UMS
115 results found
-
Service Order Control Panel
Provide a way to delete open service orders in mass vs. one by one.
9 votesWe need more votes on this request.
-
Payment Reminder Emails
The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.
7 votesWe need more votes on this request.
-
Need ability to enter both customer name or account number by default to access customer account
Would like to have the ability to enter both customer name or account number by default to access customer account without having to use the pull down tab to enter by customer name.
11 votesWe need more votes on this request.
-
Location Alt ID
We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.
4 votesWe need more votes on this request.
-
Location Field for Service Line Material
Several Utilities have to report on the service line material for DEQ. Typically, this is referred to as Copper and Lead reporting, however there can be PVC or Galvanized, etc. We would like a field added on the location tab under details for Service Line Material. I also would like this added to code filters for reporting purposes. Currently, we have to report on the Customer Line and the Utility Line, it would be nice to have a field for each. This field also needs to be added to the mass meter changeout program to populate this for service lines…
13 votesWe need more votes on this request.
-
6.10 update - usage history button
What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.
Thank you for your consideration,
Terri7 votesWe need more votes on this request.
-
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
6 votesWe need more votes on this request.
-
shut off notice in notes
Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too
10 votesWe need more votes on this request.
-
CWP from UMS account
How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.
And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.
11 votesWe need more votes on this request.
-
Consolidated bills
The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.
2 votesWe need more votes on this request.
-
Show Audit for changes on service orders
Logged on behalf of Tangipahoa Water District
9 votesWe need more votes on this request.
-
Show Test this Rate at the account level or see an option for a breakdown of a charge at the tier level.
CSRs would like to be able to test this rate at the account level.
6 votesWe need more votes on this request.
-
Auto generate an email to customers who establish service.
We would like to auto-generate an email to new customers with information about services available to them.
2 votesWe need more votes on this request.
-
Mass Entry of Locations
We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.
8 votesWe need more votes on this request.
-
Allow embedded clickable (linkable) images on Email Message Templates
Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.
5 votesWe need more votes on this request.
-
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
1 voteWe need more votes on this request.
-
spell check
spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved
5 votesWe need more votes on this request.
-
saved web portal payment used to pay from UMS
If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…
5 votesWe need more votes on this request.
-
Request for Additional Fillable Fields on Online Service Order Form
Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!
1 voteWe need more votes on this request.
-
Payment Email on Save
Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.
2 votesWe need more votes on this request.
- Don't see your idea?