UMS
187 results found
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Ability to edit the drop-down list of street names.
Our list of street names under the "Location" tab has become filled with incorrect names over time since it saves the name even if it was in error. It would be nice to have the ability to clean this list up from time to time. I would assume that this would also apply to "Cross Street" category.
1 voteThank you for your suggestion. After reviewing your request, we’ve determined that this is not a system limitation. The necessary updates can be made directly through the Account Control Panel (ACP).
To address the issue, we recommend running or exporting a customer or location list to identify any incorrect street names, then updating those entries within the ACP to ensure accuracy.
If you need any assistance with this process, please don’t hesitate to reach out to our technical support team — they’ll be happy to help.
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Ability to change the phone type without having to delete and re-add the number
Ability to change the phone type without having to delete and re-add the number.
It would be a lot more convenient to be able to modify a phone number type from say home to cell instead of having to delete it and then re-enter it. The way it works not leaves room for error having to delete and then re-add the number just to change the type.16 votesThank you for your suggestion regarding the ability to change the phone type without having to delete and re-add the number. We appreciate your input and understand the convenience this feature could bring.
After careful consideration, we have decided not to implement this enhancement at this time. The current process of deleting and re-adding phone numbers is designed to ensure proper auditing of account changes. This is crucial for maintaining accurate records and accountability, which are essential for the integrity of the UMS system.
While we recognize that the current method may seem inconvenient, it plays a vital role in preventing unauthorized changes and maintaining data accuracy. Ensuring that all modifications are logged helps us track changes effectively and uphold the security of account information.
We are committed to balancing user convenience with the need for robust security measures. Although we are unable to accommodate this specific request, we will…
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Resequence - UNDO button - move this options elsewhere?
Our old system was setup fine - UMS system apparently has a button under the billing process that you can resequence the route. There is no warning about it once you click the button - and my co-worker did this by accident and did not even realize it. Now our route is messed up and accounts are being missed - and old accounts are now in thee route that have no houses. Is there any way to REVERSE this error? or the button to resequence should be moved so it isn't so readily available - maybe under the meter section…
1 voteThis request has been declined.
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Alert for pmts stuck in Gateway - without having to manually look
Until recently, we did not know about having to check the Gateway for "stuck" pmts. It would be nice to get an alert via email that there is an issue with a customer pmt. 2 months went by and a customer said they made a pmt online - but then it was not reflected in her acct. Support helped us locate this pmt. // other ex: was a customer made a pmt and it was taken out twice int he Gateway log - it was disputed by the customer, and even tho we showed 1 was for a water pmt,…
1 voteThis request has been declined.
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Add more than one email to the customer tab
Would like to be able to add more than one email in the customer tab so multiple people in one company can receive e-bills, past due notices etc.
22 votesThank you for your suggestion. Currently, there are no plans to overhaul the customer/contact processes in UMS.
While we understand the need to add more than one email in the customer tab for multiple recipients within a company, implementing this change would require significant system modifications that are not feasible at this time.
Instead, we recommend setting up specific Contact Types for tracking and configuring those additional emails under contacts to receive duplicated copies of notices. Setting up Contact Types to align with your internal processes will ensure you can quickly and easily pull reference reports when needed.
Technical Support can assist with ensuring you have the proper setup for Contact Types and train you to understand the use cases and how to best align duplicate notices to be sent with your current internal procedures.
Please email techsupport@cusi.com to request assistance with Contact Setup.
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Change Batch Feature back please!
Prior to this last update 2 weeks ago (sept 2024), we were able to change batches. While on my end it didn't change the Payment/transaction date, it would allow changes to the batch and able to post them.
In my time zone 5 pm is your cut off for credit cards. Anything after that time is included in the following day. I think we need the change batch feature back. If it is not included into our bank deposits total, then we should be able to match our posting totals. I could post each individual account to match bank deposits,…
1 voteThis has been declined due to electronic payments not being permitted to have the date altered. Helped the customer individually with reconciliation and she was satisfied with the results.
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Bank account numbers are getting longer and I feel that we need more time to review them before they disappear
Longer Time For Reviewing Bank Acct Numbers
1 voteThis request has been declined. The settings are at the longest they can be to while still maintaining compliance.
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When searching for a customer it would be beneficial to see customer's account balance instead of having to get into customer's account
Show Account Balance When Searching for Customer
1 voteThis request has been declined due to it negatively affecting performance.
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on demand autopay with repeat payment lock
so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.
honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps
1 voteThank you for your suggestion regarding on-demand autopay with a repeat payment lock feature. We appreciate your interest in enhancing the flexibility of our payment options.
At this time, we've decided not to move forward with this request due to limited interest and upvotes from other clients. However, we do offer Scheduled ACH Draft payments, which allow customers to log in and schedule payments as frequently as they'd like—monthly or otherwise. While these are not recurring by default, they are supported by sending an NACHA file to the bank for processing.
If you'd like to explore this feature further or need help setting it up, our Tech Support team would be happy to assist.
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report capabilities help deck
each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.
ex show me the reports that include meter serial number
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1 voteThis request has been declined due to lack of votes.
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more robust note feature
allows in mass notes with where the note will be and whether or not an expiration should be on the note.
Ex. statement message for Ward 3 "hydrant flushing the week of 6/10" that runs through 6/10
0 votesThis request has been declined due to lack of votes.
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less clicks in notes
it takes 3 clicks to get to the calendar for the grace date, 2 clicks to access the notes used for, and 3 clicks to get to the expiration date calendar, and that's all before you actually can click the date. any way to shorten the access clicks or is it some weird setting on my side?
1 voteAfter reviewing this request, we have decided to decline it as we could not initiate a process that would take fewer clicks than what already exists.
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more robust estimated reads options
Ex. exclude highest read
Ex. exclued lowest read
Ex. use median reading1 voteThank you for your suggestion. However, this request has been declined due to a lack of votes and the fact that there are already several ways that should suffice to estimate a read.
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pre-break notice
UMS can track arrangement amount vs current charges, so the pre-break notices should be able to put both of those things on the pre-break notices since both sets of fees are due within the payment arrangement.
Something on the payment arrangement page that shows where they are like an amortization chart
1 voteThis request has been declined due to lack of votes.
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cusi academy playback speed
1.25 and 1.5 playback speed option
1 voteThis request has been declined due to a limitation of the provider.
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scheduled email
delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)
1 voteThis request has been declined due to lack of votes.
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adjustment note
when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later
1 voteThank you for the suggestion. After reviewing this request, it has been declined due to a lack of votes.
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calendar
Billing adjustments calendar selection doesn't nave "today" as an option.
1 voteThank you for your suggestion. This request has been declined due to lack of votes
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message center note
Double click a note in message center that opens the full note on the note tab.
1 voteThank you for the suggestion. At this time, we have decided to decline this request due to a lack of interest.
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payment arragement deposit
We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.
1 voteThis request has been declined due to lack of votes.
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