UMS
139 results found
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Paying Final Bills through IVR
We have a customer who has two locations and one account number. The status of one of the accounts is current and the other is final. When they go to pay their final bill on the IVR line, it does not give them the option to do so. If a customer has just a final billed location only, it does allow them to pay it through the IVR system. It only seems to have an issue with customers with multiple accounts. We would like for customers with multiple locations to be able to pay their final balances along with their…
3 votes -
Default Autopay to Required Amount (Statement Balance)
When customers are signing up for Autopay, they are being defaulted to Pay Account Balance instead of Required Amount (Statement Balance). I am changing this based on the email notifications I receive. This should be the other way around (default to Required Amount) to avoid drafting more than what the statement said.
1 votePlease vote if this is something you would like to see changed on a future update.
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Notes for Mobile Service Orders, not printed
It would be nice if the Note section in the Manage Installations would be visible on the Mobile Service Orders. This would help with specific meter locations for new field service employees and also if they need to be advised of animals.
1 votePlease only vote on this if you would like to see 'Notes' from the notes tab on a service order tab instead of notes from under the meter information in the manage installations screen (which is already possible).
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High Usage Automated Calls
We are starting to use the meter exceptions report for automating phone calls for customers for high usage.
If possible we would like to know if the following can be added:
-In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs
-A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…
3 votes -
SMS Option For Contacts
Allow contacts to have an SMS option without signing up for the CWP. This way if an owner, emergency, etc. contact wants to be notified of a statement, high usage, etc. SMS, this would be an option available for them.
2 votes -
Expanded Service Order description field?
Can the description field for Service Orders be expanded to be more descriptive?
2 votes -
use label Bad Debt in the place of Final
When someone is place in bad debt the account is still labeled at the top of their account as "Final". There is an icon indicating they are in bad debt but it doesn't jump out at you. It would be great if in the place of "Final" at the top if it would say "Bad Debt" and then if moved out of bad debt that would become "current" again
6 votes -
Message Center Notes
It's extremely unhelpful that every location note appears in the message center box. There are lots of notes that one may want to stay with the location no matter the customer. It would be much more helpful to be able to chose what notes appear in the message center. It seems like that should already be an option since there is already a feature that allows you to categorize notes.
1 vote -
Allow any UMS user to access the CWP
Allow employee's to be able to view the CWP as an Admin and not only a CSR.
This way I do not have to give Admin access to employee's that really do not need it. They can be set up under their designated role, but also be able to look up batches, e-payments, etc. in the CWP
1 voteNeed more votes.
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Delete Unbilled Usage
FP 91139. When making a metered service inactive - add an option to delete the unbilled consumption for all services billing based upon the metered service. Example: When making water inactive they want to remove the sewer consumption also and only bill the base fee. Presently, we only remove the unbilled consumption for the service being made inactive and other services continue to bill the recorded consumption.
1 voteVote on this request if you would like to see an option to delete unbilled usage on a dependent service if the primary service's unbilled usage was deleted.
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Mobile Service Order Notifications
We'd like the creator of the service order to be notified once a comment has been made on the order (whether they get tagged or not) AND probably more importantly, we'd like the creator to be notified once the service order is marked closed.
7 votesNeed more votes!
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Option to disable email communication for delinquency and shut off notices. Only allow email communication for billing.
We have a protocol to only use mail for delinquency and shut off notices. We do not want the customer to be able to choose email as a communication option for those notices. We DO want it to be easier for them to sign up for e-bill, but no option to hide the delinquency and shut off options. They have to email or call to get signed up for e-bill which is a PIA to both customer and staff. Have to keep the portal option turned off to avoid email notices for delinquency and shut offs.
1 vote -
Customer contact wizard
It would be nice to have the ability to limit duplicate messages for customers with multiple accounts having the same email/cell phone information in each one. Some sort of filter to send communication to an email address once.
5 votes -
Allow users to select appropriate NSF code, due to different tax jurisdictions
Allow users to select appropriate NSF when processing those transaction types either from the Account Control Panel or the NSF Wizard.
Example - we have two codes for NSF due to varying tax jurisdictions.1 voteWe need more votes for this request to be considered.
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Location Deposits/Statements
Our District has account deposits based on location. When a location is a rental property, we do have the option of having the renter as the customer and both the renter and owner will receive a monthly statement. Our issue is that when we print the first statement for a new renter, all deposits that have been made on the location will reflect on the billing statement. Even when the deposit was made 2, 3 years before. We prefer to NOT have this information reflect on the statement, as long as it was not processed during the statement period. Would…
2 votesWe are looking for more votes on this request. Please vote on this item if this is something you are interested in seeing.
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Add a Barcode on Service Order
Ability to add a barcode on the service orders for CSRs to be able to scan -- which would then bring up that service order in MSO or UMS to be approved or edited.
1 vote -
Draft information change/editing audit tracking
When "editing" the existing auto payment record on a customer account, if you leave the auto field as bank account and just change the bank routing or account number, this change does not show in the audit tab. For auditing purposes, it would be beneficial if all changes showed.
4 votesThis request is currently being worked on.
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Services Orders - Automatically Post Service Order Fees Upon Completion
When created shutoff / reconnection service orders, related fees associated are added. Upon completion, please set the fees to automatically post.
1 voteNeed more votes.
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Saving Preferences on Service Orders
Each serviceman is assigned specific routes/service order categories. We would like for there to be a way to set preferences to what they see every time when they log in or could "save" filters. They are having to select every route each time they log in and since Routes need to be selected one at a time, it can be frustrating. Thank you!
2 votesWe are waiting for more votes on this request.
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Credit Card failure codes
When reviewing customer payments in the payment services dashboard on the CWP, can we see all reasons for failed payments to be able to explain to the customer when they call in for assistance?
2 votesNeed more votes.
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