Skip to content

UMS

74 results found

  1. More than 1 email address on an account

    We would like to have the ability to add multiple email addresses on a UMS account.

    Posted on behalf of Kristy at Loves Park

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. E-bill statement attachments

    We would like to have the ability to attach a pdf to e-bill notices to avoid sending out a separate email. This would be especially helpful since we send our Consumer Confidence Report each year with our bill and now will be sending Lead and Copper information with our bills. It is not ideal to have to send another separate email when customers who recieive a paper bill get the notices with their bill. And we are limited to how many emails we are permitted to send. So please make the ability to attach a pdf with the ebill notice.

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    After further consideration, this item has been declined. Adding attachments to the e-bill process would significantly reduce UMS performance. To remedy this, UMS has a newly enhanced customer contact wizard available for any required customer communication outside of the e-bill process. This feature allows users to limit the communications to only e-bill customers (if desired), as well as allowing them to add an attachment to the communications.

  3. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Auto Payment Wizard Error Report Re-Print

    It would be helpful if the auto payment wizard error report that is generated after you run auto pay to be available in the reporting tab at any given time based on the date auto pay was run. At this time it is only available for a brief moment after you run the process and then disappears once it is closed.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards.  We encourage users to save a copy of the report when it is initially created.

  5. Payment Station

    To have a clear separation of the past, current, and total due in the payment station. In UMS it only has the past due and the total due, so the cashier must manually calculate to provide the customer with the current due. Kindly note recommended breakdown below.

    • Past due - $106.64
    • Current due - $304.18 - March Charge
    • Total due - $413.82

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Search screen additions

    Would be very user friendly to see.....

    1. A Balance column added
    2. Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)

    What great quick glance information. Thank you

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results.  We will, however, consider adding the utility status in the results on a future update.

  7. Customer should not be able to go back ACH or Credit Card ACH draft after we remove them. But they still should be able to pay with cr cards

    Customers should not be able to put themselves back on ACH or Credit Card ACH draft after we remove them due to rejects. But they still should be able to pay with credit cards. We need a code to keep them off ACH or Credit Card ACH draft that still allows them to pay with a credit card.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Validate email addresses in real time

    Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
    I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Services on Move-In Wizard

    Clear pre-filled services on the Move-In Wizard so users cannot click past this in a hurry and add unnecessary things.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Autopay - Declined Credit Card

    When processing autopay, the declined credit card report is only available during the process. It would be helpful if we can the option in reports to pull it again if needed.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This request has been declined because we do not store sensitive data and we use tokenization to process recurring credit cards.  We encourage users to save a copy of the report when it is initially created.

  11. Customer address changes

    When A customer changes their mailing address, it should effect all future billings only. Currently it compromised the integrity of our historical data and we don't want that to happen. Please make this change.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This work item was declined due to the existing workaround ability of viewing the audit tab for any address changes and obtaining address information as to where a statement was sent. This feature would be a major overhaul to UMS as to how bills and forms are processed within UMS. CUSI also recommends saving a PDF copy of your statements at the time of creation so this historical information would be accessible at any time.

  12. Ability to Delete a Service from a Location

    We would like to have the ability to DELETE a Service, when Service has been Abandoned and Meter has been Removed.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Account Wizard should NOT have to uncheck make payments

    When using the Move In Wizard...make payments now is prechecked. Please remove as this may cause errors .

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Partial Payment Reversal

    There should be an option to post a Payment Reversal for a portion of the original payment. This is necessary when a customer has disputed their payment with the bank and merchant services processes a chargeback for only a portion of the original payment, instead of the whole amount.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    After careful consideration, this request was declined because UMS stores payment information with a single unique identifier and splitting a payment would require a complete overhaul of how UMS handles payments.

  15. Calculating Bills - Progress Bar

    After calculating bills and then exporting the statements, there is not progress bar to show you how much longer the exporting process will take. For our company, this can take around 40 minutes and having a progress bar on that screen would be helpful.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    The rendering of the export file is done outside of UMS.  This is accomplished by using whatever default PDF creator the user has on their PC so there is not a good way to track progress of exporting a PDF file directly through UMS.  

  16. assign service orders

    Allow the assignment of service orders in bulk. If we could select the routes and assign all orders on those routes to a single tech it would save time. If we have 100 cutoffs we would like to easily split the total by routes and assign techs. All the information is easily seen in the service order control panel but it does not allow you to assign here, without going into each order separately.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Settings for which transactions get Automatically Posted

    We have a need to NOT POST all CSR transactions until days end. At present, processes such as the Move-In Wizard automatically post Miscellaneous Fee transactions and we do not want them posted. We have a checks and balance system that posts all transactions at the end of the day in the event that an error needs to be addressed. Our administration wants as few adjustments as possible, especially simple error adjustments that can be handled before posting.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This work item is being declined. Changing this process would require a major overhaul of existing UMS processes and could have potential unintended effects relating to the application. Please note that miscellaneous fees, deposits, etc. can be entered separate from the Move-In Wizard, therefore enabling the ability to review the transactions prior to posting.

  18. Transfer partial payment

    We would like to be able to transfer part of a payment to one or more accounts.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    After careful consideration, this request was declined because UMS stores payment information with a single unique identifier and splitting a payment would require a complete overhaul of how UMS handles payments.

  19. Service Order assignment

    Need ability to enter field worker name in the "assigned to" field. The office workers do not do the work and they are all that are able to be filled in that field.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Service Orders can already be assigned to any account deemed a 'Field Service Worker' or another UMS user with adequate permissions.  Please contact your Account Manager for Field Service Tech users, which are designed for this very reason and can even access the web based Mobile Service Order (MSO) platform from the field.

  20. Service order

    SERVICE ORDER - Previous (FINAL) customers name prints on service order. Needs to be blank in the name field unless a new customer has already been moved in before the service order is entered. We have instances where the service (water) is turned on for cleanup and then back off and no customer needs to be listed. We do not put landlords in each time someone moves out.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4
  • Don't see your idea?

UMS

Categories

Feedback and Knowledge Base