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-2307 – Added Requirement that Dealers be Assigned to Dealership
Description: The Admin Console now requires that you assign a dealership to all new dealers before
saving.
Details: In order to adhere to HMM standards, the Admin Console now requires that all dealers be
associated with a dealership. With this release, when you add a new User and assign Dealer access, the
Admin Console requires that you also select a Dealership before saving.
We have also added a Create New option within the Dealership setup page so that you can add new
dealers at the same time you create a new dealership.
We have also changed the available functions for existing dealers so that you can easily reassign
(change dealership) by clicking the green icon, or delete by clicking the red icon. The Admin Console will
display a confirmation prompt for both actions.
HMM-2267 – Improved Behavior when Deleting and Restoring Dealership
Description: We have improved the Admin Console’s behavior when deleting or restoring a
dealership.
Details: With this release, when you delete a dealership from the Admin Console, it will
automatically delete all dealers associated with the dealership. Likewise, when you restore a dealership,
all associated dealers are automatically restored along with it. This makes the process more efficient and
ensures that dealers’ access to the Admin Console follow the status of their dealership.
Behavior is as follows:
- Delete Dealership: All links remain intact, and all linked dealers (active/invited) are deleted.
- Restore Dealership: All links remain intact and all linked dealers (active/invited) are restored.
- Delete Dealership from DB: All linked dealers are deleted from DB along with the dealership, and all linked clients unlink from dealership.
The Admin Console will display a confirmation prompt for all such actions.
HMM-2153 – Added Tracking of Users’ Access to Stores
Description: We now track and display users’ access to stores on the Stores Page of Admin Console.
Details: We have added tracking of users’ access to their stores to the Stores Page of the Admin
Console. This data is displayed in a new column called Access to mobile app last week. Instances of
access are counted as follows:
- Store Owner kills the application and launches it again: application counts +1
- Store Owner logs out and logs in: application counts +1
- Store Owner minimizes the app (but do not close) and resumes the app: application counts +1
Please note:
- This feature is available in Mobile Manager mobile app version 4.3.0 and later.
- This feature is meant to provide a simple count; it does not record or report session length.
HMM-2152 – Display Key Stats Data for Store Owner Role
Description: Store owners can now view Key Stats data from the Admin Console.
Details: We have introduced a Setup | Preview toggle in the Key Stats setup page of the Admin
Console so that you can now preview Key Stats from the Admin Console.
This allows dealers to observe and analyze all clients’ data, and to support clients more efficiently.
- This feature is available to all roles.
- Preview Mode is only to observe data and any manipulations will not affect the mobile app.
- As with the mobile app, if there is no data for selected store(s)/date(s), Preview Mode displays empty cells.
HMM-1609 – Allow Dealers to Create New Dealer
Description: Dealers can now create new dealers within their own dealership.
Details: In previous versions of the Admin Console, Dealers were not able to add new dealers to
their dealership without involving Admin. With this release, dealers can add new dealers to their
dealership, and the Admin Console will automatically link the newly created dealer to the appropriate
dealership.