ACE Pro Tips

This article provides Pro Tips for using ACE. Be sure to check periodically for updates.

Dashboards

• Customize which dashboard panels admins, users & client access users see.

• Some dashboard panels might be specific to users with specific permission roles.

  • For example, there is a "News" dashboard panel. News items can be added under Setup → News .

Account Summary Section

• Expand/Collapse: The summary section can be expanded or collapsed for ease of viewing. By default, the summary section for the last account viewed will remain collapsed and available while viewing other pages in ACE.

  • Admin Tip: Account Summary User Interface Roles can be configured so users can still view their 5 most used fields in the summary, even when it’s collapsed (Setup → User Interface → Account Summary).

• Quick Navigation to Account Page: Clicking on an Agency # or a Client Account # from a summary section will return you to the account page.

• Links to Demographic Pages: Clicking the consumer’s name, phone, address, or email address in the summary section will take you to the associated demographic page.

• Copy: Hovering to the right of any populated field in the summary section reveals a page icon that can be used to quickly copy the field’s data.

• Text: Clicking on the “text” icon in the account summary will take you to the text screen.

• Dial: Clicking on the phone or mobile icon will dial the number when a soft phone or dialer click-to-call feature is configured.

• Phones: Clicking on the word “Phones” will take you to a page where you can add a new Phone Demographic record.

Notate Account Section

• Action Codes: Several default Action Codes are available in ACE and others can be created and customized to meet individual needs. When selected, an action code initiates one or more other actions.

• Keyboard Commands for Navigation: Keyboard commands are available to navigate to different areas of the accounts page.

Accounts Section

• Account Notes: Clicking on some types of notes will navigate to an associated page. For example, clicking on a payment note will take you to the payment transaction page.

• List Tools: There are list control tools to print, export, resize, and sometimes filter results in the list view. Examples of filtering results include the Notes filter to control the notes displayed & the Bundle Group filter to limit to matching bundle accounts.

Clear Button on Search Page

The search page includes a clear button to reset search parameters. The wildcards can be used in the search page in many fields to find records when you don’t have all the data.

Filtering Data in List Headers

• Some items in the system have list headers with a spyglass icon that can filter the lists.

  • Example: Typing “actionCode:Navigation” in the search bar filters the list to only show navigation-related action codes.

  • The Letter Data Source can be helpful to verify field names.

SQL Reporting

• You can format SQL report columns to create clickable links to accounts or payments.

  • Example SQL Statement for clickable account links:

Select
 debt_id as "Account:Account#" 
From debt 
limit 10