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UMS

163 results found

  1. IVR Voice

    We would like to suggest having the ability to select an alternate voice for the IVR system. We find that a lot of our customer will not listen to a ROBO call. If we could have a voice that sounded like an actual person, they would be more apt to listen to the recorded message.

    13 votes

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  2. View Communication Results for E-bills

    After sending e-bills, a View Communication Results box pops up with an option to show all, show errors or don't show. If you click on either option, that UMS generated report disappears forever. It would be nice to be able to view errors if there are any and then view all accounts that bills were emailed to.

    17 votes

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    1 comment  ·  Admin →
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  3. Location Alt ID

    We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.

    3 votes

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  4. Service Order Control Panel

    Provide a way to delete open service orders in mass vs. one by one.

    3 votes

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  5. 6.10 update - usage history button

    What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.

    Thank you for your consideration,
    Terri

    5 votes

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  6. Detailed email history from using Customer Contact Wizard

    The emails that are sent through Customer Contact Wizard currently only show customer name / account number / date email was sent / and subject of email through the report. There is no history of communication on the user's account. I think there should be detailed email history available so it includes email body and/or the ability to cc the utility admin on all correspondences through customer contact wizard. In addition, being able to view every communication through the user's account (control panel).

    9 votes

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  7. Customer Tab Active Box

    Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.

    4 votes

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  8. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    10 votes

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  9. Payment Reminder Emails

    The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.

    2 votes

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  10. Transfer Individual Charges

    Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.

    2 votes

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  11. 6 votes

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    1 comment  ·  Admin →
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  12. shut off notice in notes

    Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too

    7 votes

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  13. Secondary/Spouse Name to Reflect on Mailing Labels

    Would like to have the option to include the Secondary/Spouse's name on the core mailing labels/report.

    15 votes

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  14. Need ability to enter both customer name or account number by default to access customer account

    Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.

    4 votes

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    1 comment  ·  Admin →
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  15. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    8 votes

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  16. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    54 votes

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  17. Location Field for Service Line Material

    Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…

    7 votes

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  18. Payment Time Stamp on Customer Payment History Report

    Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.

    10 votes

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  19. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    7 votes

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  20. Request for Additional Fillable Fields on Online Service Order Form

    Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!

    1 vote

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    0 comments  ·  Admin →
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