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  1. 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 votes

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  2. 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.

    4 votes

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    1 comment  ·  Admin →
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  3. 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

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  4. Allow any UMS user to access the CWP

    Allow employee's to be able to view the CWP as an Admin and not only a CSR.

    This way I do not have to give Admin access to employee's that really do not need it. They can be set up under their designated role, but also be able to look up batches, e-payments, etc. in the CWP

    4 votes

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    1 comment  ·  Admin →
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  5. 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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  6. 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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  7. 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.

    3 votes

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  8. 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.

    3 votes

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  9. Location Alt ID

    We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.

    3 votes

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  10. 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.

    3 votes

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  11. saved web portal payment used to pay from UMS

    If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…

    3 votes

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  12. contact information "as of" field

    In the phone number field area and the email field area for customers as well as contacts, it would be nice to have an "as of" field where we can log the date the contact information was last updated.

    3 votes

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  13. Manage Broadcasts

    Please consider adding a Date/Time column to the main menu for Manage Broadcasts. You can currently only see the date by looking inside of each broadcast details. It would be easier find campaigns if the dates were in main window, and not just in the details window. It takes extra time to see dig through and find specific items when reviewing broadcast results.

    Submitted on behalf of Chad S. - Hallsdale-Powell Utility District

    3 votes

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  14. Reporting for billing adjustments

    I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.

    3 votes

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  15. 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 votes

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  16. 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 votes

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  17. Add Merge Field for Community Phone Number

    On behalf of: Del Oro

    Please add a merge field for Community Phone Number - for use in Message Templates, etc.

    The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.

    Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.

    Thank you!

    3 votes

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  18. 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 votes

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  19. 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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  20. 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 votes

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