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 6 of 8 for "Version 2" of Case Management.
As we continue to see case management grow and work towards every client communication being documented in Salesforce/CCP, it will be a necessity that, at the client level, a dashboard populate to show how many cases, what types of cases, outstanding vs resolved cases exist for the client within an adjustable timeline. Empowering our specialists to know where a client stands as soon as they call in.
