Internal Applications Request Form

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

ADD A NEW REQUEST

All requests

Showing 51

More than One Termination Reason

Most clients that terminate do it for a collection of reasons. We would like the ability to collect multiple reasons for a termination so that we can work to correct all issues for our remaining clients.
Guest over 3 years ago in  2 Shipped

Atlas enhancement for import into Absorb LMS

No description provided
Guest over 3 years ago in Enhancement Request 3 Shipped

PioneerRx Pend Routing Automation

We are currently building out the On Demand self boarding solution for PioneerRx/QS1. These will be boarded with HSC/HSC and push through to Underwriting. Given there isn't an assigned rep, all Pend support will be handled by Zach Lovan's team at ...
Guest over 2 years ago in Enhancement Request 1 Shipped

Heartland Service Center: Case Reassignment: Round Robin

As an HSC leader, managing HSC rep work capacity when I select around 50 cases in a list view, it is assigning them all to 1 person when we have 2 or 3 people in the current queue that it should round robin assign to. This is creating additional t...
Guest over 1 year ago in Enhancement Request 0 Shipped

Client Services: CS Email to Case communication

Priority 3 of 8 - "Version 2" CCP of Case Management: ALL Emails Route Directly to Salesforce/CCP to Create Case + Auto-Assign Client and Specialist Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payr...
Mike Sammon over 2 years ago in Enhancement Request 0 Shipped

Heartland Service Center: Approval Process

As an HSC leadership team member, we have no automatic way to approve cases for existing Salesforce cases. This creates a time constraint to manage and review the additional mailbox, filter out the approvals/requests from the additional informatio...
Guest over 1 year ago in Enhancement Request 0 Shipped

Client Services: Team Support: Email to Case/Omnichannel

P1 of 8:Regional Queues: Floating Client Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 1 of 8 for "Version 2" of Case Management. Same as SPA Support exists tod...
Andrew Davis over 2 years ago in Enhancement Request 0 Shipped

Priority 5 of 8 - "Version 2" CCP of Case Management: Phone Calls Route to Regional Queues or SPOC

Within Salesforce/CCP: Case Management "Version 1" has been established and will go live with Payroll Optimization. This is Priority 5 of 8 for "Version 2" of Case Management. As we continue to see floating clients in Regional Queues, it is import...
Andrew Davis over 2 years ago in  0 Shipped

New Client Services: Payroll Optimization: Hypercare Intake Form: Ph 2

As a spa support specialist, we need an efficient way to review hypercare intake form details in our spa support cases. This is creating duplicate work to review the email/description and pull out the necessary date to work and close a case. If we...
Guest over 1 year ago in Enhancement Request 0 Shipped

Client Services: Workday - SalesForce Integration: Preferred Name

For individuals who have a a preferred name the legal name is what is populating in SalesForce.
Mike Sammon over 1 year ago in Enhancement Request 1 Shipped