Manage accounts and disputes
Manage accounts
To manage accounts:
- On the main menu, click Customer operations > Accounts management. This opens a new CRM session with a counter.
![Screen capture of the CRM section of the Control Center.](https://files.readme.io/074dc90-image1.png)
- On the Accounts management screen, click the type of data you want to search: Document, Account, Email, or Name.
![Screen capture of the Search section of the Control Center.](https://files.readme.io/5e02442-2023-10-13_08-32-55.png)
- In the result list, click the account you want to manage.
![Screen capture of the Search section of the Control Center.](https://files.readme.io/75a2569-2023-10-13_08-37-18.png)
Manage disputes
The purpose of a dispute is to report an unrecognized or suspicious transaction and request a refund. For more information, see Disputes overview.
List disputes and update dispute status
To list disputes and update dispute status:
-
On the main menu, click Customer operations > Disputes management.
-
On the results screen, use the Search field and Filter icon as needed to locate the specific dispute you want.
![Screen capture of the Disputes section of the Control Center.](https://files.readme.io/dbc91b3-2023-10-13_08-40-58.png)
- Click the account you want to manage.
- On the Dispute information screen, click the Status menu to change the dispute status.
![Screen capture of the Dispute information section of the Control Center.](https://files.readme.io/77e1880-2023-10-13_08-47-30.png)
- (Optional) To attach a file (such as a receipt or other relevant document), click the Upload attachment button.
Add a dispute
To add a dispute:
- Open the account containing the transaction that you want to dispute.
- Click the Transactions tab.
![Screen capture of the Transactions section of the Control Center.](https://files.readme.io/cedd7a2-2023-10-13_08-53-31.png)
- On the transaction screen, click the Issue refund button.
Updated about 1 month ago