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Internal Applications Request Form

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

Status Planned
Enhancement, Defect/Bug Enhancement Request
Created by Ashley Downs
Created on Aug 19, 2021

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
  • Attach files
  • Ashley Downs
    Reply
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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
    Reply
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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
    Reply
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    Aug 30, 2021

    Needs more work on how this will trigger