UMS
184 results found
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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 AmountI've messaged Tech support and was advised that the format of that email is a base format for all customers and are…
3 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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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.
3 votesWe need more votes to move this software enhancement request forward. Your input matters!
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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.
3 votesWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
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Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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open account in UMS from email link
UMS sends an email when a customer signs up for autopay. This is a great feature because we check the account to make sure they are not paying multiple locations by accident.
It would be super awesome if the email we get could include a link to open the corresponding account in UMS.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
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SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
3 votes -
Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.3 votesAdditional votes are needed to move this request forward.
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SERVICE ORDERS Date due VS Scheduled Date
Date Due VS Scheduled Date. To me this is the same and it auto populates with todays date in the Date Due, the scheduled date is the date you choose for the workorder to be done.
Can the DATE DUE be changed to say either Todays Date OR Date S/O Created? Very confusing for our Techs when those to fields come to them with two different dates. Missy
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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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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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:
3 votes -
Autopay filter
I know that an autopay checkbox has been added in Statements, but it would be great to have a limit option or checkbox in the Customer Contact Wizard to be able to pinpoint those customers for communications.
2 votes -
Viewing Financial Status + Utility Status in Customer Search Screen
It would be extremely helpful to see the financial status (past-due, shut off) in addition to the utility status when using customer search option. This would be most helpful for accounts that have multiple (20+) locations.
2 votes -
Deposit Register Sort Order
It would be beneficial to have a "charge date" sort order option. We would like to review the oldest deposits on file to ensure security deposit refund accuracy. Thank you
Posted on the behalf of The City of Shelby Utilities
2 votes -
Customer name on GL report
I would like to be able to see customer name on the Enhanced and General Ledger Reports. As our auditors do test work, it would make things simpler.
2 votes -
Customer Contact Wizard - Calls - Leave Voicemails
It would be beneficial for our customer base to have voicemails left of the recorded message template call when contacted through the customer contact wizard during an emergency. Without this, customers are screening calls and missing the messages, or calling us back and increasing our incoming call volume. Either way, they are getting delayed information since the system won't leave a voicemail currently.
2 votes -
budget billing reconciliation automated report
I would like the budget billing reconciliation report to have an automated option where it sends it to my email as a pdf on the first of each month. Other reports are able to be handled by the scheduled task, I'd like this to be included.
2 votes -
expiration limitation on UDC
UDC code that can expire. example - no payment plans for a year, apply a no plans udc that expires in a calendar year. they we don't have to manually review reports to put accoutns on and off.
2 votes -
accomodation request for default font change
the default microsoft font is not accessible friendly. we should be able to select a font that is more accessible for visual imparement needs as well as for neurodivergents or any other accessibility need.
2 votes -
Reminders/ tasks
make them have the ability to "pop out" like notes do when you open UB4. It could either be by individual task date (which would be GREAT!) or just the entire task note. This would help to remind us of important things that might need changed, reviewed, or checked on before billing for example.
2 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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