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Internal Applications Request Form

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

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Mar 30, 2022

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
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    Apr 13, 2022

    Low priority and impacts customer service only

  • Ashley Downs
    Reply
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    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