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Internal Applications Request Form

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

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IOWA WITH-HOLDING ID

Iowa With-holding ID needs to be added so that the new Tax ID can be input in Atlas New ID example: 3-02-806711
Guest almost 3 years ago in Enhancement Request 0 Future consideration

ACH Phase 2

No description provided
Brian Ruddell almost 3 years ago in Enhancement Request 2 Future consideration

Joint Atlas/ASRA "Updates" page

While IT Sales Support does currently relay Atlas/ASRA updates when prompted by emails/tickets, there is currently no notification to users when release notes are added for Atlas, and no section to read notes on for ASRA updates. Solution we curre...
Gabrielle Brown almost 3 years ago in Enhancement Request 2 Future consideration

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.
Lisa Boehnlein almost 3 years ago in Enhancement Request 3 Future consideration

Portico Automated Account Updater

No description provided
Karri Lewis about 3 years ago in Enhancement Request 2 Future consideration

Additional Call Logging MIDs in Servicing Site

I need Generic MIDs created for my team to be able to log calls in the Servicing Site for specific call types that would not have a location MID associated with it. Similar to the MIDs we have set up for Chockstone and SVS. I would like MIDs creat...
Guest almost 2 years ago in Enhancement Request 1 Future consideration

Atlas Update | Client Maintenance>Customer Engagement

The Customer Engagement option in Client Maintenance (on Atlas), does not allow RMs to select "Customer Intelligence Suite Premium" as a product.
Asia Whitfield almost 2 years ago in Enhancement Request 0 Future consideration

Call Log Line Breaks

When entering call logs, users can put a line break. But when they save it, the line break disappears & it becomes one big paragraph.
Guest about 2 years ago in Enhancement Request 0 Future consideration

Update Portfolio Manager Links

The current Reporting tab has links to the old Portfolio Manager. BI has released a new one called Customer Portfolio.
Guest over 2 years ago in Enhancement Request 1 Future consideration

Addition to Agreement Fees Page - Wire Fee

We need the following line item added to the fees page of the payroll agreement. Type: Wire Transfer Base Fee: $10 Per Employee: N/A Frequency: Per Occurrence
Guest almost 3 years ago in Enhancement Request 1 Future consideration