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UMS

177 results found

  1. 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.

    5 votes

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  2. IVR calling all numbers instead of only primary

    When running an IVR (ie: shutoff list) it will only call the primary tele #. Please make it call all numbers listed. I know there is an option out there on another function now. Not sure why it's not an option on any IVR. Thank you.

    5 votes

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  3. 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 votes

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  4. 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 votes

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  5. 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 votes

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  6. 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 votes

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  7. 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 votes

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  8. 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 votes

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  9. Need to develop an APP for customers, so they can fully manage their account from their phone.

    App Should be a direct link to their account with the same access they have on a desktop.

    4 votes

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  10. Add Enrollment Date to DRAFT for Checking

    Right now you can see the enrollment date when they set up auto pay with a credit card but it does not show the enrollment date they start auto draft from a checking account. This would be helpful to see this without pulling the file to see when they signed up for it.

    4 votes

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  11. Provide option to add additional emails for a user

    Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.

    4 votes

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  12. Fix CWP for customers with multilple accounts.

    Currently, according to tech support, the buggy behavior around having multiple accounts linked is described as "expected". It certainly isn't expected by our customers. If the user can't change which of their accounts they are viewing and have that stand when they try to scroll back to older pages of account history, then there should not be the option of linking multiple accounts.

    4 votes

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  13. email template include default subject

    Have the email template include a defalts subject line if desired.

    4 votes

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    1 comment  ·  Admin →
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  14. 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

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  15. 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 votes

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    Thank 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.

  16. 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

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  17. 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 votes

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  18. 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 votes

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  19. 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 votes

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  20. 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 votes

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