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Internal Applications Request Form

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

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Gabrielle Brown
Created on Dec 3, 2021

Add activity from Search's "More Info" slider

When user is searching via the map on the search tool within Atlas, users currently have to scroll through the results list, find the corresponding prospect, and use the ellipsis in order to add them as a prospect and/or add activity.

Notes: Enhancement discussed during 12/3/21 Internal Apps Demo - requested by Adam Mitchell.

Impact - Which group does this impact? Sales
Delivery Date Apr 1, 2022
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  • Admin
    Kyle Russell
    Reply
    |
    Dec 6, 2021

    We need to whiteboard this a bit more before deciding on a design. There's so much new UI in flux with Relmag and ADash that we need to make sure we don't cancel anything out. Ashley Downs to book time with BAs to review options.

  • Gabrielle Brown
    Reply
    |
    Dec 3, 2021

    Per Adam Mitchell - Button on the header is preferred solution