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UMS

148 results found

  1. 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.

    37 votes

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  2. Customer/ Location Report that includes both Service/ Location Address and Customer mailing address

    I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
    Location Number
    Customer Number
    Location/ Service Address
    Customer First, Last Names
    Customer Mailing address, phones, emails
    Owner First, Last Names
    Owner Mailing address, phones, emails

    This report does not, for me in particular need to include the CUSI/ UMS "Account Number"…

    9 votes

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    1 comment  ·  Admin →
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  3. Adjust Bill

    Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.

    13 votes

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  4. 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.

    5 votes

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  5. Allow us to record our own robo-call message

    We would love for you to allow us to record and send a message in our own voice for a robo-call instead of the computer generated one.

    4 votes

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  6. Allow multiple "mobile" numbers

    Or remove the "phone type" requirement all together, make it optional. When I go to enter in a second "mobile" number for example, it's a couple, and I want to have both of their cell phone numbers in the system, it only allows one per phone type. So I have to enter one as "mobile" and one as "home" even though both phone numbers are "mobile"

    3 votes

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  7. Add the "View History” functionality from Enter Readings (similar to CBSW)

    Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.

    13 votes

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    1 comment  ·  Admin →
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  8. Service Orders: add "Open Comments" text to list views within service orders

    Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.

    4 votes

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    1 comment  ·  Admin →
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  9. 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.

    3 votes

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  10. 2023 User Summit-Payment arrangements-show amount owed

    It would be helpful to show a running total of how much is owed for each month of the payment agreement. And if a customer pays partial, how much is left to pay.

    8 votes

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  11. Ability to Split Imported Payments from Gateway

    We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…

    3 votes

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  12. Allow line breaks in message communications

    When composing an email, allow line breaks between the message's paragraphs, like they appear when sending out messages through the Customer Contact Wizard. As it is right now, no matter how you format the message, it is delivered as one paragraph. See attached example.

    9 votes

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  13. Add Phone Field & Email Field to Setup Autopay

    It would be very helpful if a phone & email field were added to the Setup Autopay when a customer enrolls. If there is an issue with their payment we have up to date contact information.

    Please add required fields to Setup Autopay:

    1. Phone Field
    2. Add Email Address (verify)
    13 votes

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    1 comment  ·  Admin →
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  14. Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!

    Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!

    18 votes

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  15. 2023 User Summit-account history

    Saving history on an address when name and address is changed.
    audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.

    7 votes

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  16. 2023 User Summit-Limit dates on expiring credit cards

    1. Limit dates on expiring credit cards:

    I started it running with these parameters. It took 3 minutes to run and returned the first screen below here:(pic 1)

    You can see the first line expired in October 2021, the others in 2022. There are 84 entries, of which only 16 expire in November 2023. To unselect one requires 2 clicks on the check box; one to select the box, another to uncheck it. It would be great if the report only returned the ones that actually expire in November 2023 and ignore the prior months.(PIC 2)

    7 votes

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  17. Toggle On/Off IVR Payments during delinquency process

    We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.

    Posted on behalf of Medina County Sanitary Engineering

    2 votes

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  18. Sort shutoff service orders by route

    We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process

    7 votes

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  19. Location Template - Add Services/Rates

    Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.

    2 votes

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  20. 2023 User Summit-Code Filters

    Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.

    5 votes

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    1 comment  ·  Admin →
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