Internal Applications Request Form

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

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Enhancement Request

Showing 9

Tax Support: Filing Queue

As a heartland tax specialist, we have no way to consistently track client tax filing requests within case management for case visibility within Payroll Operations. This prohibits Payroll Operations visibility into client filing requests creating ...
Guest over 1 year ago in Enhancement Request 1 Planned

Using Sendgrid for email

Moving from using the HPS SMTP server to one hosted through SendGrid. This gives the dev teams more visibility into how emails are being delivered. We can also start exposing those stats to end users as well once emali feature are developed.
Ashley Downs about 3 years ago in Enhancement Request 1 Planned

Atlas enhancement for SIP devices

No description provided
Ashley Downs about 3 years ago in Enhancement Request 0 Planned

Heartland Accounting Sync

No description provided
Ashley Downs about 3 years ago in Enhancement Request 0 Planned

A new product flag in Atlas for Heartland Benefits.

No description provided
Guest about 3 years ago in Enhancement Request 2 Planned

Implement Roles System for Atlas

No description provided
Nick Hellmich about 3 years ago in Enhancement Request 1 Planned

Save last search in Relationship Management

No description provided
Kyle Russell over 3 years ago in Enhancement Request 2 Planned

Update Tote Logic When Sales Folks Transfer Roles or Divisions

No description provided
Ashley Downs over 3 years ago in Enhancement Request 4 Planned

Snowflake Product Data

No description provided
Ashley Downs over 3 years ago in Enhancement Request 1 Planned