Creating Logic Blocks in Account Manager

This article guides you through using the Account Manager, a tool in the ACE application used to take one or more actions against accounts selected and returned using logic block criteria. You'll learn how to create a new logic block, add actions, and verify changes made to accounts.

Accessing the Account Manager

Go to Workflow → Account Manager

Creating or Selecting a Logic Block

1. In the Selection Logic field, either:

   1. Select an existing logic block from the drop-down menu, or

   2. Click the Dial Icon next to the drop-down to create a new logic block.

2. If creating a new logic block:

   1. Add the name for the new selection logic

   2. Description: Add description 

   3. Leave the "Return Primary Bundle Only" option unchecked.

   4. Expand the "Add Field" drop-down and select a relevant field from the available options (e.g., "Client Client Code" under a suitable category like "Common").

   5. The field will be added to the "Statement" section.

   6. Click the green plus sign next to the field and make a specific selection (e.g., "Ajax AAA Association" will appear).

   7. Once again, expand the "Add Field" drop-down.

   8. Choose a field under an appropriate heading (e.g., "Property Collection Data" and "Property Name").

   9. The field will be added to the "Statement" section.

   10. Select the desired condition using radio buttons such as "=", "<>", "empty," or "not empty."

   11. Scroll down, click "Apply," and then proceed with the "Test" function.

   12. The accounts meeting the specified criteria will be listed as the desired logic result.

   13. To return to the logic block, click "Cancel," or choose "Save" to go back to the Account Manager.

 

Add actions to the logic block

1. Select the logic block you just created from the drop-down list.

2. Click "Add Action" and choose the action you want to perform (e.g., Set Account Field).

3. Specify the details for each action (e.g., Set Next Step to "Identify Property Name").

4. Repeat the process for each action you want to add.

 Process the accounts

1. Click "Process" to start the account processing.

2. Confirm the account processing when prompted.

3. The Account Manager Job will open

4. When completed you will see the Last Run Status shows completed

 

Verify the actions on accounts

1. Go to Workflow → Logic Blocks → Accounts with Missing Property Name.

2. Click "Test" to view the accounts that meet the criteria.

3. Check the account details to ensure the actions have been applied correctly.