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How the PayPal (V2) section works

Search for a specific dispute case

By using the several search fields, users can easily locate a dispute by using:

  • Transaction Id

  • Case Id

  • Dispute state

  • Email

  • Order Number

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or group them according to their:

  • State:

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  • Status:

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  • Life cycle state:

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  • Channel:

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  • Account: in this field are listed all the PayPal MID in which there are disputes

  • Owner: in this field are listed all CRM users.

Assign cases to another user or to him/herself

  1. Tick the checkbox on the left side of each dispute

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    Or click on the right-side button

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  2. Click on the Assign Owner button and pick a user to whom the dispute(s) will be assigned.

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    Otherwise, click on the Become Owner button to assign to yourself the cases

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Open a case and take action