UMS
197 results found
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No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
3 votesWe need more votes on this request.
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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 -
Screen Enlargement on Pop Up Windows
It would be convenient for the enter reading screen to be enlarged. (In the Checking/Correcting meter reading screen). Currently the size that pops up is all we get. Wish it could be expanded to a larger screen size.
2 votes -
Allow more time to view Auto Payment account information
Need option to allow more time to view Auto Payment account information. Currently when reviewing bank account information, it times out and then you are required to re-login to access the information again.
2 votes -
Have all reports display the Account number the same way
When pulling multiple reports, some display account numbers with leading zeros, while others omit them. This inconsistency creates an additional step when using Excel to combine or compare data across reports. Either format would be acceptable, provided the account numbers are displayed consistently in all reports.
2 votes -
Exclusions on Shut Off Notices
Need ability to exclude customers that already have an active shut off notice when processing shut offs for a specific route instead of going into each account on the report to see they already have one still active.
2 votes -
Electronic ACH
Allowing Merchant Services to pull ACH Draft like they already do for credit cards that are on auto draft. Instead of having to create a NACHA File. This would help with any human error and human interceptions.
2 votes -
Balances stays with account number instead of address.
It would save a lot of time if the balance would stay with the account numbers and not addresses. Right now we have a lot of landlords that has lots of addresses. They have a deposit that they can bounce to other addresses when needed. So we are having to click on each address that has been attached before to see if it has a balance or not. Would be alot easier if it would just stay to the account number that way when we type in the account number for that landlord it would pull up all the bills…
2 votes -
Autopay Fixed Amount Improvements
An autopay option that will allow a fixed amount, but would also allow the entire balance to be drafted if the bill is higher than the fixed amount.
Our customer has her draft set up with a fixed amount of $75, but since it was less than the bill amount, it only drafted the $75.
She likes to keep a credit on her account, and her balance is typically lower, but due to the lower temperatures we had in this billing period and the fuel adjustment cost, her bill was almost $200.
She didn't realize that, with her autopay set…
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 -
Sort bills from highest to lowest.
We need to be able to review and sort bills from highest to lowest as a whole and not just per page. Since the last update, having to go page by page is too time consuming.
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 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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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 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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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 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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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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Customer Name when re-sequencing route
when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.
(on behalf of Conway County Regional Water Distribution District, AR)
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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Mass Change of Rate Codes for Service Dialog
1) Don't reset the form each time a change is processed. The Service details section of this dialog resets with any change to the Limit details or Code filters sections. This isn't helpful when changing multiple rate codes.
2) Order the New rate code drop down list alphabetically by rate code to make it easier to locate the new rate code. With over 200 rate codes, it's challenging to find the one needed when the list isn't in any particular order.2 votesThank you for your enhancement request and for contributing your idea. We value this input and appreciate the effort taken to share potential improvements.
In order to proceed with this enhancement, we will need additional validation and support from the UMS community. Broader engagement helps us better understand demand and prioritize future development efforts.
We encourage community members to review, comment, and vote on this idea.
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