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Internal Applications Request Form

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

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Showing 22

Ability to Edit Call Logs

If an agent saves a call log with a mistake or forgets to add something, they have to create a new call log with the corrected information.
Guest about 2 years ago in Enhancement Request 0 Accepted

Chain MID on Merchant Details Page

The contact center agents would like the Chain MID to be easily visible on the Merchant Details tab.
Guest about 2 years ago in Enhancement Request 0 Accepted

Ability to Search by Chain MID

There isn't an easy way to see all MIDs that are part of a chain. Each MID has to be opened one-by-one to see if they're included in a chain.
Guest about 2 years ago in Enhancement Request 0 Accepted

Security Verification Links

Security Verification tab should have hyperlinks on any page where security verification is needed (ex. Batches tab). When you hover over it, the security information pops up.
Guest about 2 years ago in Enhancement Request 0 Accepted

Advanced Serach

Instead of having Alternative Search & Advanced Search, have all fields under "Advanced Search."
Guest about 2 years ago in Enhancement Request 0 Accepted

Paperwork - DDA Change

The DDA change form is now called "Bank Account Change" but the names haven't been updated in the Servicing Site.
Guest about 2 years ago in Enhancement Request 0 Accepted

Change AE/SAE/RM/SRM Dealership Name in Salesforce

This field in the Client Support Information box on the Account page currently displays as "AE/SAE/RM/SRM Dealership" and is causing confusion as these merchants are direct sales and have no Dealership.
Geoff Hoffman about 2 years ago in Enhancement Request 1 Accepted

Adding MID to HMS Shipping Auto Email

We would like to have the MID added to the subject line of our shipping notification emails that are automatically sent out. We send those out for both of our gift card providers that we order from "CMS" and "CFS" They are titled "CMS Shipping Not...
Guest about 2 years ago in  1 Accepted

SaaS: Cross departmental case managementt

As a Payroll Operations team, when a department gets a case that involves multiple groups, we have no easy/efficient way to delegate portions of the case to other groups. This creates a time suck and reporting nightmare as cases can easily get los...
Mike Sammon about 2 years ago in Enhancement Request 1 Accepted

Client Services: Call Routing: Spanish speaking

To better accommodate our spanish speaking clients, I would like to create a phone queue that clients with this flag would route directly into if their original target person is unavailable, complete with voicemail
Mike Sammon about 2 years ago in Enhancement Request 0 Accepted