Bundle Groups

ACE allows you to sub-group accounts within a bundle using a bundle group. You can create multiple bundle groups based on your business needs. Once a bundle group has been created you can: Create workflow that only applies to accounts in ...

Bundle Groups in ACE help identify specific sets of accounts and apply actions or communications to them. Creating a Bundle Group: Go to Setup → Accounts → Bundle Groups → New. Complete the following fields: Label Identifier Grou...

Setup- Accounts-Bundle Groups New Label=Service Date by Client Identifier=SERVICE_DATE_BY_CLIENT Group by Fields=Client code & Last service date Logic=none               a.  Additional logic can ...