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172 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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    0 comments  ·  Admin →
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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.

    12 votes

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  3. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    11 votes

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    1 comment  ·  Admin →
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  4. 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.

    3 votes

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  5. 7 votes

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    1 comment  ·  Admin →
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  6. 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.

    12 votes

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  7. 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.

    3 votes

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  8. 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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  9. 1 vote

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  10. spell check

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

    6 votes

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  11. Integration with Diamond Maps

    When clicking on the map pin next to "Location" on the Control Panel, have the option to link to Diamond Maps instead of Google Maps. Ideally this would also apply to Service Orders.

    2 votes

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  12. IVR calling all numbers instead of only primary

    When running an IVR (ie: shutoff list) it will only call the primary tele #. Please make it call all numbers listed. I know there is an option out there on another function now. Not sure why it's not an option on any IVR. Thank you.

    3 votes

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  13. 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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    0 comments  ·  Admin →
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  14. 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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  15. No Credit Cards After

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

    1 vote

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  16. 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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  17. 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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  18. saved web portal payment used to pay from UMS

    If a customer has payment information saved in their wallet on the customer web portal our team should be able to click a single button from their UMS to accept a payment via that saved payment method. If they have multiple methods saved they could show up in a list of like last 4 digits or something and then the customer can specify and click boom done. The data is already out there so there just has to be an easier way than us keying in a quick pay for them every month. Even if not in UMS we should…

    5 votes

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  19. 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.

    7 votes

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  20. Suppress Early Pay Discounts on Final Bills

    We do not allow any discounts for early payment on Final Bills. This means we presently have to manually adjust each Final Account after the bill is paid. It would be great if UMS could simply not enter a discounted amount for Final Bills.

    2 votes

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