6.5 Release

Requirements Change

  • Modify SQL Server installation before installing this version. UMS 6.5 and above require the SQL Server feature “Full-text and Semantic Extractions for Search”. Add this through your SQL Server Installation Center. Previous versions did not require this feature.

  • Update Crystal Reports runtimes to 13.0.26 before installing this version. Previous versions used 13.0.25 or below. Manually uninstall 13.0.25 or below before installing 13.0.26 or above.

Features

  • #1846: Added net energy metering for utilities allowing customer credits for solar power generation.

  • #2047: Added the scheduled payments feature to allow customer scheduling of future-dated single bank drafts from the payment portal.

  • #2500: Added the ability to set per-company configurations for service order providers.

Enhancements

  • #1304: Added meter number, transmitter number, customer phone number, and location notes to the delinquency register-based reports.

  • #1363: Enhanced performance for the payment reversal wizard.

  • #1552: Added message template selections to the email message composition screen of Customer Contact Wizard.

  • #1827: Added phone number descriptions.

  • #1878: Added high usage notifications to the list of available communication preferences.

  • #2069: Limited access to customer identity information returned during account wizard searches.

  • #2467: Added the ability to add Communication Preferences in mass through the enabling of Mandatory Communication Prefences in Setup > Company > Communication Options > Communication Preferences.

  • #2498: Added the ability to print delinquency notices to the Account Control Panel history tab.

  • #2546: Phone and email values will now populate into the corresponding fields in the Hosted Payment Form when using Auth.Net.

  • #2584: The ‘Batch electronic payments automatically’ Company option now also applies to Scheduled Payments when they are processed.

  • #2609: Added filter to Gateway Reconciliation print behavior.

  • #2671: Added a button to the Help > About UMS page to open the UMS requirements in a web browser.

Behavior Changes

  • #2467: In Setup > Company > Communication Options > Communication Preferences, selecting and Saving ‘Mandatory’ for any given Communication Type or Activity will now prompt to save Communication Preferences for the entire selected Company.

  • #2500: Service order provider configuration has moved to Setup > Setup Service Order Providers from its original location at Tools > Options > Interfaces.

  • #2500: To configure more than one service order provider, the IsActive flag for each must be manually set in tblWorkOrderProvider.