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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 Defect/Bug
Created by Guest
Created on Jan 11, 2022

Update current Rep info on active clients in Atlas

Altas data base cannot currently update new Assigned Active rep over existing inactive rep causing never ending other rep calls to existing merchant because Atlas shows they have no rep even though they actually do. Merchants are increasingly upset at the repeated calls from client reps when they already have a rep. They are angry and we look incompetent since we cannot tell which clients already have active reps.

Impact - Which group does this impact? Sales
Delivery Date Jan 21, 2022
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  • Ashley Downs
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    Jan 18, 2022

    Legal name VS DBA name example DMDIRT vs Dirt Burger Canine Country Club vs KMS Enterprises

  • Ashley Downs
    Reply
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    Jan 18, 2022

    Looked at examples for payroll to see if the product shows up on the result in search