Overview
This document contains explanation for the following enhancements and updates:
- 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 the updates by project area.
Admin Console
HMM-489 – Added Option to Edit Email Address
Description: The Admin Console now allows you to edit email addresses for newly created users.
Details: Previous versions of the Admin Console did not allow you to edit email addresses for newly
created users with INVITED status. Because of this, when errors were made, you had to delete the entity and start anew. We have now added the option to edit email addresses for newly created users so that errors can be easily and quickly corrected. As well, once an email address has been updated for such a user, the program invalidates the link sent to the incorrect email address, and immediately sends a new link to the new email address.
HMM-670 – Improved Validation Process and Message for Data Repair Page
Description: We have improved the way Admin Console responds when a client requests a data repair
without selecting a store.
Details: Previously, the Admin Console did not require you to select a store before requesting a data
repair. This resulted in failures accompanied by unclear messages stating that there were no stores available. With this release, the Admin Console requires that you select a store before making requests. If you do not select a store before clicking Send, it will show a red alert banner reading, "No data was sent", and a message in red reading, "This field is required", under client and store.
HMM-1205 – Added ‘Info’ (Preview) Button for Non-Editable Entities
Description: We have added an Info button for non-editable entities so that their data can be viewed.
Details: We have introduced an Info button for entities whose status deems them non-editable (such as
Inactive or Deleted) so that you can still view their data.
Clicking this button will open the entity’s page, but the data displayed will not be editable.
HMM-2110 – Alphabetize Lists and Add AutoComplete Functionality
Description: The Admin Console now displays lists in alphabetical order, and will search for matching entries as you type in the search field.
Details: The Admin Console now sorts lists alphabetically, and allows you to search by typing in a
character, or a string of characters, from the keyboard when a list is open.
Please note: The alphabetical sorting applies to all lists with the exception of weekdays and dayparts; these will continue to be sorted chronologically.
HMM-2356 – Added Export Button to Clarify Export Process
Description: The Admin Console now displays an Export button on all entity pages.
Details: To improve the export process, we have added an Export button to all entity pages on the
Admin Console.
This button is clickable only after required selections have been made, and will begin the export process
immediately upon being clicked.
HMM-2418 – Display Only Relevant Action Icons on Entity Pages
Description: The Admin Console now displays only usable action icons on all entity pages.
Details: In previous versions, the Admin Console displayed all action icons on entity pages, and it
grayed out those operations that were unavailable due to entity status; for example, Restore was irrelevant for active entities, so it was grayed out for such entities. With this release, the Admin Console displays only those action icons that are relevant to entity status, and hides all others.
HMM-2420 – Improved Behavior when Creating New User in Client Page
Description: We have moved the Create New button into the Users dropdown list on the Client page.
Details: In previous versions of the Admin Console, the Create New button on the Client page was
located below the Users dropdown list and to the far right. With this release, in the interest of comfort and ease, we have moved this button to the top of the dropdown list.
HMM-2421 – Clarified Labor Push Notification Setup Headings
Description: We have clarified the naming of selection list headings in push notification setup.
Details: We have added “store” and “daypart” to the names of their corresponding selection lists to
clarify the purpose of the lists and the selections being made.
HMM-2422 – Hide Weekly Overtime Alert
Description: You can now turn off overtime alert push notifications.
Details: We have added the option to turn off push notifications for overtime alerts.
As well, we have removed the Enforce Labor Forecast checkbox from Store Setup page, and removed IRIS and Xenial from the POS type selection list.
HMM-2432 – Display Entity Associations in Columns on Entity Page
Description: You can now see detailed information for all entities on entity pages.
Details: The Admin Console now displays entity associations such as dealership, client, etc., on all entity pages.
With this detailed information readily available, users can more efficiently analyze information.
HMM-2442 – Improved Store Owner Selection in Store Setup
Description: The Admin Console now displays store owners in a dropdown list in the Store Setup screen,
and it filters out owners who are already assigned to the selected store.
