UMS
163 results found
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Location Field for Service Line Material
Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…
7 votesWe need more votes on this request.
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Mass Entry of Locations
We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.
7 votesWe need more votes on this request.
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Ability to Split Imported Payments from Gateway
We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…
7 votesWe need more votes on this request.
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2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
7 votesWe need more votes on this request.
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Rate Code, Meter Size variance - Include on Error Report
If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.
7 votesWe need more votes on this request.
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Automatic Website Maintenance Mode
We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.
7 votesWe need more votes on this request for this to be considered.
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Show Test this Rate at the account level or see an option for a breakdown of a charge at the tier level.
CSRs would like to be able to test this rate at the account level.
6 votesWe need more votes on this request.
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Service Orders: add "Open Comments" text to list views within service orders
Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.
6 votesWe are looking for more votes on this request.
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Customers on ACH and on Payment Arrangement
It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.
Example:
If the bill was $600.00 due 12/15, and their arraignment was that they would
pay $100.00 on 12/15…6 votesWe need more votes on this request.
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Remove old deposits from the Account Control Panel that have been refunded/consumed
Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).
6 votesThis request needs more votes.
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Usage Notifications -Daily Meter Reads (AMI Customers)
For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.
Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”
Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”
Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”
Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.
6 votes -
High Usage Automated Calls
We are starting to use the meter exceptions report for automating phone calls for customers for high usage.
If possible we would like to know if the following can be added:
-In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs
-A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…
6 votesWe are reviewing this request.
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Credit Card failure codes
When reviewing customer payments in the payment services dashboard on the CWP, can we see all reasons for failed payments to be able to explain to the customer when they call in for assistance?
6 votesNeed more votes.
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print note button
It would be very helpful to have a quick print button to print notes placed on a customer account or location.
6 votesWe are reviewing this request.
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6.10 update - usage history button
What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.
Thank you for your consideration,
Terri5 votes -
Color Coding
The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.
5 votesWe need more votes on this request.
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Street number sorting in searches
I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)
5 votesWe need more votes on this request.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
5 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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Changes to Note Type
• Currently when you open the note type it auto-populates to “general”.
Can you make the sort order customizable and hide types that are no longer being used?
5 votesWe are looking for more votes on this request.
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Posting Report (from reporting menu) -- allow multiple and range of sessions
Using the posting report from the reporting menu, it allows you to select by transaction date and session #.
It would be nice to allow multiple sessions or a range of sessions.
In the transaction date selection option, you have the ability to enter the time, but it doesn't take the time into account. This would be a nice feature too.
5 votesWe are waiting for more votes.
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