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-3957 – Implemented Dark Theme
With this release, we have added the option to use dark theme. To enable this function, go to the
Settings page and toggle Dark Theme.
HMM-3695 – Improved ‘Pull to Refresh’ for Screens with Real-Time Updating
In previous releases, the app did not indicate whether data was up-to-date on Reports, Manager
Logbook, and Notifications pages. With this release, we have changed the behavior to indicate the
status of the data.
- Real-Time at the top of the page indicates current data.
- Pull to Refresh at the top of the page indicates data is not current, and allows you to quickly
refresh.
Using Pull to Refresh will refresh the report data and the heading will then change to Real-Time.
Once more data is available, it will revert to Pull to refresh. This allows users to see that the data is
already up-to-date and that they do not need to refresh.
HMM-3984 – Implemented ‘Add Key Metric’ Feature
You can now create key metrics in Key Stats directly in the Mobile Manager app. To do so, follow
these steps:
- From the Key Stats page, tap the blue button in the lower right corner of the screen.
- On the Customize Key Stats page, tap the + button at the top.
- On the Create key metric page, select Store if required (if multiple stores are assigned),
select desired Report Type from the list, assign a Name, and then select desired Primary
Value from the list. - Upon clicking the checkmark icon, the app will display a toast message indicating that your
key stat metric was created.
HMM-3985 – Implemented ‘Delete Key Metric’ Feature
Much like the process to create a key metric, you can now also delete key metrics via the Mobile
Manager app. To do so, follow these steps:
- From the Key Stats page, select the edit icon at the bottom right. This opens the Key Stats
customization page. - Tap the red X button for the key metric you wish to delete.
- Answer the confirmation prompt.
- The app will display a toast message indicating that your key stat metric was deleted.
HMM-4166 – Expanded Sidebar Menu with Icons
For a more user-friendly experience, we have expanded the sidebar menu to include icons.
HMM-4165 – Added ‘Help’ to Sidebar Menu
To facilitate access to the feedback submission page, we have added a Help option to the main
sidebar menu. This opens the Send Feedback page as described in HMM-4105.
HMM-4153 – Updated Service Status Name on Sidebar Menu
For consistency and accuracy, we have updated the name of the service status option on the main menu from XMM Service Status to HMM Service Status.
HMM-4105 – Implemented ‘Help : Send Feedback’ Feature
So that end-users may easily request help or share feedback, we have added a Help option to the main menu of Mobile Manager. To use this feature, tap the option from the menu, and then select Send Feedback from the Help page. Type your message into the provided text box, attach any images you wish to share, then tap the checkmark icon in the upper right corner to submit your message. The app will display a toast message indicating that your feedback has been sent.
HMM-4167 – Removed ‘Home’ Screen
Since the options found on the home screen were also available on the sidebar menu, we have deemed the home screen as redundant and have removed it from the app. Users previously configured with the home screen as their default landing page will now be taken to Key Stats which will also serve as the default landing page for new users.
HMM-4168 – Moved Selection Tick to Right Side of App Pages
We have moved the tick selection indicator to the right side of all pages within the mobile app, with the
exception of the filter page where it remains on the left side.
HMM-4164 – Implemented Screen Customization Options
With this release, users can customize various screens to their liking. To customize a screen, select
the screen, then tap the edit icon in the lower right corner. This will open the customization screen.
- Key Stats
- Add new Key Stat as described in HMM-3984.
-
- Delete existing Key Stat as described in HMM-3985.
- Reports
- Add items by tapping the + button at the top.
- Rearrange existing items by tapping/holding, and then dragging up/down as desired.
-
Delete existing items by tapping the red X at the top corner of their boxes.
- Manager Logbook
- Add new Manager Lookbook entry.
- Edit or delete existing Manager Logbook entry.
HMM-4201 – Removed Copy Option from Manager Logbook Entry List
We have removed the copy option from the Manager Logbook entry list. The option to copy logbook entries is now present only in the Manager Logbook customization screen, as described in HMM-4164.
HMM-4203 – Reflect Promotional Message Updates in Real-Time
If editable components of a promotional message are updated on the Admin Console, the mobile app will reflect the changes in real time. For example, if you change the description of an existing message from 'Your sale is 25%! Hurry up!' to 'Your sale is 100%! Hurry up!', the mobile app will reflect this in the notifications list, and in the pop-up description for the message.
HMM-4237 – Use Default CSS Style for Elements of Body in HTML
We have implemented default CSS styles for elements (lists, links) in the body in HTML promotional messages.
We will continue to use the mobile app’s styles for the font.
HMM-4230 – Improved Behavior with Unread Expired Promotional Messages
We have improved the way the mobile app handles user interaction with unread expired promotional messages. If a user has such a message and tries to open it, the app will display a toast message ('The message has been expired or deleted.') and then marks the message as read.
Admin Console
HMM-3989 – Implemented ‘Create Key Metric’ Feature
You can now create key metrics via the Admin Console. To do so, simply click the + button at the end
of the existing key metrics. Enter a name for your entry, select a Report Type and Primary Value,
and click Create. The new key metric will be at the end of the list, just before the + button.
Please note that you can reorder key stats, but the + button will always be in the last spot.
HMM-3988 – Implemented ‘Delete Key Metric’ Feature
You can now delete key metrics via the Admin Console. To do so, simply click the red X icon that
corresponds to the key metric you wish to delete. Answer the confirmation prompt to finalize the
action.
Please note that if you delete any but the last of the key metrics on a screen, the remaining metrics
will move back one space to fill the gap left by the deleted entry.
HMM-4171– Implemented Feedback Management Tool
You can designate email receipients for feedback submitted via the mobile app’s new Help module.
When a user submits a help message, the designated recipients will receive an email titled ‘User
Feedback’ containing the message body, system log, screenshot, and any other attachments the user
included.
HMM-4383 – Added Alerts on Create / Update / Delete Actions
As a failsafe, we have added alerts with the warning, ‘Please click “Update” to save your changes’ to
some actions.
In each scenario, you can tap the X on the message box to exit without saving.
HMM-4207 – Assign Google Analytics ID to Promotional Messages
To facilitate the tracking of actions related to promotional messages, we can now assign Google
Analytics IDs to these messages. This allows users to see if and when a message has been opened,
and whether the recipient clicked OK to dismiss it, or if they opted to Learn More.
HMM-4234 – Sync Salesforce ID Between Store and Assigned
Promotional Messages
We now sync Salesforce ID for stores with that of assigned promotional messages. This ensures that,
if an admin edits a store’s Salesforce ID, the Salesforce ID of the assigned promotional message will
also update to match the new value so that the program can continue to deliver the messages
successfully.