UB4
96 results found
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Process Delinquencies
When processing delinquencies, it would be nice to be able to export an excel spreadsheet like we did in CBSW. We had the option to "export grid contents to CSV." We used this a lot when reviewing delinquencies balances and making sure everything was posted. Now, we have to print the register report in UB4 and can take hours to compare our lists to make sure everything is being posted. Also, we were previously able to print just the review transactions so there were less pages, but now it won't let you sort by location number when you print, it…
3 votes -
Add Notification Options to Backflow Testing Schedule Report
Add a notification toggle for options to send eMail/IVR/SMS notifications to the Backflow Testing Schedule Report, modeled after the Emergency Contact Report. This enhancement would enable utilities to send electronic notifications and/or reminder notifications for device testing when test are upcoming, due, or past due. This would aid in improving communication and compliance with customers.
4 votes -
Report Criteria
Please, please add the same limitation criteria for all reports within UB4, this is a very important tool for us that we cannot use for all of our reports. It would also be helpful to have date selections on all reports. Also, it would be helpful to have better sorting of report information too. If we sort by customer name, location number, etc. our reports are all over the place! When we run a list report we would like to be able to run it for a specific time period.
2 votes -
More than one Email address
We have households and businesses request that we have more than one email address on their account that can receive ebills.
2 votes -
Password Requirements
When customers are creating new account usernames and passwords, it should pop up and tell them what the requirements are for those items (i.e.- length, upper case, lower case, a number, etc.)
5 votes -
PRINT USAGE HISTORY
Have the ability to print customer usage history from the account screen. Currently only have ability to see graph to print or run a consumption report for that customer. seems like a lot of functionality in the account screen was lost when we went to ub4
2 votes -
remove meter models and read types not used
remove meter models and read types my company will never use. this creates too much room for error when processing change outs or installing new devices. seems like we should be able to customize ub4 this way for each company
2 votes -
Omnisearch Default Setting
In The UB4 software, OmniSearch. Since we do searches primarily by customer number, and not a general search option, I suggest that the Customer Number be the first thing to look for as a default setting. But it seems a general search is default and when you enter a customer number to search for, you have to select CustomerNumber, and you have to do that for every number you search for. I think the search options should be selectable by the client in client settings. Can we make this happen?
8 votesThank you for your suggestion.
We appreciate your input and are currently reviewing the request to assess its feasibility and alignment with our roadmap. We’ll keep you informed of any updates as the evaluation progresses.
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adding services in the location tab
When adding services in the location tab it takes a really long time. In CBSW you could add everything very quickly. In UB4 you have to wait 10 seconds for things to load and then wait for them to add, get back to the location screen and add another service and then wait again and continue this over and over until all the services have been added. When setting up new locations this is very time consuming compared to the amount of time it took in CBSW.
10 votes -
Improvements to Prepare Meter Reads
The lay out of the "Enter Meter Readings" was more functional to use. You can view history by scrolling, view notes the same way. The PDF reports for everything you click on is not useful or functional. You should be able to sort by account number or location number which should be included instead of category or added. Or at least have the option to sort all of the titles at the top instead of just current read date, current read, and unbilled. In CBSW you could sort any of the titles. The whole screen was user friendly. I spend…
1 vote -
Emergency Contact List - Limit search
Currently the emergency contact list only allows you to search by street. Having the ability to narrow that search down to a certain range of house numbers (ex: 2010 - 2026) would be helpful because the notification would only be sent to the affected customers instead of the entire street.
7 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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notifications
We need a way to delete notifications. I know that we can hit stop but it will start again. We need a way to delete them so they aren't receiving the notification 2 weeeks+ later. Thanks.
1 vote -
Incorporate a way to get electronic signatures from customers.
We would like to be able to send our forms to customers directly from UB4. For them to be able to electronically sign and upload the required documents for service.
10 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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Graph should be based on water usage history
Because our company only meters water it would be better if the graph on the statement and on the UB4 account screen we should be able to pick what to show on the graph and it would be nice if when you hovered over the dots that is pops up the usage related to the dot.
2 votes -
Shut off letter
I would like to mail/ email shut off letters the property owner. I only have the option for customer or contacts. That would mean I would have to enter the property owner as a contact too (double entry).
Also, I would like the entry of a new contact to be less steps. If they have a customer number we should be able to enter that.4 votes -
Sort Prior Date in Billing Enter Reads
While reviewing reads, the Prior Date column should have the option to sort by date. Some prior dates don't appear as a "Date Exception"
1 vote -
Sort Note Type
On the note tabs, When you create a new note, the Note Type categories are not sorted.
1 vote -
Account History Filter
Customer Payments should allow you to click on each one to provide detailed information like it does without the filter, add charges as an option in the filter, and usage in the account history as a column.
1 vote -
Unbilled usage needs to be displayed in the usage tab.
This will allow quicker responses to customers inquiring about the new meter read.
8 votesThanks for the suggestion! Before we can consider this enhancement, we'll need to see more votes from the community. If this is something you'd like to see, please upvote the request and share it with others who might benefit!
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ADD SITUATION CODE ON METER READ REPORT
Would like to see the Situation code field when entering/preparing meter manual reads on the report. The field does not appear as a column on the report . Data/column available for entry but does not appear anywhere on any of the reports. Would like to run report to get data or a list that need verify reading status, generate work order, or add notes back to customer account.
1 vote
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