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186 results found

  1. Customer Name when re-sequencing route

    when resequencing a location, it would be much easier to know exactly where to insert if the name of the current occupants of the locations were shown. Even though we have over 12,000 service locations, the names still mean something to us and would improve our accuracy of getting the sequence correct.

    (on behalf of Conway County Regional Water Distribution District, AR)

    1 vote

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  2. Automatic Notification for Landlord Reversion

    Would love a way to send landlords a notification automatically when a location goes back into their name. Some landlords are set up for landlord reversion, so they want to know the date it happens before they get their first bill.

    3 votes

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  3. Automate application of Penalty

    We would like a configuration option that would allow the automatic application of penalties each month.

    posted on behalf of Northern Perry County Water (Ohio)

    2 votes

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  4. Bad debt maximum past due balance

    When running the Bad Debt Process, we do not want accounts that have over $10 balance to calculate. It would be handy to be able to put in a Maximum Past Due Balance field similar to the minimum so we do not calculate for accounts that owe over $10.

    We would like a field on the adjustment process screen as well to only take off credits under $10 or on the Open Balance Report let us enter an amount.

    9 votes

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  5. Cities in search results

    The ability to view service address cities in the search results box would be amazing! Often times we're looking for an address that is more generic, and we have to click on multiple people and open their accounts to view the city and see if it is the correct account. A huge time saving improvement!

    1 vote

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  6. Mass Change of Rate Codes for Service Dialog

    1) Don't reset the form each time a change is processed. The Service details section of this dialog resets with any change to the Limit details or Code filters sections. This isn't helpful when changing multiple rate codes.
    2) Order the New rate code drop down list alphabetically by rate code to make it easier to locate the new rate code. With over 200 rate codes, it's challenging to find the one needed when the list isn't in any particular order.

    2 votes

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  7. wants to add "User closed" on the service order control panel

    created on behalf of Greater Ouachita

    wants to add "User closed" on the service order control panel

    1 vote

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  8. Mass add UDC (User Defined Code) via CSV file

    Mass add UDC code via CSV file. Current mass add udc cannot be limited far enough.

    Example: I run a report and also want to limit out those same accounts for future follow-up. I can then use the created UDC to include/exclude those locations.

    1 vote

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  9. Mass add UDC (User Defined Code) via CSV file

    Capability to mass add UDC via CSV file. Example: I run a report to send letters to customers about a payment plan offer. I can also then use that file to mass add a UDC for one of our payment plan options so our reports can include/exclude them based on our future follow-up needs.

    The current Mass UDC add is only by other limiters, which would not suffice.

    1 vote

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  10. default card present to be unchecked

    In payment screen, need an option to make the Card Present box unchecked as a default. We have to uncheck it every time we take a card payment

    2 votes

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  11. Notifications when payments are made on lien accounts

    UMS Users would like to receive notifications when payments are made on lien accounts; similar to when payments are made shutoff accounts.

    Posted on behalf of Northshore Utility District

    3 votes

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  12. 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.

    22 votes

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  13. Location No. search

    Would you please add a column to the Location No. search selected from the Account Control Panel that shows final date for each result for that location that has a final status after "Utility Status" column so that we can readily see which final result is the most recent?

    Thank you so much, God bless, and we look forward to hearing from you!

    1 vote

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  14. Add payment to mobile application.

    It would be very helpful to show if a members account is paid or not on the mobile application our field crews use. This would be efficient during the times the offices are closed, including weekends, when a member is locked out and they make a payment after hours. Currently, we cannot see the status of an account only their name, address, location number, and phone number(s).

    3 votes

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  15. View Communication Results for E-bills

    After sending e-bills, a View Communication Results box pops up with an option to show all, show errors or don't show. If you click on either option, that UMS generated report disappears forever. It would be nice to be able to view errors if there are any and then view all accounts that bills were emailed to.

    35 votes

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  16. Service Order Control Panel

    Provide a way to delete open service orders in mass vs. one by one.

    12 votes

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  17. Create a .msi installer so it's easier for Intune Deployments.

    Currently there is only a .exe installer. It would be nice to have a .msi installer so we could use it for things like Intune deployments. You can use .exe with Intune but .msi setups are much easier for that.

    1 vote

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  18. Backflow Test Result Control Panel

    Would like the ability to import a spreadsheet to the backflow test result control panel. We receive numerous tests daily and would like to put them into a spreadsheet and upload it daily vs. entering every backflow test through the control panel.

    2 votes

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  19. Have Consistency with Account numbers when pulling reports

    When pulling multiple reports into a CSV file one report will have the leading zeros and another report will not have them. Resulting in a lot of time wasted editing the report to work with it. We would prefer not to have the leading zeros if that is available.

    3 votes

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  20. Add forwarding address field to cancel service request

    Add forwarding address field to cancel service request

    1 vote

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