Navigation, Settings and Swipe Actions || Mobile App

Navigation, Settings and Swipe Actions || Mobile App

Overview

This article explores three essential features of the Meritto mobile app: Navigation, Settings, and Swipe Actions. These features enhance your experience by enabling seamless movement within the app, personalized configurations, and efficient action execution via swipe gestures.

Plan & Permissions

  • Available for: All users of the Meritto mobile app.

  • Permissions Required:

    • Access to relevant modules (Lead Manager, Application Manager, Opportunity Manager).

    • Permissions to configure settings and swipe actions.

Core Functionalities

Meritto has transitioned from the hamburger menu to a bottom navigation bar for your improved experience. This new design ensures quick and easy access to key functionalities.

Key Enhancements:

  • The hamburger menu has been removed, replaced with a bottom navigation bar.

  • The bottom navigation bar is available on all listing pages.

  • It includes three static menu items:

    1. Lead Manager

    2. My Workspace

    3. More

NotesNote: Users without module permissions will still see the menu item, but clicking it will show a "Permission Denied" message.

Accessing Additional Options:

  • Clicking More opens a slider menu from the left.

  • The top-left corner displays your profile photo, name, email, and account information.

  • Clicking the profile card redirects to the My Account page with two tabs:

    1. My Profile – Allows you to update their information.

    2. My Account – Enables switching accounts (if multiple accounts are available).

Additional Features:

  • Top-right icons: Access Settings, Notifications, and Scan QR.

  • Check-in/Check-out button (visible if you have permission).

  • Module List: Displays only authorized modules.

  • Bottom buttons: Access Feedback, Help, and Rate Our App.

Settings

Settings are now categorized into Account Settings and User Settings to streamline configurations.

Account Settings:

  • Settings tied to specific accounts, such as "Set Default Page".

  • Requires module-specific permissions.

  • Changes persist even when logging in from different devices.

User Settings:

  • Settings tied to the individual user, like "Reset Password".

  • Remains consistent across multiple accounts.

Swipe Actions

Swipe Actions introduce a faster, more intuitive way to perform actions on leads, applications, and opportunities.

Enabling Swipe Actions:

  1. Navigate to Account Settings in the mobile app.

  2. Select Swipe Actions.

  3. Toggle options for:

    • Lead Manager

    • Application Manager

    • Opportunity Manager

NotesNote: The toggle is on by default for all available modules.

Configuring Swipe Actions:

  1. Click Configure to open a pop-up with available actions.

  2. Select the desired action for right swipe and left swipe.

  3. Actions will be based on your permissions.

Using Swipe Actions:

  • Once configured, swiping right or left on a lead, application, or opportunity card will trigger the assigned action.

Conclusion

The revamped Navigation, Settings, and Swipe Actions in the Meritto mobile app ensure efficiency, personalization, and ease of use. By leveraging these features, you can navigate effortlessly, manage preferences efficiently, and execute actions swiftly.


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