UMS
147 results found
-
Payment Time Stamp on Customer Payment History Report
Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.
6 votes -
More than 1 email address on an account
We would like to have the ability to add multiple email addresses on a UMS account.
Posted on behalf of Kristy at Loves Park
6 votes -
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.
6 votesWe need more votes on this request.
-
Validate email addresses in real time
Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?6 votesWe are looking for votes on this request.
-
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 -
Allow multiple "mobile" numbers
Or remove the "phone type" requirement all together, make it optional. When I go to enter in a second "mobile" number for example, it's a couple, and I want to have both of their cell phone numbers in the system, it only allows one per phone type. So I have to enter one as "mobile" and one as "home" even though both phone numbers are "mobile"
5 votes -
Allow us to record our own robo-call message
We would love for you to allow us to record and send a message in our own voice for a robo-call instead of the computer generated one.
5 votes -
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…5 votesWe need more votes on this request.
-
Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
5 votesThis request needs more votes.
-
NOTE FIELDS
In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.
5 votesWe are looking for more votes on this request.
-
Missing/Inactive Services
Allow the missing service list to include inactive services, not just missing. We bill gas and I would like to run a report to find if any customers that did not get a fuel charge with the gas charge.
5 votes -
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.
5 votesWe need more votes on this request for this to be considered.
-
print note button
It would be very helpful to have a quick print button to print notes placed on a customer account or location.
5 votesWe are reviewing 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.
4 votes -
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.
4 votes -
Being able to print a zip code total after printing delinquency notices
After we print delinquency notices we have to go through and manually count each notice to get the total amount of zip codes that are being sent out to be presorted for the post office.
4 votesWe are looking for votes on this request.
-
Bill Register
Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.
4 votesThis request needs more votes.
-
Calculate Bills
Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.
4 votesThis request needs more votes.
-
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).
4 votesThis request needs more votes.
-
Enrollment in AutoPayment via the IVR
We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.
4 votes
- Don't see your idea?