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Vision Product Ideas

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Created by Guest
Created on Oct 6, 2025

UB2 Alerts to show on the Inquire Screens

We use the account inquiry the most when we are helping our customers on a daily basis. This would benefit anyone that helps our customers. Why, it would create an alert and get our attention when we are viewing their account inquiry if we need additional information from them. For example, if a customer calls to make a utility payment over the phone and we need additional contact information, that will show up as a pop up in UB2 as we look up their account number for the invoice cloud payment.

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