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How can we improve the Customer Web Portal?

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43 results found

  1. Change Font size &/or Color to Custom Wording or statements

    Custom wording to replace standard text on site is displayed in oversized large text which is NOT proportion to the rest of text on the screen.

    1 vote

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  2. Limit Customer Communication Preferences

    Have the option to limit communication preferences.
    Currently, we can provide customers Communication Preferences that are all or nothing. That creates a lot of extra work for staff. If customers select PRINT on any of these options, we now have to mail notifications.

    Example: Customer decides they want a printed notification of when a payment is received.

    1 vote

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  3. 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…

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