Internal Applications Request Form

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

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    Showing 137 of 137

    Client Services: Duplicate Contact Cleanup

    We are having issues with contact mapping between Payroll and Salesforce causing call and email routing issues.
    Kenn Johnson almost 3 years ago in Enhancement Request 1 Needs more information

    Auto-Populate Heartland Contact Signature on POAs

    We would like the Heartland contact's signature to auto-populate as an image file on completed POAs when a deal is submitted in atlas. It could be a mapped field that is added to the POAs just like the Client Name, Business Address, etc. if there ...
    Rachel Blake about 4 years ago in Enhancement Request 3 Needs more information

    Add ability for sales users to select compensation preference (signing bonus vs. double residuals) from within Atlas IMO.

    No description provided
    Gabrielle Brown over 4 years ago in Enhancement Request 2 Will not implement

    IOWA WITH-HOLDING ID

    Iowa With-holding ID needs to be added so that the new Tax ID can be input in Atlas New ID example: 3-02-806711
    Guest almost 4 years ago in Enhancement Request 0 Future consideration

    Automated Email Update

    No description provided
    Heidi Hayes over 1 year ago in  0 Needs review

    Risk Mgmt: Banking: NSF Case Tracking

    As a banking/collections specialist, there is no way to track resource allocation towards NSFs. This allows for duplicate work when client services ask for NSF inquiries, delayed time to resolve by collection specialist, and lack of transparency a...
    Guest over 2 years ago in Enhancement Request 0 In Progress

    Payroll Support: Slack Enhancement

    As a Support member who utilizes Slack, I would like to work on added integrations with Slack and Salesforce for my group. Currently we have our slack org tied to Salesforce but in terms of Salesforce to Slack there is an added element that we wou...
    Vaughn Johnson almost 3 years ago in Enhancement Request 0 In Progress

    Client Services: Single record type

    Having multiple record types causes some discomfort when building reports and reviewing all cases associated to Client Services
    Kenn Johnson almost 3 years ago in Enhancement Request 1 Needs review

    Client Services: Team Support: Single Omnichannel Queue w/Skillbased routing

    As a team support supervisor, having to manage multiple team support queue agent assignments prevents team support from being able to reallocate resources efficiently and timely to support the case volume by region. This results in costly time del...
    Guest almost 3 years ago in Enhancement Request 0 In Progress

    Client Services: Roles and Title Updates

    Wanted to try and redo what access our "titles" dictate. IE, with our set up, Supervisors need access more akin to managers, Team Leads supervisor access, Managers, director level and so on.
    Mike Sammon almost 3 years ago in Enhancement Request 0 Needs more information