Internal Applications Request Form

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Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Mike Sammon
Created on Mar 7, 2023

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Tax Support: Case Creation Workflow Enhancement

As a Heartland tax support specialist, we have a poor user experience when needing to change the case record type during case creation if the wrong option is chosen. This results in a poor user experience so case submitters continue to submit a case with the wrong option rather than starting over with the correct case type. If we were able to improve the user experience for the tax case creation workflow, we could reduce the number of inaccurately submitted cases

Impact - Which group does this impact? Payroll Operations
Delivery Date Jul 1, 2023
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    Anna Ra
    Reply
    |     Aug 23, 2023

    This request has been moved to the new intake tool.
    ADO - FEATURE 22620

    Wrike request 1188514477