Skip to content

UMS

192 results found

  1. Service Order Dashboard - Service Order Notes

    It would be nice, if when the crew log into the Service Order Dashboard that they can see a preview of the work order notes.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Remove unwanted gateways from tools in UMS

    For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
    Something such as an active box within the gateway set up.
    Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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…

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Add Meter Size Filter to Average Charge List Report

    Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.

    Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. SERVICE ORDERS Viewing CLOSED in the field

    Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
    They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Fund Accounting Entries

    Need the ability to disable open credit applies when fund accounting is in use. Presently, credits are redistributed causing mixed fund entries. Another option is the ability to create an entry at the time of posting to review funds and make the due to/due from entry as needed for out-of-balance entries.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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?

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. generate a NSF letter from transaction in history

    add an option in history tab so when a NSF transaction is highlighted, there is a generate notice option available

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Expanded Service Order description field?

    Can the description field for Service Orders be expanded to be more descriptive?

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

UMS

Categories

Feedback and Knowledge Base