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Internal Applications Request Form

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

Update Tote Logic When Sales Folks Transfer Roles or Divisions

No description provided
Impact - Which group does this impact? Sales
Delivery Date Oct 1, 2021
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    • Ashley Downs
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      Oct 14, 2021

      Example in email Fwd: Sept Lockdown - Todd Cassell Sept Margin

    • Ashley Downs
      Reply
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      Oct 11, 2021

      Example in email of PUTTERY THE COLONY 650000012008184

    • Ashley Downs
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      Sep 15, 2021

      So the only thing I can even think to make that work is to go off of the SOManagerArea record that the SOManagerClient record has for it
      Ashley Downs, 10:31 AM what are we currently using now?
      Christie Kinslow, 10:32 AM The SOAreaID that the rep is currently assigned to

    • Admin
      Kyle Russell
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      Aug 30, 2021

      Needs more work on how this will trigger