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How can we improve the Customer Web Portal?

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43 results found

  1. Ability to Customize the Default Company in Drop Down Menu in CWP

    Currently, companies are displayed in alphabetical order in the drop down menu. However, if the vast majority of customers belong to a particular company, it would be nice to be able to set that company as the default. Using Town of Pendleton as an example their drop down defaults to "Clerk Treasurer" and their drop down menu is in this order:
    Clerk Treasurer, Five Star, Grovelawn Cemetery, Pendleton Planning Department, Town of Pendleton
    Customers may not even realize they are not in the correct company when they log in and wonder why they can't find their information. Then they may…

    1 vote

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  2. Add a tab on the Payment Services Dashboard for Rejected/Failed/NSF payments for Echeck

    Add a tab on the Payment Services Dashboard for Rejected/Failed/NSF payments for Echeck. This will make reconciling deposites to the bank easier since Echecks are SO delayed in hitting the bank. and email notification are not so reliable.

    4 votes

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  3. auto pay

    Please redesign the set-up/workflow or steps for ACH/credit card auto pay.
    Many users have difficulties with the site, after setting up the ACH the system does not easily direct them to enroll the auto pay after validating.

    9 votes

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