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Internal Applications Request Form

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

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Guest
Created on Aug 30, 2021

CCP cases, automatically populating account information when creating a case through the client's page in CCP.

While in the CCP, you can go through "Your" page to create a CCP case. Additionally, you can search for a business, select their account, and create a case from their "page". When doing this, it would be wonderful if the account information autofill in the client name/ client ID/ and contact fields.

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  • Admin
    Anna Ra
    Reply
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    Nov 3, 2022

    In order to make sure we fully understand the request, when you say "their" page are you referring to the Account Page - Support Cases - View all page where you can select new?