UMS
175 results found
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Create Owner/Renter Report
There are no "RENTAL" reports in UMS that reflect both the renter and owner information. Specifically, we want a report that shows the information in the "Owner" tab of UMS, and the corresponding renter information:
- Renter customer number
- Renter name
- Renter mailing address
- Owner customer number
- Owner name
- Owner mailing address
- Location number
- Location address
See the attached.
3 votes -
Customer Contact Wizard - Calls - Leave Voicemails
It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.
1 vote -
Add Enrollment Date to DRAFT for Checking
Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.
1 vote -
Manual removal of shutoff status or allow for different threshold customization
We allow our customers to pay their past due bill to avoid shut off, rather than the entire account balance. Their account will show 'shutoff' unless they have a zero balance. This is contradictory to our policy and confusing to customers. I would also like to be able to customize the shutoff notice that is sent, like we can do with our email statements.
1 vote -
Leave a note on the account after sending email using Customer Contact Wizard
Either leave a note on file after sending an email from the Customer Contact Wizard, or at least leave a record of the email that was sent. I know this was suggested before, but just wanted to reiterate it.
4 votes -
Be able to change the Mail From: section
Be able to add more emails to the Mail From: section to include other shared mailboxes. It would be nice if there was a drop-down where you could select different shared mailboxes (collections, customer service, billing, etc.)
2 votes -
Provide option to add additional emails for a user
Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.
1 vote -
meter report scheduled task
i have to export the meter list report in order to update another piece of software manually. i'd like to set up a scehduled task for it, but it is not an option. honestly, all of our regular reporting should be able to be set to be a scheduled task.
1 vote -
budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
1 vote -
Fix CWP for customers with multilple accounts.
Currently, according to tech support, the buggy behavior around having multiple accounts linked is described as "expected". It certainly isn't expected by our customers. If the user can't change which of their accounts they are viewing and have that stand when they try to scroll back to older pages of account history, then there should not be the option of linking multiple accounts.
2 votes -
expiration limitation on UDC
UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.
1 vote -
accomodation request for default font change
the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.
1 vote -
Would like to see past due balance in one area for entire account with multiple location. We were able to see past due all locations in C s
We would like past due balance to show up somewhere in ub4 for all locations, without running a report or going to each individual location and adding the balances together, we were able to see past due all locations in CBSW.
1 vote -
Normalization of address entries
When users input addresses in UMS, the addresses are sometimes incorrect or incomplete.
Any chance you could implement the normalization of address entries into UMS and UB4?6 votes -
Reminders/ tasks
make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.
1 vote -
Choose Estimated Read Date
when estimating it would be nice to select your "read date" rather than it automatically be the date you estimated. We don't want to change all the read dates for the billing cycle, just the estimated ones. So i guess if there was a way to limit to estimated reads, in the mass date change, that would work too.
2 votes -
email template include default subject
Have the email template include a defalts subject line if desired.
1 vote -
Customer Name when re-sequencing route
when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.
(on behalf of Conway County Regional Water Distribution District, AR)
1 vote -
Cities in search results
The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!
1 vote -
Customer Contact Wizard Sequence Number
Customer Contact wizard to add sequence number to "Sort Order" as an option. Due to not the whole route needing to be notified of a leak for example, sequence number "Sort Order" would be easier to inform all the customers whom it affects without having to put in all the streets or removing everyone that it doesn't affect.
9 votes
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