Configure ACE System settings for monthly goals, login messages, language support, ETL multithreading, and client access authentication. In Maintenance Settings, tailor preferences for deploying new releases to your portal. Choose between scheduled or on-demand methods, and set the day and time for scheduled updates.
Note
While ACE is not deployed/restarted on a daily basis, we retain the right to do so at any time, 24/7, without providing prior notice.
Locating System Settings
Go to Setup → System
Portal Settings Section:
Field | Description |
|---|---|
Monthly Goal | Set Agency Monthly Goal |
Monthly Fees Goal | Set Agency Monthly Fees Goal |
Login Page Message | Set Message for Login Page |
Default Client Upload Folder | This is for a Client Access User to drop off files for your admin |
Legal Case Allow Other Demos (Deprecated) | This field is deprecated |
Maximum Report Rows | limits the number of records allowed in a custom report. A negative value means no limitation |
Maximum ETL Threads | Warning: Please consult with support before adjusting. Can cause performance issues and instability. Default is 10threads. Max is 100, Minimum is 1 |
Require Additional authentication for Client Access Users | This will force all Client Access users to authenticate via two factor email (or via text if you have an active text message vendor set up) once every 30 days |
Text Message vendor for authentication texts | Authentication text messages for client access users will be sent from this vendor |
Default Bundle Selection for Payments/Payment Plans | When enabled, the system automatically selects the current account to apply to when they’re posting transactions, setting up payment plans, recording disputes or bankruptcy. The bundle lists will also be collapsed by default |
Dispute Accounts Separately | When enabled, bundled accounts may be disputed separately |
Dispute Accounts Separately
When this option is set to true and multiple accounts are selected for dispute:
Each account will have a separate dispute record created.
Each account's dispute will need to be resolved separately.
Once a dispute is filed, the summary DISPUTED pill includes a quick link to the dispute record (including a link to a single dispute record for multiple bundle accounts when this option is set to false)
Language Support Section:
Field | Description |
|---|---|
English | check if yes/leave blank if no |
Spanish | check if yes/leave blank if no |
Maintenance Settings:
Maintenance settings define the preferred method for InterProse to deploy new releases, or patches to your portal. Please note that emergency updates may still occur outside the parameters defined below.
Field | Description |
|---|---|
Method* |
|
Scheduled Day | We recommend Sunday |
Scheduled Time | We recommend 7:00 PM |