Prospect requested that the suggested contacts for Disputes also include the Remit To company. Currently we don't capture contacts for the Remit To; have other customers requested this? Would it be helpful for other customer? When are people reach...

When creating a Customer Dispute, the ability to grab suggested customer contact email's when preparing a dispute is great, but only works if contact emails are maintained. Currently, the contact emails are either done manually, or with a Navix su...

Currently, when using a dispute template, the variables are being pulled from the invoice. I attached an example of the variables to this idea. The request here would be to pull the variable values from the Order Details instead. Per tenant feedba...

We have a lot of tenants who use "Tenant" disputes to send rate discrepancies or accessorials to the broker or the internal ops team. This is almost always asking the internal person to either approve or deny a charge. We hear about issues our use...

Option to select all open disputes with a certain contact and send a summary.

Currently when vendors respond to a Dispute and attach a document users have to open the doc, verify the details, do a manual audit for signature, and attach and categorize the document. Ideally our system can identify when attachments come back o...

CURRENT STATE: when exceptions are marked in their system an email correspondence is automatically created and sent to the default contact for the carrier. If multiple exceptions are marked (even at the same time) the carrier gets multiple emails....