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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 Jul 14, 2022

Client Services: Azure IntegClient Services: Call Routing: Payroll/SF Integration: Client Sets

In payroll, clients could belong to a CPA group or Management group or chain and are separated by client IDs and FEINs. Currently, there is no easy way to ID these in SalesForce and if a contact is on multiple accounts the phone doesn't route correctly.

Impact - Which group does this impact? Payroll Operations
Delivery Date Oct 1, 2022
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