Overview
This document describes the following enhancements and updates:
- Devices
- Payment Processing
- Point of Sale
- Promotions & Coupons
- Reporting
Current supported versions:
- Heartland Retail 2024.07.090 accessible via tenant sign-in
- Heartland Retail Connect 2024.07.090 accessible via download
- Heartland Retail for iOS 2024.07.090 accessible via App Store
- Heartland Retail for Android 2024.07.090 via scheduled push
If you have questions regarding information in this document, please contact the Heartland Retail support team by phone at 833-844-4767 (select option 1, then option 2), or by email at hretailsupport@heartland.us.
What’s New
The following release notes detail the enhancements we have included in this release.
HRTL-11440 Implement Automatic Granting of Device Permissions in Android
To streamline the launching of Heartland Retail on Android devices, we have implemented a process to automatically grant existing permissions pertaining to the device without any input from the user. This check happens in the background except in cases where changes are detected, in which case, the device will display a prompt to grant the new permissions.
This update applies only to merchants who have upgraded to Android 12. It includes the automatic acceptance of permissions such as Bluetooth and Wi-Fi. Some permissions may require the device to automatically reboot.
HRTL-11639 Add Email/Text Opt In Fields to Customer Import
So that merchants can easily perform bulk updates for customers who have opted in to receive marketing materials via email and text, we have added ‘Email Opt In?’ and ‘Text Opt In?’ fields to the customer import template.
When importing data from a file containing these new headers, both values will automatically display in the dropdown menu of available fields.
HRTL-11814 Update Confirmation Modals in Web App for Consistency
This version introduces updated confirmation prompt modals to the web app that are formatted and phrased in a manner consistent with other platforms of the app. With this change, our merchants are ensured a more consistent experience, regardless of device and operating system.
HRTL-11960 Implement Expiring Access Tokens for Clover Integration
Effective August 1, 2024, the Clover integration will require expiring access tokens. These tokens will serve to:
- Authenticate to Clover APIs
- Improve the security of the application and merchant data
In order to comply with this requirement, merchants must take the following steps to activate the necessary changes:
- Merchant must be using the latest version of the application.
- For each location using Clover, go to Settings > Credit Cards, select the location, and press the Refresh Connection button.
- Refresh the POS by pressing F5, swiping down on the tablet, etc., depending on the device. Repeat this process for each station connected to the location.
- Go to the POS Settings screen and select Reload All Devices for the new authentication to be recognized. Repeat this process at each station.
Failure to complete these steps before the deadline could result in loss of access to the Clover integration.
HRTL-12074 Add ‘Refresh Connection’ Button for Clover Processing
As merchants transition their systems to use expiring tokens for Clover processing requirements described in HRTL-11960, we anticipate instances where systems that are running older versions of the POS or that are otherwise not configured for the change may need to manually refresh the existing token. With this in mind, we have added a Refresh Connection button to the Clover Gateway option in the Credit Card configuration screen. By selecting this button, the POS will refresh the connection to Clover and, as part of the process, create a new token.
HRTL-12230 Display Current Price for Items on Sales Ticket Screen
To avoid confusion, we have updated the POS so that the item subtotal line correctly displays the price based on the current price instead of the original price from each line. This change creates agreement between the item prices and the item subtotal at the bottom of the ticket.
HRTL-12402 Stay Connected to Devices After Page Refresh in Android
In previous versions of the Android app, if you refreshed the page, the POS would sometimes disconnect from printers and payment devices. We have updated the Android app so that the POS maintains its connection to such devices after a page refresh.
HRTL-12414 Stay Connected to Devices After Page Refresh in iOS
In previous versions of the iOS app, if you refreshed the page, the POS would sometimes disconnect from printers and payment devices. We have updated the iOS app so that the POS maintains its connection to such devices after a page refresh.
Updates
The following release notes detail the updates we have included in this release.
HRTL-12209 Fixed Promotion Action When Filtered by Items
In previous versions, if you had a promotion with an action defined that required filtering of items, the list of items would sometimes not display in full. Instead, the list would update to display different eligible items each time you refreshed the page. This occurred when the number of included items exceeded 100. With this release, all items display as expected.
HRTL-12264 Fixed PDF Export Issue with Fitting to Page Width
In previous versions, if you attempted to export a report to PDF with a large number of columns, the resulting export would sometimes cut off data on the right side of the page. With this release, the system automatically adjusts column widths to fit the page width, thereby ensuring that all desired data is captured on the export.
HRTL-12270 Display Coupon Permissions Alert to Unauthorized Users
In previous versions, if a user who did not have permissions to manage coupons attempted to add a new coupon, the system did not display an alert informing them of the issue. In these scenarios, unauthorized users were not able to actually create the coupon as the system did not save their work. With this release, the system will display an alert informing such users that they are not authorized to perform the action.
HRTL-12293 Fixed Credit Card Payment ‘Too Many Receivers’ Issue
In previous versions, merchants processing credit card transactions via the Heartland Reader sometimes encountered failures with an error reading, ‘Failed Credit Card Payment (Too Many Receivers).’ We have corrected the underlying cause of this behavior and credit card transactions process as expected.
HRTL-12383 Fixed HRC Error in Device Settings Menu in iOS & Android
In previous versions, iOS and Android systems sometimes displayed a banner on the POS Settings screen reading, ‘This station’s devices are unavailable due to Connect not being installed or is being blocked,’ which caused issues with reloading and selecting devices. With this release, the banner no longer displays and users can reload and select devices as expected.
HRTL-12384 Remove Mentions of HRC in iOS & Android
In previous versions, the POS sometimes displayed banners and versioning information for Heartland Retail Connect (HRC) in some screens on iOS and Android systems. Since devices using these operating systems do not require Heartland Retail Connect (HRC) to function, to eliminate confusion, we have removed the HRC versioning visibility from the apps.
Links
Here are links to download the latest version of Heartland Retail Connect: