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184 results found

  1. 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

    3 votes

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  2. mail server update

    I want to be able to email from my primary email address with Outlook, but you guys need to update the mail server security. So, It will work with business emails linked to our domain names. Below encryption needed

    SMTP encryption

    STARTTLS

    2 votes

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  3. 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.

    9 votes

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  4. 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.

    2 votes

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  5. 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)
    16 votes

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    1 comment  ·  Admin →
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  6. 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

    8 votes

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  7. 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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  8. Customers on ACH and on Payment Arrangement

    It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.

    Example:
    If the bill was $600.00 due 12/15, and their arraignment was that they would
    pay $100.00 on 12/15…

    6 votes

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  9. 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.

    8 votes

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  10. 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)

    8 votes

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  11. 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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  12. Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close

    The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?

    1 vote

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  13. CUSTOMER CONTACT LIST

    Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.

    1 vote

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  14. Customer Contact Wizard for Location Contacts

    It would be extremely helpful if the Customer Contact Wizard could pull the contact information for tenants listed under "Location Contacts" so that when we want to send a message to all customers, owners & tenants, we can use this tool. As it is now, it is useless to us.

    1 vote

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  15. Recurring CC & Draft Payment Notifications

    It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.

    1 vote

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  16. on demand autopay with repeat payment lock

    so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.

    honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps

    1 vote

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  17. report capabilities help deck

    each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.

    ex show me the reports that include meter serial number

    1 vote

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  18. use adjustment

    the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report

    1 vote

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  19. open balance over dollar value

    cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps

    1 vote

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  20. more robust note feature

    allows in mass notes with where the note will be and whether or not an expiration should be on the note.

    Ex. statement message for Ward 3 "hydrant flushing the week of 6/10" that runs through 6/10

    1 vote

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