

Developers:

JB, WS

Risk Level:

Small

How to Validate:

On a Test Account add a PO # on a Service Order/Invoice verify the Note is logged, then update it to Blank from the Billing Tab feature and verify a Note is logged detailing that change

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-2857

Support Request 35853/35998: Prevent Duration Resetting When Scheduling Services

Environments:

All Clients

a. Update to prevent Duration resetting to default value when additional Services are added to Service/Program.

Developers:

JG, WS

Risk Level:

Small

How to Validate:

Create a Service on a Test Account that has a default duration in Settings but set a custom duration and Save, Add another Service and verify the duration does not revert to the default value

Revert/Rollback Process:

Restore previous file

1

EVOLVE-2875

Support Request 35895: Projected Revenue Report Enhancement

Environments:

All Clients Except ABC

a. Update to the Projected Revenue to extend the range of selections in the Month/Year filter to the End of the Next Calendar year.

Developers:

JG, WS

Risk Level:

Small

How to Validate:

Open the Projected Revenue report and verify selections in the Month/Year filter include all months to the End of the Next Calendar year

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-2910

Support Request 35943: Updated Logic for Merging Customer Accounts

Environments:

All Clients

a. Update to Merge process to keep ACH on File stored correctly on the Account after merging.

Developers:

JB, WS

Risk Level:

Small

How to Validate:

On a test Account add an ACH on File and then Merge with another Text Account and verify the stored Payment Method is still ACH on File and NOT moved to Card on File

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-2998

Support Request 35057: Updated User Interface for Sentricon iFrame

Environments:

All Clients

a. Update for Sentrion activation window with Save button inaccessible, outside page boundaries

Developers:

CP, EW, WS

Risk Level:

Small

How to Validate:

Attempt adding Sentricon Service on Test Account and verfiy the top of the page with Save button is visible/acccessible

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-3010

Alphabetization of Materials Settings Lists

Environments:

All Clients

a. Alphabetizes lists when configuring Application and Target Pest settings.

Developers:

JB, TD

Risk Level:

Small

How to Validate:

Settings > Device Inspections > Materials, review Application and Target Pest selections and confirm sorted by alpha.

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-3013

Support Request 36076: Updated Logic to Month End Report

Environments:

All Clients

a. Update to page refresh when closing/opening a month.

Developers:

EW, WS

Risk Level:

Small

How to Validate:

In Month End report Open/Close months and verify no error message, Use a future Month and make sure to return them to their original state

Revert/Rollback Process:

Restore previous file.

1

EVOLVE-3014

Renewed Programs/Services Updated Logic

Environments:

All Clients

a. Update to carry over the Keep Within Days entry from Constraints onto renewed Programs/Services.

Developers:

JB, WS

Risk Level:

Small

How to Validate:

On a test Account create a Program/Service with an entry in the Keep Within field of the Constraints, set on Auto-Renew and Invoice to generate Renewal Program/Service then verify the Keep Within entry appears on the New Program

Revert/Rollback Process:

Restore previous file.

Release Notes:

Oct 14, 2026

Version:

3.26.33

Test

1

EVOLVE-2761

Support Request 35764: Log Customer Note for PO# Updates

Environments:

ABC Only

1

EVOLVE-2857

Support Request 35853/35998: Prevent Duration Resetting When Scheduling Services

Environments:

All Clients

1

EVOLVE-2875

Support Request 35895: Projected Revenue Report Enhancement

Environments:

All Clients Except ABC

1

EVOLVE-2910

Support Request 35943: Updated Logic for Merging Customer Accounts

Environments:

All Clients

1

EVOLVE-2998

Support Request 35057: Updated User Interface for Sentricon iFrame

Environments:

All Clients

1

EVOLVE-3010

Alphabetization of Materials Settings Lists

Environments:

All Clients

1

EVOLVE-3013

Support Request 36076: Updated Logic to Month End Report

Environments:

All Clients

1

EVOLVE-3014

Renewed Programs/Services Updated Logic

Environments:

All Clients

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