UB4
11 results found
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Search by Billing Address in UB4
When searching for a customer, the ability to search by the billing address is extremely helpful. We receive a lot of checks in the mail that do not have account information on them and we use the search field by billing address quite often in CBSW. With these types of situations, searching by the billing address becomes the only way we can easily identify which account to post the payment to correctly.
11 votesThank you for sharing your suggestion regarding the ability to search by billing address. We completely understand how important this feature is for situations where checks arrive without account information, and we appreciate you taking the time to explain its impact on your workflow.
We’re excited to let you know that in our latest update, we’ve added the option to enable Legacy Search through Settings > Preferences. This enhancement brings new search functionality and introduces many additional search options to make finding customer accounts even easier.
Thank you again for helping us improve!
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Would like to see the past due balance for all locations in one area. Right now we have to go to each location and add the amounts.
We have many customers with multiple locations and would like to see the past due balance for all locations in one tab, not have to go to each location and add them up.
7 votesThe requested enhancement has been successfully completed.
To enable the new functionality:
- Navigate to Settings > Company > Company Options.
- Enable the following options:
- Show customer balance on control panel
- Show location balance on control panel
Once enabled, balances will be visible within the Message Center for quick reference.
Please reach out to techsupport@cusi,com if you have any questions or need assistance with these settings.
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Manually add inventoy item outside of meter changeout.
In UB4 we want to be able to manually add an inventory item when on the account outside of a meter changeout. It interrupts the process to have to go to inventory to add the serial number prior.
7 votesThis work has been completed and there is now an option to add a new device during the changeout process. Any questions can be directed to our technical support staff.
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MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default
6 votesThe work has been successfully completed for UMS version 6.11 and above. We have also confirmed that this fix is included in the UB4 platform. For information on upgrading your UMS to include this fix, please contact our technical support team. The UB4 update will be pushed out as soon as it is available.
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List notes & Message Board by date order, newest first
Right now they seem to be in a random order, or listed oldest first. The most recent Note or Message should be at the top of the list.
5 votesThank you for your suggestion!
We’re excited to share that with the latest update, you can now sort notes by clicking on the desired heading. This enhancement makes it easier to organize and quickly find the information you need.
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Date when ACH was added
I would like the date noted in the Customer ACH tab. The date the ACH was added to the account would be very helpful when customers are calling and asking why their ACH did not pull for the month.
3 votesThank you for your suggestion!
The functionality you're looking for is already available through the Audit History Report, which can be accessed by navigating to:
Reports > History Reports > Audit History
Once there, you can filter the report by selecting 'AutoPay' to retrieve the specific information you need.
If you have any questions or need further assistance, please feel free to contact our support team at techsupport@cusi.com.
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businesses have no customer name
When running reports (open balance, aged receivables, etc) the column for Customer name is empty on several accounts. They are all business accounts. Isn't there a way to put the Business name in and STILL record it as a business?
2 votesThank you for submitting your UserVoice request. The issue was related to data and has been corrected in the individual customer databases. Please run the reports again and let us know if you notice any discrepancies.
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Work Order Screen
Would love see an actual work order screen instead of UB4 just showing the number of work orders. CBSW had a work order screen showing all the outstand work orders and we could complete the work orders from there.
2 votesThis request has been addressed by speaking directly with the customer and reviewing the service orders via the control panel and through mobile service orders. No further action is required at this time.
For any questions or additional support, please contact our technical support team at techsupport@cusi.com.
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billing
I ended up finishing my billing on the 26th & for some reason it put my posted date as the 24th. Can you make it to where it will not save previous dates that you have put in? That sure would be nice.
2 votesThe user was unable to replicate the issue. They will continue to monitor and will reach out to technical support if needed.
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The description field for a customers phone number should show up at the top of the customer tab
The description field for a customers phone number should also show up at the top of the customer tab. I use this field to put the name of the person who the phone number belongs to, especially if it is a joint account. That way I know whose phone number belongs to who without having to hit the edit button to see that information.
2 votesThis work has been completed and will be available on the next UB4 release.
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Add a search for Drivers License
We need to be able to search by customer Drivers License. Some customers are not comfortable giving their SSN, but we always have their DL. There needs to be a search for Drivers License number.
1 voteThank you for your suggestion regarding the ability to search by a customer’s Driver’s License number. This functionality is already available through our Legacy Search feature.
To enable Legacy Search:
- Visit https://cusits.zendesk.com/hc/en-us/articles/43533059606676-UB4-Preferences.
- Turn on the Legacy Search option.
Once enabled, you’ll be able to search using Driver’s License numbers as requested.
Please reach out to technical support if you need any assistance with enabling this feature or have additional questions.
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