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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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Client Services: SaaS: Coverage for Case Ownership

As a client services leader, we have open and reopened cases that are misallocated when the case owner is no longer with the company, has moved to another business unit or is on PTO. This creates a poor client experience as the case will go unresp...
Mike Sammon over 1 year ago in Enhancement Request 0 Accepted

Fulfillment: Same Day Delivery Approval

As a Heartland Fulfillment support member, we have no automatic way to consistently and efficiently receive client same day delivery request approvals from Payroll managers, supervisors, and directors. This allows for an inability to control same ...
Nate Adams over 1 year ago in Enhancement Request 0 Accepted

Indicator for surcharging on Pax file builds

I'd like for there to be an indicator that show's surcharging is enabled on the account and reflect this on the oms file builds for pax devices. There is currently an indicator on other equipment such as the desk3500 that shows surcharging is enab...
Brandon Nielsen about 2 years ago in Enhancement Request 1 Accepted

Payroll Optimization: Product Support: New Product: HR Complete

No description provided
Anna Ra over 1 year ago in  0 Accepted

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

Add hyperlinks within Gift icon for multi locations

Within Servicing, Heartland Gift merchants all have a Gift icon at the top of the page (Gift, Standalone, Dealer). This icon houses the Gift account info the Heartland Gift team uses to support the merchant. If there is a multi location chain, all...
Guest almost 2 years ago in  1 Accepted

Gift updates within Atlas

We have a few updates that have been requested of the Gift product in Atlas. When placing a card order, if the order is priced below the minimum it's assumed that the difference is billed to the RM. We have several RMs who are not aware of this an...
Guest almost 2 years ago in Enhancement Request 0 Accepted

Add Information for Installment Payments

Add installment payment information on the Billings & Funding ACH tabs in the Servicing Site. The team would like to have an indicator to show how many payments the merchant has made (e.g. "Equipment Billing 2 out of 6" to indicate 2 out of 6 ...
Guest about 2 years ago in Enhancement Request 1 Accepted

Wireless fee Field - Add to OMS

Pricing would like a Wireless Fee Field added to the pricing section of OMS when ordering a new device. If the device is going to be used wirelessly, or a SIM card is going to be ordered, the user would complete the Wireless Fee field. This would ...
Guest about 2 years ago in Enhancement Request 1 Accepted

Update "Merchant Center Chain" Field Name

Merchant Center is no longer used, so the name of the field is misleading & could confuse new contact center advocates.
Guest about 2 years ago in Enhancement Request 0 Accepted