UMS
174 results found
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more robust estimated reads options
Ex. exclude highest read
Ex. exclued lowest read
Ex. use median reading1 voteWe need more votes on this request.
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pre-break notice
UMS can track arrangement amount vs current charges, so the pre-break notices should be able to put both of those things on the pre-break notices since both sets of fees are due within the payment arrangement.
Something on the payment arrangement page that shows where they are like an amortization chart
1 voteWe need more votes on this request.
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font
adjust font or kerning so the letters are not so close together
2 votesWe need more votes on this request.
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spell check
spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved
4 votesWe need more votes on this request.
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scheduled email
delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)
1 voteWe need more votes on this request.
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adjustment note
when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later
1 voteWe need more votes on this request.
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calendar
Billing adjustments calendar selection doesn't nave "today" as an option.
1 voteWe need more votes on this request.
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message center note
Double click a note in message center that opens the full note on the note tab.
1 voteWe need more votes on this request.
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payment arragement deposit
We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.
1 voteWe need more votes on this request.
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owner as contact
an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.
Or at least a one button activation of the owner's information into the Contacts tab.
1 voteWe need more votes on this request.
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payment arrangement draft
It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.
3 votesWe need more votes on this request.
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note attachment description
When adding a note attachment a description is required. Being able to save a short list of commonly used descriptions would be brilliant.
1 voteWe need more votes on this request.
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email template
Subject saved as part of a saved email template. (A saved attachment would be great too.) Ex. If I send a water use alert email I would want to include a flier of common places to check for a leak, b/c including all of that data in the email increases the changes the customer won't read the message.
1 voteWe need more votes on this request.
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saved web portal payment used to pay from UMS
If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…
3 votesWe need more votes on this request.
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Default Wildcard search
We would like the ability to default the Wildcard search on the account control panel. Instead of defaulting to "Contains" we would like the default to be "Starts With" or whatever preference.
Posted on behalf of Merrimack Village District
1 voteWe need more votes on this request.
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usage variance
Be able to set usage variance by percent from last year AND over # of specified gallons.
EX: Customer A used 4K in March 2023.
We are now billing March 2024 and would want to flag if the use is 75% more than March 2023, but only if it is over 1,000 gallons total.
This way if it is a small user exceeding 75% of last year's month at the same time of year we don't land them on the high use list because their total gallons used that month is less than 1,000 gallons; whereas above, the user would…
1 voteWe need more votes on this request.
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contact information "as of" field
In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.
3 votesWe need more votes on this request.
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Customer Contact Wizard; Sort Order
We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.
1 voteWe need more votes on this request.
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Manage Broadcasts
Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.
Submitted on behalf of Chad S. - Hallsdale-Powell Utility District
3 votesWe need more votes on this request.
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Ebill Template
Need a field for the current charge amount only. Requested by Si Energy
1 voteWe need more votes on this request.
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