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  1. 4 votes

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    1 comment  ·  UMS  ·  Admin →
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    Candace supported this idea  · 
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    Candace commented  · 

    In addition, when exporting a file type, the corresponding program should open. If I export to a CSV notepad, notepad++, or Excel should correspondingly open the exported file. Exporting a PDF would open Adobe or IE or whichever reader is defaulted as primary.

  2. 4 votes

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    1 comment  ·  UMS  ·  Admin →
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    Candace commented  · 

    I like the concept of this. It would be more helpful for our team if it also had a tracking system for what we call our "rick roll accounts". These pay just enough to keep out of range of a disconnect, but never pay off their balance in its entirety so they continually leave a balance out there. (ex. pay a payment plan startup fee and disappear for months until notices go out again, then pay just enough to satisfy the next startup fee, and then here we go again).

  3. 3 votes

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    0 comments  ·  CWP  ·  Admin →
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    Candace shared this idea  · 
  4. 7 votes

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    0 comments  ·  UMS  ·  Admin →
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  5. 9 votes

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    0 comments  ·  UMS  ·  Admin →
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  6. 3 votes

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    0 comments  ·  UMS  ·  Admin →
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  7. 2 votes

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    0 comments  ·  UMS  ·  Admin →
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  8. 18 votes

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    5 comments  ·  UMS  ·  Admin →
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    Candace commented  · 

    We use Elements instead, but I feel this so much.
    If the timeout feature can't be avoided - an autosave feature would resolve the issue as well.

    Candace supported this idea  · 
  9. 39 votes

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    4 comments  ·  UMS  ·  Admin →
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    Candace supported this idea  · 
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    Candace commented  · 

    I was able to get a credit card report out of UMS that sends an email to cards that are expiring. Call support - they were able to walk me through it.
    Declined autopays I set up an email template but it is still one at a time. :(
    Very time consuming and outdated as our last system did both of these tasks without our involvement.

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