UMS
188 results found
-
error report after importing data from Fiserv
error report after importing data from Fiserv needs to include address.
1 vote -
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 votesWe need more votes on this request.
-
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 -
Show Audit for changes on service orders
Logged on behalf of Tangipahoa Water District
9 votesWe need more votes on this request.
-
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 votesWe are reviewing this request.
-
Show Test this Rate at the account level or see an option for a breakdown of a charge at the tier level.
CSRs would like to be able to test this rate at the account level.
6 votesWe need more votes on this request.
-
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 -
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 -
1 vote
-
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 votesWe need more votes on this request.
-
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 you1 vote -
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 -
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 votesWe need more votes on this request.
-
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
1 vote -
Communication Results Report
Add what limit options were used on the delinquency process that triggered the Communication Results report.
1 vote -
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 -
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 votesWe need more votes on this request.
-
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 -
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 -
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
- Don't see your idea?