UMS
74 results found
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Be able to change default on Customer
Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.
4 votesThis work item has been completed in UMS version 6.9 allowing the user to retain a default method for searching.
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discount for ebill and or draft customers
We would like to incentivize autopay and e-bill by the option of one time or per-billing cycle discount (or credit).
1 voteThis functionality already exists (rebates) within the UMS software that should accommodate your request. Please feel free to reach out to our technical support group for assistance in setting that up.
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Printed/Saved Service Orders - Transmitter Numbers Showing as Meter Numbers
Currently, there is a line on the service order that describes the meter info + transmitter number as well as an additional line that relists the transmitter number but shows it as meter number and the transmitter number. This duplicate information and confusing. We would love to see it go back to only one line item listing both the meter and transmitter OR it being listed in a more clear manner.
1 voteCUSI set up a custom service order form to suppress the transmitter information when printing. This work item is considered complete since there are no other votes on this request.
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A new report for Locations with No Meters
UMS needs a report in UMS that will list Locations with no meters installed.
9 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Customer screen - add a preview button
We need to have a preview tab/button. If during billing or a customer calls with a reading cause they had a leak and wanted to know what the bill is at the moment. It could give us the gallons used & also a preview of the dollar amount.
3 votesAlready a feature. Showed the customer how to enter a read and calculate a test bill, then delete out the old bill and readings after generating. Also showed her the 'Test This Rate' option.
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UMS Client Display Resolution Scaling
We would like to see a change implemented in the UMS client to prevent the need for manual PC changes for each user with a High DPI monitor.
There is a workaround for the UMS Client not rendering properly when the user’s scaling is set to a high number. We have a user with a 1440p monitor and scaling at 250%. Her screen before/after the change are attached. After following these directions, her screens look “normal” https://www.brankovucinec.com/fix-remote-desktop-dpi-scaling-issues/
We were also provided a manual work around of settings that could be changed on each PC: by right-clicking the icon for UMS.…
7 votesThis request has been completed in UMS version 6.9 allowing the user the ability to resize the account control panel.
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Service Orders: Automatically select the Meter
Creating based on User Conference feedback:
When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.
23 votesThe request to automatically select the meter when creating a service order on a metered service has been completed and is available in UMS Version 6.9.
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Payment Arrangement Report
In UMS a report is needed to show the arrangement balance per account. The report should have the following data elements:
Account No
Location No
Account Name
Location Address
Arrangement Number
Arrangement Status
Arrangement Frequency
Arrangement Starting Amount
Arrangement Current Balance Due (if any)
Arrangement "Pay Off" BalanceWhen running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.
19 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature and feel free to provide any feedback.
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Automatic Estimated Read Note
It would be nice to be able post an automatic bill note when an estimated read is entered. Or option to Add bill note when processing estimated read.
1 voteThe ability to add a general note when a read is estimated to a bill already exists. I will have our technical support staff reach out to you to get this enabled.
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Payment Received Notification
Especially in the case of shut offs that are a promise to pay, it would be super helpful if UMS had a message pop up or an email go out to staff that a payment was posted to that account. Maybe by customer code that we turn on manually for a customer we want to watch for payments on. This would be helpful for when our team is out for shut off and someone comes out and says wait I'll go online and pay right now and the team moves on to save them for last. If we got a…
1 voteThis is currently an option in Setup > Company > Communication Options > Notify Users When Shutoff Account Becomes Current. Please reach out to us if you need help setting this up or have any questions.
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Notes Tab
In the note section it would be nice to be able to see any emails that are sent from UMS to the customers. Whether it be a notifications like delinquencies and shut offs. We are only able to see the statements that are emailed out.
8 votesAs previously mentioned, these email notifications (Statements/Delinquencies/Shutoffs) are now present in the customer's "Email History" view under the History Tab as of UMS version 6.8+. These email notifications will show for any customer that has been sent these emails through UMS processes. In order for a customer to receive these emails, they need a valid email on the account, as well as the email communication preference for Delinquencies.
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Expired Credit Card Report
I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.
As an example –
We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit…11 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Integration with ESRI Maps on Mobile Service Orders
Ability to display an Esri map on Service Orders instead of google maps.
2 votesThis request has been completed and is now in UMS Version 6.11+.
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Consumption History Top 10 Users
National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.
15 votesThis Uservoice request has been completed and is available in UMS version 6.9.
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Expired Recurring Credit Cards: AutoPay Filter
When using the Expired Recurring Credit cards feature, it would be useful to have a filtering option to filter to Auto-Pay expired cards verses all wallet items that a web user has saved when generating the report to send notifications to customers.
12 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature. The report is now limited to only recurring credit cards now limited to expiration month/year.
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Recconnect Fees printing on bill
Can we get reconnect fees to print on bills as a Reconnect fee and not a Miscellaneous Charge?
4 votesThis feature is already available with some configuration. Please reach out to our technical support team for setting this functionality up.
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Pending Bills
We would like for customers not to be able to see pending bills online. We would like for statements to be available for viewing only after they are posted. This can be confusing for customers, to be able to see a pending charge while we are still processing/making adjustments or corrections to bills. We have had numerous customers call because they could see a pending charge, but then the charge ended up being a different amount once the statements were actually processed.
1 voteThank you for your request. There is already a setting in your CWP Portal Configuration that will allow users to 'Hide Unposted Transactions' on your customers' accounts in the web portal. You can enable this setting by signing into your web portal as an administrator, then selecting the 'Configure Portal Features' button. Inside the list of options is a toggle to 'Hide Unposted Transactions' that can be enabled. Once enabled, unposted transactions will no longer show in the portal. Please visit https://cusits.zendesk.com/hc/en-us/articles/9801899719700-CWP-Configure-Portal-Features for more information.
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Print Auto Pay Statements Separately
We would like to be able to print statements for Auto Pay customers (or credit/zero balance customers) separately, so we can send those bills without return envelopes. Currently, you can exclude those types from your bill run, but you cannot then run them separately.
10 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Auto payment date
When a customer signs up for Auto Payment, it would be nice if UMS would show us in their account what date we entered them as an auto pay customer. We have many customers calling asking when they signed up and we can't tell them. It would also be nice when they claim they were on draft and it didn't pull their payment, but we suspect they signed up after the drafts were pulled.
1 voteThis functionality already exists by enabling the audit tab on the control panel through Setup > Customize Account Control Panel. Once enabled, you will see an 'add' entry for recurring payment (as long as the customer has enrolled) that will display the date, time, and type of recurring payment. It will also show when autopay or other customer information is edited. Please let us know if you need anything else.
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ROBO LINE PAYMENT OPTIONS
Need a way for a person who calls the ROBO LINE (1-844-647-6432) to make a credit card payment in any amount, not just the total amount due. Other companies have this option, and there is a BIG need for this service. We have elderly clients who have no access to computers and if a customer is shut off and needs to make the payment to have services restored, this would be a big help. There is a need and with all the latest technology you would think your company could provide this necessary option, to better service our customers.
1 voteThis request is already an option with either IVR Tech (must be enabled) or with using Twilio.
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