UMS
175 results found
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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.
1 vote -
Mass Add Misc Transactions through Grid View
The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.
We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.
1 vote -
If Aged Receivables has an option to select unposted payments
This would be great so that if the customers made an unposted payment, they would still show as paid on the AR report.
2 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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Please reinstate the ability to view 2nd Party Notifications under the Billing process
During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…
1 vote -
Mass Add via Spreadsheet
The much-vaunted mass-add wizard is now over a year old, and is essentially useless. The data entry is clunky, you have to click multiple times to complete each line, it's barely faster than one-at-a-time entry. The ability to provide a .csv or other spreadsheet listing the information would make this actually good, enabling tab stops so you don't have to stop and click with the mouse in between each cell would at least make it usable.
1 vote -
Lock Penalties to Billing Dates
Our Billing process requires that we date bills for specific dates, so if those dates are on a weekend we process the bills on the following work day. The problem we run in to is that this happens infrequently enough that we occasionally have someone forget to change the date when setting up the late fees. It would be helpful if we could have a full billing process where we set the date at the beginning and it will persist through the rest of the process instead of resetting to today's date at each step (generate late fees, post, generate…
1 vote -
MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
4 votes -
Automatically Revert Rate Codes on Move Out/Move In
For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer
1 vote -
Auto generate an email to customers who establish service.
We would like to auto-generate an email to new customers with information about services available to them.
6 votesWe need more votes on this request.
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Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
8 votesWe need more votes on this request.
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More information or custom information on error reports
Being able to see what customer or location numbers that the meter numbers or other information given (depending on what you're doing) are tied to when an error report is produced would make executing resolutions much more efficient. The current workflow has us stopping to look up meter numbers to determine what account each error is on before being able to resolve the error. Custom error report information, or just more identifiable information would be extremely helpful.
1 vote -
6.10 update - usage history button
What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.
Thank you for your consideration,
Terri8 votesWe need more votes on this request.
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Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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shut off notice in notes
Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too
12 votesWe need more votes on this request.
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Multi Location Payments
We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.
Posted on behalf of Jackson Co Water & Sewage 30549
2 votesWe need more votes on this request.
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NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Backflow Testers
My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
2 votes -
Contacts should have the same "Type" fields as Customers
Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".
We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.
7 votesWe need more votes on this request.
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Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
1 voteThank 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.
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