UMS
197 results found
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Email Final bills from UMS without saving a pdf and including a message
In order to avoid saving a pdf in our system, we email Final Bills for Deed transfer by emailing our infobox to get the pdf, copy and paste it into a new email and add our message which includes pertinent information for closings.
1 vote -
Be able to change the Mail From: section
Be able to add more emails to the Mail From: section to include other shared mailboxes. It would be nice if there was a drop-down where you could select different shared mailboxes (collections, customer service, billing, etc.)
11 votes -
Sort billing by location number alphabetically
During billing, you can't sort by the Location ID order alphabetically - so all the "A"s are together, all the "B"s are together, and all the "C"s are together, etc. I would make it 100 times easier to find a bill that you need to pull. Currently, we have to look through a huge stack of bills to find the one we want.
1 vote -
Change sign up for SMS
We are having trouble getting people to sign up for text/SMS because it requires them to login to their account online and then change their preferences. It would be nice if we could send them like a link via email that they could click on to approve signing up for texts. Or a simple entry on our website, much like when you sign up to receive a coupon code on a retail website that you just enter your phone number and it sends you a text that you have to reply "Yes" to. The way it is setup just doesn't…
6 votesThanks for submitting this idea!
To move a request forward, we look for strong support from the user community, and this one needs more votes to reach that point. Please share it with others who would find it useful and encourage them to vote.
We'll continue to monitor this request and update it as interest grows.
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Implement 2 templates for configure e-bill statements in Setup
Currently there is only 1 message template option in Configure e-bill statement in Setup. This means that there is only one message that will be sent out at any time when sending a statement via email, which means that it is either a message for a Current Bill or for a Final bill depending on what is inputed in the Setup. In the real world, multiple people are working on the system at any one time resulting in Final and Current bills being emailed concurrently. As such, this is a suggestion to have 2 templates, so that the party sending…
1 vote -
Automated E-Billing & Autopay Incentive Feature
This proposal requests the development of a new, touchless software feature designed to automatically reward customers who enroll in both E-Billing (paperless) and Autopay.
By creating a method for zero staff touchpoints we would be able to maximize the cost savings to our customers and provide a larger incentive (statement credit). That proivdes us the opportunity for boosting customer loyalty to our most efficient customers.
The feaure would have 3 steps;
1. Capture ebill (no paper) customers' company number, account number, and location number (the requirements of a mass add/mass adjustment),When the autopay file is generated any matching sequences…
6 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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delete purge old customer data, history, re-use number
I would like the option and ability to select customers to remove/ delete after a period of inactivity that I choose 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 and make their customer number now available for use. - for customers that move away and never return, for instance; their data taking up space. My desire would be that this is a manual task I would elect to do every 5 years. It would be great…
14 votes -
Exclusions on Shut Off Notices
Need ability to exclude customers that already have an active shut off notice when processing shut offs for a specific route instead of going into each account on the report to see they already have one still active.
2 votes -
Provide option to add additional emails for a user
Currently only one email can be added to a user in Security Setup, but a CSR may have 2 emails; their individual email and the CSR group email. Having the option to add a second email to a user's Security Setup will allow payment notification to be sent to the second email, which could be their CSR group email.
8 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Electronic ACH
Allowing Merchant Services to pull ACH Draft like they already do for credit cards that are on auto draft. Instead of having to create a NACHA File. This would help with any human error and human interceptions.
2 votes -
Balances stays with account number instead of address.
It would save a lot of time if the balance would stay with the account numbers and not addresses. Right now we have a lot of landlords that has lots of addresses. They have a deposit that they can bounce to other addresses when needed. So we are having to click on each address that has been attached before to see if it has a balance or not. Would be alot easier if it would just stay to the account number that way when we type in the account number for that landlord it would pull up all the bills…
2 votes -
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in
Would it be possible to make it so that customer-initiated email address updates in the CWP portal automatically change the email address in UMS, and vice-versa?
1 vote -
email template include default subject
Have the email template include a defalts subject line if desired.
7 votes -
Autopay filter
I know that an autopay checkbox has been added in Statements, but it would be great to have a limit option or checkbox in the Customer Contact Wizard to be able to pinpoint those customers for communications.
3 votes -
hide the zeros at the front of customer account number in the customer email they receive
The customer is confused about what their account number is when they see all the zeros in front of their account number in the email.
42 votesThank you for your suggestion. We are currently reviewing this request.
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Add date created/ tran date to financial reporting to reconcile numbers across reports
When running reporting in UMS, it is difficult to match numbers. We found that the transaction list runs off of transaction date but the customer payment history report uses both. We would like the option to use date created and tran date on ALL financial reporting. The most important report at this time would be the transaction list.
Posted on behalf of Washington Municipal Utilities
16 votes -
Make IVR payments labeled as made through IVR system, not as Online Credit Card payments
IVR payments should be noted as being made through IVR system on customer's transaction history instead of labeled as online credit card payments made through guestpay so if there is an issue with a payment, you can differentiate how payment was made.
11 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Expiration Date for Disallow Payment Methods
An expiration date is needed to disallow payment methods. There is no mass way to reset or mass clear disallowed payment methods. Many utilities want these to expire after 12 months.
10 votesThis enhancement requires more votes to move it forward. Please add your support if this is something you would like to see in a future release.
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disallowed payments by location and/or customer instead of just customer with expiration
Function for disallowed payments by location instead of by customer (or if we could do customer and/or location). For example a landlord has mulitple locations, but only one location is not allowed to pay by check. Also an expriation date for each disallowed payment type.
5 votesThank you for your software enhancement request. While we appreciate the suggestion, additional support from the community is needed before we can move this idea forward.
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Add Payment Reversals to Customer Payment History Report.
Program Payment Reversal code into this report so I can balance this report to the Payconnex settlement. There is no audit trail, and I must manually adjust and notate it was a reversal. I uploaded an example. I did print a transaction report for Payment Reversal, but it needs to be included in the total on the Customer Payment History Report.
22 votes
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