UMS
192 results found
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CWP from UMS account
How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.
And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.
3 votes -
Toggle On/Off IVR Payments during delinquency process
We found that in between doing Lien Creation and Lien Write Offs- customers are trying to pay through the IVR Line when they are not supposed to be able to. It would be great if we can get some sort of toggle for the Pay by Phone line so we can turn this configuration off while completing the process. Or even choose to not include recent payments when going through this.
Posted on behalf of Medina County Sanitary Engineering
3 votesWe need more votes on this request.
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Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
3 votesWe need more votes on this request.
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Future Date Read Changes
Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.
3 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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Prevent Duplicate Emails on Communication Wizard
Communication wizard – ignoring duplicates:
You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…
3 votesWe are looking for more votes on this request.
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budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
3 votesWe need more votes on this request.
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On payment reversals
it would be helpful if you could indicate if it was reversal was done through the gateway.
3 votesWe need more votes on this request.
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Add Actual Customer Payment Counts to Pre-Posting Reports
We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.
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3 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! :)
3 votesWe need more votes on this request.
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Add in the ability to search by route or sequence number while using mobile service orders.
Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.
3 votesWe need more votes on this request.
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2023 User Summit-Security Overhaul
- 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 votesWe are looking for more votes on this request.
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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 votesWe are looking for more votes on this request.
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Consumption Charges Based on Meter Usage, Not Total Account Usage
Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.
3 votesWe are looking for votes on this request.
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create delinquency - export button next to process button
The "Create Delinquency" window doesn't have an explicit 'Export' button, The only option is to first preview/process the report, then export from there, but that creates an odd "crystal reports" csv file rather than a standard csv file.
.it would be really helpful to be able to export directly to a standard csv file.
3 votesWe are looking for votes on this request.
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Read Type
Include a column with the ready type in the usage/consumption tab. Currently each month must be selected to verify which month was an actual or estimated reading.
3 votesThis request needs more votes.
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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 votesNeed more votes.
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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 votesWe are looking for votes on this request.
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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 -
3 votes
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