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 121 of 137

Getting International Bancard Merchants in Atlas

Adding IBC merchants to sales MDM. This will be simple flags on the records to control the Search slideout messaging. There will be at least 2 flags bc there are 2 diff phone numbers to use.
Lisa Boehnlein almost 3 years ago in Enhancement Request 3 Future consideration

Portico Automated Account Updater

No description provided
Karri Lewis about 3 years ago in Enhancement Request 2 Future consideration

Met with Liz Choi and her Payroll Central team and they had a few requests we thought could be accomplished within Atlas. PDMs and VPs are basing a lot of programs including incentives on "new margin health." Can Atlas show a PDM/VP the new margin health for one of their reps accounts? Sort of like a dashboard within Atlas for this. They would also like a dashboard to see all of the pended accounts their reps currently have. And finally, once CRM goes away and updated Atlas is in place, can payroll accounts that have "pushed" their first run date be noted within Atlas so the PDM/VP can see that info as well.

No description provided
Sandi Carr about 3 years ago in Enhancement Request 0 Needs more information

Add a mids Fed ID # to the mids "Profile" in Atlas.

No description provided
Guest over 3 years ago in Enhancement Request 1 Needs more information

Deprecate legacy MDM lookup code in favor of improved fuzzy match code

No description provided
Guest over 3 years ago in Enhancement Request 0 In Progress

I would like the ability to add phone stati to salesforce

we would like to be able to better track staff activities when working but not active in the phone system.
Mike Sammon over 1 year ago in Enhancement Request 0 Needs more information

I would like to be able to flag an account if there has been a phone or email fraud attempt

We have fraud attempts coming in from various means on accounts. I would like to be able to "flag" accounts (and phone numbers if possible) to help notify our staff to proceed with caution
Mike Sammon over 1 year ago in Enhancement Request 0 Needs more information

I would like to add a case type for client employee pullbacks due to payroll errors and merge with client billing credits

I would like to be able to track requests for refunds/pullbacks/same day direct deposit requests along with having an approval process/list view for team leads and supervisors.
Mike Sammon over 1 year ago in Enhancement Request 0 Needs more information

I would like to be able to create cases for team members to be able to submit changes to client accounts that affect sales compensation

Currently, the process of determining/sending compensation for certain items is done "in tribe", with no vetting outside of one person who just happens to take the email or call. It has resulted in almost 130,000$ in erroneous margin paid out this...
Mike Sammon over 1 year ago in Enhancement Request 0 Needs more information

Additional Call Logging MIDs in Servicing Site

I need Generic MIDs created for my team to be able to log calls in the Servicing Site for specific call types that would not have a location MID associated with it. Similar to the MIDs we have set up for Chockstone and SVS. I would like MIDs creat...
Guest almost 2 years ago in Enhancement Request 1 Future consideration