Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

All requests

Showing 6

8 VOTE

Remove Link to Case in CCP Emails

Whenever we submit CCP cases, like for tax notices, we and the client get a notification email which includes a link to the CCP case. Many clients have requested access to the CCP to view the case and try to contact tax directly. This link should ...

Kenn Johnson about 3 years ago in Enhancement Request 1 Will not implement

4 VOTE

Add ability for sales users to select compensation preference (signing bonus vs. double residuals) from within Atlas IMO.

No description provided

Gabrielle Brown about 3 years ago in Enhancement Request 2 Will not implement

1 VOTE

Add Ownership type

Atlas currently don't have an option for PLLC (Professional Limited Liability Company)

Guest over 2 years ago in Enhancement Request 4 Will not implement

1 VOTE

HSC Maintenance Team Tickets tracking as cases

35 reps / 6 email distros to roll into the email to case, new record types, case routing queues

Guest about 3 years ago in Enhancement Request 2 Will not implement

1 VOTE

Training is working on a certification referral training for Heartland Restaurant and we would like it to be a requirement to complete the referral training before being able to refer. Similar to the setup for Heartland Retail.

No description provided

Guest over 3 years ago in Enhancement Request 0 Will not implement

1 VOTE

Add Lendio Lead Routing Option To Atlas

No description provided

Guest over 3 years ago in 2 Will not implement