Feature Requests

I would like to have the option to display my company address in the client portal. Currently, the portal only supports displaying the company name, logo, phone number, and website. Adding the company address would provide more complete information to my clients.

I would like the ability to add or edit reasons and instructions under the Dispute Options page for custom roles, not just for the account holder and default 'Admin' role. This feature would allow more flexibility in managing user permissions and streamline our workflow by enabling team members with custom roles to perform these actions.

I am currently unable to perform bulk actions such as deleting, archiving, or selecting multiple client profiles in the dashboard. It would be beneficial to have these features available to manage client lists more efficiently. Implementing bulk actions would greatly enhance productivity and streamline the process of managing multiple clients at once.

I encountered an issue where my client's CHS account was canceled and then recreated, resulting in separate accounts. It would be beneficial to have a feature that allows merging of CHS accounts to consolidate report data and avoid losing access to previous reports.

make the old summary reports be available for fuiture references! It sucks that we cant download it when your system can just save it elsewhere just like it does with DISPUTEFOX. Also ensuring the summary reports accurate info! IT SOMETIMES SAYS UPDATE BUT ITS SUPPOSED TO BE DELETED

When entering accounts, I match the creditor or collection agency’s address to what’s listed on the credit report. However, I no longer have access to do that on the front end, which doubles the workload. It would be beneficial to have the option to view the creditor address while manually adding a creditor to the client's dispute items.

When entering accounts, I match the creditor or collection agency’s address to what’s listed on the credit report. However, I no longer have access to do that on the front end, which doubles the workload. It would be beneficial to have the option to view the creditor address while manually adding a creditor to the client's dispute items.

I would like the mailing address and last 4 digits of the SSN to be mandatory fields in the client profile. This would ensure that these critical pieces of information are always collected, reducing errors and improving efficiency. It would be helpful if these fields were marked with a red star to indicate they are required.

I am unable to attend the live sessions of the Credit Repair Challenge due to scheduling conflicts. It would be beneficial to have access to the challenge material without booking a date, allowing for more flexible learning opportunities.

I noticed that the client secure portal currently lacks a cancellation option for clients to cancel their subscriptions as they wish. It would be beneficial to have a feature that allows clients to manage their subscriptions directly through the portal, providing them with more autonomy and convenience.