Enhancement Request

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 ...

As a banking/collections specialist, there is no way to track resource allocation towards NSFs. This allows for duplicate work when client services ask for NSF inquiries, delayed time to resolve by collection specialist, and lack of transparency a...

As a Support member who utilizes Slack, I would like to work on added integrations with Slack and Salesforce for my group. Currently we have our slack org tied to Salesforce but in terms of Salesforce to Slack there is an added element that we wou...

Having multiple record types causes some discomfort when building reports and reviewing all cases associated to Client Services

As a team support supervisor, having to manage multiple team support queue agent assignments prevents team support from being able to reallocate resources efficiently and timely to support the case volume by region. This results in costly time del...

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...

As a heartland tax specialist, we have no way to consistently track client tax filing requests within case management for case visibility within Payroll Operations. This prohibits Payroll Operations visibility into client filing requests creating ...