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22 results found

1. Billing Review Calculations: Add Export Option

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Stacy Taylor shared this idea  ·  May 15, 2025

2. Link to my CWP from my UB4 Dashboard

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

   We need more votes on this request.

   Stacy Taylor supported this idea  ·  May 14, 2025

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

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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.

   Stacy Taylor supported this idea  ·  May 14, 2025

4. Incorporate a way to get electronic signatures from customers.

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   0 comments  ·  UB4  ·  Delete…  ·  Admin →
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   Stacy Taylor supported this idea  ·  May 14, 2025

5. Payment Reminder Emails

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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.

   Stacy Taylor supported this idea  ·  May 14, 2025

6. Transfer Individual Charges

   26 votes

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   Stacy Taylor supported this idea  ·  May 14, 2025

7. Transfers

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   Stacy Taylor shared this idea  ·  Mar 28, 2025

8. Printing Bills

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   Stacy Taylor shared this idea  ·  Mar 20, 2025

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

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   3 votes

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

   We need more votes on this request.

   Stacy Taylor supported this idea  ·  Mar 6, 2025

10. Prenote Transactions

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    Stacy Taylor shared this idea  ·  Mar 6, 2025

11. Search by Billing Address in UB4

    6 votes

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    Under Review  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    We are reviewing this request.

    Stacy Taylor shared this idea  ·  Jan 23, 2025

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

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    8 votes

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

    We need more votes on this request.

    Stacy Taylor supported this idea  ·  Jan 23, 2025

13. Payment Screen - make customers name in Bold

    6 votes

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

    We need more votes on this request.

    Stacy Taylor supported this idea  ·  Jan 23, 2025

14. Allow posting from Control Panel

    8 votes

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

    We need more votes on this request.

    Stacy Taylor supported this idea  ·  Jan 23, 2025

15. No Credit Cards After

    5 votes

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    Stacy Taylor supported this idea  ·  Jan 23, 2025

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

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    Stacy Taylor supported this idea  ·  Jan 23, 2025

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

    8 votes

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    Planned  ·  AdminTodd Smith (Delivery Manager, CUSI) responded

    The request is scheduled for inclusion in CWP 3.0, which is expected to be released in late 2025.

    Stacy Taylor supported this idea  ·  Jan 23, 2025

18. Enhance reports to list the total of the columns/categories

    4 votes

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    1 comment  ·  UB4  ·  Delete…  ·  Admin →
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    Stacy Taylor supported this idea  ·  Jan 23, 2025

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

    6 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.

    Stacy Taylor supported this idea  ·  Jan 23, 2025

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

    8 votes

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    1 comment  ·  UB4  ·  Delete…  ·  Admin →
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    Stacy Taylor supported this idea  ·  Jan 23, 2025