UMS
176 results found
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APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.
When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted
2 votes -
Reminders/ tasks
make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.
1 vote -
Not Having 'Make Final Billed Utilities Inactive' on 'Next Customer'
During the move out process we are seeing that when we have a 'Next Customer' selected the 'Make Final Billed Utilities Inactive' box grayed out. This is causing issues when we have situations like if a customer has a returned payment we have to go back in and make the previous finaled account's services active again in order to process the returned payment. We would like an option to leave the 'Make final billed Utilities Inactive' unchecked despite having a 'Next Customer' or not
2 votes -
show service address when selecting "Back" drop down
In Account Control Panel show service address along with numbers shown when selecting "Back" drop down. Showing only location and customer numbers is not something we know by heart, so is not as helpful as looking for someone you looked up a few calls ago and want to check something again or enter information, notes about call, etc. Thank you so much - you all are awesome!
2 votes -
Including an Unposted Payments Field when Billing
When you calculate and assess late fee penalties, there is a field to click to include unposted payments. It would be helpful if that was also an option when calculating billing since the timing of posting can affect amount that is shown on a bill and make it confusing for customers and users.
2 votes -
email template include default subject
Have the email template include a defalts subject line if desired.
1 vote -
Replace Existing Contacts in Mass Add Documents, Notes, Contacts Addin
We would like the ability to replace existing contacts in the Mass Add Contacts Addin. When we add a contact currently, it adds another one rather than replacing if one already exists. For example, if we had an agent but the agent needs to change, rather than replacing it with the new data, it adds a new one so each one needs to be deleted manually.
Posted on behalf of Northshore Utility District
2 votes -
Add forwarding address field to cancel service request
Add forwarding address field to cancel service request
2 votes -
Customer Name when re-sequencing route
when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.
(on behalf of Conway County Regional Water Distribution District, AR)
1 vote -
Automatic Notification for Landlord Reversion
Would love a way to send landlords a notification automatically when a location goes back into their name. Some landlords are set up for landlord reversion, so they want to know the date it happens before they get their first bill.
3 votes -
Automate application of Penalty
We would like a configuration option that would allow the automatic application of penalties each month.
posted on behalf of Northern Perry County Water (Ohio)
2 votes -
Bad debt maximum past due balance
When running the Bad Debt Process, we do not want accounts that have over $10 balance to calculate. It would be handy to be able to put in a Maximum Past Due Balance field similar to the minimum so we do not calculate for accounts that owe over $10.
We would like a field on the adjustment process screen as well to only take off credits under $10 or on the Open Balance Report let us enter an amount.
9 votes -
Cities in search results
The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!
1 vote -
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.
3 votes -
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.2 votes -
wants to add "User closed" on the service order control panel
created on behalf of Greater Ouachita
wants to add "User closed" on the service order control panel
1 vote -
Mass add UDC (User Defined Code) via CSV file
Mass add UDC code via CSV file. Current mass add udc cannot be limited far enough.
Example: I run a report and also want to limit out those same accounts for future follow-up. I can then use the created UDC to include/exclude those locations.
1 vote -
Mass add UDC (User Defined Code) via CSV file
Capability to mass add UDC via CSV file. Example: I run a report to send letters to customers about a payment plan offer. I can also then use that file to mass add a UDC for one of our payment plan options so our reports can include/exclude them based on our future follow-up needs.
The current Mass UDC add is only by other limiters, which would not suffice.
1 vote -
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.
23 votesWe need more votes on this request.
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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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