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149 results found

  1. Location Field for Service Line Material

    Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…

    2 votes

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  2. 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

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  3. 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

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  4. Disallow Payment Methods

    The IVR should honor and disallow payment methods. End users know how to extend shut-off periods, knowing that the IVR allows all payment methods.

    1 vote

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  5. 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

    1 vote

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  6. Clone Message Templates

    Need the ability to clone message templates.

    1 vote

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  7. Allow embedded clickable (linkable) images on Email Message Templates

    Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.

    2 votes

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  8. 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

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  9. 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).

    3 votes

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  10. 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…

    1 vote

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  11. rate code grouping

    We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.

    I'm assuming I'd have to pre-set something in the setup section, but if it…

    1 vote

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  12. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    2 votes

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  13. View Communication Results for E-bills

    After sending e-bills, a View Communication Results box pops up with an option to show all, show errors or don't show. If you click on either option, that UMS generated report disappears forever. It would be nice to be able to view errors if there are any and then view all accounts that bills were emailed to.

    4 votes

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  14. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    2 votes

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  15. Highlight note in message center

    Would it be possible to highlight in yellow a note in the message center?

    1 vote

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  16. Transaction History by Payments or Charges Only

    In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.

    1 vote

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  17. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    4 votes

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  18. Rate Code List Changes

    We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.

    1 vote

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  19. 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.

    1 vote

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  20. Add summary option to the charge register

    In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.

    1 vote

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