UMS
66 results found
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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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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Add the "View History” functionality from Enter Readings (similar to CBSW)
Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.
13 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Credit Card Failures
We would like to see emails automatically sent to customers who's reoccurring credit card payments fail stating the same error we receive on the error report
8 votesRecurring credit card payment notifications are automatically sent to the customer (whether successful or unsuccessful) based on what Communication Preferences the customer has selected on the 'Autopay Notices' preference.
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Auto payment date
When a customer signs up for Auto Payment, it would be nice if UMS would show us in their account what date we entered them as an auto pay customer. We have many customers calling asking when they signed up and we can't tell them. It would also be nice when they claim they were on draft and it didn't pull their payment, but we suspect they signed up after the drafts were pulled.
1 voteThis functionality already exists by enabling the audit tab on the control panel through Setup > Customize Account Control Panel. Once enabled, you will see an 'add' entry for recurring payment (as long as the customer has enrolled) that will display the date, time, and type of recurring payment. It will also show when autopay or other customer information is edited. Please let us know if you need anything else.
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ROBO LINE PAYMENT OPTIONS
Need a way for a person who calls the ROBO LINE (1-844-647-6432) to make a credit card payment in any amount, not just the total amount due. Other companies have this option, and there is a BIG need for this service. We have elderly clients who have no access to computers and if a customer is shut off and needs to make the payment to have services restored, this would be a big help. There is a need and with all the latest technology you would think your company could provide this necessary option, to better service our customers.
1 voteThis request is already an option with either IVR Tech (must be enabled) or with using Twilio.
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Be able to email reports directly from the report.
Be able to email reports directly from the report. (as opposed to saving, creating an email and attaching
1 voteThere is currently an option to email a report created from UMS as an email attachment where it will be attached to an email automatically. When generating the report, select the "Export" option and check the box to "Email as attachment". This will open the default Windows mail client and create a blank email with the report file attached automatically. This process does require some initial setup outside of UMS, as it utilizes the default Windows Mail setup, which is not managed by UMS. The workstation must have a default email setup in the Windows Mail client. This would need to be setup on each individual workstation that needed the functionality.
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1 vote
Thank you for your suggestion. This is already a feature and these settings can be enabled in the CWP admin portal to permit this. If you log into your portal as an 'ADMIN' user and select the 'Configure Portal Security' link on the right, there are settings for QuickPay Security in which you can enable options like being able to look up by name, email address, or phone number.
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