UMS
177 results found
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scheduled email
delayed email delivery for the send statement notification feature in bill processing (select a future date and time for it to go)
1 voteWe need more votes on this request.
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adjustment note
when making an adjustment there should be a section on that screen that allows you to include a statement note with the expiration box so you don't have to go back to the account later
1 voteWe need more votes on this request.
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calendar
Billing adjustments calendar selection doesn't nave "today" as an option.
1 voteWe need more votes on this request.
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message center note
Double click a note in message center that opens the full note on the note tab.
1 voteWe need more votes on this request.
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payment arragement deposit
We require a deposit to start a payment arrangement. It would be nice to include or exclude that deposit payment as part of the arrangement installments. Also, if there is a pending payment on the account we should be able to set up a payment arrangement and exclude the pending payment.
1 voteWe need more votes on this request.
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note attachment description
When adding a note attachment a description is required. Being able to save a short list of commonly used descriptions would be brilliant.
1 voteWe need more votes on this request.
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email template
Subject saved as part of a saved email template. (A saved attachment would be great too.) Ex. If I send a water use alert email I would want to include a flier of common places to check for a leak, b/c including all of that data in the email increases the changes the customer won't read the message.
1 voteWe need more votes on this request.
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Default Wildcard search
We would like the ability to default the Wildcard search on the account control panel. Instead of defaulting to "Contains" we would like the default to be "Starts With" or whatever preference.
Posted on behalf of Merrimack Village District
1 voteWe need more votes on this request.
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usage variance
Be able to set usage variance by percent from last year AND over # of specified gallons.
EX: Customer A used 4K in March 2023.
We are now billing March 2024 and would want to flag if the use is 75% more than March 2023, but only if it is over 1,000 gallons total.
This way if it is a small user exceeding 75% of last year's month at the same time of year we don't land them on the high use list because their total gallons used that month is less than 1,000 gallons; whereas above, the user would…
1 voteWe need more votes on this request.
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Delinquency Notice
When creating our IVR call for delinquency notices, we have the option for IVR and SMS Text. It would be nice to have the option to send emails as well.
3 votesWe need more votes on this request.
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Bankruptcy Delinquency Type and Process
Delinquency bankruptcy is needed. Ideally, the process mimics bad debt write-offs, but for current customers. There is no clean way to write off the balance and have it reflect as bankruptcy. It is understood that Lien Processes could accommodate, but there is a significant difference between the management of bankruptcy and lien processes.
1 voteWe need more votes on this request.
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Street number sorting in searches
I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)
5 votesWe need more votes on this request.
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Select All for UDC Reporting
We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.
5 votes
AdminTodd Smith
(Delivery Manager, CUSI)
responded
We need more votes on this request.
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Multiple E-Bill Templates
Setup -> Configure E-bill
For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.
14 votesWe are waiting for votes on this request.
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Add Merge Field for Community Phone Number
On behalf of: Del Oro
Please add a merge field for Community Phone Number - for use in Message Templates, etc.
The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.
Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.
Thank you!
3 votesWe are looking for more votes on this request.
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Add Alert to Clear Readings before Model Changes
Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.
4 votesWe need more votes on this request.
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multiple autopay options for the customer
A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.
Ideally a message saying run…
4 votesWe need more votes on this request.
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budget
I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?
3 votesWe need more votes on this request.
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Remove old deposits from the Account Control Panel that have been refunded/consumed
Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).
6 votesThis request needs more votes.
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2023 User Summit-Security Overhaul
- Currently in setting up security roles there is a large majority of UMS that can be delegated as far as being able to view vs edit vs delete and such. But currently there are a VAST amount of small functions that only the role of an Administrator has the ability to manipulate, even if the function is only to view a certain section of the control panel. I would love to have some of these small functions but able to be delegated in security roles. Ill give an example. On a customer account if you want a CSR to be…
3 votesWe are looking for more votes on this request.
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