UB4
8 results found
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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?
7 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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Notes should sort by date not note level.
On the NOTES tab. Notes should be in date order with the newest note at the top. It shouldn't be by Note Level order. With the current set up, after a while when there are a lot of notes entered in, you are going to have to take extra time to go through the pages to find the newest note in a certain note level.
13 votesWe are reviewing this request.
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would like less clicks of tab button on the payment screen after entering check number
After you enter the check number on the payment screen and hit TAB, it would be nice if it would go directly to the green PAY button to post the payment. Instead you have hit the tab button 4 times just to get to the green PAY button.
Suggestion: What would be really nice is, after you enter the check number you can just hit the enter button on the key board and than it would take you to the green PAY button and you can hit the enter button again. For me that would make it a smoother flow.20 votesThank you for your suggestion. We are reviewing this request.
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Payment screen-after posting a payment-cursor should automatically go the the OMNISEACH field.
On the payment screen, when you click on the green pay button to submit a payment at the bottom right of the screen, it should then automatically put the cursor in the OmniSearch field so you can type the next account number.
16 votesThank you for your suggestion. We are reviewing this request.
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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.
10 votesWe are reviewing this request.
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UB4 Exceptions noted in account
Have exceptions noted in the UB4 account transaction history similar to the UMS process
2 votesWe are reviewing this request.
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1 vote
We are reviewing this request.
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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.
4 votesWe are reviewing this request.
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