3 results found

1. Quick Pay: Disallowed Payments

   As a utility billing manager, I need the ability to truly prevent specific customers from successfully making payments on the customer web portal using Quick Pay. Currently the system does not stop processing those payments, it allows them to be processed but only prevents the payment from being posted the customers account history. We are then forced to VOID/reverse the payment and a refund is issued to the customer during reconciliation. It would be useful to have an option that truly prevents the payment from being processed. This add extra work for the customer service staff and causes confusion for the customers who refuses to stop making payments using the web portal. Currently the only way to prevent this is to TURN OFF Quick Pay entirely and only allow logged in users to make payments. This is not a great solution as our service area has a large number of renters who do not have access to create users for the web portal.

   Submitted on behalf of Gum Springs Water Supply Corporation

   As a utility billing manager, I need the ability to truly prevent specific customers from successfully making payments on the customer web portal using Quick Pay. Currently the system does not stop processing those payments, it allows them to be processed but only prevents the payment from being posted the customers account history. We are then forced to VOID/reverse the payment and a refund is issued to the customer during reconciliation. It would be useful to have an option that truly prevents the payment from being processed. This add extra work for the customer service staff and causes confusion for… more

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   4 votes

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   1 comment  ·  Delete…  ·  Admin →
   Completed  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   The work item to restrict credit card payment processing via CWP for customers with credit cards designated as a disallowed payment method has been successfully completed and is now ready for release.

   For deployment assistance or to proceed with implementation, please contact techsupport@cusi.com to get the software update scheduled.

   
   

   
   

2. Make Email Used to Register Editable

   We frequently receive requests from customers asking to change their email address associated with their CWP login. We can change the email in their account under communication preferences, but that does not change their email for the CWP. As of right now, there is not way to update that information so we are deactivating customers login credentials and asking them to re-register with their new email and create a new username and password.

   2 votes

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   0 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   This can already be done in UMS by going to Setup > Security and unchecking the 'Hide Web Users' box at the bottom right.  Then you can edit the email of the desired user.

3. Last search option

   When doing a customer or location search, keep the last used option. For example, if the last search was by Full Location Address, default back to that when performing another search. Most often we use Customer Name, but it goes back to Customer Number when doing the next search.

   19 votes

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   3 comments  ·  Delete…  ·  Admin →
   Completed  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   This work item has been completed and is available in UMS version 6.9.