Account Search Guide

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 icon near the account search field

Account Search Fields

Use the search fields in the Account Options, Demographic Options, and Forwarding Options sections to refine your search and locate specific accounts.

Account Options Section

The Account Options section contains fields that directly relate to an account.

Field	Description
Agency #	The agency account number or ACE DebtID.
Client Account #	Account number provided by the client.
Reference #	Unique key for agencies converting accounts.
Bundle	Unique ACE number assigned to a bundle member.
Group Identifier	Bundle number assigned from another collection system.
Client	Client code or name. Use the dropdown list or Smart Search to select a client.
Assigned Date	Date the account was assigned.
Status	Current account status.
Case Number	Assigned case number.
Bankruptcy Case Number	Assigned bankruptcy case number.
Principal Balance	Exact current principal balance.
Principal Assigned	Exact original principal balance.
Debt Flag	Indicates the account's debt status.
Archived	Select Not Archived, Archived, or All.
Debt Group Fields	Display only when configured under Debt Groups.

Search Tip
To search for a single date, enter the same date in both date fields. If the expected results are not returned, expand the search by one day before and one day after the desired date.

Demographic Options Section

The Demographic Options section contains fields that search demographic information associated with an account.

Field	Description
First	First name of any account demographic (primary, co-maker, spouse, patient, business, etc.).
Last	Last name of any account demographic.
Company Name	Company name associated with any account demographic.
SSN	Social Security Number of any account demographic.
SSN Last Four	Last four digits of the Social Security Number.
Phone Number	Phone number of any account demographic.
Active Phone Numbers Only	Limits results to active phone numbers only.
Address	Street address of any account demographic.
City	City of any account demographic.
State	State of any account demographic.
Zip	ZIP Code of any account demographic.
Email Address	Email address of any account demographic.
Driver License	Driver's license number of any account demographic.
DOB	Date of birth of any account demographic.
Include Original Demographics	When selected, ACE searches both current and original demographic values, allowing you to locate accounts using information that has been updated, such as a previous name or date of birth. This option is available only when Include Original Demographics in Account Search is enabled in Setup → System.

Demographic Search Tip
Use the * or % wildcard characters to search for partial values.
Example: If you know the address contains Westmoreland Street, but not the complete address, search using %Westmoreland%.
Begin your search using the most specific criteria possible to reduce the number of results.
If Include Original Demographics is available, select it to search both current and original demographic information.

Forwarding Options Section

The Forwarding Options section contains fields used to search accounts that have been forwarded to another agency or third-party vendor.

Field	Description
Forward Batch	Batch assigned to the forwarded accounts.
Vendor	Vendor responsible for the forwarded accounts.
Vendor Type	Type of vendor (for example, collection agency or legal firm).
Placement Type	Type of forwarding placement.
Placement Date	Date the account was forwarded.
Placement Balance	Account balance at the time of forwarding.
Commission Rate	Commission rate assigned to the forwarded account.
Active Status	Indicates whether the forwarding placement is active.