Enhancement Request

As a Client Services specialist, we have inefficient call logging processes to relate the call log task to the SF account and cases. This creates duplicate effort and missed client engagement logging by the specialist around client support. If we ...

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

As a Heartland Tax Specialist, we have no way to ensure all tax enrollment steps are completed and accurate when setting up a new Heartland client. This allows for manual user error when setting up the payroll taxes on behalf of the client in the ...

currently I can see and report on all SRM's - I have hired 2 area managers and they report to me. They each have 1/2 the USA of SRMs reporting to them. Midyear 2023 I will be hiring 2 more and dividing the USA into 4. To be able to see each team a...

We have increased the minimum cost of some of our gift cards due to supply increases. This change will need to happen before out holiday reorder campaign (early October). Atlas currently has a range they can price the equipment at. We need to upda...

During the gift app process, if the selling RM selects the Gift+Rewards program in Atlas it prompts them to enter a required 4 digit presale approval code. We have remove this requirement effective immediately. We need Atlas updated to make this a...

There is an export button for the VP of Sales but not for those in the field and who need access to these comprehensive lists. You cannot copy and paste these lists and it would be more efficient time wise to be able to pull them.

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...