UMS
185 results found
-
Include Mailing Address as a Sort Option for Process Related Reports
Printing Billing Edit List or any other process related reports (delinquency lists, etc.) - Is there anyway that you can add Mailing Address as a sort option. So that my address are in order. Instead of the address and customers printing out of order. example : Starting with 1 and so on and until ending in 966.
3 votesThank you for submitting your enhancement request.
We appreciate your initiative and the value your idea brings. For this enhancement to be considered, we require additional support from the broader user community.
-
Location Alt ID
We are utilizing this field for our accounts without a permanent addresses. We use that field to hold a CAD identification number and when transferring data from system to another it's needed. Right now it has to be done manually which takes far too much time. Please consider adding this to the report. Or at least the customer list report.
7 votesWe need more votes on this request.
-
Multi Location Payments
We are wanting to edit the logic of X amount of NSFs goes to Cash Only for Multi Location Payments. We found that when one customer makes a payment across multiple locations and it has to have an NSF that each location will count towards the cash only NSF count. If we have one payment across multiple locations we expect it to issue one NSF towards the cash only count under Setup > Company.
Posted on behalf of Jackson Co Water & Sewage 30549
4 votesWe need more votes on this request.
-
Mass Add Misc Transactions through Grid View
The Mass Add Documents, Notes, and Contacts feature utilizes a grid view to facilitate the entry of applicable accounts.
We request the implementation of a similar grid view for entering accounts to add miscellaneous transactions in bulk. The current functionality of the mass add miscellaneous transactions feature does not meet our requirements. Please refer to the attached screenshot for further reference. This request is posted on behalf of Calaveras PUD.
1 voteThis 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.
-
Customer Tab Active Box
Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.
10 votesWe need more votes on this request.
-
Lock Penalties to Billing Dates
Our Billing process requires that we date bills for specific dates, so if those dates are on a weekend we process the bills on the following work day. The problem we run in to is that this happens infrequently enough that we occasionally have someone forget to change the date when setting up the late fees. It would be helpful if we could have a full billing process where we set the date at the beginning and it will persist through the rest of the process instead of resetting to today's date at each step (generate late fees, post, generate…
1 voteThis 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.
-
MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
4 votes -
Automatically Revert Rate Codes on Move Out/Move In
For things like Low-Income Discounts, it would be very helpful if UMS would revert to the default, non-discounted rate codes when you move out the customer with the discounted code and moved in a new customer
1 voteThis 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.
-
SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
3 votes -
More information or custom information on error reports
Being able to see what customer or location numbers that the meter numbers or other information given (depending on what you're doing) are tied to when an error report is produced would make executing resolutions much more efficient. The current workflow has us stopping to look up meter numbers to determine what account each error is on before being able to resolve the error. Custom error report information, or just more identifiable information would be extremely helpful.
1 voteThis 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.
-
6.10 update - usage history button
What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.
Thank you for your consideration,
Terri8 votesWe need more votes on this request.
-
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.
6 votesWe need more votes on this request.
-
shut off notice in notes
Copy of shut off notices as issued in the account notes when you post them to the account. should be able to customize the reference box in the transaction history too
14 votesWe need more votes on this request.
-
One week email notification prior to ACH Autopay Transactions
We have customers - property managers in particular - who would like to receive an email notification prior to ACH autopayment transactions being applied. Many utilities with autopay features do provide an email notification a week prior to the transaction being applied. This helps our customers to ensure funds are available and prevent declines/fees.
10 votesWe need more votes on this request.
-
Contacts should have the same "Type" fields as Customers
Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".
We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.
8 votesWe need more votes on this request.
-
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.
7 votesWe need more votes on this request.
-
Max Adjustment Amount
Add a security option where UMS Users have a max dollar amount adjustment they are allowed to enter.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your 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.
15 votesWe need more votes on this request.
-
NFS Set up
I would like to see the NFS set up changed to allow for a reset of NSFs on an account when a milestone is reached, for instance if the account has not had an NSF for the past 2 years of payment history, the account will reset back to the criteria set by the utility.
1 voteWe are seeking additional votes to move this request forward.
If you support it, please consider casting your vote.
-
Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.3 votesAdditional votes are needed to move this request forward.
- Don't see your idea?