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Internal Applications Request Form

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

Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by Andrew Davis
Created on Apr 22, 2022

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 today, we need the ability for a non-SPOC assigned client to email into their assigned regional queue and, if the email is recognized, to auto route to their regional queue for automatic case creation where a team can manage incoming requests. This would require building a queue like SPA Support for each of the current five regions.

Impact - Which group does this impact? Payroll Operations
Stakeholders - Accountable

Abigail Monroe, Selisha Terrance, Sandra Carr, Lisa Crandall

Risk Frequency 5 Rampant: Once to several times a day
Opportunity Frequency 5 Rampant: Once to several times a day
Impact 5 Affects profit to client / Critical risk avoided / Strategic Opportunity achieved
Strategic Initiative HCM/Payroll Optimization
Implementation Strategy All at once
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