Feature Requests

I noticed that when multiple accounts for the same creditor are added to a dispute, the system only generates a letter for the first account. Previously, all accounts associated with one creditor would be included in a single letter, similar to credit bureau letter templates. This change has increased the number of letters and mailing costs. It would be beneficial to revert to the previous setup where multiple accounts under one creditor could be included in a single letter.

All of the addresses should be added to the one letter for each credit bureau. It shouldn't be one per letter and then some random item added. I could be doing this wrong.

I want to customize the email sent when I click 'Send Invite' from a client's profile for Credit Hero Score. The current email says 'glad to meet you', which isn't always suitable for every client. It would be beneficial to have the ability to edit this email for better personalization and appropriateness for different clients.

Include SSN card upload as part of on-boarding, include with Identification and Address verifying documents.

I would like to have the option to delete inactive billing plans that I have created in the past. Currently, I can only deactivate them, which keeps them in the system but out of the active view. Having the ability to completely delete these plans would help in maintaining a cleaner and more organized account.

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