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Manually Add or Duplicate Account

1 min read

On the dispute center page you are able to add accounts manually. This would be for clients that might not have an IdentityIQ, SmartCredit, or Integrated Reports. Another example would be if you saw a new account pop up on the report and you wanted to add just that account. There is a duplicate account button on the Dispute Center page. This is helpful if you have lots of accounts, or in case you have several student loans to enter where the account name and number are the same.

To get started you will want to pull your client up from the client list that you want to add accounts to. Once you client details load, you will want to click the green Dispute Center button. This will take you to the page where you can manage all of your clients accounts.

Once you are on the Dispute Center page you will see a list of every account your are working. You will notice that there is a button for Add New Account. You would enter the required details, and a dispute reason if necessary and then save account. If you have a similar account with same details etc you can click the blue Duplicate Account button. This will open up an account prepopulated with that particular accounts details. From there you save hit the save button

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