UMS
186 results found
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Bold Notes
It would be great to be able to bold or highlight text in the note section!
8 votes -
Normalization of address entries
When users input addresses in UMS, the addresses are sometimes incorrect or incomplete.
Any chance you could implement the normalization of address entries into UMS and UB4?14 votes -
autopay information - Bank draft
2 different account numbers using the same bank account information. Wants to be able to edit 1 customers bank information without editing the other customers bank information.
Basically what happened is that 1 customer, with 2 customer numbers using the same bank draft information get linked and when 1 changes it changes the other one. They want this to be separate so that it doesn't do that.
5 votes -
Create Owner/Renter Report
There are no "RENTAL" reports in UMS that reflect both the renter and owner information. Specifically, we want a report that shows the information in the "Owner" tab of UMS, and the corresponding renter information:
- Renter customer number
- Renter name
- Renter mailing address
- Owner customer number
- Owner name
- Owner mailing address
- Location number
- Location address
See the attached.
15 votes -
Prorate both old and new rates for FINAL billing
Currently, when producing a FINAL bill after a rate change, the system is set up to bill for a full period at the old rate and a prorated amount at the new rate. This results in overcharging. The system needs to be set so that both old and new rates are prorated after a rate change. This is a major flaw in the system.
I AM ASKING ALL USERS TO PLEASE VOTE FOR THIS CHANGE. WITHOUT A MASSIVE RESPONSE TO THIS POST THE DEVELOPERS WILL NOT CONSIDER CORRECTING THIS FLAW2 votes -
Need to develop an APP for customers, so they can fully manage their account from their phone.
App Should be a direct link to their account with the same access they have on a desktop.
12 votes -
Customer Contact Wizard Sequence Number
Customer Contact wizard to add sequence number to "Sort Order" as an option. Due to not the whole route needing to be notified of a leak for example, sequence number "Sort Order" would be easier to inform all the customers whom it affects without having to put in all the streets or removing everyone that it doesn't affect.
16 votes -
Hide disabled users in UMS security
Our number of disabled (inactive) users now exceed our number of active users in UMS. Requesting the ability to hide disabled users in the setup > security screen (just like we can hide web users) so we can better manage our active users.
2 votes -
Add Enrollment Date to DRAFT for Checking
Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.
8 votes -
Be able to change the Mail From: section
Be able to add more emails to the Mail From: section to include other shared mailboxes. It would be nice if there was a drop-down where you could select different shared mailboxes (collections, customer service, billing, etc.)
9 votes -
Error report - Meter reads
This error report is useless. We cannot research the errors and fix them before billing if we do not have an account number. The record number means nothing. We need more information on this report.
2 votes -
Balances stays with account number instead of address.
It would save a lot of time if the balance would stay with the account numbers and not addresses. Right now we have a lot of landlords that has lots of addresses. They have a deposit that they can bounce to other addresses when needed. So we are having to click on each address that has been attached before to see if it has a balance or not. Would be alot easier if it would just stay to the account number that way when we type in the account number for that landlord it would pull up all the bills…
2 votes -
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in UMS, and vice-versa?
1 vote -
Change sign up for SMS
We are having trouble getting people to sign up for text/SMS because it requires them to login to their account online and then change their preferences. It would be nice if we could send them like a link via email that they could click on to approve signing up for texts. Or a simple entry on our website, much like when you sign up to receive a coupon code on a retail website that you just enter your phone number and it sends you a text that you have to reply "Yes" to. The way it is setup just doesn't…
4 votes -
email template include default subject
Have the email template include a defalts subject line if desired.
7 votes -
delete purge old customer data, history, re-use number
I would like the option and ability to select customers to remove/ delete after a period of inactivity that I choose such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history and make their customer number now available for use. - for customers that move away and never return, for instance; their data taking up space. My desire would be that this is a manual task I would elect to do every 5 years. It would be great…
11 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
39 votesThank you for your suggestion. We are currently reviewing this request.
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Add date created/ tran date to financial reporting to reconcile numbers across reports
When running reporting in UMS, it is difficult to match numbers. We found that the transaction list runs off of transaction date but the customer payment history report uses both. We would like the option to use date created and tran date on ALL financial reporting. The most important report at this time would be the transaction list.
Posted on behalf of Washington Municipal Utilities
15 votes -
disallowed payments by location and/or customer instead of just customer with expiration
Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Expiration Date for Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
9 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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