UMS
86 results found
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Default Search Options
We would like the ability to choose a default search type when searching via the magnifying glass by customer or location. It defaults to search functions that are not the ones we find most helpful and used, so being able to customize this would really speed up how we pull up accounts.
1 voteThis functionality already exists in UMS. The Last Search menu item is available in UMS versions 6.9+ through Miscellaneous > Last Search and displays the search dialog that is used throughout the rest of the application (like the Account Control Panel, for example), filtered to the last search, if any.
Any questions can be directed toward our technical support staff.
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all batches should automatically close upon posting closeout for the day
You have to go in and select batches and manually close. When you are in the closeout posting for the daily balancing, and you post transactions, it should close ALL batches within that date range that you have indicated. The fact that you have to post transactions and it closes checks and cash, but not Vanco or credit cards is goofy. It should close all batches.
4 votesThis feature was introduced in versions 6.9+ that allows users to schedule the automated closure of batches. Please see https://cusits.zendesk.com/hc/en-us/articles/39934312682516-Close-Batches-Scheduled-Task for more details.
It is important to note that if a batch does not meet the conditions for closure within the Batch Management system, it will be disregarded during the process. Additionally, the task takes into account the batch date and will only close batches with dates preceding the date and time at which the scheduled task is executed.
For help setting this up, please reach out to our technical support staff at techsupport@cusi.com.
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Reprinting Unpaid Final Bills
Would love an option to reprint and resend JUST unpaid final bills. Any aged receivables balance in a final status that is unpaid.
1 voteShowed the customer the 'reprint unpaid final bills' option in setup>Configure Statements.
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Be Able To Look Up Security Deposits By Their Number or Run A Report With Their Numbers.
Make a report that we can run with all open security deposit numbers listed. This would help if we are looking to see if a specific security deposit is still on hold or has been paid out.
1 voteThis request was addressed by speaking directly with the customer. The discussion focused on the Deposit Register report and how to search within the report effectively.
If further assistance is needed, please contact our technical support team at: techsupport@cusi.com
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Update Credit Card Signup Form for Auto Pay
The payment software requires a CVC code for cards but the CC Signup form from UMS only asks for card number and expiration.
1 voteThe request has been successfully completed, and a member of the technical support team will be contacting you to install the form. Your valuable feedback is greatly appreciated.
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Include option to add name of sender on ebills
We would like the ability to change the name of the sender when send out e-bills. The email address we use for our billing is csr@(company name) and the sender shows up as csr when someone receives an e-bill. It would be nice if we could change that to our company name so the recipient could tell at a glance who the email is coming from. We have some customers stating they didn't receive our bill and upon further inspection they find that they did receive it and didn't realize it was from us.
2 votesThis enhancement request has been successfully addressed with the release of UMS Version 6.10. For detailed instructions on configuring mail servers, please refer to the following article:
https://cusits.zendesk.com/hc/en-us/articles/14651117565460-Mail-Servers
If you require further assistance, please contact our support team at techsupport@cusi.com.
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Customer Search Default as Customer Number
Currently I do an ACH file outside of UMS that I send directly to our bank. When collecting the $$ amounts to build this file, I look up each customer by A/C #. I always go back after done and re-check the $$ amounts. Having to double click the mouse on the A/C# field every time is monotonous. Our old program defaulted to A/C#. If you wanted to look up by name or address, you simply clicked that. When you have customer that also know their account numbers, this would be very speedy. Wouldn't have to click "clear" "Search" "type…
1 voteThis feature is already available with UMS version 6.9. For details on setting this up, please see https://cusits.zendesk.com/hc/en-us/articles/33959107813012-Last-Search for details or contact technical support.
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Leak Usage
When meter readings are brought in, we have tons of customers we would like to notify that they have a leak. We were given instructions how to send a mass email to all those customers; however, the email notifications don't have the ability to tell the customer how many gallons have been used. We've been told by Tech Support there is no programming to do that. We can wait another week and a half before we notify the customers they have a leak...big or small. When the customer gets that general email about a leak, the phone start ringing off…
6 votesThis request has been completed for UMS 6.11+ and will be included in the Q2 2025 certified release, which is scheduled for July.
