Internal Applications Request Form
Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
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 important that our phone systems be able to recognize this and route it to team members who are responsible for those Regional Queues.
Along with this routing, it is likely worth stepping into the idea of offering options for our users who call in. "Press 1 if you're requesting a report" "Press 2 if you're having user access issues" "Press 3 if your payroll is incorrect" this way, in tandem with automatic case creation, our Specialists can know why a client is calling in as soon as they pick up the phone.
