Advanced has released a new build for CIS Infinity, and LOGIS will begin testing 3.1.27. This testing will be done utilizing Windows 7, Windows 10, Office 2013, and Office 2016. LOGIS is hoping to have this testing done within a 60 day window.
If you would like to volunteer to test the new build in your CIS TEST system, please contact LOGIS UB Support.
The Annual Special Assessments (SA) User Group meeting was held on Wednesday, August 16, 2017. This is a great opportunity for the SA users to come together to discuss changes they need to see in the system, changes made the past year and best practices.
One of the main topics this year was how to handle special assessments on tax forfeit properties. It was evident there is no clear-cut way to handle them as many of the members handle them in different ways. The main concern is to ensure the unpaid assessments show up on assessment searches and are collected once the property sells. Although there was no definitive process defined, members came away with some great ideas.
Previously, this interface only worked with locally hosted Exchange or Groupwise servers. If your city has started using Office365 for email and calendar management, LOGIS has tested and updated the PIMS Scheduling interface to interact with your Outlook calendar.
The PIMS Scheduling interface with Outlook allows users to see PIMS appointments in Outlook and Outlook appointments in PIMS. This can help to reduce confusion in the field and back in the office, as an inspector only has to reference one Calendar to see both schedules.
This is an optional interface, and the feature is available now. There is some set-up involved in order for this functionality to work properly. LOGIS will work with specific staff members at each city to ensure a successful transition.
Contact PIMS Support at firstname.lastname@example.org or call the PIMS team at (763) 543-2601 to get started!
RecTrac 3.1 allows you to set up questions that get answered under certain circumstances—usually during a purchase. Questions are often used to gather information. For example, you may need to know the T-shirt size of a registrant for a course. However, if the question is answered incorrectly (entering the wrong size in the T-shirt example), what can you do to correct the situation?
In these cases, RecTrac does allow you to change the answer to a question at a later time. To do this, you would use the following procedure:
Bring up the customer in Global Sales.
Go to the Purchase History Tab and select the desired transaction.
Click on the Change Question Answers button, which will cause the Questions window to appear.
Change the Question Answers as necessary.
Click on the Continue button in the Questions window.
That’s it! The question answer(s) are now updated. If you have any further questions about how this process works, please contact the LOGIS RecTrac support team at RecTrac@LOGIS.org.
Occasionally there is a need to remove an assessment detail record from a Special Assessment Master (SA Master) and add it to another SA Master. This would normally require the detail record to be deleted from the SA Master and created in a new SA Master. Recent enhancements to the transfer screen allow a new SA Master to be created automatically with the click of the mouse. A copy button was added which will create a new SA Master with most of the information from the original SA Master. Once the new SA Master is created, one or more detail records can be selected to be moved to the new SA Master.
Each household in RecTrac has a “primary member” who is the main contact for the household. Usually, this is the first person who was entered when the household account was created. However, it may sometimes be necessary to change the primary member designation to some other person on the account. The method for doing this may not immediately be obvious. For example, there is no way to do this when maintaining the data on the household update screen.
To change the primary member, you must select the household on the Household Maintenance selection datagrid, which is the first screen that appears when opening the Household Maintenance screen. On the selection datagrid, search for the household account using any of the methods provided (last name search, household number search, etc.). When the desired household appears on the datagrid, highlight it and click on the Change Primary Guardian button at the bottom of the screen. This will open a window that displays the current Primary and allows you to change that designation to any other member of the household.
If you do not see the Change Primary Guardian button at the bottom of the datagrid, your RecTrac screen design is preventing it from being displayed. Please contact LOGIS RecTrac support at email@example.com to address this issue.
The replacement of the current Electronic Bill Presentment and Payment Solution will come to a close by year-end. All Utility Billing members have chosen their new EBPP vendor. To date, thirteen cities are live and four are in progress.
Each implementation team is a collaborative effort and is made up of members from City Utility Billing staff, LOGIS and the vendor. The average implementation is 9 weeks, which is a comfortable pace. We’ve successfully strived to keep projects moving and completed on time.
The date of the annual fall Special Assessments User Group meeting is quickly approaching. Scheduled for Thursday, August 17, 2017, this date is earlier than normal. Fall is especially busy for Special Assessment departments finalizing & balancing assessments, hence the earlier date as requested by the users.
This meeting is a useful tool for the users as a way to brainstorm with other users about how to handle complex situations. It is also a way for users to relay to LOGIS what they need the system to do.
VSI, the developers of RecTrac, have a quarterly newsletter available on their website that contains a lot of good information about the product and how to best use it. It usually has a column from Giles Willey, the President of VSI. This column has lately contained detailed information about changes and enhancements to credit card processing—a subject near and dear to many of our users.
Most users should be getting this newsletter delivered to their email address automatically. If you do not, you can access the latest newsletter (Summer 2017) by clicking here. If you’re not getting the newsletter and would like to get on VSI’s mailing list, please contact LOGIS RecTrac support at firstname.lastname@example.org.