Logic Blocks

How do I create Logic Blocks ? In ACE, Logic Blocks enable users to retrieve specific groups of accounts based on stored field values. Once created, a Logic Block can be saved for future use in the following ways: As a report: Run the Logic Blo...

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, a...

This article demonstrates the following: Selection Logic is used to return accounts to be processed in a job The job may used for a dialer campaign, letters, enrichment, etc. The Logic may return more than one account per b...

This guide provides step-by-step instructions to locate and manage both used and unused Logic Blocks. Viewing Logic Block Usage Navigate to Workflow → Logic Blocks Select a Logic Block Click on “Find Usages” This will open a new page ...

How do I create reports using Logic Blocks ?  As a Report Open your Logic Block Click Test Click Export A CSV file will be downloaded GIF demonstrates generating a report from a Logic Block  

Logic Block Fields Some of the logic block fields available related to itemization, validation and compliance are shown below.  Additional fields may become available associated with these tools in ACE. Note "Has Restricte...

The Custom SQL section in ACE Logic Blocks allows users to define advanced queries for retrieving and managing specific account data. While powerful, this feature can lead to common issues if queries are misconfigured. Below is a guide to troublesho...