UB4
40 results found
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1 vote
We are reviewing this request.
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Automatic email generated to customer if change made on their account
When a change, like an address change, is made on an account where that customer is signed up for the web portal, an email is automictically generated to them. in the body of the email that is sent to the customer there is a box in the upper left hand corner that has nothing in it. It says click on the "x" to see image. It would be nice if the box could be removed all together or if maybe our company logo can go in it.
3 votesWe need more votes on this request.
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billing exception list/changeouts - create single line review
when going through the change-out billing exception's, it would be nice to have a single review screen where you can review/edit prior/current dates and readings and usages on both meters. instead of having to go to two different places.
3 votesWe need more votes on this request.
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Payment Screen - make customers name in Bold
on the payment screen can you make the customers name in BOLD.
Since the customers name on is the opposite side on the payment screen and the amount due, by having it in BOLD will make it jump out at you.
3 votesWe need more votes on this request.
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Add customer names to the route resequence screent
It is easier to move a customer to the correct read position if you will include customer names in the resequence a route screen.
2 votes -
billing exception edit list - color code when account is reviewed
When going through the billing exception edit list by manual review. It would be nice if the account changed color after it was reviewed then you will know where to pick up if you got side tracked or had to leave that screen and come back.
2 votesWe need more votes on this request.
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Meter status On or Off on main customer screen in bold
It would be really nice if the status of the meter either ON or OFF would show up bold or RED so it jumps out at you.
I have a couple of accts that the water mtr is shut off for various reasons but there is no where on the screen that it jumps out at you with out searching for the fine print towards the bottom. In CBSW it was in RED that the meter was shut off. This would make things a lot easier2 votes -
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.
2 votesWe need more votes on this request. This was discussed in our quarterly meeting and in case you didn't know, there is a 'globe' at the top of the ACP that is displayed when users are signed up for the portal. Our plan is to deny this request because of the quick glance icons but we are leaving it out there to see if it gets some traction.
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Link to my CWP from my UB4 Dashboard
It would be convenient to be able to get to CWP from within the UB4 UI.
I think the UB4 Dashboard would be a logical place for a link to my CWP.
Bonus points for single sign on, i.e. if I am logged in to UB4 as an admin, then automatically log me in to CWP as an admin.
3 votesWe need more votes on this request.
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My Tasks Due Date or Notification
Allow a due date to be added to My Tasks
2 votes -
Payment Breakdown chart
Could the Payment Breakdown chart on the Dashboard be customized for selected date ranges or given options so it can match up with the Collected Today, Collected This Month and Collected This Year figures?
2 votes -
Service Order Control Panel
Provide a way to delete open service orders (MSO) in mass from the Service Order Control Panel.
2 votesWe need more votes on this request.
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On account screen, customer tab should open up first not history
When opening an account, have the customer tab in the 1st position to open up right away or just change it that the customer tab opens up right away instead of history tab. I'm always having to go and click on customer tab and with the slight delay it can waste time.
2 votes -
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.
2 votes -
Have the Capability of Editing the Read Type on the Customer Control Panel Level
In UMS you're able to edit the Read type by going to Location > Manage Installations > On the meter click 'Edit Item' > Meter > Select your Register > Change Read Type there
In UB4 Go to Devices > Search for Meter > click on Meter > Make the Changes there
That process is fine, however we would like to be able to change the Read Type in the Control Panel based level also.
2 votesWe need more votes on this request.
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Automations
CS Week 2024: Larger utilities will require more automations in general, however the most common request here was involving the delinquency/shutoff process. A common call out was creating a workflow that would automatically notify customers x days in advance of receiving a penalty or shutoff without the utility manually generating these notices. I understand that any automation surrounding shutoffs could a bit scary. Perhaps this is an area where a focus group with some larger customers or consultants could help inform this process.
3 votesWe need more votes on this request.
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Company logo
CS Week 2024:Ability to add the company logo on the main UB4 login screen.
3 votesWe need more votes on this request.
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Configurable Control Panel
CS Week 2024: - Several of the largest utilities we spoke with suggested that the control panel itself be configurable based on user role. This includes the ability to hide any tab along with customizable widgets along the top of the screen where the customer and location cards are located.
3 votesWe need more votes on this request.
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Configurable Dashboard
CS Week 2024. A consistent theme for almost every demo was the ability to configure the primary UB4 dashboard that is displayed upon initial login to UB4. These dashboards would be configured based upon user role. There should be several canned widgets that users can select from like the admin/customer dashboards in CWP. Ideally users could create custom widgets
3 votesWe need more votes on this request.
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Create Re-read service order
CS Week 2024: When demoing the usage exception reporting in UB4 most utilities asked if they could generate re-read service orders from this report. Ideally users would be able to use the exception type limit options to generate these service orders in MSO or a third-party asset management application in mass. They could also create an individual re-read service order from the “enter reads” screen itself. Closing that service order should update the read in UB4.
1 voteWe need more votes on this request.
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