UMS
174 results found
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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.
1 vote -
Leak Usage
When meter readings are brought in, we have tons of customers we would like to notify that they have a leak. We were given instructions how to send a mass email to all those customers; however, the email notifications don't have the ability to tell the customer how many gallons have been used. We've been told by Tech Support there is no programming to do that. We can wait another week and a half before we notify the customers they have a leak...big or small. When the customer gets that general email about a leak, the phone start ringing off…
1 vote -
CWP Maintenance
CWP 2.0 the ability to schedule a reoccurring daily maintenance window.
1 vote -
Location drop down at a glance screen
under the location drop down, could you add a start and end date for each occupant. It would be helpful to have this information on one screen.
1 vote -
Add Customer Balance as a merge field option
So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
Thank you1 vote -
Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.1 vote -
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
1 vote -
Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.1 vote -
Communication Results Report
Add what limit options were used on the delinquency process that triggered the Communication Results report.
1 vote -
Auto Payment Report
Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.
1 vote -
Consolidated bills
The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.
2 votes -
Payment Reminder Emails
The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.
2 votes -
Request for Additional Fillable Fields on Online Service Order Form
Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!
1 vote -
Transfer Individual Charges
Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.
2 votes -
Add consumption to Merge Fields
We would like the ability to add usage or consumption numbers to the email or ivr templates. Used especially for high use notifications.
Posted on behalf of Marbury Water System.
1 vote -
Multi document scanning
The ability to scan multiple documents at once in order to save all the files for the customer within their account to have easy access for all their records and not have to have a multi-step process to upload a stack of forms.
1 vote -
Auto generate an email to customers who establish service.
We would like to auto-generate an email to new customers with information about services available to them.
1 vote -
Integration with Diamond Maps
When clicking on the map pin next to "Location" on the Control Panel, have the option to link to Diamond Maps instead of Google Maps. Ideally this would also apply to Service Orders.
1 vote -
Change Existing Deposit Code
We would like to be able to change existing Deposit Codes in the Modify Deposit Master screen. This way if one is selected incorrectly or needs to be changed for one reason or another then it can be changed without refunding it and reapplying it.
1 vote -
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
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