Frequently Asked Questions
- How can I make specific fields mandatory on the sign-up form?
- Is there a way to manually update client dispute results, including the number of items deleted?
- Is there a method to record cash payments for an invoice?
- How do I select items to dispute when sending out round 2?
- What should I do if payments are not processed through the merchant provider?
- I tried to add a new client, but it says the email already exists because the person was previously a lead. How can I add her email to her profile?
- How can we ensure that AutoFox sends all emails in the onboarding process without skipping any steps?
- How can I edit the reset password email template?
- How can I separate closed clients and place them in a closed status folder to view them separately from active clients?
- Do you offer referral or affiliate options?
- Is there a way to manually add previous payments from clients who paid via Billsby/Authorize.Net?
- How can I get notified when a client uploads documents to their portal?
- How are letters for disputes sent after clicking "Print & Mail"?
- How can I set up Autofox in DisputeFox to automate email sequences for lead nurturing?
- Why is my automation not pushing out to all leads as expected?
- How can I set up a process where filling out a credit analysis web form populates the credit monitoring web form in DisputeFox?
- How can I provide access to forms and web content for a web developer in DisputeFox?
- Why am I unable to send out PDFs in DisputeFox?
- How can I add PDFs to my AutoFox emails?
- How do I include FTC identity theft reports in my dispute letters?
- How can I export payment reports to CSV for payroll?
- Can we create an invoice that lets clients securely enter payment info and click "pay now"?
- How can I test if my merchant account is configured correctly?
- how to remove a PDF attachment from an AutoFox email?
- How can I edit incorrect information for a creditor address?
- How do I correctly fill in variables like {Client's name} and {Company Name} in my client agreement?
- How can I run a client audit report in DisputeFox?
- What are the "Dispute Group" and "Group Instructions" tabs used for in DisputeFox?
- How can I add additional creditors/Furnishers addresses in DisputeFox?
- How can I change the default affiliate link in the client's first email from IdentityIQ to MyScoreIQ?