UMS
177 results found
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Color Coding
The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.
7 votesWe need more votes on this request.
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Manage Broadcasts
Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.
Submitted on behalf of Chad S. - Hallsdale-Powell Utility District
3 votesWe need more votes on this request.
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Lien Creation
Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?
Posted on behalf of Del Oro
2 votesWe need more votes on this request.
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Option for no statement in Communication Preferences
Some customers do not want to receive a statement at all so it would be helpful to have an option for "no statement" in Communication Preferences. Right now, UMS doesn't allow for there to be no statement option checked.
1 voteWe need more votes on this request.
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One week email notification prior to ACH Autopay Transactions
We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.
2 votesWe need more votes on this request.
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Code Filter Count & Code Filter Groups
A total number of code filters selected and the ability to group code filters so that you do not have to select one at a time.
1 voteWe need more votes on this request.
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Add Field to Bill Register
For the Bill Register under Register Reports can we add a Bills to include field of "Not Marked As Printed."
2 votesWe need more votes on this request.
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Multi Fixed Item List Report; Limiting
We want to be able to limit to the specific Multi Fixed Item Code when running the MFI list report. I need to be able to run this report for one or two MFI items and not all of them.
Posted on behalf of Channel Islands
2 votesWe need more votes on this request.
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Add Phone Field & Email Field to Setup Autopay
It would be very helpful if a phone & email field were added to the Setup Autopay when a customer enrolls. If there is an issue with their payment we have up to date contact information.
Please add required fields to Setup Autopay:
- Phone Field
- Add Email Address (verify)
23 votes -
Make address fields the same for customer # and location #
Make address fields the same for customer # and location # . This process is especially difficult during a move in. There are no Unit or Building number fields on the location side do not exist so after a move in it goes to address line 2 and then doesn't show in the customer profile. See examples. This came from an onsite visit I had with Medina.
1 voteWe need more votes on this request.
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Service Orders: add "Open Comments" text to list views within service orders
Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.
6 votesWe are looking for more votes on this request.
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Customer Contact Wizard for Location Contacts
It would be extremely helpful if the Customer Contact Wizard could pull the contact information for tenants listed under "Location Contacts" so that when we want to send a message to all customers, owners & tenants, we can use this tool. As it is now, it is useless to us.
2 votesWe need more votes on this request.
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Recurring CC & Draft Payment Notifications
It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.
2 votesWe need more votes on this request.
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The Ability To Customize The Spacing In Ebill Configuration
Need the ability to customize the ebill spacing in ebill configuration. For example have the ability to change the spacing from single space to double space if need be.
1 vote -
General Ledger Code Groups
When changes are made in Setup > GL Code Groups or Chart of Accounts can we prompt to update everything in tblledger- all historical ledgers?
1 voteWe need more votes on this request.
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use adjustment
the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report
2 votesWe need more votes on this request.
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open balance over dollar value
cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps
2 votesWe need more votes on this request.
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enhance elements integrations
ex. import elements phone log data into ums notes
ex. elements service order completion notes import into UMS
2 votesWe need more votes on this request.
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font
adjust font or kerning so the letters are not so close together
2 votesWe need more votes on this request.
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owner as contact
an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.
Or at least a one button activation of the owner's information into the Contacts tab.
2 votesWe need more votes on this request.
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