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Internal Applications Request Form

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

Status Accepted
Enhancement, Defect/Bug Enhancement Request
Created by Geoff Hoffman
Created on Sep 23, 2022

Change AE/SAE/RM/SRM Dealership Name in Salesforce

This field in the Client Support Information box on the Account page currently displays as "AE/SAE/RM/SRM Dealership" and is causing confusion as these merchants are direct sales and have no Dealership.

Impact - Which group does this impact? Other
Delivery Date Oct 31, 2022
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  • Ashley Downs
    Reply
    |
    Sep 26, 2022

    Causes confusion when dealer is related to case. Add seller name to that to reduce confusion. AE/SAE are internal users. Can change to dealership to sales channel.