All requests

With SF (CCP) we should have the ability to customize our home page layout with information that is important to our day to day job activities. We currently have nothing but our phone stats, which in implementation is not our main focus. Having th...

While in the CCP, you can go through "Your" page to create a CCP case. Additionally, you can search for a business, select their account, and create a case from their "page". When doing this, it would be wonderful if the account information autofi...

Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 6 of 8 for "Version 2" of Case Management. As we continue to see case management grow and work towards every clien...

We are needing to add Salesforce to the Frontline Team within ProdOps and Install Team, Technical Advisor, and IT Sales Support Team within Sales Support. We also need Partner Support's current seats to be migrated to share the same instance. Thes...

We are having issues with contact mapping between Payroll and Salesforce causing call and email routing issues.

Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 7 of 8 for "Version 2" of Case Management. The goal here would be that all payroll alerts - alerts to run payroll,...

Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 2 of 8 for "Version 2" of Case Management. The goal of this would be to build dashboards for payrolls needing to b...

We would like the Heartland contact's signature to auto-populate as an image file on completed POAs when a deal is submitted in atlas. It could be a mapped field that is added to the POAs just like the Client Name, Business Address, etc. if there ...

Wanted to try and redo what access our "titles" dictate. IE, with our set up, Supervisors need access more akin to managers, Team Leads supervisor access, Managers, director level and so on.

As a Heartland tax support specialist, we have a poor user experience when needing to change the case record type during case creation if the wrong option is chosen. This results in a poor user experience so case submitters continue to submit a ca...