UMS
183 results found
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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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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.
4 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.
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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 -
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 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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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 -
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
13 votesWe need more votes on this request.
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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.
2 votes -
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 votesWe need more votes to move this software enhancement request forward. Your input matters!
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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.
36 votesThank you for your suggestion. We are reviewing this request.
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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.
3 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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.6 votesWe need more votes on this request.
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Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.8 votesAdditional votes are needed to move this request forward. If there is a specific report that requires larger font, please reach out to our technical support team for assistance in modifying the report to better suit your needs.
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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 -
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…
3 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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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 votesWe need more votes to move this software enhancement request forward. Your input matters!
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