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139 results found

  1. 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.

    4 votes

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  2. Charge date in payment detail

    In the payment detail, show what charge date the payment is being applied to. In the detail below, $12 and $37 were applied, a field showing that they are for the 4/12 (or 3/10 or 2/12, whatever) charge would be great.

    4 votes

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  3. generate a NSF letter from transaction in history

    add an option in history tab so when a NSF transaction is highlighted, there is a generate notice option available

    4 votes

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  4. Paying Final Bills through IVR

    We have a customer who has two locations and one account number. The status of one of the accounts is current and the other is final. When they go to pay their final bill on the IVR line, it does not give them the option to do so. If a customer has just a final billed location only, it does allow them to pay it through the IVR system. It only seems to have an issue with customers with multiple accounts. We would like for customers with multiple locations to be able to pay their final balances along with their…

    4 votes

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  5. Saving Preferences on Service Orders

    Each serviceman is assigned specific routes/service order categories. We would like for there to be a way to set preferences to what they see every time when they log in or could "save" filters. They are having to select every route each time they log in and since Routes need to be selected one at a time, it can be frustrating. Thank you!

    4 votes

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  6. 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.

    4 votes

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  7. Rate Setup > Prorate Rate Checkbox

    National User Conference 2022: On the Prorate Rate box - add an explanation as to how and when this prorates.

    4 votes

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  8. Filter by autopayment customer

    We would like to be able to send email notifications to our autopay customers . To do that we need to filter out customers who autopay. Being able to filter by credit card or bank would be a plus.

    4 votes

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  9. print note button

    It would be very helpful to have a quick print button to print notes placed on a customer account or location.

    4 votes

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  10. Customer Contact Wizard Impovements

    (1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
    (2.) Also, it would be great to add the…

    3 votes

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  11. On payment reversals

    it would be helpful if you could indicate if it was reversal was done through the gateway.

    3 votes

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  12. 2023 User Summit-Security Overhaul

    1. Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
    3 votes

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    1 comment  ·  Admin →
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  13. 2023 User Summit-Duplicate Robo Calls

    We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    3 votes

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  14. Reporting Shut Offs by assignment date?

    Is it possible to generate a list of customers who’s Account status on the Customer tab on the Account Control Panel is defined as “Shut off.” Additionally, if this report can be generated, can it tell us when the status was changed? The “Date Status Assigned” appears to the right of the dropdown box pertaining to Account status but I was wondering if this could be reproduced in the report I’m looking for.

    3 votes

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  15. 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.

    3 votes

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  16. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    3 votes

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  17. 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).

    3 votes

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  18. Payment Wizard - Manual Entry

    When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.

    3 votes

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    1 comment  ·  Admin →
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  19. 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?

    3 votes

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  20. Duplicate For Contacts on Ebills

    When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.

    3 votes

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    1 comment  ·  Admin →
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