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  1. 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.

    3 votes

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  2. 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.

    3 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 2023 User Summit-Security Overhaul

    1. 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 votes

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    1 comment  ·  Admin →
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  11. Option to disable email communication for delinquency and shut off notices. Only allow email communication for billing.

    We have a protocol to only use mail for delinquency and shut off notices. We do not want the customer to be able to choose email as a communication option for those notices. We DO want it to be easier for them to sign up for e-bill, but no option to hide the delinquency and shut off options. They have to email or call to get signed up for e-bill which is a PIA to both customer and staff. Have to keep the portal option turned off to avoid email notices for delinquency and shut offs.

    3 votes

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  12. Email notification on ALL payments made for accounts in shut off status.

    Our system is set up to send us email notifications when a payment is made on an account in shut off status.
    The system will ONLY generate an email if the payment takes the account out of shut off status.
    We have a payment threshold set that any account over $100 will be shut off monthly. For example, If the balance is $150, and the customer pays $51, they will be removed from the shut off list this month, but they will still be in shutoff status because the payment did not satisfy the system requirement. The system only sends…

    2 votes

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  13. 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".

    2 votes

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  14. Automatic Notification for Landlord Reversion

    Would love a way to send landlords a notification automatically when a location goes back into their name. Some landlords are set up for landlord reversion, so they want to know the date it happens before they get their first bill.

    2 votes

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  15. Backflow Test Result Control Panel

    Would like the ability to import a spreadsheet to the backflow test result control panel. We receive numerous tests daily and would like to put them into a spreadsheet and upload it daily vs. entering every backflow test through the control panel.

    2 votes

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  16. Open Balance and Aged Receivable

    Add and option to the Open Balance and Aged Rec to pull balances with a minimum amount criteria of XXX.

    2 votes

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  17. Include Route on Payment Receipt

    This month we had over 400 customers to disconnect. I was hoping we would have been able to change the Communications email that is sent once a customer makes a payment, to include the Route# that the customer is in. This feature would be so much more helpful than to have to look it up in the system. The email that is currently received only has:

    Payment(s) have been made to the following shutoff account(s):
    Account Location Amount

    I've messaged Tech support and was advised that the format of that email is a base format for all customers and are…

    2 votes

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  18. Have Consistency with Account numbers when pulling reports

    When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.

    2 votes

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  19. Backflow Testers

    My backflow device tester history is very long. Many we don't use anymore. I would like the ability to hide testers that don't submit tests anymore or have expired licenses to keep my list shorter an up to date.

    2 votes

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  20. 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.

    2 votes

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