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How can we improve the Customer Web Portal?

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5 results found

  1. Allow the daily usage graph to adapt to quarterly billing.

    1 vote

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  2. IVR to repeat numbers back

    It would be nice if our IVR system (we use Stripe) could repeat the credit card or routing/acct numbers back to you so the customer knows if they make a mistake or not. Most pay by phone line have this feature and there are many customers who get upset because the pay by phone line does not read back the numbers they entered nor does it give you a confirmation number that the payment went through. The customer is only looking to confirm the information is correct and was processed successfully.

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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…

    1 vote

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  4. In the portal, when I “schedule” would be nice to have a function that say keep daily settings

    This is on behalf of Lisa Miller @ Youngs River. Reference ZD ticket # 58109.

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  5. Open Balance Widget

    Having an open balance widget would be great. A pie chart by services or groups would be fantastic.

    Customers should also be able to see their total balance broken up by aged buckets (ex $30 in the 90-days bucket $40 in the 60 days bucket) and be able to make payment of the whole balance or a particular aged bucket balance.

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