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Integration of Additional Languages into Client Portal
I've noticed that the client portal currently supports English and Spanish. However, for the sake of inclusivity and to cater to a more diverse client base, I'd like to integrate more languages. This is important to me because it would enhance the user experience for my clients who are non-English or non-Spanish speakers. The current limitation is causing a barrier in communication and user experience. By having this feature built, I would see benefits in terms of improved client satisfaction and broader accessibility.
Ability to update, credit reports without deleting the account
It would be cool to have the ability to have the statuses automatically update or change in the clients dispute tabs when the clients credit report is refreshed without the entire account, disappearing from that credit bureau or disappearing from the entire disputes tab list, and without creating duplicate accounts because we saved the document and continue to the dispute wizard. if we could automatically update the status of any changes made on the credit report and have the account automatically changed in the disputes tab Page to the proper status that would be great. Meaning, if I disputed something on a clients report, and it was deleted, when I refresh the Client report, I would like to see the status changed or updated in the disputes tabs list to the new update. When we tap the save and review later tabb, it does a lot once the manually make the changes or updates in the system but, it would be cool to download the new credit report. Scroll to the bottom, click, save, and head to the dispute, wizard, and see the changes or updates already made without the account disappearing, which looks as if we haven’t really done any work or even worse, it creates a duplicate account which makes it appear as if the client has too many accounts. I hope that makes sense.
Multiple languages other than english and spanish option for onboarding clients. This will provide a more broader approach to all clients other than the standard.
Add a "Are you sure?" prompt before deleting a file from Document Storage.
Of course it's a good idea. The selections when clicking on the dropdown box are "Download File" and "Delete". Everybody makes mistakes! Anyone can easily click on the wrong selection. That's why every software program in the history of software programs has a "Are you sure?" prompt before deleting a file that can't be recovered once deleted. You do have this prompt before deleting a note form Internal Notes. Why do you not have it when deleting a file from Document Storage?
CRC Schedule + Google Calender/ Calendly
Link schedule in CRC with Calendly and Google Calendar. There is also no option to do this in Zapier. This is needed so schedules to ensure that team member schedules do not overlap across calendars.
SSN Card Upload
Include SSN card upload as part of on-boarding, include with Identification and Address verifying documents.
Tag referral sources
I would like to be able to tag referral sources or where leads come from in the software.
SIGN EACH PAGE ON AGREEMENT
VISA and Mastercard now require clients to sign each page of the agreement in order to win a chargback from customers who chargeback. So CRC needs to require clients to inital at the bottom of each page and sign on the final page in order to win chargebacks from customers.
Request for Enhanced Accessibility Features in Credit Repair Cloud
I am writing to express my enthusiasm for utilizing the Credit Repair Cloud platform and to bring to your attention an accessibility concern that has hindered my ability to fully utilize the platform's features. As a visually impaired individual, I was thrilled to discover Credit Repair Cloud as a promising tool to establish my own successful credit repair company. However, I have encountered challenges due to the lack of accessibility in certain functions within the platform. Specifically, I am unable to access the drop-down box required for adding client states, as well as the toggle button needed to send invitations to the client portal via email. Why this feature is important to me: Accessible drop-down box: Having an alternative method for adding client states is essential for me to efficiently and accurately input this crucial information. With an accessible input field or keyboard navigation option, I can add client states independently and without relying on visual cues. Toggle button accessibility: The ability to activate the toggle button using keyboard shortcuts or screen reader-compatible methods would empower me to seamlessly send invitations to the client portal via email. This accessibility feature would enhance my workflow and allow me to provide prompt and efficient service to my clients. What is the problem that it is causing around your usage of our product: The lack of accessibility in these key features hinders my ability to fully utilize Credit Repair Cloud. It creates frustration and inefficiency as I struggle to navigate and complete essential tasks within the platform. This issue limits my productivity and may impact the quality of service I can offer to my clients. What benefits would you see from having this built: Improved productivity: By implementing accessible features, I would be able to perform tasks such as adding client states and sending invitations to the client portal more efficiently. This would save me valuable time and streamline my workflow. Enhanced independence: Accessible features would empower me to independently manage my credit repair business without constantly relying on external assistance. This would promote my sense of autonomy and self-sufficiency. Inclusive platform: By prioritizing accessibility, Credit Repair Cloud would demonstrate its commitment to inclusivity and equality. Accessible features would not only benefit visually impaired users like myself but also attract a broader customer base, fostering a more diverse and inclusive community of credit repair professionals. I understand that software development requires time and resources, but I believe that investing in accessibility is a worthwhile endeavor that aligns with the principles of equal access and equal opportunity. I would be delighted to collaborate with your team, providing feedback and insights throughout the process, to ensure that the accessibility enhancements effectively address the needs of individuals with visual impairments. Thank you for your attention to this matter. I look forward to your positive response and to the prospect of utilizing Credit Repair Cloud to its full potential. Sincerely, Venetta P.