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Internal Applications Request Form

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

Status Already exists
Enhancement, Defect/Bug Enhancement Request
Created by Guest
Created on Apr 9, 2021

CCP Product Support Case - Contacts Not Prepopulating

When creating a product support CCP case, you need to manually enter the contact's information (name, phone # and email). However in all other CCP cases, the list of available contacts prepopulates after choosing the account so you can select the correct contact. Can we get the contacts to populate for product support cases too?

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  • Admin
    Anna Ra
    Reply
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    Mar 13, 2023

    This functionality exists today. Product support is not using this at this as some contacts are not payroll contacts and are partner, agency contacts, etc.

  • Guest
    Reply
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    Apr 14, 2021

    This affects all cases - tax, product support, etc. It used to prepopulate the contact name, email, phone number, it now doesn't. It would save so much time if it went back to prepopulating for all types of cases.