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166 results found

  1. 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 votes

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    Thank 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…

  2. 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 vote

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  3. 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 vote

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  4. 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 votes

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    Thank 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.

  5. 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 vote

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    This 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.

  6. 1 vote

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  7. 1 vote

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  8. 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 votes

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  9. cusi academy playback speed

    1.25 and 1.5 playback speed option

    1 vote

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  10. mail server update

    I want to be able to email from my primary email address with Outlook, but you guys need to update the mail server security. So, It will work with business emails linked to our domain names. Below encryption needed

    SMTP encryption

    STARTTLS

    2 votes

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  11. Detailed email history from using Customer Contact Wizard

    The emails that are sent through Customer Contact Wizard currently only show customer name / account number / date email was sent / and subject of email through the report. There is no history of communication on the user's account. I think there should be detailed email history available so it includes email body and/or the ability to cc the utility admin on all correspondences through customer contact wizard. In addition, being able to view every communication through the user's account (control panel).

    14 votes

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    After careful consideration, we regret to inform you that we are unable to accommodate this request. Storing the full body of emails would significantly increase the data size and raise concerns regarding long-term storage and space management. Our current system is designed to store only the history of email sends, which allows us to maintain efficient performance and manage resources effectively.

     

    We understand the importance of having access to detailed communication records, and we are exploring alternative solutions that may better suit your needs without compromising our system's integrity. In the meantime, we encourage you to keep copies of important emails in your own records.

     

    Thank you for your understanding and cooperation.

  12. universal sorting features

    So, I guess the better option would be if I can sort it this way here, I want to be able to sort it that way anywhere.

    It seems to be a common theme in a few threads. "Limit to" should be universal to all reports. "Sort by" should also be universal to all reports.

    I can do a whole diatribe on mining data, but the nutshell is that we shoudl be able to pull and sort all of our data any way we like because we all have different needs and new things come up that deter our ability…

    2 votes

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  13. Highlight note in message center

    Would it be possible to highlight in yellow a note in the message center?

    1 vote

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  14. Transaction History by Payments or Charges Only

    In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.

    1 vote

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  15. Rate Code List Changes

    We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.

    1 vote

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  16. Add summary option to the charge register

    In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.

    1 vote

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  17. Search screen additions

    Would be very user friendly to see.....

    1. A Balance column added
    2. Allow the Utility Status column to follow the account progression (such as Current-Past Due etc)

    What great quick glance information. Thank you

    1 vote

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    We have researched the possibility of adding a balance column in the past and because of crippling performance when searching, we are unable to add a this to the search results.  We will, however, consider adding the utility status in the results on a future update.

  18. ability to limit reports by zip code

    Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.

    1 vote

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  19. Retain History of Budget Billing

    We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.

    1 vote

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  20. 1 vote

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