UMS
192 results found
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SERVICE ORDERS Viewing CLOSED in the field
Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.2 votes -
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.
2 votesWe need more votes on this request.
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Allow users to select appropriate NSF code, due to different tax jurisdictions
Allow users to select appropriate NSF when processing those transaction types either from the Account Control Panel or the NSF Wizard.
Example - we have two codes for NSF due to varying tax jurisdictions.2 votesWe need more votes for this request to be considered.
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Add a Barcode on Service Order
Ability to add a barcode on the service orders for CSRs to be able to scan -- which would then bring up that service order in MSO or UMS to be approved or edited.
2 votes -
Accepting Dispute/Payment Reversals Yes or No instead of Automatic Yes
When accepting a dispute, there should be a yes or no option to do a Payment Reversal instead of and Instant one. This would help, since it takes a week or so to have the funds removed from a CUSI deposit into the bank and it can cross over months
2 votesWe need more votes on this request.
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Sewer on and off date options for customers that are considered snowbirds
Currently we do not have the option to stop and turn on the sewer services for customers that leave for 1 plus months out of the year. They receive a base rate of $23 for having a water meter; but will not be charge for the 10 plus days they were still occupying the house for
sewer services. By having this ability, it would eliminate human error to remember to turn the services back on.2 votesWe are looking for more votes on this request. Please vote on this item if this is something you are interested in seeing.
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For the Service Request Manager, have an option to email a utility employee a request has been made.
Once a prospective customer fills out a request for service online, have UMS send an email to an employee at the utility.
2 votesWe are looking for more votes on this request.
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Past due balance notification on WATER account for TAX account
It would be VERY helpful for UMS to have a notification, or highlighted section in a water account to alert a past due balance on a TAX account.
1 vote -
Need ability to enter both customer name or account number by default to access customer account
Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.
1 vote -
Backflow Test History
We would like to be able to see pass/fail tests on disposed backflow devices.
"If we were audited by the State of Utah and they wanted, for example, 3 years of testing information, any locations with devices that have been “disposed” and replaced would only have the current test on the report, which makes it look like they weren’t tested in the past."
1 vote -
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
1 vote -
Lien Creation
Can we choose to include Final Accounts in the Lien Creation Delinquency calculation?
Posted on behalf of Del Oro
1 vote -
One week email notification prior to ACH Autopay Transactions
We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.
1 vote -
Add Field to Bill Register
For the Bill Register under Register Reports can we add a Bills to include field of "Not Marked As Printed."
1 vote -
Multi Fixed Item List Report; Limiting
We want to be able to limit to the specific Multi Fixed Item Code when running the MFI list report. I need to be able to run this report for one or two MFI items and not all of them.
Posted on behalf of Channel Islands
1 vote -
delete old meter inventory
When installing a new meter the list of model numbers is too long - mostly consisting of old meter types. These should be deleted so to just show the current meter model numbers.
1 vote -
character and space count totals
Since the bill form tends to have limited space for a company, location, and/or customer note, it would be nice if those screens included a total entered character and space count on it so we can see what number we are up to while we are working rather than hopping back and forth between UMS and Word or Notepad++ to tally up characters and spaces.
1 vote -
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
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