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Internal Applications Request Form

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

Status Future consideration
Enhancement, Defect/Bug Enhancement Request
Created by Lisa Boehnlein
Created on Nov 22, 2021

Getting International Bancard Merchants in Atlas

Adding IBC merchants to sales MDM. This will be simple flags on the records to control the Search slideout messaging. There will be at least 2 flags bc there are 2 diff phone numbers to use.

Impact - Which group does this impact? Sales
Delivery Date Feb 28, 2022
  • Attach files
  • Ashley Downs
    Reply
    |
    Jan 31, 2022

    Here is a sample of the two reports we can send each week.One is for new accounts to add.One is a list of closed accounts to be updated.For account status, anything that is not Closed is Open.


    I am hoping that anything not in these files (like the sell option = no) can we hard coded so that fields do not need to be added.


    If this is missing anything you would like me to see if I can add, or if it will need changes made before the files are sent to you please let me know.


    Once these are final, just before the first upload of the existing accounts I will create a large file will all existing MIDs.


  • Ashley Downs
    Reply
    |
    Dec 8, 2021

    Global MID List

    Color Scheme for flag:

    HEX #2aadb4

    RGB Red 42

    Green 173

    Blue 180

    Verbiage:

    This business has been identified as an International Bancard account. All sales actions are prohibited. Please contact IB Customer Support at 800.827.4880 for additional information.


    First Data MID List

    Color Scheme for flag:

    HEX #2aadb4

    RGB Red 42

    Green 173

    Blue 180

    Verbiage:

    This business has been identified as an International Bancard account. All sales actions are prohibited. Please contact IB Customer Support at 855.844.5960 for additional information.


  • Admin
    Kyle Russell
    Reply
    |
    Nov 22, 2021

    Ashley Downs leading this effort. We'd like to pull this work into PI106 in early 2022. Keeping out of Rally for now in case reqs change between now and then but will continue to review in team sync calls.