Elevating Client Interactions with Client Access!

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Dear ACE Users, 

Empowering your clients with self-service capabilities is crucial. By providing clear step-by-step guidelines and for Client Access, you equip your clients with independence and improve user satisfaction.

Let's embark on this exciting journey together!

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Client Access: Provide clients with a Procedural Roadmap!

Client Access configurations can vary, therefore your procedures should be tailored to match your specific configurations and needs. 

Now, let's explore some of the features you may want to include in the procedures you create and provide to your clients. Following the summaries are examples showing what login and search procedure content might look like.

1. Login and Security: Our web-based authentication process ensures security with strong password rules, offering peace of mind.

2. Dashboard: Your dashboard gives you a quick overview of vital account information and recent activities.

3. Navigation: Our intuitive menus make it a breeze to navigate the software, helping you find what you need with ease.

4. Account Search: Robust search capabilities allow you to locate specific accounts effortlessly, using various parameters and wildcards.

5. Account Details: Streamline account management with organized sections for notes, demographics, addresses, phones, and more.

6. Reports: Gain valuable insights into recovery progress, placements, financial data, and more with reports.

7. File Management: Search for and securely share files with our file search and drop box functionalities.

8. Payment Recording: Record and track consumer payments, simplifying your financial processes.

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Unleashing the Procedures

Here are some examples of what client access procedural content might look like.

 Example Procedure: Login Process

1. Open your Internet browser and enter the provided URL.
2. Bookmark this page for quick future access.
3. In the login box, enter your username and password provided by the ACE administrator.
4. Click "Sign In" to begin.
5. The first time you log in, ACE will require you to verify or update your contact information on the My Profile page.
6. Create a strong password that adheres to Password Rules for Strong Passwords.

Password Rules for Strong Passwords

ACE requires the use of a strong password. The password must be at least 12 characters long and contain the following types of characters:

• Uppercase letter
• Lowercase letter
• Number
• Punctuation character: ! # $ * . - _ ^ % ? + @ & ( ) ; < > = ~

Password Reset Made Easy

1. Click "Did you forget your password?" on the login screen.
2. Provide your email address and select "Reset Password."
3. Check your inbox for an email from ACE containing your new password.
4. Log in using your existing username and new password.
5. Customize your password from the temporary one by selecting "Change Password" under "Home" in the Menu bar.

Example Procedure: 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:

1. Accounts Menu: Go to the Menu Bar, select "Search" from the Accounts menu.

2. Utility Bar: Click the magnifying glass icon next to the account search box on the Utility Bar.

Refining Your Search

The advanced search page provides various search fields, including account, demographic, forwarding, and custom fields. Utilize these fields to narrow down your search based on specific criteria.

Maximizing Search Results

To increase the likelihood of finding the desired account, we recommend minimizing the number of search parameters. Adding more criteria reduces the chances of finding a match. If you encounter too many results, return to the search screen to refine and narrow down your search further.

Using Wildcard Search

If you don't know the exact spelling of a name or address, employ wildcards (* or %) in the Demographic Options section of the Account Search Screen. For instance, entering "Jo*" in the first name field and "Smith" in the last name field will retrieve all accounts with the last name "Smith" and first name starting with "Jo."

Ready to Unlock Client Access Potential?

Publish Client Access procedures and elevate your client interactions. Dive into other documented client access procedures published in our Help Center and start supercharging client user satisfaction today.

Have a Topic in Mind?

If you have any specific topics in mind that you'd like to see covered in "Unleashing the Power of ACE - Monthly Tips and Tricks," please let us know.

Where can I locate more information about Client Access?

Please view our Client Access Category