UMS
168 results found
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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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email template
Subject saved as part of a saved email template. (A saved attachment would be great too.) Ex. If I send a water use alert email I would want to include a flier of common places to check for a leak, b/c including all of that data in the email increases the changes the customer won't read the message.
1 voteWe need more votes on this request.
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Default Wildcard search
We would like the ability to default the Wildcard search on the account control panel. Instead of defaulting to "Contains" we would like the default to be "Starts With" or whatever preference.
Posted on behalf of Merrimack Village District
1 voteWe need more votes on this request.
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usage variance
Be able to set usage variance by percent from last year AND over # of specified gallons.
EX: Customer A used 4K in March 2023.
We are now billing March 2024 and would want to flag if the use is 75% more than March 2023, but only if it is over 1,000 gallons total.
This way if it is a small user exceeding 75% of last year's month at the same time of year we don't land them on the high use list because their total gallons used that month is less than 1,000 gallons; whereas above, the user would…
1 voteWe need more votes on this request.
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Customer Contact Wizard; Sort Order
We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.
1 voteWe need more votes on this request.
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Ebill Template
Need a field for the current charge amount only. Requested by Si Energy
1 voteWe need more votes on this request.
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Bankruptcy Delinquency Type and Process
Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.
1 voteWe need more votes on this request.
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Do not allow NULL searches
When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.
1 voteWe need more votes on this request.
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Additional Rate Option
Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.
1 voteWe need more votes on this request.
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On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant
add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location
1 voteWe need more votes on this request.
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Clone Message Templates
Need the ability to clone message templates.
1 voteWe need more votes on this request.
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rate code grouping
We have many rate codes that go to either water or to sewer. When running reports like an AR or aged, or open balance it would be nice to have a feature in the code filters that allows us to select all of the rate codes in a service group. This way instead of me individually selecting 15 water service rate codes to get a report for water I would select something that automatically picks the water rate codes and none of the sewer rate codes.
I'm assuming I'd have to pre-set something in the setup section, but if it…
1 voteWe need more votes on this request.
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Highlight note in message center
Would it be possible to highlight in yellow a note in the message center?
1 voteWe need more votes on this request.
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Transaction History by Payments or Charges Only
In the History tab, transactions have options for limiting/sorting what you can view. It would be helpful if we could limit viewing transactions by Charges, Payments, or Misc Charges only.
1 voteWe need more votes on this request.
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Rate Code List Changes
We use the Rate Code List Report to verify that we have successfully changed all of the PGA rates from month to month. We print it to have a record that the price was changed. In a future update, you might consider adding a date selection to this report, as it prints all dates and that can make for a lengthy report. We really only need the most one or two recent changes.
1 voteWe need more votes on this request.
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Reporting for billing adjustments
I would like to see better reporting for billing adjustments. Instead of running a transaction list to filter the adjustment type that will then require looking at each individual transaction or account to determine the reason for the adjustment, it would be good to see this reason on the transaction list report.
1 voteWe need more votes on this request.
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Add summary option to the charge register
In the charge register report, would be great to have an option for a summary type report. We currently have to pull the entire report (4000 pages) in order to see just the last pages of summary information.
1 voteWe need more votes on this request.
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ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 voteWe need more votes on this request.
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Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 voteWe need more votes on this request.
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Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 voteWe need more votes on this request.
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