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11 results found

  1. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    25 votes

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  2. Add the "View History” functionality from Enter Readings (similar to CBSW)

    Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.

    11 votes

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    1 comment  ·  Admin →
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  3. Filter Options For Miscellaneous Rates

    Referring to Ticket 89901 (images available)

    When filtering reports or any limit option by rate codes, Miscellaneous does not have the ability to choose the rates we have added to our system, instead it gives a generic "MISC or "MISCM". It would be helpful to pull reports with the ability to differentiate the different types of Misc rates rather than having to spend the time to filter the file each time we pull a report. It will be extremely helpful also when posting transactions.

    15 votes

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    1 comment  ·  Admin →
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  4. Expired Credit Card Report

    I am reaching out about the expired credit card report that we pull monthly. Is there a way to only pull the expiration month and year for what we are looking for? I know there is an option to deselect customers when running the report before sending them a reminder email. It would be easier if we could put in a date range we are wanting to run.

    As an example –
    We processed January’s expiring credit card report. When the report was generated there were 249 customers listed on the report, only 38 were for January 2023 expiring credit…

    7 votes

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  5. Expired Recurring Credit Cards: AutoPay Filter

    When using the Expired Recurring Credit cards feature, it would be useful to have a filtering option to filter to Auto-Pay expired cards verses all wallet items that a web user has saved when generating the report to send notifications to customers.

    10 votes

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    1 comment  ·  Admin →
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  6. AND statement on UDC reporting

    The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.

    Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"

    ZD 76758

    8 votes

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    1 comment  ·  Admin →
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  7. 2023 - User Conference | Lead and Copper Tab

    With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.

    If we could search/report on the year location installed, material from main to meter, material from meter to tap and change out required would be great. The year location installed would be great overall, just…

    7 votes

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  8. SMS Option For Contacts

    Allow contacts to have an SMS option without signing up for the CWP. This way if an owner, emergency, etc. contact wants to be notified of a statement, high usage, etc. SMS, this would be an option available for them.

    2 votes

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    Under Review  ·  1 comment  ·  Admin →
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  9. Mobile Service Order Notifications

    We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.

    7 votes

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  10. For Service Request Manager, add additional contact fields for more phone numbers w/descriptors

    For the Service Request Manager, add more options for the customer to include more telephone numbers w/descriptors

    1 vote

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  11. For the Service Request Manager, have an option to email a utility employee a request has been made.

    Once a prospective customer fills out a request for service online, have UMS send an email to an employee at the utility.

    1 vote

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