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: Call Routing: Client status

    Currently, if a client isn't recognized they have an option to allow the phone system to route them into any phone queue. I would like certain statuses to only be able to flow to our new client services team, certain to flow to our client services...
    Mike Sammon over 3 years ago in Enhancement Request 0 Needs more information

    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 over 3 years ago in Enhancement Request 0 Accepted

    Client Service: regional SPASupport Boxes and PDM Escalation Boxes

    Currently, we have an issue with our SPAs utilizing SPA Support to request help which creates a lack of visibility and more "side conversations" with specialists tangling up the various channels. The same with our PDM escalations. I would like A S...
    Mike Sammon over 3 years ago in Enhancement Request 0 Needs more information

    Change gift card pricing in Atlas

    We have increased the minimum cost of some of our gift cards due to supply increases. This change will need to happen before out holiday reorder campaign (early October). Atlas currently has a range they can price the equipment at. We need to upda...
    Guest over 3 years ago in Enhancement Request 0 Needs review

    Remove Presale approval code requirement from Atlas

    During the gift app process, if the selling RM selects the Gift+Rewards program in Atlas it prompts them to enter a required 4 digit presale approval code. We have remove this requirement effective immediately. We need Atlas updated to make this a...
    Guest over 3 years ago in Enhancement Request 0 Needs review

    Export option on Atlas for customer portfolio searches

    There is an export button for the VP of Sales but not for those in the field and who need access to these comprehensive lists. You cannot copy and paste these lists and it would be more efficient time wise to be able to pull them.
    Guest over 3 years ago in Enhancement Request 0 Needs review

    Support Enhancement Requests

    Here is a direct list of things Support would like to see added to Salesforce/CCP if possible. This is more of a wishlist and we are open to having a call to discuss whats actually possible vs beyond functionality. We've attached the doc we were w...
    Vaughn Johnson over 3 years ago in Enhancement Request 0 Needs more information

    S-RM Activity Tracking - Add a dashboard in community view for S-RM’s to see their Tasks

    Need for an alternative for S-RM to track and see their activities, instead of manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching
    Guest over 3 years ago in Enhancement Request 0 Needs more information

    S-RM Activity Tracking - report on Tasks to include Subject, Status, Comments, by S-RM by Week

    Alternative for tracking activities, instead of manual. Enhance HPOS ‘Community’ in SF to utilize it for activity and revenue tracking for activity coaching
    Guest over 3 years ago in Enhancement Request 0 Needs more information

    S-RM Activity Tracking - Fields added to Task - Subject = DEMO and APPOINTMENT

    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
    Guest over 3 years ago in Enhancement Request 0 Needs more information