UMS
167 results found
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payment arragement deposit
We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.
1 voteWe need more votes on this request.
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owner as contact
an owner in the owner tab with contact preferences set should trigger copies of bills and notices as listed.
Or at least a one button activation of the owner's information into the Contacts tab.
1 voteWe need more votes on this request.
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note attachment description
When adding a note attachment a description is required. Being able to save a short list of commonly used descriptions would be brilliant.
1 voteWe need more votes on this request.
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email template
Subject saved as part of a saved email template. (A saved attachment would be great too.) Ex. If I send a water use alert email I would want to include a flier of common places to check for a leak, b/c including all of that data in the email increases the changes the customer won't read the message.
1 voteWe need more votes on this request.
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Default Wildcard search
We would like the ability to default the Wildcard search on the account control panel. Instead of defaulting to "Contains" we would like the default to be "Starts With" or whatever preference.
Posted on behalf of Merrimack Village District
1 voteWe need more votes on this request.
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usage variance
Be able to set usage variance by percent from last year AND over # of specified gallons.
EX: Customer A used 4K in March 2023.
We are now billing March 2024 and would want to flag if the use is 75% more than March 2023, but only if it is over 1,000 gallons total.
This way if it is a small user exceeding 75% of last year's month at the same time of year we don't land them on the high use list because their total gallons used that month is less than 1,000 gallons; whereas above, the user would…
1 voteWe need more votes on this request.
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Customer Contact Wizard; Sort Order
We would like to see the option for sort order for the emergency contact list under the customer contact wizard work for customer contact instead of sorting by headers. That block in the window is for the Emergency Contact List, which is separate from the Customer Contact Wizard functionality.
1 voteWe need more votes on this request.
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2023 User Summit-Code Filters
Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.
6 votesWe need more votes on this request.
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Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
3 votesWe need more votes on this request.
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Ebill Template
Need a field for the current charge amount only. Requested by Si Energy
1 voteWe need more votes on this request.
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Bankruptcy Delinquency Type and Process
Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.
1 voteWe need more votes on this request.
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Street number sorting in searches
I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)
5 votesWe need more votes on this request.
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Future Date Read Changes
Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.
4 votesWe need more votes on this request.
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Customer Contact Wizard Impovements
(1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
(2.) Also, it would be great to add the…4 votesWe need more votes on this request.
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Meter Change Report
Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…
8 votesThis request needs more votes.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
5 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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Do not allow NULL searches
When searching in UMS do not allow space + search or blank + search. If this is allowed provide a warning box that you are about to search for Active Company. Also, disallowing this mirrors the UB4 behavior.
1 voteWe need more votes on this request.
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Additional Rate Option
Need an additional rate option to see 1/1/24 - 1/1/24 as 1 day and not 0 billing the base fee as defined.
1 voteWe need more votes on this request.
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On the account control panel under location, it would be helpful if you could add a from and to date column for each owner or tenant
add a column that shows from and to date, which would show the deration of time each owner, tenant occupied the location
1 voteWe need more votes on this request.
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Clone Message Templates
Need the ability to clone message templates.
1 voteWe need more votes on this request.
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