UMS
186 results found
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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
2 votesWe need more votes on this request.
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enhance elements integrations
ex. import elements phone log data into ums notes
ex. elements service order completion notes import into UMS
2 votesWe need more votes on this request.
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font
adjust font or kerning so the letters are not so close together
2 votesWe need more votes on this request.
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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.
2 votesWe 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
2 votesWe need 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:
2 votes -
Normalization of address entries
When users input addresses in UMS, the addresses are sometimes incorrect or incomplete.
Any chance you could implement the normalization of address entries into UMS and UB4?1 vote -
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.
1 vote -
email template include default subject
Have the email template include a defalts subject line if desired.
1 vote -
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)
1 vote -
Cities in search results
The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!
1 vote -
wants to add "User closed" on the service order control panel
created on behalf of Greater Ouachita
wants to add "User closed" on the service order control panel
1 vote -
Mass add UDC (User Defined Code) via CSV file
Mass add UDC code via CSV file. Current mass add udc cannot be limited far enough.
Example: I run a report and also want to limit out those same accounts for future follow-up. I can then use the created UDC to include/exclude those locations.
1 vote -
Mass add UDC (User Defined Code) via CSV file
Capability to mass add UDC via CSV file. Example: I run a report to send letters to customers about a payment plan offer. I can also then use that file to mass add a UDC for one of our payment plan options so our reports can include/exclude them based on our future follow-up needs.
The current Mass UDC add is only by other limiters, which would not suffice.
1 vote -
Location No. search
Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?
Thank you so much, God bless, and we look forward to hearing from you!
1 vote -
Create a .msi installer so it's easier for Intune Deployments.
Currently there is only a .exe installer. It would be nice to have a .msi installer so we could use it for things like Intune deployments. You can use .exe with Intune but .msi setups are much easier for that.
1 vote -
Add forwarding address field to cancel service request
Add forwarding address field to cancel service request
1 vote -
Option to require phone number update with login
Why can't we have the option to require an updated phone number from the customer in order to login.
1 vote -
Mass Add Misc Transactions through Grid View
The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.
We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.
1 vote -
Please reinstate the ability to view 2nd Party Notifications under the Billing process
During the Suspension notice process (under Billing>Create Delinquency) we used to see the 2nd Party Notifications that were generated for Contacts with that Communication Preference checked when selecting "Preview Unposted Notice." But now, they can only be viewed by closing that box and going to Reporting >Notices > Shut Off Notice. Once I verify that they 2nd Party Notification notices look okay, I have to close that box and go back and re-populate the Create Delinquency box to go on to Post the notices. This is a major time waster. Please restore the 2nd Party Notifications to be part of…
1 vote
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