UMS
163 results found
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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 votesThis item is planned for release in version 6.9.
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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 -
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
3 votes -
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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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 votesWe need more votes on this request.
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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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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
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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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 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 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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Posting Field
Posting Field – Option to manually select/tick the specific accounts that we would like to post transactions for. Occasionally we might not want to post all the billing transaction entered by a specific individual, so being able to select the specific transaction we want to post will make the posting process much easier. As seen in the image below we have the option to post all the transaction or select the specific ones we want to post. To insert a column that will allow the selecting of the specific accounts for posting.
3 votesWe are looking for votes on this request.
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Payment Reminder Emails
The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.
2 votes -
Transfer Individual Charges
Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.
2 votes
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