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Joan High

← Customer Feedback for CUSI Products

My feedback

27 results found

  1. Notes should sort by date not note level.

    1 vote

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  2. The description field for a customers phone number should show up at the top of the customer tab

    1 vote

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  3. need someway to verify an e-bill didn't get kicked back for some reason

    3 votes

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  4. Web portal account- It should state if a customer is signed up for autopay.

    3 votes

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  5. A copy of billing statement needs to be attached to the e-bill like it was in CBSW

    8 votes

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    1 comment  ·  UB4  ·  Admin →
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    Joan High commented  · 

    “Some of my customers are reliant on having a printable copy of a bill sent by e-bills. They still send us checks and are too old or obstinate to figure out the website. We offer this as an option due to delivery issues with the post office.”

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  6. Have reports list the total of the columns/categories

    3 votes

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

    4 votes

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  8. would like less clicks of tab button on the payment screen after entering check number

    6 votes

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  9. Payment screen-after posting a payment-cursor should automatically go the the OMNISEACH field.

    5 votes

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  10. on payment screen: would like CHECK to prefill instead of cash

    4 votes

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  11. Add google map balloon that was in CBSW customer tab to the Account screen in UB4

    3 votes

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  12. Automatic email generated to customer if change made on their account

    2 votes

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  13. Notes checked off to show up in message center under location or account tab. The NEWEST note needs to be at the top, not the oldest. der

    2 votes

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    Joan High commented  · 

    Hopefully this can be done. As more messages get added to show up on the message board of the location screen you won't be able to see the newest right away.

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  14. billing exception edit list - color code when account is reviewed

    2 votes

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  15. Service Order Control Panel

    2 votes

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  16. Have the Capability of Editing the Read Type on the Customer Control Panel Level

    2 votes

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  17. Meter status On or Off on main customer screen in bold

    2 votes

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  18. billing exception list/changeouts - create single line review

    3 votes

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

    2 votes

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  20. Payment Breakdown chart

    2 votes

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