Advanced Account Search Guide

Updated on 22 Apr 2024
2 Minutes to read
Contributors

Article summary

Did you find this summary helpful?

Thank you for your feedback

Account Search is a tool within ACE that allows you to quickly locate and manage accounts.

Accessing Advanced Search

There are two options to access account search:

Option 1: Go to Accounts → Search

Option 2: Click on the magnifying glass icon near the account search field

Account Search Fields

Utilize the following search fields under Account Options, Demographic Options, and Forwarding Options to refine your search criteria and find specific accounts.

Account Options Section

The Account Options section contains the fields that directly correlate to an account.

Field	Description
Agency #	The Agency's account number or ACE DebtID
Client Account #	Account number provided by the Client
Reference #	Unique key for agencies converting accounts
Bundle	Unique ACE # assigned to a bundle member
Group Identifier	Bundle number assigned from another collection system
Client	Client code or name. Use dropdown or smart search for selection
Assigned Date	Date the account was assigned
Status	Current status of the account
Case Number	Assigned case number
Bankruptcy Case Number	Assigned bankruptcy case number
Principal Balance	Exact current principal balance
Principal Assigned	Exact original principal balance
Debt Flag	Indicator for debt status
Archived	Drop down menu: Not Archived Archived All
Debt Group Fields (Account Path + other fields)	Will not be shown in the Account Search screen unless they have been added under Debt Groups

Search Tip
To search for a single date, enter the same date in both fields. If the desired results are not returned, expand the date range to one date before and one date after the date for desired results

Demographic Options Section

The Demographic Options section contains the fields that directly correlate to demographic data.

Field Name	Description
First	The First name of any account demographic (primary, comaker, spouse, misc., patient, business, etc.)
Last	The Last name of any account demographic
Company Name	The Company name for any account demographic
SSN	The Social Security Number of any account demographic
SSN Last Four	The last four numbers in the Social Security Number
Phone Number	The Phone Number of any account demographic
Active Phone Numbers Only	When enabled, it includes accounts with active phone numbers
Address	The Address of any account demographic
City	The City of any account demographic
State	The State Of any account demographic
Zip	The Zip Code of any account demographic
Email address	The Email address of any account demographic
Driver License	The Drivers License of any account demographic
Dob	The Date of birth of any account demographic

Demographic Search Tip
The * or % symbols can be used as wild cards.
Example: if you know the address is Westmoreland Street, but do not know if it is NE or SE etc.... you can enter %Westmoreland% in the address field before clicking Search.
It is recommended to begin a search with defined criteria (using more information/multiple fields) to return fewer results.

Forwarding Options Section

The Forwarding Options section contains the fields that directly correlate to accounts that have been forwarded to a third party or other agency to be worked on your agency's behalf.

Field	Description
Forward Batch	Batch for forwarding accounts
Vendor	The vendor responsible for handling forwarded accounts
Vendor Type	Type of vendor (e.g., collection agency, legal firm)
Placement Type	Type of placement (e.g., first placement, re-placement)
Placement Date	Date when the account was placed for forwarding
Placement Balance	Balance at the time of placement for forwarding
Commission Rate	Rate of commission for the forwarded account
Active Status	Indicates if the forwarding option is currently active

Was this article helpful?

What's Next

Client filter

Table of contents

Accessing Advanced Search
Account Search Fields