Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.
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 |
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Stakeholders - Accountable
Abigail Monroe, Selisha Terrance, Sandra Carr, Lisa Crandall |
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| 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 |