Debt Groups are a configurable field used to categorize accounts within ACE. They act as a custom identifier to group debts based on business-specific needs.
When to Use Debt Groups
Debt Groups may be useful if your organization needs to:
Apply custom commission rules
Segment accounts based on internal business logic
Maintain compatibility with existing or legacy workflows
If you are unsure whether to use Debt Groups, consult your implementation team or support for guidance.
How Do I Create a Debt Group
Go to Setup → Accounts → Debt Groups
Field Descriptions
Debt Group Section
Field Name | Description |
|---|---|
Customer Identifier (Required) | A unique identifier for the Debt Group |
Label (Required) | Label that will be shown to users |
Debt Group Options Section
Field Name | Description |
|---|---|
Customer Identifier (Required) | A unique identifier for the Debt Group |
Label (Required) | Label that will be shown to users |
Best Practices
Use consistent naming between Customer Identifier and Label where possible
Only implement Debt Groups if there is a specific business need
Avoid using Debt Groups for new workflows unless required