UMS
172 results found
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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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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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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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Customer Contact Wizard; Sort Order
We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.
1 voteThis request has been declined due to lack of votes.
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Do not allow NULL searches
When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.
1 voteThis request has been declined due to lack of votes.
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Additional Rate Option
Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.
1 voteThis request has been declined due to lack of votes.
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On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant
add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location
2 votesThis request has been declined due to lack of votes.
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Clone Message Templates
Need the ability to clone message templates.
1 voteThis request has been declined due to lack of votes.
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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 votesThis request has been declined due to lack of votes.
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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 votesAfter 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.
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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 votesThis request has been declined due to lack of votes.
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rate code grouping
We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.
I'm assuming I'd have to pre-set something in the setup section, but if it…
1 voteThis request has been declined due to lack of votes.
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Highlight note in message center
Would it be possible to highlight in yellow a note in the message center?
1 voteThis request has been declined due to lack of votes.
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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 voteThis request has been declined due to lack of votes.
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