Customer/ Location Report that includes both Service/ Location Address and Customer mailing address
I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
Location/ Service Address
Customer First, Last Names
Customer Mailing address, phones, emails
Owner First, Last Names
Owner Mailing address, phones, emails
This report does not, for me in particular need to include the CUSI/ UMS "Account Number" and other information. Perhaps other users would have need for this, however, and their additions are welcome here. There are just several times that we need to be able to choose groups of people by streets and/ or service locations to mail notices of various types. We do not appear to be able to do this with certainty of what locations we are addressing. Since there are several changes of people moving in and out each month, this list is always changing. This means we must go through this over and over and it is a tedious process to try to combine two different lists. When we have such a powerful and wonderful database, we should not have to create this in spreadsheets like this. Thank you for your consideration and we look forward to hearing from all of you wonderful, fellow users and our amazing, brilliant CUSI UMS brain power people.
We need more votes on this request.
Could you offer "Current Occupant" to the filter "contacts to include?"