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175 results found

  1. 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…

    5 votes
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  2. 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 votes
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  3. 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 votes
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  4. Ebill Template

    Need a field for the current charge amount only. Requested by Si Energy

    2 votes
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  5. Bankruptcy Delinquency Type and Process

    Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.

    1 vote
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  6. Location Field for Service Line Material

    Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…

    15 votes
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  7. Disallow Payment Methods

    The IVR should honor and disallow payment methods. End users know how to extend shut-off periods, knowing that the IVR allows all payment methods.

    4 votes
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  8. Allow embedded clickable (linkable) images on Email Message Templates

    Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.

    5 votes
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  9. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    13 votes
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  10. View Communication Results for E-bills

    After sending e-bills, a View Communication Results box pops up with an option to show all, show errors or don't show. If you click on either option, that UMS generated report disappears forever. It would be nice to be able to view errors if there are any and then view all accounts that bills were emailed to.

    35 votes
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  11. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    12 votes
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  12. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    7 votes
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  13. Reporting for billing adjustments

    I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.

    3 votes
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  14. Toggle On/Off IVR Payments during delinquency process

    We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.

    Posted on behalf of Medina County Sanitary Engineering

    3 votes
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  15. Payment Time Stamp on Customer Payment History Report

    Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.

    12 votes
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  16. Ability to Split Imported Payments from Gateway

    We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…

    9 votes
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  17. Last 4 of Card Number

    We would like to be able to see the last 4 of the card number on the Autopayment tab.

    Posted on behalf of Kristy at Loves Park

    6 votes
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  18. 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

    4 votes
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  19. 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.

    7 votes
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  20. 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.

    3 votes
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