UMS
172 results found
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budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
3 votesWe need more votes on this request.
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Customers on ACH and on Payment Arrangement
It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.
Example:
If the bill was $600.00 due 12/15, and their arraignment was that they would
pay $100.00 on 12/15…6 votesWe need more votes on this request.
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Street number sorting in searches
I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)
5 votesWe need more votes on this request.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
5 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
4 votesWe need more votes on this request.
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesWe need more votes on this request.
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2023 User Summit-account history
Saving history on an address when name and address is changed.
audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.10 votes -
2023 User Summit-Payment arrangements-show amount owed
It would be helpful to show a running total of how much is owed for each month of the payment agreement. And if a customer pays partial, how much is left to pay.
11 votes -
2023 User Summit-Limit dates on expiring credit cards
- Limit dates on expiring credit cards:
I started it running with these parameters. It took 3 minutes to run and returned the first screen below here:(pic 1)
You can see the first line expired in October 2021, the others in 2022. There are 84 entries, of which only 16 expire in November 2023. To unselect one requires 2 clicks on the check box; one to select the box, another to uncheck it. It would be great if the report only returned the ones that actually expire in November 2023 and ignore the prior months.(PIC 2)
9 votes -
2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
7 votesWe need more votes on this request.
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2023 User Summit-Security Overhaul
- Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
3 votesWe are looking for more votes on this request.
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Being able to print a zip code total after printing delinquency notices
After we print delinquency notices we have to go through and manually count each notice to get the total amount of zip codes that are being sent out to be presorted for the post office.
4 votesWe are looking for votes on this request.
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Allow line breaks in message communications
When composing an email, allow line breaks between the message's paragraphs, like they appear when sending out messages through the Customer Contact Wizard. As it is right now, no matter how you format the message, it is delivered as one paragraph. See attached example.
9 votesWe are reviewing this request.
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compose email - add default signature
Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:
2 votes -
Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
10 votesThis request needs more votes.
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Remove old deposits from the Account Control Panel that have been refunded/consumed
Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).
6 votesThis request needs more votes.
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Enrollment in AutoPayment via the IVR
We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.
4 votesWe need more votes on this request.
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Rework Disallowed Payment Methods
We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.
4 votesThis feature is planned and will be on a future release.
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Add Phone Field & Email Field to Setup Autopay
It would be very helpful if a phone & email field were added to the Setup Autopay when a customer enrolls. If there is an issue with their payment we have up to date contact information.
Please add required fields to Setup Autopay:
- Phone Field
- Add Email Address (verify)
23 votes -
Rate Code, Meter Size variance - Include on Error Report
If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.
7 votesWe need more votes on this request.
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