UMS
182 results found
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External service order columns list (ElementsXS)
I think the External Service orders should have different columns then what are provided. We are using Elements for external service orders and so the Service Order No. should be replaced with the Task No. Also, the Scheduled End and Actual Start dates are the least important dates and should be replaced with the Problem and Resolution fields so that there is immediate access to what happened in the field instead of having to open the task itself.
2 votesAdditional votes are needed to support this request.
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error report after importing data from Fiserv
error report after importing data from Fiserv needs to include address.
1 voteThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. To move forward with this enhancement, we require additional support from the broader user community.
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payment arrangement draft
It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.
7 votesWe need more votes on this request.
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No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
2 votesWe need more votes on this request.
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Auto Payment Report
Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.
2 votesWe need more votes on this request.
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Show Test this Rate at the account level or see an option for a breakdown of a charge at the tier level.
CSRs would like to be able to test this rate at the account level.
7 votesWe need more votes on this request.
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Payment Time Stamp on Customer Payment History Report
Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.
14 votes -
Disallow Payment Methods
The IVR should honor and disallow payment methods. End users know how to extend shut-off periods, knowing that the IVR allows all payment methods.
8 votesWe need more votes on this request.
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Mass Entry of Locations
We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.
9 votesWe need more votes on this request.
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Export Reports in 'Prepare Meter Reads'
In UMS, in Reporting we have the capability to export to a CSV but when we go to Billing > Meter Reads > Prepare Meter Reads we're able to find the Meter Reads report, route sheet, and meter exceptions, however we don't have the capability to export these reports like we could for a customer list for example. For those meter reports I'm referring to we have to export from the print preview, but It would be a great enhancement request to export those reports from UMS.
1 voteWe need more votes on this request.
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Allow embedded clickable (linkable) images on Email Message Templates
Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.
6 votesWe need more votes on this request.
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1 vote
We need more votes on this request.
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contract payoff
more accessible contract payoff balance for a location. right now drilling down is by service and multiple clicks per service. any amortization schedule should include the location's current status on the schedule
6 votesWe need more votes on this request.
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saved web portal payment used to pay from UMS
If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…
6 votesWe need more votes on this request.
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Add Customer Balance as a merge field option
So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
Thank you1 voteAdditional votes are needed to move this request forward.
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Backflow Test History
We would like to be able to see pass/fail tests on disposed backflow devices.
"If we were audited by the State of Utah and they wanted, for example, 3 years of testing information, any locations with devices that have been “disposed” and replaced would only have the current test on the report, which makes it look like they weren’t tested in the past."
4 votesWe need more votes on this request.
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Ability to Split Imported Payments from Gateway
We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…
11 votesWe need more votes on this request.
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Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close
The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?
5 votesWe need more votes on this request.
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CUSTOMER CONTACT LIST
Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.
5 votesWe need 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.
5 votesWe need more votes on this request.
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