The State of Florida has begun a program that provides assistance for electric customers which is funded by the Federal Government. The funds MUST be used to pay for electric services ONLY. Unfortunately, UBS does not have the ability to designate...
Third Party Contact Information in the Inquiry screen
In the UBS module, it would be highly helpful if the third parties email address was able to be viewed in the inquiry screen. In order to see their email you have to go into Edit Customer and Show Detail, click the 3rd party tab, then click on blu...
Sending text messages to customers or communicating emails about changes in pickup services is a challenge when only business numbers for the third-party payment company are on file. The agency needs to have the option to send the message to the c...
Create an online portal to allow customers to apply for utiltiy serivce accounts online. Ideally, once customer has applied the application would sit in a queue for processing by staff member. This would greatly reduce our data entry time.
Currently we have to pull the work order type code report to see the list of work orders for example "Semi Perms" and then go to the work order menu and type in every work order individually to print and save. It would be so helpful to pull the wo...
Add a quick link to associated data record on notes under review. When you open notes under review, if you want to see more information about that note or customer acount you have to leave the note screen and go to a different menu for inquiry. It...
When reconciling credit card payments, Front Counter payments don’t show an account number nor name of the person making the payment. We have had several issues where we don’t know who made the payment and asked point and pay to reverse the paymen...
Occasionally, we would like to send a user defined letter to all customers. The ability to some of ADG's fields like name, address and the barcode would be very useful.
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