UMS
179 results found
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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?9 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.
10 votes -
Make the Audit History Report available for all users
The Audit History Report has been a useful tool. It would be nice if this report was available to all users as long as you had the permissions for this given to you. Admins set up the permissions in UMS and it would be nice to allow some users who are not UMS admins to have access to this.
4 votes -
All capital letters for the parcel number
Can be changed or an option added to have the parcel number in the location tab, only be entered as capital letters? When the parcel number is entered with lowercase letters by mistake, it conflicts with some of our programs that use this information.
3 votes -
wants to add "User closed" on the service order control panel
created on behalf of Greater Ouachita
wants to add "User closed" on the service order control panel
1 vote -
Batch Total Report
Add an option to the Batch Totals report to be able to select batches by user.
2 votes -
Mass add UDC (User Defined Code) via CSV file
Mass add UDC code via CSV file. Current mass add udc cannot be limited far enough.
Example: I run a report and also want to limit out those same accounts for future follow-up. I can then use the created UDC to include/exclude those locations.
1 vote -
Mass add UDC (User Defined Code) via CSV file
Capability to mass add UDC via CSV file. Example: I run a report to send letters to customers about a payment plan offer. I can also then use that file to mass add a UDC for one of our payment plan options so our reports can include/exclude them based on our future follow-up needs.
The current Mass UDC add is only by other limiters, which would not suffice.
1 vote -
Viewing Past Due Balances for Accounts with Multiple Locations
We would like to see the past due balances total up somewhere. We have customers with many locations and to have to total them outside of the program just seems to not be very helpful and takes longer to post a payment. Trying to save time and work easier not harder.
2 votes -
delete purge old customer data, history, re-use number
I would like the option and ability to select customers to remove/ delete after a period of inactivity that I choose 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 and make their customer number now available for use. - for customers that move away and never return, for instance; their data taking up space. My desire would be that this is a manual task I would elect to do every 5 years. It would be great…
8 votes -
Location No. search
Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?
Thank you so much, God bless, and we look forward to hearing from you!
1 vote -
APPLYING AUTO PAY CHANGES TO ALL CUSTOMERS.
When updating the autopay for a customer if they have other autopays it wants to update all accounts, but doesn't show what accounts are setup currently. The only option is yes or no. Can you add another step to show what account #s are setup for the autopay and what current accounts are being drafted
2 votes -
Not Having 'Make Final Billed Utilities Inactive' on 'Next Customer'
During the move out process we are seeing that when we have a 'Next Customer' selected the 'Make Final Billed Utilities Inactive' box grayed out. This is causing issues when we have situations like if a customer has a returned payment we have to go back in and make the previous finaled account's services active again in order to process the returned payment. We would like an option to leave the 'Make final billed Utilities Inactive' unchecked despite having a 'Next Customer' or not
2 votes
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