6 results found

1. Attach Statement as PDF for E-Bills

   When we e-mail the bill from the customer History/Transaction tab, it attaches the statement in the e-mail as a PDF, but when we e-mail in mass (Active Company) from the Billing tab, it does not attach it as a PDF to the e-mail. Doesn't make sense that it works via the History/Transaction tab, but not in mass.
   Several customers have complained about not being able to view their bill without creating an online account.

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

   Thank you for submitting this enhancement request and for the thoughtful feedback from your customers.

   After careful review, we have made the decision to decline the request to attach PDF bills to mass billing emails sent from the Billing tab (Active Company).

   We understand this may feel inconsistent given that PDF attachments are supported when emailing from the History/Transaction tab, and we appreciate you bringing that to our attention. However, the two workflows serve different purposes — the History/Transaction tab is designed for individual, on-demand emails, while the mass billing process is optimized for high-volume delivery.

   The decision to decline this enhancement is based on two primary factors:

   1. Industry Standard: Best practice for mass billing communications is to include account balance and relevant account information within the email body itself, rather than attaching a copy of the bill as a PDF.

   2. System Performance: Generating and attaching PDF documents across a high volume of outbound emails would significantly impact processing speed, introducing delays that would be disruptive to the billing workflow.

   We recognize that some of your customers have expressed a preference for receiving their bill directly without needing to create an online account, and we encourage you to continue sharing that feedback as it helps inform future prioritization decisions.

   Thank you again for taking the time to submit this request.

   Thank you for submitting this enhancement request and for the thoughtful feedback from your customers.

   After careful review, we have made the decision to decline the request to attach PDF bills to mass billing emails sent from the Billing tab (Active Company).

   We understand this may feel inconsistent given that PDF attachments are supported when emailing from the History/Transaction tab, and we appreciate you bringing that to our attention. However, the two workflows serve different purposes — the History/Transaction tab is designed for individual, on-demand emails, while the mass billing process is optimized for high-volume delivery.

   The decision to decline this enhancement is based on two primary factors:

   1. Industry Standard: Best practice for mass billing communications is to include account balance and relevant account information within the email body itself, rather than attaching a copy of the bill as a PDF.

   2. System Performance: Generating and attaching PDF documents… more

2. Service ID #

   When posting a payment or even looking at a customer account it would be handy if their locations came up like they did in CBSW for customers who have multiple addresses attached to one account number. This way we can just type in their account number it will pull up their locations in one screen. When posting if the customer has multiple addresses you have to be sure have the service ID number, because you have to manually type that in before you go any further. In CBSW the locations would pop up and we could pick the location and move a long.

   When posting a payment or even looking at a customer account it would be handy if their locations came up like they did in CBSW for customers who have multiple addresses attached to one account number. This way we can just type in their account number it will pull up their locations in one screen. When posting if the customer has multiple addresses you have to be sure have the service ID number, because you have to manually type that in before you go any further. In CBSW the locations would pop up and we could pick the location and… more

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   Declined  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   This request was declined after discussion with customer. User is submitting another item for review.

3. A copy of billing statement needs to be attached to the e-bill like it was in CBSW

   A copy of the billing statement needs to be attached to the e-bill like it was in CBSW so the customer can just click on it so it opens up. Now in UB4 it is not attached to the e-bill and it instructs a customer to go to their web portal to view statement. I have a bunch of people who requested the e-bill's but do not have a web portal account. They requested e-bills mainly because of issues with the mail. Now they are upset that the statement was not attached to the e-bill. They really do not want to create a web portal account, some of these people are older and that process is a little overwhelming for them. Hopefully this can be corrected before our next billing

   A copy of the billing statement needs to be attached to the e-bill like it was in CBSW so the customer can just click on it so it opens up. Now in UB4 it is not attached to the e-bill and it instructs a customer to go to their web portal to view statement. I have a bunch of people who requested the e-bill's but do not have a web portal account. They requested e-bills mainly because of issues with the mail. Now they are upset that the statement was not attached to the e-bill. They really do not want… more

   8 votes

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

   This request has been declined. Industry standard suggests that an email be sent with account balance and information, but not send a copy of the actual PDF bill.

4. Show full customer information

   Display customer phone number and email on the customer tab showing nothing if they are empty fields.

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

   This request has been declined as customer information is already available to be seen on the customer tab.

5. payment entry

   The manual payment entry screen is awkward. Can it be made more user friendly?

   5 votes

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

   This request was declined for being too vague. Please provide additional information as to what behavior is expected.

6. Lead and Copper Tab

   Copy/pasted from UMS submission here: https://cusi.uservoice.com/forums/939819-ums/suggestions/45821530-lead-and-copper-tab

   Please see the UMS submission for screenshots in comments.

   Original text:
   With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.

   If we could search/report on the year location installed, material from main to meter, material from meter to tap and change out required would be great. The year location installed would be great overall, just not for the lead and copper rule due to there not being a spot right now in this program where we can hold that date and remain constant.

   Not only would this be great for your current customers, but think of the sales pitch for people seriously contemplating changing billing programs. This could be the first billing program to help customers tackle this huge task of lead and copper.

   Copy/pasted from UMS submission here: https://cusi.uservoice.com/forums/939819-ums/suggestions/45821530-lead-and-copper-tab

   Please see the UMS submission for screenshots in comments.

   Original text:
   With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.

   If we could search/report on the year location installed, material from main to meter, material from meter to… more

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

   We are working with a third party for this integration.  Please contact your Customer Success Manager for details.