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UMS

168 results found

  1. 2023 User Summit-Duplicate Robo Calls

    We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    3 votes

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  2. Ability to remove, delete Customer after defined period

    I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.

    1 vote

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  3. E-Check auto pay option

    I would like for the customers to be able to use e-check for auto pay

    1 vote

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  4. Changes to Note Type

    • Currently when you open the note type it auto-populates to “general”.

    Can you make the sort order customizable and hide types that are no longer being used?

    5 votes

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  5. Consumption Charges Based on Meter Usage, Not Total Account Usage

    Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.

    3 votes

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  6. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    4 votes

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  7. Enrollment in AutoPayment via the IVR

    We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.

    4 votes

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  8. Rate Code, Meter Size variance - Include on Error Report

    If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.

    7 votes

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    1 comment  ·  Admin →
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  9. let it start numbering new accounts at a number set by the user not by the highest numbered account

    Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.

    1 vote

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  10. View Consumption History Through Service Orders

    Make it possible to view Consumption History information in Mobile Service Orders.

    1 vote

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  11. Posting Field

    Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.

    3 votes

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  12. Prevent Duplicate Electronic Payments on CWP

    We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
    1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…

    9 votes

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    1 comment  ·  Admin →
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  13. compose email - add default signature

    Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:

    2 votes

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  14. Usage Notifications -Daily Meter Reads (AMI Customers)

    For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.

    Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”

    Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”

    Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”

    Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.

    6 votes

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  15. Shutoff Process notice description

    An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.

    4 votes

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  16. Rework Disallowed Payment Methods

    We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.

    2 votes

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  17. Automatic Website Maintenance Mode

    We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.

    7 votes

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    1 comment  ·  Admin →
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  18. AND statement on UDC reporting

    The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.

    Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"

    ZD 76758

    10 votes

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    1 comment  ·  Admin →
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  19. Allow any UMS user to access the CWP

    Allow employee's to be able to view the CWP as an Admin and not only a CSR.

    This way I do not have to give Admin access to employee's that really do not need it. They can be set up under their designated role, but also be able to look up batches, e-payments, etc. in the CWP

    4 votes

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  20. High Usage Automated Calls

    We are starting to use the meter exceptions report for automating phone calls for customers for high usage.

    If possible we would like to know if the following can be added:

    -In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs

    -A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…

    6 votes

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