Skip to content

UMS

172 results found

  1. Add more than one email to the customer tab

    Would like to be able to add more than one email in the customer tab so multiple people in one company can receive e-bills, past due notices etc.

    22 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

    Thank you for your suggestion. Currently, there are no plans to overhaul the customer/contact processes in UMS.

    While we understand the need to add more than one email in the customer tab for multiple recipients within a company, implementing this change would require significant system modifications that are not feasible at this time.

    Instead, we recommend setting up specific Contact Types for tracking and configuring those additional emails under contacts to receive duplicated copies of notices. Setting up Contact Types to align with your internal processes will ensure you can quickly and easily pull reference reports when needed.

    Technical Support can assist with ensuring you have the proper setup for Contact Types and train you to understand the use cases and how to best align duplicate notices to be sent with your current internal procedures.

    Please email techsupport@cusi.com to request assistance with Contact Setup.

  2. Ability to change the phone type without having to delete and re-add the number

    Ability to change the phone type without having to delete and re-add the number.
    It would be a lot more convenient to be able to modify a phone number type from say home to cell instead of having to delete it and then re-enter it. The way it works not leaves room for error having to delete and then re-add the number just to change the type.

    16 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

    Thank you for your suggestion regarding the ability to change the phone type without having to delete and re-add the number. We appreciate your input and understand the convenience this feature could bring.


    After careful consideration, we have decided not to implement this enhancement at this time. The current process of deleting and re-adding phone numbers is designed to ensure proper auditing of account changes. This is crucial for maintaining accurate records and accountability, which are essential for the integrity of the UMS system.


    While we recognize that the current method may seem inconvenient, it plays a vital role in preventing unauthorized changes and maintaining data accuracy. Ensuring that all modifications are logged helps us track changes effectively and uphold the security of account information.


    We are committed to balancing user convenience with the need for robust security measures. Although we are unable to accommodate this specific request, we will…

  3. Detailed email history from using Customer Contact Wizard

    The emails that are sent through Customer Contact Wizard currently only show customer name / account number / date email was sent / and subject of email through the report. There is no history of communication on the user's account. I think there should be detailed email history available so it includes email body and/or the ability to cc the utility admin on all correspondences through customer contact wizard. In addition, being able to view every communication through the user's account (control panel).

    14 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

    After careful consideration, we regret to inform you that we are unable to accommodate this request. Storing the full body of emails would significantly increase the data size and raise concerns regarding long-term storage and space management. Our current system is designed to store only the history of email sends, which allows us to maintain efficient performance and manage resources effectively.

     

    We understand the importance of having access to detailed communication records, and we are exploring alternative solutions that may better suit your needs without compromising our system's integrity. In the meantime, we encourage you to keep copies of important emails in your own records.

     

    Thank you for your understanding and cooperation.

  4. Resequence - UNDO button - move this options elsewhere?

    Our old system was setup fine - UMS system apparently has a button under the billing process that you can resequence the route. There is no warning about it once you click the button - and my co-worker did this by accident and did not even realize it. Now our route is messed up and accounts are being missed - and old accounts are now in thee route that have no houses. Is there any way to REVERSE this error? or the button to resequence should be moved so it isn't so readily available - maybe under the meter section…

    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

  5. Alert for pmts stuck in Gateway - without having to manually look

    Until recently, we did not know about having to check the Gateway for "stuck" pmts. It would be nice to get an alert via email that there is an issue with a customer pmt. 2 months went by and a customer said they made a pmt online - but then it was not reflected in her acct. Support helped us locate this pmt. // other ex: was a customer made a pmt and it was taken out twice int he Gateway log - it was disputed by the customer, and even tho we showed 1 was for a water pmt,…

    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

  6. Change Batch Feature back please!

    Prior to this last update 2 weeks ago (sept 2024), we were able to change batches. While on my end it didn't change the Payment/transaction date, it would allow changes to the batch and able to post them.

    In my time zone 5 pm is your cut off for credit cards. Anything after that time is included in the following day. I think we need the change batch feature back. If it is not included into our bank deposits total, then we should be able to match our posting totals. I could post each individual account to match bank deposits,…

    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

    This has been declined due to electronic payments not being permitted to have the date altered. Helped the customer individually with reconciliation and she was satisfied with the results.

  7. 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

  8. 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

  9. 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

  10. On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant

    add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location

    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

  11. mail server update

    I want to be able to email from my primary email address with Outlook, but you guys need to update the mail server security. So, It will work with business emails linked to our domain names. Below encryption needed

    SMTP encryption

    STARTTLS

    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

  12. universal sorting features

    So, I guess the better option would be if I can sort it this way here, I want to be able to sort it that way anywhere.

    It seems to be a common theme in a few threads. "Limit to" should be universal to all reports. "Sort by" should also be universal to all reports.

    I can do a whole diatribe on mining data, but the nutshell is that we shoudl be able to pull and sort all of our data any way we like because we all have different needs and new things come up that deter our ability…

    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

  13. 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

    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.

  14. more robust note feature

    allows in mass notes with where the note will be and whether or not an expiration should be on the note.

    Ex. statement message for Ward 3 "hydrant flushing the week of 6/10" that runs through 6/10

    0 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

  15. cusi academy playback speed

    1.25 and 1.5 playback speed option

    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

  16. Customer Contact Wizard; Sort Order

    We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.

    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

  17. Future Date Read Changes

    Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.

    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

  18. Do not allow NULL searches

    When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.

    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

  19. Additional Rate Option

    Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.

    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

  20. Clone Message Templates

    Need the ability to clone message templates.

    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

← Previous 1 3 4 5 8 9
  • Don't see your idea?

UMS

Categories

Feedback and Knowledge Base