Account Search

Account Search is a powerful tool that enables you to quickly locate accounts within the system. Here's how to access and use it effectively: Accessing Advanced Search There are two options to access account search: Option 1: Go to Accounts → S...

Account Search is a tool within ACE that allows you to quickly locate and manage accounts. Accessing Advanced Search There are two options to access account search: Option 1: Go to Accounts → Search Option 2: Click on the magnifying glass ...

Client Filter Accounts-Search Left click the plus symbol next to the Client field to open a drop down box. Choose a client from the dropdown box, and repeat this step if you need to add more clients. Alternatively, type each ...

Custom Form Field Search When a form is linked to accounts, searchable fields from that form become available in the account search options. Caution Extra consideration should be taken prior to setting any form field to be searchable. Ad...

Wildcards (* and %) can be utilized in various search screens to enhance your search capabilities when you lack precise name, address information or other demographic details. Account Search Screen In the Demographic Options section, wildcards c...