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Release History

Version (Status)

Release Date (Tentative)

Notes

1.8.0 (WIP)

(TBC)

Add/Edit Prospective FSE

1.7.0 (Released)

Update Potential Rating

1.6.0 (Released)

Stability and bug fixes

1.5.0 (Released)

New Enquiries

JIMBO 1.7.0 Release notes

Potential Rating & Technical Improvements for Jimbo Development Quality Assurance

This release will bring the ability to maintain the Potential Rating for Prospective Franchisees through the Jimbo App.

Updates

  • You will now see and be able to update the Potential Rating for Prospective FSEs

    • Available values are identical to FMS4 (Hot, Medium, Cold)

  • Heap.IO integration will allow us to better monitor the App’s usage statistics for better planning our releases and area of focus in the App

Fixed a bug where:

JIMBO 1.6.0 Release notes

Bug Fixes and Stability improvements

This release focuses on fixing bugs and improving the stability and performance of the App on both platforms.

Fixed a bug where:

  • In Franchisee Note screen Call details auto-filled with last call made to FSE

  • Duplication of notes in All notes screen for FSE

  • App crashes while Home tab is loading after a fresh install

  • Prospect cards on Prospects tab displayed in the correct sorting order only after refresh

  • Call button should be disabled on Jimbo if there is no contact details on FMS4

  • Call details are automatically picked from the last call instead of having a fresh note

  • All Notes page showing random results for failed search

  • Call button should be disabled if there is no contact details on FMS4, previously may crash the app

  • Fixed various Issues on 'Log this call' pop up

  • Note type changed to 'Call' when a general note was edited

  • Scheduled call not displayed properly in Franchisee note screen

  • Issues on Call functionality for Regional FSO

  • Entire address not displayed on prospect details page

  • Duration of 0s showing under Last prospect note/activity for a Note that is not call related

  • The wrong Call note screen displayed when an incoming call was attended

  • Only FSE starting with A-F displaying from search results

Updates

  • My Prospects list will now show the correct message instead of an error message when there are no new enquiries in the last 3 months

JIMBO 1.5.0 Release notes

New Enquiries / Prospective Franchisees

Summary

Prospective franchisees have been added to Jimbo. We have based the development on the first five stages of the process as per FMS which are Enquired, Spoken to FSO, Information Kit, Interview and Trailing Results.

We have also split our development into multiple stages and this is just the first release.

JIMBO 1.8.0 Release notes

Add/Edit Prospective Franchisees

  • Adding/Editing Prospective Franchisees

  • Unit Testing integration will allow us for better quality control over with the application’s development.

    • In the long run, we hope to reduce the number of bugs and crashes

 

__________________________________________________________________________________________________

Home page changes

On the Jimbo Home page, new enquiries will display first, in blue and will have a stage of Enquired. The person’s name and date and time they called will display.

Only three at a time display on the home page and they will be the ones you need to call first.

You will be able to call the prospect by clicking on the call icon and their number will automatically come up to call.

You can select a card from here and see more details about the prospective franchisee.

  

Call notes (for prospectives)

When you have finished your call, the Call note page will display where you can manually add a note about the conversation. This is a private note. The note date will be recorded.

The call date, time and duration are recorded here and on the overall notes page for the prospect. This is also recorded in FMS in the notes section.

To complete the note, click on “Submit to FMS” button

 

 

Prospects

We have created a new Prospects menu option at the bottom of the App next to the “Calls” menu option. This is where all your Prospective Franchisee records will display.

Your prospective franchisee will display in order of stage for now. More filtering and searching capabilities will be in future releases.

You can select a card from here and see more details about the prospective franchisee and any calls and notes.

 

My Prospect

The “My Prospect” page has all the details about the prospective franchisee such as the name, date and time they originally called and the stage the enquiry is at.

  1. You can call the prospect from this page using the call action button.

  2. You can add a sticky note in My notes.

  3. You can see the last note for this Prospective Franchisee

  4. You can click to select to view All notes & activities where you can view all your call details to them as well as all your notes.

  5. You can add a new note by using the “ADD NOTE” button at the bottom of the screen.


 

All Notes & Activities page

The All Notes & Activities page displays all the calls and call details when you have contacted your prospect as well as all your notes.

You can add a new note by using the Add note button at the bottom of the screen:

Adding note

The Prospect Note page displays the date of the note, the stage of where the enquiry is at and after you have edited you can Save the changes and “send to FMS”. If you click the X to leave the screen without saving your changes, you will get a reminder about saving the note.

 

Editing notes

Editing of notes is available according to FMS rules: notes can be edited within the first 24 hours of its creation.

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