UMS
182 results found
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Communication Results Report
Add what limit options were used on the delinquency process that triggered the Communication Results report.
1 voteWe need more votes on this request.
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batch bill correction
presently there's not way to correct a whole bill file batch all at once. ums should be able to do that and also to include a statement account note to print on the new bill. the new bill should have the revised bill date and revised bill due date on it as well.
5 votesWe need more votes on this request.
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SERVICE ORDERS Date due VS Scheduled Date
Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.
Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy
3 votesWe need more votes on this request.
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Suppress Early Pay Discounts on Final Bills
We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.
2 votesWe need more votes on this request.
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Request for Additional Fillable Fields on Online Service Order Form
Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!
1 voteWe need more votes on this request.
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Multi document scanning
The ability to scan multiple documents at once in order to save all the files for the customer within their account to have easy access for all their records and not have to have a multi-step process to upload a stack of forms.
1 voteWe need more votes on this request.
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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.
10 votesWe need more votes on this request.
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Communication for accounts with multi locations
If a single customer is billed for multiple locations and they are set up for IVR/SMS notifications, UMS will send a test/call notification for each billed location instead just calling/messaging once for that customer. We want an option to disable and send only one notification.
2 votesWe need more votes on this request.
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contact information "as of" field
In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.
4 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
4 votesWe need more votes on this request.
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Last 4 of Card Number
We would like to be able to see the last 4 of the card number on the Autopayment tab.
Posted on behalf of Kristy at Loves Park
8 votesWe need more votes on this request.
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NEED option for a different Bill Format online for a different rate code
In California, SB998 and other legislature require we use the number of occupants, lot size, and irrigable area in calculating the customer indoor/outdoor rates. We do NOT use this same formula for non-residential customers. We need anyone logging on to view their bill through the customer portal to be able to see the correct information (simple three tiers for non-res) for THEIR rate code. We have been told this isn't possible. MAKE CUSI MAGIC!
2 votesWe need more votes on this request.
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Robo Calls going to more than one telephone number, have more than one primary telephone number.
We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.
Posted on behalf of Kristy at Loves Park
7 votesWe need more votes on this request.
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Customer Contact Wizard Impovements
(1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
(2.) Also, it would be great to add the…10 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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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)
26 votes -
Reporting for billing adjustments
I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.
4 votesWe need more votes on this request.
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Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
16 votesThis request needs more votes.
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2023 User Summit-Payment arrangements-show amount owed
It would be helpful to show a running total of how much is owed for each month of the payment agreement. And if a customer pays partial, how much is left to pay.
13 votes -
Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
6 votesWe need more votes on this request.
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