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190 results found

  1. 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
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  2. 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
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  3. 2023 User Summit-Limit dates on expiring credit cards

    1. 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
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  4. 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 votes
    2 comments  ·  Admin →
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  5. 2023 User Summit-Security Overhaul

    1. 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 votes
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  6. 2023 User Summit-Duplicate Robo Calls

    We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    3 votes
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  7. 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 votes
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  8. Reporting Shut Offs by assignment date?

    Is it possible to generate a list of customers who’s Account status on the Customer tab on the Account Control Panel is defined as “Shut off.” Additionally, if this report can be generated, can it tell us when the status was changed? The “Date Status Assigned” appears to the right of the dropdown box pertaining to Account status but I was wondering if this could be reproduced in the report I’m looking for.

    3 votes
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  9. 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 votes
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  10. 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
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  11. 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…

    9 votes
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  12. 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 votes
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  13. 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 votes
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  14. 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.

    3 votes
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  15. 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:

    1. Phone Field
    2. Add Email Address (verify)
    22 votes
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  16. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    58 votes
    4 comments  ·  Admin →
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  17. 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 votes
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  18. Multiple E-Bill Templates

    Setup -> Configure E-bill

    For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.

    14 votes
    2 comments  ·  Admin →
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  19. Usage Notifications -Daily Meter Reads (AMI Customers)

    For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.

    Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”

    Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”

    Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”

    Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.

    6 votes
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  20. Prevent Duplicate Electronic Payments on CWP

    We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
    1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…

    11 votes
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