UMS
171 results found
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ability to limit reports by zip code
Utility must submit numerous status reports to Public Service Commission on disconnects for non payment, penalties, etc and they require them to be enumerated by zip code. The expectation is that eventually there may be special rates for certain zip codes. Currently numerous reports are being exported to excel, combined and then sorted to gain the required reporting information.
1 voteWe need more votes on this request.
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Retain History of Budget Billing
We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.
1 voteWe need more votes on this request.
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Add in the ability to search by route or sequence number while using mobile service orders.
Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.
3 votesWe need more votes on this request.
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Be able to flip the Owner tab to a Renter tab so you can use the account either way.
Posted on behalf of Kristy at Loves Park
1 voteWe need more votes on this request.
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Edit Reporting Available for Scheduled Tasks in UMS.
Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.
Posted on behalf of Kristy at Loves Park
1 voteWe need more votes on this request.
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Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff
Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.
1 voteWe need more votes on this request.
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Levelized Filter
I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.
2 votesWe need more votes on this request.
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Refund List Report Sort Ascending/Descending
You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.
1 voteWe need more votes for this request.
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Required Fields
Add *Required Field to work orders such as the following:
Name of person completing the task
Meter Read
Meter Number Information.
We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.1 voteWe need more votes on this request.
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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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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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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 votesWe need more votes on this request.
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Rate Code, Meter Size variance - Include on Error Report
If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.
7 votesWe need more votes on this request.
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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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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 -
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 -
Usage Notifications -Daily Meter Reads (AMI Customers)
For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.
Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”
Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”
Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”
Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.
6 votes -
Automatic Website Maintenance Mode
We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.
8 votesWe need more votes on this request for this to be considered.
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