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48 results found

1. 2023 User Summit- Allow a customer to ONLY change the exp. date on CC

   14 votes

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   0 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

2. credit card failure note

   9 votes

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   1 comment  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

3. CWP - Customer changes are not reflected in UMS Audit Tab

   11 votes

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   0 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

4. Allow us to add an account to CWP thru UB4/UMS

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   0 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

5. Add backflow "test due" date on the customer portal account.

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   0 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

6. We would like to have a form pop up each time the online account is accessed to have the customer update/verify their contact information.

   9 votes

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   2 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

7. Auto Reject E-Check Payments on Disconnect Day

   8 votes

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   3 comments  ·  CWP  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

8. Add Account Status Filter/Sort to Delinquency Register Report

   6 votes

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   0 comments  ·  UMS  ·  Delete…  ·  Admin →
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   Mallory supported this idea  ·  Aug 11, 2025

9. Contacts should have the same "Type" fields as Customers

   5 votes

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   1 comment  ·  UMS  ·  Delete…  ·  Admin →
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   Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

   We need more votes on this request.

   Mallory supported this idea  ·  Aug 11, 2025

10. Replace Existing Contacts in Mass Add Documents, Notes, Contacts Addin

    2 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory shared this idea  ·  Aug 11, 2025

11. One week email notification prior to ACH Autopay Transactions

    6 votes

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    1 comment  ·  UMS  ·  Delete…  ·  Admin →
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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We need more votes on this request.

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    Mallory commented  ·  Jul 7, 2025  ·  Edit…  ·  Delete…

    We want the ability to notify Autopay Customers prior to running autopay. We would use the Customer Contact Wizard but there is no limit to Autopay customers.

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    Mallory supported this idea  ·  Jul 7, 2025

12. Customer Contact Wizard Impovements

    7 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We need more votes on this request.

    Mallory supported this idea  ·  Jul 7, 2025

13. Customer Contact Wizard for Location Contacts

    3 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We need more votes on this request.

    Mallory supported this idea  ·  Jul 7, 2025

14. Add date created/ tran date to financial reporting to reconcile numbers across reports

    11 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory shared this idea  ·  Jun 25, 2025

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

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    10 votes

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    0 comments  ·  UB4  ·  Delete…  ·  Admin →
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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We need more votes on this request.

    Mallory supported this idea  ·  Jun 4, 2025

16. Notifications when payments are made on lien accounts

    3 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory shared this idea  ·  May 5, 2025

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

    5 votes

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    0 comments  ·  UB4  ·  Delete…  ·  Admin →
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    Mallory supported this idea  ·  Apr 22, 2025

18. Add Payment Reversals to Customer Payment History Report.

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    12 votes

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    3 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory commented  ·  Apr 8, 2025  ·  Edit…  ·  Delete…

    We understand that the report has REV in detail but please note that she wants it included in the totals.

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    Mallory supported this idea  ·  Apr 8, 2025

19. Payment Time Stamp on Customer Payment History Report

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    12 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory supported this idea  ·  Apr 8, 2025

20. Multi Location Payments

    2 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Mallory shared this idea  ·  Jan 28, 2025