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Joan High

← Customer Feedback for CUSI Products

My feedback

23 results found

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

    5 votes

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    1 comment  ·  UB4  ·  Admin →
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    Joan High commented  · 

    Just following up with this. Really hoping this can be done.

    Joan High shared this idea  · 

  2. Notes should sort by date not note level.

    2 votes

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    2 comments  ·  UB4  ·  Admin →
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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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    Joan High commented  · 

    When on the note tab and you check the box off for the note to also show up in message center under the location or account tab. The NEWEST note needs to be at the top, not the oldest. IF it doesn't do that then after a few years you will have a lot of scrolling to due to fine the newest note and you may miss something very important.

  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.

    4 votes

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

    3 votes

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    Joan High supported this idea  · 

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

    8 votes

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

    7 votes

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    Joan High shared this idea  · 

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

    4 votes

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

    4 votes

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

    3 votes

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

    2 votes

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  12. Service Order Control Panel

    2 votes

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

    2 votes

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

    2 votes

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

    3 votes

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  16. 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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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We 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.

    Joan High supported this idea  · 
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  17. Payment Breakdown chart

    2 votes

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  18. Payment Screen - make customers name in Bold

    3 votes

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    Joan High commented  · 

    Also can you make the account number bold on the payment screen.
    With your eyes having to go from the left side of the screen to the right side, that information will jump out at you if it is in BOLD print.

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  19. My Tasks Due Date or Notification

    2 votes

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  20. Link to my CWP from my UB4 Dashboard

    3 votes

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