ACE Release Notes - 04/17/2022

Below are the updates and fixes we will be pushing out to all of our customers. 

We can’t wait to deliver further improvements to you in the months ahead!

Attention: We are expecting the downtime for deploying this update to be longer than usual. It may take up to two hours to finish. Please consider this when deploying.

All the best,

Your friends at The InterProse Corporation

Cool New Upgrades 

ACE Performance Enhancements

InterProse is continuing to implement changes to improve overall speed and efficiency for our customers.

Changes made for this release include the following.

• Bundling speed has been enhanced by reducing related database queries
• Improved date indexing is expected to improve system performance for searching, reporting and when using logic conditions
• Customers can now archive debt notes to improve performance when a high volume of debt notes exists in their data (see the "Take a Closer Look" section for additional details on this new feature)

Maximum Size of Email Attachments

There is now an option in email preferences to limit the maximum size of email attachments. Set the attachment size under Setup -> Emails -> Preferences. When the size is exceeded the email will include a note specifying that it "is too large to send via email".

Please note: The default maximum size is set at 10 Mb for all customers. If you anticipate needing that to be larger or smaller, please be sure to update this in the "From Settings" of your ACE "Email Preferences" right away.

Client Access Itemization Entry

When Client User Access has "Enable Itemization" but does not have "Enable Itemization Transactions" set up, the user is now prevented from manually entering an account with a negative itemization balance.

Locked Account Standalone Form Entry

When accounts are locked due to a locked status code, standalone forms are now also locked and are prevented from manual data entry.

Statute of Limitations (SOL) Date

The account SOL (statute of limitations) date is set based on state setup in ACE. Due to it's association with triggered workflow, it is now read only in the account page.

Take a Closer Look 

Client Notes

There is a new Client Notes page associated with the Client Profile where client specific notes will be stored. In addition to the ability to manually enter notes, the following notes will be generated and stored to this page automatically.

• Changes made to fields in the Client Profile
• Invoices delivered
• Invoices deleted

While changes to the Client Profile Preferences fields currently labeled "Notes", "Important Notes" and "Account Add Note" will be recorded in the new "Client Notes" page, this change has no impact to the behavior of those three fields.

Please Note: The label "Client Notes" was previously associated with notes entered by a client access user. That category in the Client Profile sidebar has been relabeled to "Client Account Notes".

Archive Debt Notes

Customers now have the ability to select and archive debt notes by type and age. The "Portal: Archive Debt Notes" job task is available for this purpose.

• Accounts will no longer have or display archived debt notes
• An archive zip file will be automatically created and stored in the file manager under Archive -> Debt Notes
• Should notes need to be returned to accounts in ACE, the stored file can be removed from the zip file and notes can be reloaded using the "Account Notes" ETL load method

Updates to ETL Import Disputes Load Method

It is now possible, using the Disputes ETL loader to load new dispute records that are not associated with previous dispute records. A new Boolean to "Allow Multiple" must be set to true in order to use this option. By default, it will not be selected.

Overlay has also been added to the Data Options for this load method and additional fields, previously associated with dispute records, can now have data mapped to them. Setting Overlay to TRUE will allow blank values in the file to overwrite field values in a dispute record only if "Dispute ID" is Mapped or "Allow Multiple" is FALSE.

Send Email From a Different Email Address & Name

Action path workflow can now be built to distinguish the sending email address and name for an email sent from ACE through your set up email provider.

Each email that will need to appear to be from a different sender will need a distinct copy of the email profile with the different "From Name" and "From Email" fields populated.

In addition, logic blocks and action path flow actions will need to be set up in ACE to select the correct distinct email profile to be used based on specific condition(s) met. A job may or may not need to be set up depending upon whether the scheduling of the email follows triggered workflow.

Please Note: Customers who are not using "Send via AWS" under Setup -> Email Preferences will need to test this feature before choosing to use it. Their emails could be blocked when attempting to use this new feature.

Making Things Right

Fixes or enhancements have been applied in the following areas:

• Default account url pointers are now correctly opening account pages; as in html reports
• Bundle letter now uses new primary account address when new account is set as primary on assignment
• Payment wallet is moving to judgment account
• Payment plans are moving to judgment when 'move post payments' is true
• Note is no longer blank when deleting account document
• 'Promise kept' note for promises and promise plans is no longer stamping erroneously when a change is made to a promise plan
• Visible open or closed state of file manager files now updates while on page
• Summary section return date now matches with view letter log return date
• Fix for accounts being restricted in error; accounts previously restricted in error will be corrected after the Portal: Refresh Contact Window Statistics job task runs
• Selected worklists can now be removed from a logic block condition
• There is no longer a 30 minute delay when using the conversion SFTP to transmit files
• Browser pages are now automatically logged out after being timed out
• Fixed a problem with aggregate list item visibility (discovered in relationship to multiple defendant names needed for legal letters)
• The Account Manager job Last Run Date is updating as expected
• Phone log results are now being returned for LiveVox calls
• Single quote characters are no longer allowed in logic blocks and are automatically removed from account debt flags when applied
• Agents will now be notified of "Potential Account Mixing" if they attempt to apply or save a change to the account's client and the client account number at the same time
• A PayNSeconds key is now generated when the vendor is created and is saved with security credentials
• A SQL Exception should no longer result when an agent views an account after ACE records "dead-time" stored for the agent on the same day