Cool New Upgrades

No Rest for the Weary Programmer!

Phones

Phone Demographic

Added a new contact result option of 'do not contact' when posting a call result to an account.  

Phone Status Code Locking

Under Settings>Workflow>Phone status, it is possible to designate a phone status as a locked Status. If a phone number status is changed to one of the locked status codes, it cannot be removed from that status unless the user has a specific permission. More details can be found in the 'Take a Closer' Look section.  

Search by active phone numbers

Under Accounts>search it is possible to exclude inactive phone numbers from your search by checking the new 'Active Phone Numbers Only' box located under demographic options.

Commission

Static date ranges for commission rate logic.

It is now possible to set a static date range for a commission rate in a client commission profile. For example, Setting a date range in the 'Assigned Date Range' field would mean any account with an assigned date that falls within that range would have the associated commission rate applied.

Client Salesman Commission 

It is now possible to set a client salesman commission to be based off of net payments instead of gross payments. 

Accounts

Manual Entry Batching

ACE now has the ability to assign manually entered accounts to a batch for record keeping purposes. This feature allows for identification of who entered what accounts when a large number of manual entries are made. To use this feature, batches need to be created under Accounts>Batches. The data entry user will need to specify a batch in the new drop down menu when entering an account.

Bundling

Custom Bundling

Previously ACE could only bundle accounts based on a set few criteria, ACE can now perform bundling by any form field. In order to use this function, the desired form field has to be marked as searchable. Please practice caution when altering your bundling workflow, as using some fields will be more taxing on your system when the bundling process is running. More details can be found in the 'Take a Closer Look' section.

Reports

User Reports

Several User reports have been updated. The new reports can be found under Reports>Users. The updated reports are Logged in Users, User Role, Users Permissions, and Roles Permissions. More details can be found in the 'Take a Closer Look' section.

Virtual Agent

Avatar and Text to Speech Update

A significant update has been done to our virtual agent avatar and speech systems. The update boasts improvements to avatar animation quality and has a more lifelike text to speech process. This process includes an automatic update to existing avatars. Please verify that the auto selected avatar is to your liking, there is a number of options available to choose from.

New Features 

Search function for lists

A new search function is available for lists within ACE that enables users to find specific items using keywords. for example, you could search your applications job list for jobs that contain the word 'letter'. To use this feature, click the magnifying glass located in the upper right of a list within ACE. More details can be found in the 'Take a Closer Look' Section.

Bulk reactivating failed payment plans

Customers now have the ability to restore multiple failed payment plans within ACE. If the payment plans failed today, go to Transactions>Today's Transactions and select the failed transactions associated with the payment plans you wish to restore. Once selected, select 'reactivate' from the 'Apply Action' drop down menu located in the bottom right.

If the transactions are older than 24 hours a similar set of actions can be performed within the transactions>search function. Payment plans cannot be restored when the failed transaction occurred greater than 60 days ago.

Important note: Previously, when a payment plan was restored the payment schedule had to be manually recreated; This process is now automated. When you reactivate a payment plan, the failed transactions that deactivated that plan will get rescheduled and added back into the payment schedule.

Letters

Letter Data Fields

The insurance table is now accessible Via Letter template, previously it could only be referenced via SQL.

Take a Closer Look!

User Reports

Several user reports have been updated. The new reports can be found under Reports>Users. The updated reports are 'Logged in Users', 'User Role', 'Users Permissions', and 'Roles Permissions'. 

Logged In Users:

The Logged in Users report details which users are currently logged into your application, the IP address they are connecting from, and how long they have been connected. When generated in HTML, the report continually updates with the duration of the users session.

Users Role:

The Users Role report allows you to search for users with a specific role assigned to their profile. Simply select the role you wish to review in the drop down menu and run the report. The report output will show you which users have the specified role.

Users Permissions:

The User Permissions report is similar to the Users role report, allowing you to search by permission instead of roles. For example, you can search for users who have the permission associated with sending letters.

Role permissions:

The Role permissions report allows you to see which role within ACE has the specified permission. Using the send letter permission as an example, you can see that the Agent role contains the letter send permission, meaning anyone with the agent role can send letters.

Search Function for Lists

Lists within ACE now have a built in search function.The search tool will be helpful for customers who need to sift through a large list to find a specific item. Common areas where this feature will be useful include jobs, logic blocks, and action paths. When viewing a list, click on the magnifying glass icon in the upper right corner to use the search function. 

Clicking The magnifying glass icon will bring up a search bar that allows the user to search for items within the list. This function will search any field, including categories not displayed.

When using the search function it is necessary to input the entire word and not just partials; for example, if you wish to find list items containing 'letter' searching 'lett' will not return the desired result.

Search with 'lett' returning no results:

Search with 'letter' returning a result:

It is possible to use conditional statements to narrow down or expand results. For example, you can search for 'letters and exports' to narrow the results. In the given example any item in the list that contains the word 'letter' and the word 'exports' will be shown. Usable statements include 'and', 'or', and 'not'.

Phone Status Code Locking

ACE now offers the ability to lock certain phone statuses. If a phone number is moved into a locked status it cannot be removed from that status unless the user attempting to do so has the 'UPDATE_LOCKED_PHONE_STATUS' permission. This feature can be useful to prevent situations where a user may move a phone number from a 'do not call' status into an active dialing status. 

To use this feature, navigate to Setup>Workflow>Phone Status, you will see a list of available phone statuses under the 'phone status settings' field. Select the phone status you wish to lock when assigned and click apply.

It is worth noting that the job user has the permission needed to alter accounts in a locked status by default, meaning a job set to change the phone status will be able to do so even if it is a locked status.

Custom Bundling

ACE now allows customers to design their bundling logic around any field they decide to use. The software is capable of using any standard field as well as custom fields added by the user.

The fields used in the bundling criteria can be adjusted under Setup>Accounts>Bundling in the 'Bundle Tests' form by clicking 'new' located in the bottom right. Next, select 'Account Field' from the test drop down menu, a new field called 'Account Field' will appear.

In the 'Account Field' field, specify which item you wish to use for bundling, in this example we will select 'Military ID' as our bundling field.

Finally, specify a weight for this field. The weight indicates the significance of the selected field in determining whether an account should be bundled or not (If an account has a bundle weight of 100 with another account they automatically bundle). Once the weight is specified, click apply; the new field will be factored into bundling new accounts.

Making Things Right

- Fixed an issue with some SBT opt in/out messages being imported.

- Fixed an issue with being able to build logic with a 'does not equal null' statement

- Fixed an issue with creating a form field of type 'real'

- Changing operator on the post adjustment screen now changes trans types              accordingly.

- Fixed an issue with forwarding information in standalone forms.

- Fixed an issue where adding a new account to a bundle activated an older address. - Resolved a visual bug that caused payment plan commissions to display differently. this issue did not affect the actual commission amount calculations.

- Fixed an issue with specifying a collection type when loading clients.

Community Forums

Join the conversation

Discuss with other customers what they are doing with ACE. To access the community forums go to Help > Get Help and scroll down to the Community link. Or, if you are logged into the knowledgebase you can directly go to https://interprosehelp.zendesk.com/hc/en-us/community/topics.