UMS
183 results found
-
Customer Contact Wizard for Location Contacts
It would be extremely helpful if the Customer Contact Wizard could pull the contact information for tenants listed under "Location Contacts" so that when we want to send a message to all customers, owners & tenants, we can use this tool. As it is now, it is useless to us.
5 votesWe need more votes on this request.
-
contract payoff
more accessible contract payoff balance for a location. right now drilling down is by service and multiple clicks per service. any amortization schedule should include the location's current status on the schedule
5 votesWe need more votes on this request.
-
payment arrangement draft
It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.
5 votesWe need more votes on this request.
-
Allow embedded clickable (linkable) images on Email Message Templates
Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.
5 votesWe need more votes on this request.
-
Robo Calls going to more than one telephone number, have more than one primary telephone number.
We would like to be able to have more than one primary telephone number on an account to send Robo Calls to.
Posted on behalf of Kristy at Loves Park
5 votesWe need more votes on this request.
-
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.
-
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.
5 votesWe need more votes on this request.
-
Make the Audit History Report available for all users
The Audit History Report has been a useful tool. It would be nice if this report was available to all users as long as you had the permissions for this given to you. Admins set up the permissions in UMS and it would be nice to allow some users who are not UMS admins to have access to this.
4 votes -
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.
4 votes -
Memorized Report Parameters
I need to run several reports at the end of every month, and it would sure be nice if we were able to "memorize" each report and have a dedicated folder for "User Reports" to save time at the end of each month. For those that use QuickBooks, I'm thinking something like how you can memorize reports in their program. What do you think?
4 votes -
Add "Device Note" to service order task page
When crew is out in the field viewing work orders on a computer (iPad), and they pull up a work order, they are unable to see the "device note"/ meter location. It would be helpful if this was added to the viewing screen without having to select "print".
4 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.
-
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.
4 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.
-
Backflow Tester List
My backflow tester list is very long and hard to find people quickly. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore and have long expired licenses to keep my list short and updated.
4 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
-
If account receivables had an Includes button for unposted payments
It would be nice if you added unposted payments to include in the aged receivables options so they don't show as still outstanding when the payment has been made but not posted yet.
4 votesThank you for your suggestion! We appreciate your input and see the potential value in this enhancement. At this time, we need additional votes and support from other users to move this request forward.
Your engagement helps us prioritize improvements that matter most to our users.
-
MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
4 votes -
Integration with Diamond Maps
When clicking on the map pin next to "Location" on the Control Panel, have the option to link to Diamond Maps instead of Google Maps. Ideally this would also apply to Service Orders.
4 votesWe need more votes on this request.
-
Payment Email on Save
Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.
4 votesWe need more votes on this request.
-
Batch Management Screen shows 0.00 dollars and makes users take extra steps to find correct batch to close
The "Batch Management" screen shows 0.00 in the Total column. When a user is trying to select their batches to close they need to click on many for that day to find the right one by total. Why have a Total column if it is always 0.00? To us, it makes our job more time consuming and makes 0.00 sense. Could you please put the batch Actual Total in that column?
4 votesWe need more votes on this request.
-
CUSTOMER CONTACT LIST
Please improve the customer contact list so that the location number is included. The contact wizard requires the imported file to be formatted using the account number AND the location number. The customer contact list with tenants checked is the only way to pull a report with the email addresses for the tenants but without the location number included, it's useless in the customer contact wizard.
4 votesWe need more votes on this request.
-
batch bill correction
presently there's not way to correct a whole bill file batch all at once. ums should be able to do that and also to include a statement account note to print on the new bill. the new bill should have the revised bill date and revised bill due date on it as well.
4 votesWe need more votes on this request.
- Don't see your idea?