Enhancements

Validation columns

Validation Notice Sent and End dates are now available to be displayed in the Bundle section of the Account page.

Letter column

A column in the Letter Log is now available to display the Letter Vendor used for the letter.

Password reset email

Users in ACE can now receive a reset (temporary) password via email whether or not the ACE application has a registered Email Host. To reset a password, select "Did you forget your password?" and follow the instructions.

Text alert delay

The text message supervisor alert delay is now available to be set in minute increments instead of hours.

Vendor tracking

Vendor Tracking fields can now be viewed in Email Logs and can be loaded via the Email Log ETL Load Method.

Freeform text messages

An agent can now have the option to do any of the following actions if they have the TEXT_MESSAGE_CUSTOMIZE permission in a permission role assigned to their user profile.

• Use a text message template they have permission to
• Alter a template text message
• Freeform type a text message

Net remit age

There is now an option to "Restrict Past Due Remit By Terms" that can be set on an Invoice Profile. It is only visible as an option if "Include past Due On Remit" is already set to true.

When "Restrict Past Due Remit By Terms" is set to true, an invoice will not net out past due owing balances until the remit terms set on the client profile have been met.

Text opt in / opt out

The following changes have been made to make text opting in and text opting out processes more clear. These columns are available to be displayed in the Phones section of an Account or Demographics page. 

• When a consumer's phone number is opted out for text messages:
  • the prior opt in date is cleared out
  • the new opt out date is set
• If a consumer's phone number is opted in again for text messages:
  • the prior opt out date is cleared out
  • the new opt in date is set

Additional email fields

The following have been added to the list of available fields for Email templates.

1. ${customerFooterInfo}
2. ${companyName}
3. ${host}
4. ${customerID}
5. ${today}
6. ${yesterday}
7. ${tomorrow}
8. ${currentMonth}
9. ${currentUser.firstName} <-- (or any user field)
10. ${document.label} <-- (and other document fields)

Users ui templates

There is a new core report that can be used to list all users who have a particular User Interface (UI) Template applied to their user profiles.

There is also an option to find any user profiles without a UI Template identified by selecting "NONE" from the drop down.

The report can be found at Reports - Users - Users UI Templates.

onAfterELSOptOut

There is a now a new onAfterELSOptOut trigger available to be set up and used to perform other actions via Action Path Workflow.

Text message send/edit

It's now possible to limit which ACE text messaging templates an agent has access to use for text messages to a consumer.

In the set up for a Text Message Profile, if the new "Send Role ID" field is left blank, it will be available to use by any agent with permission to send text messages. If it is populated, only agents with a matching Permission Role in their User Profile will be able to see it and use it.

The "Edit Role ID" is used in the same manner to distinguish the ability to edit a specific template in the vendor Text Message templates.

Notes for new primary bundle member

Now when the Primary Bundle Member account changes, there will be notes reflected for the account it was changed from and the account it was changed to.