UMS
192 results found
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2023 User Summit-Duplicate Robo Calls
We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.
3 votesWe are looking for more votes on this request.
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Ability to remove, delete Customer after defined period
I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.
1 voteWe need more votes on this request.
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NOTE FIELDS
In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.
5 votesWe are looking for more votes on this request.
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E-Check auto pay option
I would like for the customers to be able to use e-check for auto pay
1 voteWe need more votes on this request.
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Changes to Note Type
• Currently when you open the note type it auto-populates to “general”.
Can you make the sort order customizable and hide types that are no longer being used?
5 votesWe are looking for more votes on this request.
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Consumption Charges Based on Meter Usage, Not Total Account Usage
Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.
3 votesWe are looking for votes on this request.
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Remove old deposits from the Account Control Panel that have been refunded/consumed
Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).
4 votesThis request needs more votes.
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Enrollment in AutoPayment via the IVR
We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.
4 votes -
let it start numbering new accounts at a number set by the user not by the highest numbered account
Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.
1 voteWe need more votes on this request.
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View Consumption History Through Service Orders
Make it possible to view Consumption History information in Mobile Service Orders.
1 voteWe are looking for more votes on this request.
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create delinquency - export button next to process button
The "Create Delinquency" window doesn't have an explicit 'Export' button, The only option is to first preview/process the report, then export from there, but that creates an odd "crystal reports" csv file rather than a standard csv file.
.it would be really helpful to be able to export directly to a standard csv file.
3 votesWe are looking for votes on this request.
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Payment Wizard - Manual Entry
When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.
3 votesWe are looking for votes on this request.
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Prevent Duplicate Electronic Payments on CWP
We have had so many customers call us to say that they accidently paid twice by credit card. To limit duplicate payments of the same amount in the payment portal, without disabling the ability of those owners who do pay bills online for multiple properties that are billed on a flat rate basis, I am requesting that the UMS portal does one of two things (or both).
1. Rather than connect the payment to the Customer Number when it is being paid, connect it to the Location Number. Then we could switch the "don't allow duplicate payment" button, without prohibiting…9 votes -
2023 User Summit-Refund with no credit balance
This is what she wants: “I wanted to be able to cut a check to them if they did not have a credit balance and did not mean to pay. “ According to Matt, just doing a transaction reversal won’t allow you to do that. There are a number of transactions that have to happen, which is ludicrous, to be able to cut a check back to a customer. If you could AT LEAST get that process for me from them, they can use that in the interim until they find a better way to do that.
2 votesWe need more votes on this request.
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2023 User Summit-Performance Issues With Move Outs On Large Accounts
We are trying to use a feature in UMS for a customer having multiple Locations. In this case, it is a home builder. Normally this feature works fine but with this home builder account it currently has 437 locations attached to 1 customer account. When moving out a location from the home builder account it takes minutes for the process to complete. And because of how large the builder is its never just 1 move out. It’s a list that gets given to us every month so possibly scoping a move out wizard that can move out multiple locations tied…
2 votesWe need more votes on this request.
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Landlords
When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.
3 votesNeed more votes.
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Community Revenue Class Limitations.
On behave of Melissa @ Texarkana.
We would like and option to allow the users to limit to a Revenue Class for a Community. Just like it does for the Routes and Rate codes.2 votesWe are looking for votes on this request.
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compose email - add default signature
Allow for there to be a signature (with line breaks) when you send customer's an email (ex: copy of their receipt) through UMS. Ex:
2 votes -
add note with attachment to all accounts in a misc. fee batch
When processing shut offs under the Utility Services Tenants Rights Act it is necessary to keep good records. The inability to save a PDF of a complete report attached to the account notes in mass is debilitating.
Example: the certified letters are not recorded as such because they don't run out of UMS as certified letters. We have to sticker and scan those.
I would like to be able to attach that PDF record of scanned letters and envelopes (confirmation of delivery by court standards) to the accounts. Right now that has to be one 1 location at a time.
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2 votes -
Review Calculations
Review Calculations – To add the feature to change the Read End Date and Transaction Date from the review calculations tab. Currently the Calculation Action must be selected first to update the Review Calculations with the Read End and Transaction Date.
2 votesThis request needs more votes.
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