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188 results found

  1. error report after importing data from Fiserv

    error report after importing data from Fiserv needs to include address.

    1 vote

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  2. CWP from UMS account

    How cool would it be if we are working with a customer in UMS and we could click a button that opens up their location on the CWP.

    And similarly, a button on the CWP when in CSR view that opens up the corresponding location in UMS.

    11 votes

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  3. Consolidated bills

    The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.

    2 votes

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  4. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    9 votes

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    1 comment  ·  Admin →
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  5. Declined Autopay & Expiring Credit Card - Auto Email & Auto Note

    Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.

    58 votes

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  6. 6 votes

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    1 comment  ·  Admin →
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  7. Export Reports in 'Prepare Meter Reads'

    In UMS, in Reporting we have the capability to export to a CSV but when we go to Billing > Meter Reads > Prepare Meter Reads we're able to find the Meter Reads report, route sheet, and meter exceptions, however we don't have the capability to export these reports like we could for a customer list for example. For those meter reports I'm referring to we have to export from the print preview, but It would be a great enhancement request to export those reports from UMS.

    1 vote

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  8. Auto generate an email to customers who establish service.

    We would like to auto-generate an email to new customers with information about services available to them.

    2 votes

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  9. 1 vote

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  10. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    8 votes

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  11. Add Customer Balance as a merge field option

    So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
    Thank you

    1 vote

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  12. Payment Time Stamp on Customer Payment History Report

    Tracking of manual entry payment times and have the times reflected on the Customer Payment History report. Presently, the report shows 12:00 AM for all payments, which is inaccurate. CBSW tracked the Processed and Closed Dates and Times in Transaction Details.

    10 votes

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  13. Allow embedded clickable (linkable) images on Email Message Templates

    Allow embedded clickable (linkable) images on Email Message Templates so that the email will have an image that will redirect when clicked.

    5 votes

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  14. No Credit Cards After

    Create a company option for No Credit Card Payments after X disputes for accounts.

    1 vote

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  15. Communication Results Report

    Add what limit options were used on the delinquency process that triggered the Communication Results report.

    1 vote

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  16. Auto Payment Report

    Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.

    1 vote

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  17. spell check

    spell check like link to microsoft dictionary or something so our emails and notes can be spell checked before they are saved

    5 votes

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  18. Request for Additional Fillable Fields on Online Service Order Form

    Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!

    1 vote

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  19. Payment Email on Save

    Payment Batch Setup > Email on Save. From the Payment Screen, it would immediately send an email recipient to the email on file. If no email is on file, a box will pop up for the utility to enter the email address. There would also be a checkbox option for the utility CSR that reads save to customer account. UMS would then update the customer account with this email address. Currently, UMS presents an email option from the payment form, but if the batch is set to Print on Save UMS attempts to print first.

    2 votes

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  20. Add consumption to Merge Fields

    We would like the ability to add usage or consumption numbers to the email or ivr templates. Used especially for high use notifications.

    Posted on behalf of Marbury Water System.

    1 vote

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