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43 results found

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

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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

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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

   7 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

   7 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

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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

    7 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

    4 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

    13 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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    14 votes

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    3 comments  ·  UB4  ·  Delete…  ·  Admin →
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    Planned  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We’ve heard your feedback, and we’re excited to share that this enhancement request will be included in an upcoming release. Thank you for helping us improve!

    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

    10 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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    16 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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    Need More Votes  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We need more votes on this request.

    Mallory shared this idea  ·  Jan 28, 2025