---
title: "Account Search Guide"
slug: "advanced-account-search-guide"
updated: 2026-08-11T15:50:52Z
published: 2026-08-11T15:50:52Z
canonical: "docs.interprose.com/advanced-account-search-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Advanced Account Search Guide

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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-04-16 143648.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A12Z&se=2026-10-31T15%3A34%3A12Z&sr=c&sp=r&sig=F6bOOMC2pQpc7P0P9I47v9B7KEaOR%2BgH2h1gr5HkqaE%3D)

Image Displays Option 2

## Account Search Fields

Use the search fields in the Account Options, Demographic Options, and Forwarding Options sections to refine your search and locate specific accounts.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-04-16 141808.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A12Z&se=2026-10-31T15%3A34%3A12Z&sr=c&sp=r&sig=F6bOOMC2pQpc7P0P9I47v9B7KEaOR%2BgH2h1gr5HkqaE%3D)

Image Displays Advanced Search Options

#### Account Options Section

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

| Field | Description |
| --- | --- |
| Agency # | The agency account number or ACE DebtID. |
| Client Account # | Account number provided by the client. |
| Reference # | Unique key for agencies converting accounts. |
| Bundle | Unique ACE number assigned to a bundle member. |
| Group Identifier | Bundle number assigned from another collection system. |
| Client | Client code or name. Use the dropdown list or Smart Search to select a client. |
| Assigned Date | Date the account was assigned. |
| Status | Current account status. |
| 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 | Indicates the account's debt status. |
| Archived | Select **Not Archived**, **Archived**, or **All**. |
| Debt Group Fields | Display only when configured under **Debt Groups**. |

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Debt Group Search Fields.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A12Z&se=2026-10-31T15%3A34%3A12Z&sr=c&sp=r&sig=F6bOOMC2pQpc7P0P9I47v9B7KEaOR%2BgH2h1gr5HkqaE%3D)

Image Displays Debt Group Fields

> [!NOTE]
> Search Tip
> 
> To search for a single date, enter the same date in both date fields. If the expected results are not returned, expand the search by one day before and one day after the desired date.

#### Demographic Options Section

The Demographic Options section contains fields that search demographic information associated with an account.

| Field | Description |
| --- | --- |
| First | First name of any account demographic (primary, co-maker, spouse, patient, business, etc.). |
| Last | Last name of any account demographic. |
| Company Name | Company name associated with any account demographic. |
| SSN | Social Security Number of any account demographic. |
| SSN Last Four | Last four digits of the Social Security Number. |
| Phone Number | Phone number of any account demographic. |
| Active Phone Numbers Only | Limits results to active phone numbers only. |
| Address | Street address of any account demographic. |
| City | City of any account demographic. |
| State | State of any account demographic. |
| Zip | ZIP Code of any account demographic. |
| Email Address | Email address of any account demographic. |
| Driver License | Driver's license number of any account demographic. |
| DOB | Date of birth of any account demographic. |
| **Include Original Demographics** | When selected, ACE searches both current and original demographic values, allowing you to locate accounts using information that has been updated, such as a previous name or date of birth. This option is available only when **Include Original Demographics in Account Search** is enabled in **Setup → System**. |

> [!NOTE]
> Demographic Search Tip
> 
> - Use the * or % wildcard characters to search for partial values.
> 
> **Example:** If you know the address contains Westmoreland Street, but not the complete address, search using %Westmoreland%.
> - Begin your search using the most specific criteria possible to reduce the number of results.
> - If Include Original Demographics is available, select it to search both current and original demographic information.

#### Forwarding Options Section

The Forwarding Options section contains fields used to search accounts that have been forwarded to another agency or third-party vendor.

| Field | Description |
| --- | --- |
| Forward Batch | Batch assigned to the forwarded accounts. |
| Vendor | Vendor responsible for the forwarded accounts. |
| Vendor Type | Type of vendor (for example, collection agency or legal firm). |
| Placement Type | Type of forwarding placement. |
| Placement Date | Date the account was forwarded. |
| Placement Balance | Account balance at the time of forwarding. |
| Commission Rate | Commission rate assigned to the forwarded account. |
| Active Status | Indicates whether the forwarding placement is active. |