UMS
183 results found
-
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 -
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.
22 votesWe need more votes on this request.
-
Location No. search
Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?
Thank you so much, God bless, and we look forward to hearing from you!
1 vote -
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).
3 votes -
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.
35 votesThank you for your suggestion. We are reviewing this request.
-
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
12 votesWe need more votes on this request.
-
Create a .msi installer so it's easier for Intune Deployments.
Currently there is only a .exe installer. It would be nice to have a .msi installer so we could use it for things like Intune deployments. You can use .exe with Intune but .msi setups are much easier for that.
1 vote -
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 -
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.
3 votes -
Add forwarding address field to cancel service request
Add forwarding address field to cancel service request
1 vote -
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 -
Revise Consumption DTL Report
It would be nice if the layout of the Consumption History DTL report printed from the Usage tab in UMS could be revised. The report reflects a column labeled "Charges," but the Usage tab in UMS breaks the charges down into "Minimum" and "Total Charge" (which really Total Charge is not the total charge, you have to add those two columns together to get the total charge. The Total Charge column is really the usage charge after the minimum.). It would be nice if the report reflected these two columns individually like the Usage tab does (Minimum and Consumption after…
2 votes -
If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
3 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
-
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.5 votesWe need more votes on this request.
-
merge location numbers
I would like to be able to Merge Locations together. IE: a second location was made for an address by mistake...it wouldbe nice to be able to merge that location into another. Thanks.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
-
Consolidated bills
The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.
7 votesWe need more votes on this request.
-
open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
2 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
-
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 -
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 AmountI've messaged Tech support and was advised that the format of that email is a base format for all customers and are…
2 votes -
Location Alt ID
We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.
6 votesWe need more votes on this request.
- Don't see your idea?