Details: Previous versions of the Admin Console displayed owners in a simple unfiltered list with
checkboxes. With this release, owners are displayed in a dropdown list, and are filtered to list only those who are available and unassigned.
To assign an owner, simply check the checkbox by the owner’s name. Owners already assigned to a store will be listed below the dropdown list box, and can be unassigned by unchecking the corresponding checkbox.
HMM-2449 – Differentiate Inactive Entities on All Entity Pages
Description: We now display inactive entities in gray and with a strikethrough so that their inactive status is clear.
Details: Previously, the Admin Console displayed all entities in the same manner, regardless of status.
With this release, inactive entities (those that are deleted or unsubscribed) display in gray with a strikethrough so that you can easily discern their status.
All such entities remain clickable, and clicking them will display their data, but the data will not be editable. This change affects the following pages:
- Client list page
- Report list page
- Store list page
- Dealership list page
- Store Owner Edit page
- Dealer Edit page
HMM-2453 – Improved Cursor Behavior when Creating New Dealership
Description: The cursor automatically displays in the First Name box when adding a new dealership.
Details: The Admin Console now automatically places the cursor in the First Name box when adding a
new dealership so you can more easily enter the required data.
The program will do the same when you update an existing dealership.
HMM-2475 – Allow Dealers to Update Other Dealers Created by Them
Description: The Admin Console now allows dealers to edit dealers that they themselves created.
Details: Previous versions of the Admin Console did not allow dealers to edit other dealers with that
were created under their dealer login. Since there are instances where a dealer may need to update information, or resend an invitation, we have changed behavior to allow access to and editing of newly created dealers by those dealers who created them.
HMM-2487 – Clarified No Store Owner Message in Data Repair
Description: We have clarified wording in the Data Repair screen.
Details: In cases where there were no store owners assigned to the selected entity, the program would
display the message, “Not available store owners.” Since this was unclear, we have replaced it with, “No store owners available.”
HMM-2512 – Added Test Account Checkbox for Store Owners
Description: We have added a checkbox to designate store owners as test accounts.
Details: We have added a Test Account checkbox to the Store Owners page so that users can
designate test accounts as such, and so that they can easily identify these accounts. This checkbox is located below the Demo Account checkbox.
HMM-2517 – Improved Behavior when Creating New Client in Dealership Page
Description: We have moved the Create New button into the Clients dropdown list on the Dealership page.
Details: In previous versions of the Admin Console, the Create New button on the Dealership page was
located below the Clients dropdown list and to the far right. With this release, in the interest of comfort and ease, we have moved this button to the top of the dropdown list.
HMM-2542 – Added Linked Breadcrumb Navigation to All Pages
Description: We have added linked breadcrumb navigation to all entity pages.
Details: The Admin Console now uses linked breadcrumb navigation so that you can easily return to
higher level pages in one click. With this architecture, when you browse from a level one page to a level two page, and then from there to a level three page, the Admin Console creates breadcrumb links for each level except the current one, and displays these at the top of the page.
Navigation example: Dealerships | Dealers | Individual Store
In the example above, if you had stopped your navigation at the “Individual Store” page, the “Dealerships” and “Dealer” pages would become clickable links.
- If you hover over a breadcrumb link, it displays with an underscore.
- Clicking a breadcrumb link returns you to that page.
HMM-2543 – Reposition Checkbox for Demo Account on Store Owner Page
Description: We have repositioned the Demo Account checkbox on the Store Owner page.
Details: We have repositioned the Demo Account checkbox to a higher location on the Store Owner
page so that, regardless of the number of linked entities, this value is easily visible on the page. It is now
positioned immediately above the Client field along with the Test Account checkbox.
HMM-2560 – Display Information for Deleted Entities when Hovering over Info Icon
Description: The Admin Console now displays information for deleted entities when you hover over the Info icon.
Details: With this release, if you hover over the Info icon for a deleted entity, the Admin Console will
display information about the entity, including deletion and purge time/date stamps.