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UB4

How can we improve UB4?

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5 results found

  1. 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

    10 votes

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  2. when on the payment screen, need to be able to go directly to the customers account without having to search it again.

    Currently if you're on the payment screen for a particular account and for some reason if you need to go to their account screen there needs to be a button to click on to take you directly there. Right now there isn't. You have to search it which takes extra steps.

    Having an option to take you right to their account screen would be huge!!

    24 votes

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    3 comments  ·  Admin →
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  3. Web portal account- It should state if a customer is signed up for autopay.

    If a customer signed up for Autopay it should state that in their web portal account.
    I had a few customers who were unsure if they were set up for autopay and they logged into their web portal account to check but it doesn't state if the customer is signed up or not.

    18 votes

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  4. Add Expand All option on the Notes Tab

    The idea is to add an "Expand All" option on the notes tab within the utility billing system. This feature would allow users, such as Customer Service Representatives (CSRs) or Billing Clerks, to view all the notes at once without having to click on each note individually. This can be particularly useful when they need to quickly access and review all the notes related to a customer's account.

    By having an "Expand All" option, it would streamline the process of viewing all notes, making it more efficient and user-friendly. This can save time and reduce the chances of missing important…

    10 votes

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  5. the WEB USER tab on the customer screen should change to a different color if the customer signed up for a web portal account.

    by having it change color when someone signs up as a WEB USER this will make it jump out at you. It already changes color from black to green if someone signed up for autopay and it changes color for documents if a document was scanned in.

    13 votes

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