UMS
73 results found
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Printed/Saved Service Orders - Transmitter Numbers Showing as Meter Numbers
Currently, there is a line on the service order that describes the meter info + transmitter number as well as an additional line that relists the transmitter number but shows it as meter number and the transmitter number. This duplicate information and confusing. We would love to see it go back to only one line item listing both the meter and transmitter OR it being listed in a more clear manner.
1 voteCUSI set up a custom service order form to suppress the transmitter information when printing. This work item is considered complete since there are no other votes on this request.
-
Customer/ Location Report that includes both Service/ Location Address and Customer mailing address
I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
Location Number
Customer Number
Location/ Service Address
Customer First, Last Names
Customer Mailing address, phones, emails
Owner First, Last Names
Owner Mailing address, phones, emailsThis report does not, for me in particular need to include the CUSI/ UMS "Account Number"…
30 votesThis work has been completed in version 6.11+. We fit as much as we could on the report, and the export contains any information requested that is not on the report
-
Automatic Estimated Read Note
It would be nice to be able post an automatic bill note when an estimated read is entered. Or option to Add bill note when processing estimated read.
1 voteThe ability to add a general note when a read is estimated to a bill already exists. I will have our technical support staff reach out to you to get this enabled.
-
Payment Received Notification
Especially in the case of shut offs that are a promise to pay, it would be super helpful if UMS had a message pop up or an email go out to staff that a payment was posted to that account. Maybe by customer code that we turn on manually for a customer we want to watch for payments on. This would be helpful for when our team is out for shut off and someone comes out and says wait I'll go online and pay right now and the team moves on to save them for last. If we got a…
1 voteThis is currently an option in Setup > Company > Communication Options > Notify Users When Shutoff Account Becomes Current. Please reach out to us if you need help setting this up or have any questions.
-
Sort shutoff service orders by route
We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process
8 votesThis work has been completed and is in the latest UMS build.
-
Multiple Penalties & Interest Options
The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.
6 votesBecause interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software. Please reach out to technical support if you need help setting these up.
-
Audit Trail
To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.
10 votesThis Audit Trail work has been completed and is now in UMS version 6.9.
-
Adjust Bill
Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.
17 votesThis request has been completed in UMS Version 6.11+.
-
Customer screen - add a preview button
We need to have a preview tab/button. If during billing or a customer calls with a reading cause they had a leak and wanted to know what the bill is at the moment. It could give us the gallons used & also a preview of the dollar amount.
3 votesAlready a feature. Showed the customer how to enter a read and calculate a test bill, then delete out the old bill and readings after generating. Also showed her the 'Test This Rate' option.
-
Be able to change default on Customer
Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.
4 votesThis work item has been completed in UMS version 6.9 allowing the user to retain a default method for searching.
- Don't see your idea?