Navigating the ACE Home Page

Updated on 19 Aug 2024
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Home Screen

When you login to ACE, the first page you see is your homepage. This page comprises a menus, utility bar, sidebar, and dashboard.

Profile

User contact information as set by the ACE administrator. Individual users can change if needed.

Email address is used for password resets.

Change Password

Users can update their password themselves as long as they know the current password. (If not then they must do a password reset.)

Passwords must follow Password Rules for Strong Passwords. Accepted password characters ! # $ * . - _ ^ % ? = @ & , ; < > = ~

Charges

Admins can view and manage invoices. Refer to Viewing and Managing ACE Monthly Charges for details.

File Manager

Serves as a quick link to the File Manager to perform common file operations such as creating, opening, renaming, copying, moving and deleting files and folders. Refer to About File Manager for more details.

Menu bar

The Menu bar contains drop-down menu and sub-menu links to navigate the system. The viewable menus are specific to the users' role, defined by the system administrator.

Utility Bar

The blue Utility Bar contains a quick Account View, Transaction Post, or Document search box, Phone search box, Worklist drop-down menu, Print link, and Logout link. The Utility Bar is blue and just below the gray Menu Bar. It is always present, no matter where you are in ACE.

Utility Bar Toggle Feature

There is a toggle feature available in the Utility Bar that allows you to toggle between Account View, Transaction Post, and Documents.

Note
The selected page stays active until you use the toggle to switch to a different page.

Field	Function
Account	Search an account by entering the ACE Debt ID, Bundle ID, or Client’s Account Number. The Account search box can also be toggled to a “Transaction” search box. When entering an account number, it will take the user to a Post Transaction screen. If an account is found, the account will display. If not, it returns the search screen for an advanced search.
Magnifying Glass	Takes you directly to the advanced search screen.
List Icon	List of recent search results.
Phone	Search an account by using a phone number associated in the account demographics.
Case #	Search for Judgment Accounts.
Worklist dropdown	Displays all your worklists that have accounts that are available to be worked today. The number in parentheses indicate the number of accounts in the worklist available to be worked today.
Recent Accounts	Displays a list of accounts recently worked or viewed.
Alerts	Displays your alerts. The number in parentheses indicates the number of alerts.
Time	Displays your current time spent in dead time (not working account).
Print Icon	Print link allows the user to print the current page.
Logout Link	Ends the user’s session.

Sidebar

The sidebar contains links to navigate the system. The links listed on the sidebar are relevant to the current screen the user is at.

Sidebar links are specific to the user's role as defined by the system administrator.

Dashboard

The Dashboard provides users with access to a range of tabs and panels that pertain to collections, goals, and recent accounts.

Administrators can customize the panels to show agent-specific information. Agents will see goals based on their user settings, while only the Administrator can access "Company Goals" and Agency-related information.

Tab	Content	Details
Goals	Metrics based on user’s commission goals	My Pace-Progress toward your goals as set by your ACE administrator. My Goals-Reports on your daily, weekly, and monthly goals based on the monthly goals set by your administrator.
Recent	Recent Accounts	Displays a list of recently accessed accounts.
Detail	Metrics based on user’s productivity	Agent Promises-Promise payments Agent Payments-Secure payments My Collections- Details on commissions collected over a variety of time periods. Agent Productivity- Provides metrics on agent productivity in ACE on a variety of points. Hover on the column header to see the complete name for the header. Callbacks- Contains a list of accounts in your worklist that have been designated as needing a call back. (Also appear as alert.)

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What's Next

Adding and Editing Dashboard Panels

Table of contents

Home Screen
Menu bar
Utility Bar