Add Bulk Reasons and Instructions at One Time

How to Use Bulk Reasons & Instructions in the New Dispute Manager

The Bulk Reasons & Instructions feature in Client Dispute Manager lets you update dispute reasons and dispute instructions for multiple selected accounts at one time.

Instead of clicking into each account one by one, you can select the accounts you want to update, apply the same dispute reason, apply the same instruction, and continue building your dispute letters.

What Is Bulk Reasons & Instructions?

Bulk Reasons & Instructions is a time-saving tool inside the new Dispute Manager.

When you select one or more inaccurate accounts in Step 2, the Bulk Reasons & Instructions bar will appear at the top of the account section.

From there, you can:

• Add the same dispute reason to selected accounts
• Add the same dispute instruction to selected accounts
• Update multiple accounts without editing each one manually
• Keep your dispute setup more organized before selecting your letter

This feature is useful when several accounts need the same reason or instruction.

Why Use This Feature?

Bulk Reasons & Instructions can help you move faster when preparing disputes.

Benefits include:

• Saves time when working with multiple accounts
• Reduces repeated manual updates
• Helps keep dispute reasons and instructions consistent
• Makes the new Dispute Manager easier to use
• Helps you prepare accounts before moving to the letter selection step

How to Access Bulk Reasons & Instructions

Follow these steps inside Client Dispute Manager:

1. Log in to your Client Dispute Manager account.
2. On the left menu, click Dispute Manager.
3. In Step 1, click Select Who You Are Sending Disputes To.
4. In Step 2, load the inaccurate accounts you want to dispute.
5. Select the accounts you want to update.
6. Once you select one or more accounts, the Bulk Reasons & Instructions bar will appear at the top.
7. Click the Bulk Reasons & Instructions button.
8. Add your bulk dispute reason, then click Apply.
9. Add your bulk dispute instruction, then click Apply.
10. Close the Bulk Reasons & Instructions panel.
11. Once you are done, move to the next step and select your dispute letter.

Important Note

Only apply a bulk reason or instruction when it fits the selected accounts.

If different accounts need different reasons or instructions, update them separately so the dispute information matches the account issue.

Example

If three selected accounts are reporting an incorrect balance, you can select those accounts and apply the same dispute reason and instruction at one time.

This helps you prepare those accounts faster before moving to the dispute letter step.

Final Step

After you apply your reasons and instructions, continue to the letter selection step and complete the dispute process.