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170 results found

  1. Email notification on ALL payments made for accounts in shut off status.

    Our system is set up to send us email notifications when a payment is made on an account in shut off status.
    The system will ONLY generate an email if the payment takes the account out of shut off status.
    We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…

    2 votes
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  2. default card present to be unchecked

    In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment

    2 votes
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  3. Notifications when payments are made on lien accounts

    UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.

    Posted on behalf of Northshore Utility District

    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.

    12 votes
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  5. 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.

    20 votes
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  6. 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.

    34 votes
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  7. Make IVR payments labeled as made through IVR system, not as Online Credit Card payments

    IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.

    1 vote
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  8. Backflow Test Result Control Panel

    Would like the ability to import a spreadsheet to the backflow test result control panel. We receive numerous tests daily and would like to put them into a spreadsheet and upload it daily vs. entering every backflow test through the control panel.

    2 votes
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  9. Add forwarding address field to cancel service request

    Add forwarding address field to cancel service request

    1 vote
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  10. Password protection on Document Edits

    Can we password protect our documents on customer accounts like we do for the autopayment view/edit area so they do not get deleted by mistake.

    2 votes
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  11. Mass Change of Rate Codes for Service Dialog

    1) Don't reset the form each time a change is processed. The Service details section of this dialog resets with any change to the Limit details or Code filters sections. This isn't helpful when changing multiple rate codes.
    2) Order the New rate code drop down list alphabetically by rate code to make it easier to locate the new rate code. With over 200 rate codes, it's challenging to find the one needed when the list isn't in any particular order.

    1 vote
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  12. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    2 votes
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  13. "Limit to" and "Sort by" enhancement

    Please make the "Limit to" and the "Sort by" options available for all reports.

    2 votes
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  14. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    2 votes
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  15. Include Route on Payment Receipt

    This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:

    Payment(s) have been made to the following shutoff account(s):
    Account Location Amount

    I've messaged Tech support and was advised that the format of that email is a base format for all customers and are…

    2 votes
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  16. Account Number Defaulted on the Control panel.

    Pre Posey Township Water Corp.
    We are not talking about when you select the search option that pulls up based on your last search.
    We are wanting to pull a customer account up. Review their account and do what we need to do. Then be able to type in a new account number without having to double-click the account number selection. We want the account number on the control panel to stay highlighted at all times.

    4 votes
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  17. Have Consistency with Account numbers when pulling reports

    When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.

    2 votes
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  18. Option to require phone number update with login

    Why can't we have the option to require an updated phone number from the customer in order to login.

    1 vote
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  19. Mass Add Misc Transactions through Grid View

    The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.

    We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.

    1 vote
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  20. Backflow Testers

    My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.

    2 votes
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