Internal Applications Request Form

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

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Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Sep 23, 2022

RELATED REQUESTS

Client Service: I would like to build a case type called "transition case" to help facilitate moving accounts into a queue for each payroll region so that clients can be assigned easier.

New Client Services transitions accounts to a master list and then they are assigned to new specialists and then new client services transitions to said specialist. It's currently a messy process, and leads to a lack of accountability/visibility/extra work

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

    What is the current form? https://docs.google.com/forms/d/1gH-uFEM8dw7_HLprzWOBREkbgEJgE52QZNVolLR7-7I/edit


    Could cause an mismatch of data depending on what the user puts in the form. Internal teams will be using this. The users are SFDC users. If this was built into SFDC then queues could be built.