UMS
188 results found
-
Bold Notes
It would be great to be able to bold or highlight text in the note section!
13 votes -
Enhanced Portal Display/Reporting for Customer Service
The issue is that customers on the cutoff list are not paying the full $30 fee ($15 for disconnection and $15 for reconnection). The current portal does not clearly display this information, making it difficult for customer service to verify payments accurately.
When a customer pays only their past-due bill without including the required $30 fee, their service will not be reconnected, leading to their frustration. Our customer service team currently searches for these customers using a report that is limited and informs customers of the outstanding $30 fee, but this process is inefficient. A clearer, more streamlined solution is…
13 votes -
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
13 votesWe need more votes on this request.
-
2023 User Summit-Payment arrangements-show amount owed
It would be helpful to show a running total of how much is owed for each month of the payment agreement. And if a customer pays partial, how much is left to pay.
13 votes -
2023 User Summit-Limit dates on expiring credit cards
- Limit dates on expiring credit cards:
I started it running with these parameters. It took 3 minutes to run and returned the first screen below here:(pic 1)
You can see the first line expired in October 2021, the others in 2022. There are 84 entries, of which only 16 expire in November 2023. To unselect one requires 2 clicks on the check box; one to select the box, another to uncheck it. It would be great if the report only returned the ones that actually expire in November 2023 and ignore the prior months.(PIC 2)
13 votes -
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.
13 votesNeed more votes!
-
delete purge old customer data, history, re-use number
I would like the option and ability to select customers to remove/ delete after a period of inactivity that I choose such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history and make their customer number now available for use. - for customers that move away and never return, for instance; their data taking up space. My desire would be that this is a manual task I would elect to do every 5 years. It would be great…
12 votes -
One week email notification prior to ACH Autopay Transactions
We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.
12 votesWe need more votes on this request.
-
2023 User Summit-account history
Saving history on an address when name and address is changed.
audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.12 votes -
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
12 votesWe are reviewing this request. Please be sure to vote if this is important to you.
-
Make IVR payments labeled as made through IVR system, not as Online Credit Card payments
IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.
11 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
-
Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.11 votesAdditional votes are needed to move this request forward. If there is a specific report that requires larger font, please reach out to our technical support team for assistance in modifying the report to better suit your needs.
-
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…
11 votesWe need more votes on this request.
-
Be able to change the Mail From: section
Be able to add more emails to the Mail From: section to include other shared mailboxes. It would be nice if there was a drop-down where you could select different shared mailboxes (collections, customer service, billing, etc.)
10 votes -
Expiration Date for Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
10 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
-
"Limit to" and "Sort by" enhancement
Please make the "Limit to" and the "Sort by" options available for all reports.
10 votesWe need more votes to move this software enhancement request forward.
-
Auto generate an email to customers who establish service.
We would like to auto-generate an email to new customers with information about services available to them.
10 votesWe need more votes on this request.
-
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
10 votesWe need more votes on this request.
-
spell check
spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved
10 votesWe need more votes on this request.
-
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.
10 votesWe need more votes on this request.
- Don't see your idea?