Can you please add the "stand" that we need for the Pax S300 into the accessories drop down in Atlas. I have ordered these in the past outside of Atlas on a separate MORF and would like to be able to order them in Atlas.
Currently Sales Comp cannot assist with any margin, commission or back date requests for Gift or Analytics. Our team is handling all these requests. We were advised for their team to assist or handle those our products needs o be added to their Pa...
We need the following line item added to the fees page of the payroll agreement. Type: Wire Transfer Base Fee: $10 Per Employee: N/A Frequency: Per Occurrence
RMs need to be able to access Heartland Gift Standalone Applications, Coalition Agreements, Conversion Forms, and Centralized/Decentralized ACH Agreements in Atlas for new and existing accounts when submitting applications/addendums.
Asia Whitfield
almost 4 years ago
in Enhancement Request
7
Needs more information
Update current Rep info on active clients in Atlas
Altas data base cannot currently update new Assigned Active rep over existing inactive rep causing never ending other rep calls to existing merchant because Atlas shows they have no rep even though they actually do. Merchants are increasingly upse...
Guest
almost 4 years ago
in Defect/Bug
2
Needs more information
Require equipment field when boarding Gift in Atlas
Currently when a RM adds Gift in Atlas (new/existing) they have a field to add equipment types. This field is currently optional and we want to make it a required field. If they are ordering multiple pieces of equipment we need to know which one i...
The options under Pricing > Choose Delivery Method are outdated. The issue is that whatever is selected shows up on a copy of the agreement and they do not reflect the options we offer or the current pricing. The attached shows the current opti...
Have had several SPAs request the ability to specify PayGo in the Workers Comp field on the Payroll CSQ to alleviate any excessive or miscommunication with Onboarding/NCS
Andrew Davis
almost 4 years ago
in Enhancement Request
1
Future consideration