UMS
192 results found
-
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 vote -
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
…
1 vote -
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 vote -
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 vote -
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 vote -
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 vote -
enhance elements integrations
ex. import elements phone log data into ums notes
ex. elements service order completion notes import into UMS
1 vote -
more robust estimated reads options
Ex. exclude highest read
Ex. exclued lowest read
Ex. use median reading1 vote -
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 vote -
font
adjust font or kerning so the letters are not so close together
1 vote -
spell check
spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved
1 vote -
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 vote -
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 vote -
calendar
Billing adjustments calendar selection doesn't nave "today" as an option.
1 vote -
message center note
Double click a note in message center that opens the full note on the note tab.
1 vote -
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 vote -
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 vote -
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 vote -
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 vote
- Don't see your idea?