UMS
147 results found
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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.
2 votes -
Show Audit for changes on service orders
Logged on behalf of Tangipahoa Water District
2 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
2 votes -
Location Template - Add Services/Rates
Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.
2 votes -
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
2 votes -
Color Coding
The ability to color code accounts. For example, in our old billing system we would be able to mark attributes for an account and some of those attributes were the color codes. See first picture. Different colors meant different things to us here in the office. For example, we had a specific color for tenants and landlords, so that when we were speaking with a customer and pulled up their account we would see the color block and know that we were speaking with a tenant and wouldn't have to search for that information. See second picture.
2 votes -
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.
2 votes -
Request Error Reporting Improvements for Meter Reading Import Upload Excel File
I would request Error reporting improvements for the meter import. Please see attached.
2 votes -
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!
2 votes -
change from commerical account to residential account
when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match
2 votes -
Levelized Filter
I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.
2 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…
2 votes -
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.
2 votesWe need more votes on this request.
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2023 User Summit-Refund with no credit balance
This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.
2 votesWe need more votes on this request.
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2023 User Summit-Performance Issues With Move Outs On Large Accounts
We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month so possibly scoping a move out wizard that can move out multiple locations tied…
2 votesWe need 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.
2 votesWe are looking for votes on this request.
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Community Revenue Class Limitations.
On behave of Melissa @ Texarkana.
We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.2 votesWe are looking for votes on this request.
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compose email - add default signature
Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:
2 votes -
add note with attachment to all accounts in a misc. fee batch
When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.
Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.
I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.
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2 votes -
Review Calculations
Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.
2 votesThis request needs more votes.
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