UMS
15 results found
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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.
37 votesWe are reviewing this request.
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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.
13 votesWe are reviewing this request.
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Allow line breaks in message communications
When composing an email, allow line breaks between the message's paragraphs, like they appear when sending out messages through the Customer Contact Wizard. As it is right now, no matter how you format the message, it is delivered as one paragraph. See attached example.
9 votesWe are reviewing this request.
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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.
17 votesThis item is under review.
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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…11 votesWe are reviewing this request.
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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.
11 votesWe are reviewing this request.
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Create a report that would reflect an owner with all the locations associated with the owner number.
Create a report that would reflect an owner with all the locations associated with the owner number.
10 votesWe are reviewing this request.
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Print Auto Pay Statements Separately
We would like to be able to print statements for Auto Pay customers (or credit/zero balance customers) separately, so we can send those bills without return envelopes. Currently, you can exclude those types from your bill run, but you cannot then run them separately.
10 votesWe are reviewing this request.
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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
9 votesWe are reviewing this request. Please be sure to vote if this is important to you.
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High Usage Automated Calls
We are starting to use the meter exceptions report for automating phone calls for customers for high usage.
If possible we would like to know if the following can be added:
-In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs
-A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…
7 votesWe are reviewing this request.
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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.
11 votesNeed more votes!
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use label Bad Debt in the place of Final
When someone is place in bad debt the account is still labeled at the top of their account as "Final". There is an icon indicating they are in bad debt but it doesn't jump out at you. It would be great if in the place of "Final" at the top if it would say "Bad Debt" and then if moved out of bad debt that would become "current" again
7 votesWe are reviewing this request.
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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
3 votesWe are looking for more votes on this request.
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print note button
It would be very helpful to have a quick print button to print notes placed on a customer account or location.
4 votesWe are reviewing this request.
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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.
2 votesWe are looking for more votes on this request.
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