All requests

Alternative for tracking activities, instead of manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching

Need an alternative way for the S-RM to track activities, instead of Atlas or manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching

In payroll, clients could belong to a CPA group or Management group or chain and are separated by client IDs and FEINs. Currently, there is no easy way to ID these in SalesForce and if a contact is on multiple accounts the phone doesn't route corr...

I would like to have the following items added to the Equipment Order Emails Serial Number Tracking Number Shipped Date Agreement Type (like rental or purchase)

We use Google Forms to administer intake documentation required for projects. Today we have to manually add detail from the Google Form into fields within a Salesforce project. We would like to automate data submitted in the fields of those Google...

Currently, when a specialist is unavailable, the call flows to another specialist in the phone queue. Operations supervisors and managers are often told I cannot get a hold of my specialists resulting in client terminations and escalations. We wou...

American Express is making two MCC eligible for the OptBlue program. American Express will be removing MCC 4814 (Telecommunication Services) from the prohibited MCC list and make it eligible for OptBlue. This MCC will be added to the ‘Other’ indus...

Can you please have the DBA set to "default as keyed"? There are companies that have capital letters in their name and I want it remaining that way. For example I keyed EBI MAP-WORKS, LLC. That is how I wish for the name to appear. Unfortunately, ...

In portfolio manager when we did a search of our portfolio we were able to see add'l data such as processing volumes, average tickets as well as all pertinent pricing info(bpts, trans fee, srm fee and effective rate) We would like to be able to se...

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.