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
Utilize the following search fields under Account Options, Demographic Options, and Forwarding Options to refine your search criteria and find specific accounts.
Account Options Section
The Account Options section contains the fields that directly correlate to an account.
Field | Description |
|---|---|
Agency # | The Agency's account number or ACE DebtID |
Client Account # | Account number provided by the Client |
Reference # | Unique key for agencies converting accounts |
Bundle | Unique ACE # assigned to a bundle member |
Group Identifier | Bundle number assigned from another collection system |
Client | Client code or name. Use dropdown or smart search for selection |
Assigned Date | Date the account was assigned |
Status | Current status of the account |
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 | Indicator for debt status |
Archived | Drop down menu:
|
Debt Group Fields (Account Path + other fields) | Will not be shown in the Account Search screen unless they have been added under Debt Groups |
Search Tip
To search for a single date, enter the same date in both fields. If the desired results are not returned, expand the date range to one date before and one date after the date for desired results
Demographic Options Section
The Demographic Options section contains the fields that directly correlate to demographic data.
Field Name | Description |
|---|---|
First | The First name of any account demographic (primary, comaker, spouse, misc., patient, business, etc.) |
Last | The Last name of any account demographic |
Company Name | The Company name for any account demographic |
SSN | The Social Security Number of any account demographic |
SSN Last Four | The last four numbers in the Social Security Number |
Phone Number | The Phone Number of any account demographic |
Active Phone Numbers Only | When enabled, it includes accounts with active phone numbers |
Address | The Address of any account demographic |
City | The City of any account demographic |
State | The State Of any account demographic |
Zip | The Zip Code of any account demographic |
Email address | The Email address of any account demographic |
Driver License | The Drivers License of any account demographic |
Dob | The Date of birth of any account demographic |
Demographic Search Tip
The * or % symbols can be used as wild cards.
Example: if you know the address is Westmoreland Street, but do not know if it is NE or SE etc.... you can enter %Westmoreland% in the address field before clicking Search.
It is recommended to begin a search with defined criteria (using more information/multiple fields) to return fewer results.
Forwarding Options Section
The Forwarding Options section contains the fields that directly correlate to accounts that have been forwarded to a third party or other agency to be worked on your agency's behalf.
Field | Description |
|---|---|
Forward Batch | Batch for forwarding accounts |
Vendor | The vendor responsible for handling forwarded accounts |
Vendor Type | Type of vendor (e.g., collection agency, legal firm) |
Placement Type | Type of placement (e.g., first placement, re-placement) |
Placement Date | Date when the account was placed for forwarding |
Placement Balance | Balance at the time of placement for forwarding |
Commission Rate | Rate of commission for the forwarded account |
Active Status | Indicates if the forwarding option is currently active |