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

Atlas - Force Coding for Affiliate Partners

When a client/merchant is should be coded to an Affiliate Partner, there is no requirement to actually code the client.
Cindy Durant almost 3 years ago in Enhancement Request 0 Needs more information

Atlas email alert for "possible enterprise account"

No description provided
Mac McAllister almost 3 years ago in  4 In Progress

Compliance: Power of Attorney Management

As a heartland compliance specialist, we do not have a standard way to locate POA across internal departments when trying to execute daily processes. This can create a costly time delay and poor client experience/lack of confidence from the client...
Anna Ra over 1 year ago in  0 Accepted

ACH Phase 2

No description provided
Brian Ruddell almost 3 years ago in Enhancement Request 2 Future consideration

Joint Atlas/ASRA "Updates" page

While IT Sales Support does currently relay Atlas/ASRA updates when prompted by emails/tickets, there is currently no notification to users when release notes are added for Atlas, and no section to read notes on for ASRA updates. Solution we curre...
Gabrielle Brown almost 3 years ago in Enhancement Request 2 Future consideration

Getting International Bancard Merchants in Atlas

Adding IBC merchants to sales MDM. This will be simple flags on the records to control the Search slideout messaging. There will be at least 2 flags bc there are 2 diff phone numbers to use.
Lisa Boehnlein almost 3 years ago in Enhancement Request 3 Future consideration

Portico Automated Account Updater

No description provided
Karri Lewis about 3 years ago in Enhancement Request 2 Future consideration

Met with Liz Choi and her Payroll Central team and they had a few requests we thought could be accomplished within Atlas. PDMs and VPs are basing a lot of programs including incentives on "new margin health." Can Atlas show a PDM/VP the new margin health for one of their reps accounts? Sort of like a dashboard within Atlas for this. They would also like a dashboard to see all of the pended accounts their reps currently have. And finally, once CRM goes away and updated Atlas is in place, can payroll accounts that have "pushed" their first run date be noted within Atlas so the PDM/VP can see that info as well.

No description provided
Sandi Carr about 3 years ago in Enhancement Request 0 Needs more information

Add a mids Fed ID # to the mids "Profile" in Atlas.

No description provided
Guest over 3 years ago in Enhancement Request 1 Needs more information

Deprecate legacy MDM lookup code in favor of improved fuzzy match code

No description provided
Guest over 3 years ago in Enhancement Request 0 In Progress