Enhancement Request

Need for an alternative for S-RM to track and see their activities, instead of manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching

Alternative for tracking activities, instead of manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching

Need an alternative way for the S-RM to track activities, instead of Atlas or manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching

In payroll, clients could belong to a CPA group or Management group or chain and are separated by client IDs and FEINs. Currently, there is no easy way to ID these in SalesForce and if a contact is on multiple accounts the phone doesn't route corr...

The current Reporting tab has links to the old Portfolio Manager. BI has released a new one called Customer Portfolio.

Hi Team! Currently, the eCommerce team has to use a paper form for BigCommerce accounts. There is a BigCommerce order form on the B&M side but it does not have the correct fees since the Secure Submit team sets ours up even though it is Portic...

I would like to have the following items added to the Equipment Order Emails Serial Number Tracking Number Shipped Date Agreement Type (like rental or purchase)

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

We use Google Forms to administer intake documentation required for projects. Today we have to manually add detail from the Google Form into fields within a Salesforce project. We would like to automate data submitted in the fields of those Google...

Currently, when a specialist is unavailable, the call flows to another specialist in the phone queue. Operations supervisors and managers are often told I cannot get a hold of my specialists resulting in client terminations and escalations. We wou...