Candace
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9 votes
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36 votes
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Candace
commented
@Janelle
The workaround would be great if the report separated the failed emails from the successful ones.One up that... it should email a CSV export of failed emails so we can edit the Excel file after correcting any emails we can with the customer and then allow us to upload the corrections into UMS in one go.
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9 votes
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Candace
commented
Even if CUSI can't get any card data on the wallet for CSRs something, anything, that will help us help the customer.
We are literally flying blind here and I've asked cusotmers for screen shots, and even set up a fake account to try and run a how-to guide for us and it's just not doing it.
If they don't want to give us the access they should be taking the customer assistance calls and walking the customer through the process for us.
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2 votes
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3 votes
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7 votes
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10 votes
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Candace
commented
Even with creating an email template for the failed credit cards it takes me an hour to notify each failed card individual on a short 2 page report. We worked with a provider that no only automatically notified the customer that their payment was becoming due, but of failed payments, AND upcoming credit card expirations and it didn't involve a CSR at all. Having been with CUSI this long and knowing what competitors are up to I expect better going forward with our upgrade to the next product.
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7 votes
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12 votes
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36 votes
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13 votes
This item is planned for release with our CWP3
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1 vote
Thank you for the suggestion. This request has been declined due to a lack of interest and votes.
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4 votes
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12 votes
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5 votes
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6 votes
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I would vote for this if we could have it done in a way that we can push out the request for everyone on the CWP. Our customers would get so annoyed with the verification process they would stop using it. I love the concept though, just know our customers wouldn't like it.
Or a timed verification - 2/year, 4/year.