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43 results found

1. CUSTOMER CONTACT LIST

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   0 comments  ·  UMS  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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

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   Anonymous supported this idea  ·  Aug 27, 2025

2. delete purge old customer data, history, re-use number

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   0 comments  ·  UMS  ·  Edit…  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Aug 27, 2025

3. merge customer

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   0 comments  ·  UMS  ·  Edit…  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Aug 27, 2025

4. Location No. search

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   0 comments  ·  UMS  ·  Edit…  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Aug 26, 2025

5. Customer Contact Wizard for Location Contacts

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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.

   Anonymous supported this idea  ·  Aug 26, 2025

6. 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

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   Anonymous supported this idea  ·  Aug 15, 2025

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

   6 votes

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

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   Anonymous supported this idea  ·  Aug 15, 2025

8. Show Audit for changes on service orders

   12 votes

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

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   Anonymous supported this idea  ·  Aug 15, 2025

9. CWP from UMS account

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   13 votes

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

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   Anonymous supported this idea  ·  Aug 15, 2025

10. open account in UMS from email link

    2 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 15, 2025

11. It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due

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    3 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 15, 2025

12. shut off notice in notes

    12 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.

    Anonymous supported this idea  ·  Aug 15, 2025

13. Customer Tab Active Box

    8 votes

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

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    Anonymous commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

    Yes, we have this language problem, in that we expect active to mean current customer/ location accounts and inactive to mean final customer/ location accounts. We do not want final customers showing in reports where we have chosen "active" because another customer is at that location with active services.

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    Anonymous supported this idea  ·  Aug 15, 2025

14. MSOs showing open/closed by default, should show open only by default

    4 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 15, 2025

15. Auto generate an email to customers who establish service.

    6 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.

    Anonymous supported this idea  ·  Aug 15, 2025

16. Location Alt ID

    6 votes

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

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    Anonymous commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

    We use this field to hold the map number of the location and would love for it to show on reports, especially location based reports where appropriate.

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    Anonymous supported this idea  ·  Aug 15, 2025

17. Revise Consumption DTL Report

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    2 votes

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    Anonymous supported this idea  ·  Aug 15, 2025

18. Consolidated bills

    6 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.

    Anonymous supported this idea  ·  Aug 15, 2025

19. merge location numbers

    3 votes

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    0 comments  ·  UMS  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 15, 2025

20. "Limit to" and "Sort by" enhancement

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    1 comment  ·  UMS  ·  Delete…  ·  Admin →
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    Anonymous commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

    Yes, please include all same for all, for instance, that we can sort by location on every report if desired. Thank you and God bless!

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    Anonymous supported this idea  ·  Aug 15, 2025