UMS
155 results found
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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
5 votes -
Robo Calls going to more than one telephone number, have more than one primary telephone number.
We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.
Posted on behalf of Kristy at Loves Park
2 votes -
Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 vote -
Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff
Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.
1 vote -
Refund List Report Sort Ascending/Descending
You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.
1 vote -
Secondary/Spouse Name to Reflect on Mailing Labels
Would like to have the option to include the Secondary/Spouse's name on the core mailing labels/report.
7 votes -
Color Coding
The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.
2 votes -
Required Fields
Add *Required Field to work orders such as the following:
Name of person completing the task
Meter Read
Meter Number Information.
We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.1 vote -
Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
2 votes -
Ability to remove, delete Customer after defined period
I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.
1 vote -
E-Check auto pay option
I would like for the customers to be able to use e-check for auto pay
1 vote -
let it start numbering new accounts at a number set by the user not by the highest numbered account
Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.
1 vote -
Request Error Reporting Improvements for Meter Reading Import Upload Excel File
I would request Error reporting improvements for the meter import. Please see attached.
1 vote -
View Consumption History Through Service Orders
Make it possible to view Consumption History information in Mobile Service Orders.
1 vote -
Service Orders: add "Open Comments" text to list views within service orders
Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.
4 votes -
Add Merge Field for Community Phone Number
On behalf of: Del Oro
Please add a merge field for Community Phone Number - for use in Message Templates, etc.
The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.
Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.
Thank you!
2 votes -
Future Date Read Changes
Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.
3 votesWe need more votes on this request.
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change from commerical account to residential account
when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match
2 votes -
Customer Contact Wizard Impovements
(1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
(2.) Also, it would be great to add the…3 votesWe need more votes on this request.
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Customer/ Location Report that includes both Service/ Location Address and Customer mailing address
I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
Location Number
Customer Number
Location/ Service Address
Customer First, Last Names
Customer Mailing address, phones, emails
Owner First, Last Names
Owner Mailing address, phones, emailsThis report does not, for me in particular need to include the CUSI/ UMS "Account Number"…
14 votesWe need more votes on this request.
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