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Mobile Manager Release Notes 5.9.0

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Mobile Manager Release Notes 5.9.0

Overview

This document contains explanations for the following enhancements and updates:

  • Mobile App
  • Admin Console

If you have questions regarding the updates described in this document, please contact Heartland
Mobile Manager Support by email at hmm@heartland.us.

Enhancements

The following release notes detail the enhancements we have included in this release. We have
divided these by project area.

Mobile App

HMM-4269 – Implement Dashboard Feature

We have added a Dashboard page to the mobile app that includes a header with scrollable tabs, each
containing type selection values (Sale, Void, Discount, Refunds, Tips, Labor), a filter selector, and a
dynamic body comprised of graphs reflecting the selected data, as compared from two corresponding
periods of time (such as ‘Today vs Same day last week’).
mceclip0.png


HMM-4848 – Implement Goal Feature on Dashboard

Users can now set sales goals for their stores, either individually, or across all stores. You can set
goals by Day, Week, or Month.
To use this feature, do the following:

  • Tap the create icon in the lower right corner of the Dashboard screen.This will open the Set
    Sales Goals screen. By default, All Stores will be selected.
  • If you wish to set goals for stores individually, toggle off the All Stores selection to open a
    page listing individual stores.
  • Enter values in the fields as desired and tap the checkmark icon to confirm.

mceclip2.png
Once you have set your goals, the app will return you to the Dashboard and will display your goal
amounts with an orange dashed line, as indicated in the graph legend.

HMM-4437 – Enhanced Screen Loading for Slower Connections

Instead of the spinner, the mobile app now displays the outlines of elements as it begins to load each
page. This is useful when the Internet is slow so users can see that the app is making progress in
loading.

HMM-4849 – Add Dashboard to Default Page Selection

You can set the newly added Dashboard page as your default page. To do so, tap the menu icon in
the upper left corner and go to Settings. Select Default Page and then select Dashboard.
mceclip3.png


HMM-4975 – Implement First Drill-Down Level on Dashboard

With the new Dashboard feature, we also introduce a first-level drill-down on all graphs. By tapping
any of the Dashboard sales graphs, users can view the reflected data broken down by store, with
each store having its own graph.
mceclip4.png

HMM-4933 – Show ‘Report Preview’ Validation Messages for Report Creation

The mobile app now validates selections during report creation and, if required fields are left blank
when a user selects Report Preview, it will display a message informing them of the missing
requirement(s) so they can correct the issue(s).

Admin Console

HMM-4923 – Update UI for Log-In Screen

To strengthen the Heartland brand identity, we have updated the log-in screen so that it is similar to
other Heartland products.
mceclip5.png

HMM-4384 – Implement Fixed Position for Alerts

For consistency between pages, the Admin Console now displays all alerts in the same position at the
top of the screen.
mceclip6.png
Alerts will behave as before, depending on their message and purpose. For example, an alert that
does not require user interaction will disappear after a few seconds unless the user taps the X to
close it sooner.

HMM-4475 – Match Key Stats Date Selection Subheader to Mobile App

To better match the mobile app, we have updated the Admin Console’s user interface to display the
Key Stats date selection subheader in the same manner as the mobile app, and to allow users to
quickly change the date selection with a simple right or left scroll.

HMM-3016 – Improve Total / Unique Active Users Calculation

We have changed the way the Admin Console records and calculates active users so the information
is more useful. Previously, it calculated as follows:

  • Total Active Users - The total number of times users logged into the Admin Console during a
    specified time interval.
  • Unique Active Users - The total number of times a unique user logged into the Admin Console
    during a specified time interval.

With this release, it calculates as follows:

  • Total Active Users - The total user sessions in the Admin Console during a specified time
    interval.
  • Unique Active Users - The total unique user sessions in the Admin Console during a specified
    time interval.

The related graphs on the Executive Dashboard reflect these new calculations, resulting in more
useful and easily understood data.