Release History
Version (Status) | Release Date (Tentative) | Notes |
|---|---|---|
1.9.0 (Testing) | ( ) | Search and Filter for Prospective FSEs |
1.8.0 | 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 1.9.0 Release notes
This release will bring the ability to Search and filter for Prospective FSE details on Jimbo and adds Android 11 compatibility fixes
Updates
You can now user the Search and filter functions on the Prospects tab to look for a specific individual/group of prospects
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Accessing the Search and Filters | Available Search field and filters | Searching by Name | List Filtered by Name (Note the Filter Active indicated by Red Filter Icon) |
The Call page now have collapsible sections for easier access to other calls
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Click to expand sections | Click expanded section to collapse |
New Enquiry Timer
A new timer will show up on the Home screen alongside the New Enquiry card. The timer will appear red once it reaches the 15 minute mark. The timer will disappear once a call attempt has been made. |  |
Other Changes Included
Android 11 related compatibility issues | Some existing features were not compatible with Android 11, especially with specific Samsung models (S10, Z Fold and Z Fold 2), changes to the code were made to fix random crashes that were a result of this update. |
Bug Fixes | Fixed a bug where:
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Fixes released early as Hot Fixes
Hide Private Notes | The ability to add Private notes was disabled as per request by Jim and Rocky |
Show Private Notes as read only | Private notes are shown in Jimbo as Read only text |
JIMBO 1.8.0 Release notes
This release will bring the ability to maintain the Prospective FSE’s details on Jimbo and add new Prospects records
Updates
New FSE Enquiries can be added via the Jimbo App directly for referrals that contacted the Franchisors directly from the Prospect’s Page
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You will now be able to edit the Prospective Franchisee’s details directly on Jimbo:
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.
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.
You can call the prospect from this page using the call action button.
You can add a sticky note in My notes.
You can see the last note for this Prospective Franchisee
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.
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.
