UMS
167 results found
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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?
1 vote -
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.
1 vote -
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.
1 vote -
Recurring CC & Draft Payment Notifications
It would be nice to have a way to email customers with recurring credit card and draft payments that their payment is are about to be processed.
1 vote -
on demand autopay with repeat payment lock
so that we can run an autopay file every day and the customers only get drafted once per month based on the date they have selected in their customer web portal.
honestly if a customer wants to set up a weekly autopay draft amount that should be possible too but i'm willing to go for baby steps
1 voteWe need more votes on this request.
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report capabilities help deck
each report has the power to display certain information. there's no location to go and check if a report can display what you're after and it's just not on there right now so you have to open a ticket. a section in help that shows the canned capabilities of each report would be nice. this way when someone asks for an anomaly report we can pick the best option without making and waiting for a ticket. it could be a searchable reports database or something in academy or in ums.
ex show me the reports that include meter serial number
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1 voteWe need more votes on this request.
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use adjustment
the adjustment report doesn't show usage adjustments, only dollar values. if we adjust dollars and gallons it would be beneficial to see both on the posting totals report
1 voteWe need more votes on this request.
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open balance over dollar value
cbsw used to allow us to run an open balance report for accounts over a certain dollar value. i don't see the option anymore so i have to export it and then sort it. too many steps
1 voteWe need more votes on this request.
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more robust note feature
allows in mass notes with where the note will be and whether or not an expiration should be on the note.
Ex. statement message for Ward 3 "hydrant flushing the week of 6/10" that runs through 6/10
1 voteWe need more votes on this request.
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less clicks in notes
it takes 3 clicks to get to the calendar for the grace date, 2 clicks to access the notes used for, and 3 clicks to get to the expiration date calendar, and that's all before you actually can click the date. any way to shorten the access clicks or is it some weird setting on my side?
1 voteWe need more votes on this request.
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enhance elements integrations
ex. import elements phone log data into ums notes
ex. elements service order completion notes import into UMS
1 voteWe need more votes on this request.
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more robust estimated reads options
Ex. exclude highest read
Ex. exclued lowest read
Ex. use median reading1 voteWe need more votes on this request.
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pre-break notice
UMS can track arrangement amount vs current charges, so the pre-break notices should be able to put both of those things on the pre-break notices since both sets of fees are due within the payment arrangement.
Something on the payment arrangement page that shows where they are like an amortization chart
1 voteWe need more votes on this request.
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scheduled email
delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)
1 voteWe need more votes on this request.
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adjustment note
when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later
1 voteWe need more votes on this request.
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calendar
Billing adjustments calendar selection doesn't nave "today" as an option.
1 voteWe need more votes on this request.
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message center note
Double click a note in message center that opens the full note on the note tab.
1 voteWe need more votes on this request.
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payment arragement deposit
We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.
1 voteWe need more votes on this request.
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owner as contact
an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.
Or at least a one button activation of the owner's information into the Contacts tab.
1 voteWe need more votes on this request.
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note attachment description
When adding a note attachment a description is required. Being able to save a short list of commonly used descriptions would be brilliant.
1 voteWe need more votes on this request.
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