UMS
178 results found
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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.
3 votesWe need more votes on this request.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
5 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
4 votesWe need more votes on this request.
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Multiple E-Bill Templates
Setup -> Configure E-bill
For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.
13 votesWe are waiting for votes on this request.
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Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
4 votesWe need more votes on this request.
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesWe need more votes on this request.
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2023 User Summit-Security Overhaul
- Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
3 votesWe are looking for more votes on this request.
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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.
5 votesWe need more votes on this request.
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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…13 votes -
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 -
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.
8 votesWe need more votes on this request for this to be considered.
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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
11 votesWe are reviewing this request. Please be sure to vote if this is important to you.
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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 votesNeed more votes.
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Option to disable email communication for delinquency and shut off notices. Only allow email communication for billing.
We have a protocol to only use mail for delinquency and shut off notices. We do not want the customer to be able to choose email as a communication option for those notices. We DO want it to be easier for them to sign up for e-bill, but no option to hide the delinquency and shut off options. They have to email or call to get signed up for e-bill which is a PIA to both customer and staff. Have to keep the portal option turned off to avoid email notices for delinquency and shut offs.
3 votesWe need more votes on this request.
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Credit Card failure codes
When reviewing customer payments in the payment services dashboard on the CWP, can we see all reasons for failed payments to be able to explain to the customer when they call in for assistance?
6 votesNeed more votes.
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Mobile Service Order Notifications
We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.
12 votesNeed more votes!
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Paying Final Bills through IVR
We have a customer who has two locations and one account number. The status of one of the accounts is current and the other is final. When they go to pay their final bill on the IVR line, it does not give them the option to do so. If a customer has just a final billed location only, it does allow them to pay it through the IVR system. It only seems to have an issue with customers with multiple accounts. We would like for customers with multiple locations to be able to pay their final balances along with their…
4 votes -
Rate Setup > Prorate Rate Checkbox
National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.
4 votesThis item is planned for release in version 6.9.
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