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  1. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    25 votes

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  2. Service Orders: Automatically select the Meter

    Creating based on User Conference feedback:

    When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.

    23 votes

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  3. Mass Add Wizard

    If a Property Manager manages multiple properties, currently, we are having to add the contact to each account with any corresponding notes, attachments, misc fees, etc. For example, if the Property Manager managed 90 accounts, owned by different owners, it would be helpful to have some sort of Wizard Mass add function with the ability to add the accounts we would like to update and have the option of adding any of the listed items at the same time. This would helpful workflow and processing time for staff. We had something similar from our old system and really helped with…

    17 votes

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  4. Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!

    Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!

    16 votes

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  5. Filter Options For Miscellaneous Rates

    Referring to Ticket 89901 (images available)

    When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.

    15 votes

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    1 comment  ·  Admin →
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  6. Payment Arrangement Report

    In UMS a report is needed to show the arrangement balance per account. The report should have the following data elements:

    Account No
    Location No
    Account Name
    Location Address
    Arrangement Number
    Arrangement Status
    Arrangement Frequency
    Arrangement Starting Amount
    Arrangement Current Balance Due (if any)
    Arrangement "Pay Off" Balance

    When running the report, you should have options to limit to all arrangments, unpaid arrangments, and broken arrangments.

    15 votes

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  7. Consumption History Top 10 Users

    National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.

    15 votes

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  8. Approaching Bill Due Date Notification

    Customers need the ability from CWP to establish bill due date reminders 5 days in advance. If this could be configurable that would be great, but a 5-day notice would be sufficient initially. These reminders may be delivered via email, text, and sms.

    12 votes

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  9. 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.

    11 votes

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    1 comment  ·  Admin →
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  10. 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 votes

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  11. Expired Recurring Credit Cards: AutoPay Filter

    When using the Expired Recurring Credit cards feature, it would be useful to have a filtering option to filter to Auto-Pay expired cards verses all wallet items that a web user has saved when generating the report to send notifications to customers.

    10 votes

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  12. AND statement on UDC reporting

    The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.

    Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"

    ZD 76758

    8 votes

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  13. 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

    7 votes

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  14. UMS Client Display Resolution Scaling

    We would like to see a change implemented in the UMS client to prevent the need for manual PC changes for each user with a High DPI monitor.

    There is a workaround for the UMS Client not rendering properly when the user’s scaling is set to a high number. We have a user with a 1440p monitor and scaling at 250%. Her screen before/after the change are attached. After following these directions, her screens look “normal” https://www.brankovucinec.com/fix-remote-desktop-dpi-scaling-issues/

    We were also provided a manual work around of settings that could be changed on each PC: by right-clicking the icon for UMS.…

    7 votes

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  15. Expired Credit Card Report

    I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.

    As an example –
    We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit…

    7 votes

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  16. RCC/ACH Removal After Final Bill Payment Processed

    National User Conference 2022: Need an option to remove RCC/ACH information AFTER the payment for the final bill is processed.

    7 votes

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  17. 2023 - User Conference | Lead and Copper Tab

    With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.

    If we could search/report on the year location installed, material from main to meter, material from meter to tap and change out required would be great. The year location installed would be great overall, just…

    7 votes

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  18. Mobile Service Order Notifications

    We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.

    7 votes

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  19. Multiple E-Bill Templates

    Setup -> Configure E-bill

    For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.

    6 votes

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  20. Prevent Duplicate Electronic Payments on CWP

    We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
    1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…

    6 votes

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