Mass Add Wizard
If a Property Manager manages multiple properties, currently, we are having to add the contact to each account with any corresponding notes, attachments, misc fees, etc. For example, if the Property Manager managed 90 accounts, owned by different owners, it would be helpful to have some sort of Wizard Mass add function with the ability to add the accounts we would like to update and have the option of adding any of the listed items at the same time. This would helpful workflow and processing time for staff. We had something similar from our old system and really helped with automation and staff spent a fraction of the time doing the same process.
Janelle
shared this idea
This has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Candace
commented
Will the mass add release include a mass addition of a note.
For example, I have about 100 pool customers. Each year I would like to add a location note to their bill that expires on a selected date to remind them of their stormwater management obligation to properly drain their pool.If could get a note wizard to limit to a location code, in this case active accounts with the location code marked pool, I would select a note type of "location" enter my message, and then select the "note used for" and the expiration date. I could then preview the report for the locations before posting it. I'd like to be able to add a location and or customer note with the same options (for the note to be used for & expiration) for when a mass addition of an adjustment is made or if miscellaneous charges are added.
For example - if I run the shut off notices, I use the wizard in UMS to add a comment to the charge. That's only helpful for our team. It'd be nice if that feature also included adding a location or customer note that we can run on the next bill indicating a message about the service fee that was added in the shut off process.
Especially since the Utility Services Tenants Rights Act covers so many days that the process overlaps several monthly bills and that makes the shut off letter balances confusing when being compared against billing statements released during that time frame. That could all be resolved with a quick custom message to anyone in the shut off batch as long as we can specifiy that the note goes to the location, prints on statement, and that it expires on a chosen date.