Mandatory Informational Messages
When trying to inform all of our customers about important information while using the mass customer contact, the customer must opt to get an email, robo call or sms text. Otherwise we are unable to inform all customers of important issues such as, leaks, road closures, interruption of services or time sensitive items. My suggestion is that a mandatory button is added to the information messages option, to be able to reach all of our customers when time sensitive issues that will affect them arise.
Carmen Rodriguez
shared this idea
Thank you for submitting this enhancement request — we completely understand the urgency of being able to reach all customers during time-sensitive situations like service interruptions, leaks, or road closures.
Great news: UB4 already includes a feature that should meet your needs. The Emergency Contact List allows you to broadcast notifications directly to customers without requiring them to have opted into a communication preference in advance.
Here's how to use it:
Navigation
Reports > List Reports > Emergency Contact List
Filtering Your Audience
Before sending, you can narrow your recipient list using any combination of the following:
• Limit Options – Apply account- or location-based filters
• Code Filters – Filter by specific account codes
• Street Names – Target customers on specific streets (e.g., E Main St.)
• Regions/Subdivisions – Target customers in specific regions or subdivisions (e.g., Sunny Dale)
Enabling Notifications
1. Toggle the Send Notifications slider to ON. This changes the action button at the bottom of the screen from "View" to "Notification Options."
2. Click Notification Options to open the notification screen.
3. Select your Communication Type:
• RoboCall
• Text/SMS
4. Select the desired Message Template(s).
5. Click Send Notifications to broadcast the message to all customers in the filtered list.
The report will include each customer's Account Number, Location Number, Name, Service Address, and Phone Number so you have full visibility into who is being contacted.
This should give you the ability to reach all affected customers for any urgent situation, regardless of their individual communication preferences. Please let our tech support group know if you have any questions or need assistance setting this up.