The ability to copy a current builder/customer to a new account
As a rapidly growing city we have a lot of new communities being built and adding the builder’s information with each new account is a lot of unnecessary work. Being able to copy the same billing information from one acct to another will save a lo...
Often times when taking payments from customers, customers will ask a question that requires follow up. Currently, we write down the account number and then ask the customer for their telephone number because it is quicker than logging into anothe...
Currently only one warning appears on the Inquiring Screen as a warning, you have to drill down. It would be nice to have multiple lines for warnings, i.e. Cash Only Customer on one line and a second line No Payment Arrangements allowed until furt...
Be able to use generic email address for the location where there is no utility service. For example, water leak repair and maintenance at the cemetery.
Add a drop down menu when adding phone numbers to UBS.
This feature would allow us to be able to put in a cell number for more then one account holder without having to put one of them under home and the other under cell as we do with the current set up.
Changing the message to customer on invoice when enrolled in auto-pay
When our customers, who are set up for auto-pay, have a bill generated, the statement that gets printed and mailed to them has a message in the body of the statement that says, "Your Credit Card will be charged on <DATE>". That message says ...
When emailing delinquent notices, they print for locations that are email only.
Some customers prefer email only billing and delinquent notices. When running delinquent notices, they print for all customers - even those who are email only.
When running Penalties & Disconnects - #2 Delinquent Notices, can a total number of emails sent be listed on the report. This would prevent us from having to count them manually. This feature already exists when emailing bills
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