About Account Manager

The Account Manager is a powerful tool in ACE that streamlines the process of performing actions on a specified list of accounts using logic blocks.

 This article provides an overview of the Account Manager's key features and usage.

Account Manager Purpose 

The Account Manager tool enables users to execute one or more actions on a targeted group of accounts identified by a logic block.

Required Elements

When using the Account Manager, users must identify:

a. Selection Logic: This refers to a logic block that specifies the criteria for selecting accounts.

b. Add Actions: Users can specify one or more actions to be performed on the selected accounts.

Creating a Logic Block

If the desired logic block doesn't exist, users can conveniently create it directly within the Account Manager. This allows for seamless logic customization to suit specific requirements.

Retention of Actions

It's important to note that while logic blocks can be saved for future use, the actions taken against the accounts are not stored within the Account Manager tool itself. Users should keep this in mind when planning their account management strategies.

One-Time Actions

The Account Manager tool is primarily designed for executing actions once on the accounts returned by a logic block. It streamlines the process by eliminating the need for repetitive manual actions.