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Add consumption to Merge Fields
We would like the ability to add usage or consumption numbers to the email or ivr templates. Used especially for high use notifications.
Posted on behalf of Marbury Water System.
1 voteThis request has been completed for UMS 6.11+ and will be included in the Q2 2025 certified release, scheduled for July.
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PAY BY TEXT
Our old system allowed users to receive their statements via text and then they could respond to the text message and pay their bill immediately rather than just receiving the statements by text as a reminder. We have had several of our users request this function out of CUSI because that is how they were used to paying their bill and it was super easy to use once it was setup.
3 votesThis is already a function that requires our SMS interface. Please reach out to your Customer Success manager to inquire about the SMS interface or our Technical Support staff for help with this PAY BY TEXT process.
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delete old meter inventory
When installing a new meter the list of model numbers is too long - mostly consisting of old meter types. These should be deleted so to just show the current meter model numbers.
1 voteYou can now disable unused inventory models in versions 6.8+. To do this, go to Setup > Setup Inventory Model and edit those you wish to mark as inactive by unchecking the ‘Active’ box. If you need assistance, please reach out to our technical support staff.
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Click Through Accounts By Sequence Order
It would be super beneficial to be able to sift through the accounts by sequence order. For example, if I am in account #618 I would like to check a box that says sequence order so when I press the next or previous arrow it takes me to the one in reading sequence order.
1 voteThis is already an option by going to Setup > Customize Account Control Panel and slide the 'Sort by Route Read Sequence' over to the assigned side and save. Please reach out to our support staff if you need assistance.
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Allow multiple "mobile" numbers
Or remove the "phone type" requirement all together, make it optional. When I go to enter in a second "mobile" number for example, it's a couple, and I want to have both of their cell phone numbers in the system, it only allows one per phone type. So I have to enter one as "mobile" and one as "home" even though both phone numbers are "mobile"
10 votesThere is already the ability to add multiple phone types within UMS. Users can go to Setup > Setup Phone Types and add the additional phone type. If you have questions or need help, please reach out to our Tech Support staff for assistance.
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Lock on Location
When a meter is locked, but the service is still active, we would like for that to be notated with a locking symbol (or something similar) on the location. Maybe a box near the rental box on the location details tab that would make the lock appear? Example of what we are looking for is attached!
1 voteDiscussed with the customer about adding an account status of 'Locked' with a 'Lock' Icon. She said that should accommodate her needs.
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Location Template - Add Services/Rates
Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.
3 votesThis functionality already exists in UMS within the location templates. If you need help configuring this feature, please reach out to our technical support staff.
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Include the "Use Minimum" and "Use Allowance" boxes during changeout process
During the meter/register change out process, have the "Use Allowance" and "Use Minimum" from the Utilization tab to avoid the double charge to the customer.
1 voteUpon research with the implementation manager, this really is a non-issue as long as the outgoing meter is marked as 'changed out' and not just 'removed' when doing the change out process. If the meter is just 'removed' and another meter installed, the account will charge two minimums after the 'removal' where as a 'changed out' meter will ignore the 'Use Minimum' and 'Use Allowance' checkboxes.
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Customer address changes
Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.
1 voteDiscussed a workaround for the customer to get what is needed for this request.
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discount for ebill and or draft customers
We would like to incentivize autopay and e-bill by the option of one time or per-billing cycle discount (or credit).
1 voteThis functionality already exists (rebates) within the UMS software that should accommodate your request. Please feel free to reach out to our technical support group for assistance in setting that up.
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2 votes
UMS version 6.9+ has an Audit History report that will track this information, as well as much more. Please reach out to our technical support team to get updated if you are not currently on UMS version 6.9.
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Secondary/Spouse Name to Reflect on Mailing Labels
Would like to have the option to include the Secondary/Spouse's name on the core mailing labels/report.
19 votesWe are pleased to inform you that we have completed this request by creating a Custom Report. This report can be installed in your environment by our TechSupport team at no cost. To request this report, please contact us via email at techsupport@cusi.com.
Thank you for your valuable feedback!
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