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Internal Applications Request Form

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

Client Services: BI: Reporting: I would like visibility and tracking of missed incoming call attempts to payroll specialists to appear under account data in salesforce

Currently, when a specialist is unavailable, the call flows to another specialist in the phone queue. Operations supervisors and managers are often told I cannot get a hold of my specialists resulting in client terminations and escalations. We would like to see client call attempts into their specialists, and the status the specialist was in at the missed call time appear in the client record under Contacts.

Impact - Which group does this impact? Payroll Operations
Delivery Date Jun 30, 2022
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    • Ashley Downs
      Reply
      |
      Apr 13, 2022

      Low priority and impacts customer service only

    • Ashley Downs
      Reply
      |
      Apr 13, 2022

      Do we capture the missed call today? Yes

      Could it show who missed the call what the status of the specialist is when the call comes in?

      Internal reporting only

      Nathan's team did the initial development