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Internal Applications Request Form

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

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Enhancement Request

Showing 45

Client Mgmt:Retention/Termination: Case Comment Tracking

As Heartland Retention and Termination supervisor, we have no consistent way measure last contact date for cases. If we were able to leverage the case comments functionality from HCORP Payments, we could collect client calls through manual comment...
Guest almost 2 years ago in Enhancement Request 0 Shipped

Fulfillment: Same Day Delivery Request

As a Heartland Fulfillment support member, we have no automatic way to consistently and efficiently receive client same day delivery requests. This allows for an inability to track and control same day delivery operating expenses to make changes w...
Nate Adams almost 2 years ago in Enhancement Request 0 Shipped

Client Service: Email to Case: Email Address Contact Mapping: I would like incoming client emails be recognized and assigned based on the account that they're a contact on for payroll clients

Payroll intakes so many emails per specialist and often missing an identifier outside of an email address. In order to make working out of salesforce viable, I would like incoming email addresses "map" to the account or accounts they're associated...
Mike Sammon over 2 years ago in Enhancement Request 1 Shipped

Compliance: Client Services: Approval Process: Bank Change - Team Support

As Heartland compliance team, we have no consistent way track client services bank change requests that require leadership approval. This opens up Heartland as a company to financial, reputation, and monetary risk as Heartland Payroll Reps to make...
Travis Kane over 2 years ago in Enhancement Request 2 Shipped

Update W2 and NSF Fees

No description provided
Guest about 3 years ago in Enhancement Request 0 Shipped

SaaS: Gmail/SF Integration

No description provided
Anna Ra over 1 year ago in Enhancement Request 0 Shipped

Add documents upload to the data link portal

No description provided
Guest over 3 years ago in Enhancement Request 1 Shipped

Conv Fee on Payroll Analysis is confusing

No description provided
Guest over 3 years ago in Enhancement Request 1 Shipped

Indicate surcharge capable/certified software

No description provided
Guest over 3 years ago in Enhancement Request 3 Shipped

Risk Mgmt: Payroll Opt: Underwriting: Agent Page Layout Updates

No description provided
Anna Ra almost 2 years ago in Enhancement Request 0 Shipped