UMS
173 results found
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change from commerical account to residential account
when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match
2 votesThis request has been declined due to lack of votes.
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ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 voteThis request has been declined due to lack of votes.
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Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 voteThis request has been declined due to lack of votes.
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NOTE FIELDS
In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.
6 votesThis request has been declined due to lack of votes.
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Add in the ability to search by route or sequence number while using mobile service orders.
Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.
3 votesThis request has been declined due to lack of votes.
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Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 voteThis request has been declined due to lack of votes.
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Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 voteThis request has been declined due to lack of votes.
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Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff
Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.
1 voteThis request has been declined due to lack of votes.
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Validate email addresses in real time
Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?6 votesUMS already has a verification if the email address is in the correct format but there is not a way to validate email addresses in real time.
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Services on Move-In Wizard
Clear pre-filled services on the Move-In Wizard so users cannot click past this in a hurry and add unnecessary things.
7 votesThis request has been declined because this would change the overall workflow process and would affect every user.
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Bill Register
Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.
4 votesThis request has been declined due to lack of votes.
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Calculate Bills
Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.
4 votesThis request has been declined due to lack of votes.
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Levelized Filter
I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.
2 votesThis request has been declined due to lack of votes.
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Refund List Report Sort Ascending/Descending
You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.
1 voteThis request has been declined due to lack of votes.
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Required Fields
Add *Required Field to work orders such as the following:
Name of person completing the task
Meter Read
Meter Number Information.
We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.1 voteThis request has been declined due to lack of votes.
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2023 User Summit-Duplicate Robo Calls
We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.
3 votesThis request has been declined due to lack of votes.
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Autopay - Declined Credit Card
When processing autopay, the declined credit card report is only available during the process. It would be helpful if we can the option in reports to pull it again if needed.
1 voteThis request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards. We encourage users to save a copy of the report when it is initially created.
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Changes to Note Type
• Currently when you open the note type it auto-populates to “general”.
Can you make the sort order customizable and hide types that are no longer being used?
5 votesThis request has been declined due to lack of votes.
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Consumption Charges Based on Meter Usage, Not Total Account Usage
Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.
3 votesThis request has been declined due to lack of votes.
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Landlords
When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.
4 votesThis request has been declined due to lack of votes.
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