Tracking Associate Start Date

Associate Start Date is the date their Associate Type was changed, either by upgrading to a Distributor Type, enrolling in an AutoShip, or manual change by a Corporate Admin via the Edit Associate page.

This Start Date is different from the Enrollment Date. Enrollment Date is when an Associate first created an account in the system, while the Start Date is when they were assigned an Associate Type. These dates will initially match but will differ if the Associate’s Type is changed.

Enabling Start Date Tracking for Associate Types

Admin: Corporate Admin
Page: Administration > Advanced Settings > Associates Type
URL: [CLIENTID].corpadmin.directscale.com/Setting/AssociateTypes
Permission: ViewAdministration(), ViewAdvancedSettings()

For the system to track Associate Start Date, you must enable it for each relevant Associate Type. You can do this while adding new Associate Types, or go back and edit existing ones.

To edit an Associate Type:

  1. Click the Edit button on the Associate Type whose start date you want to track.

    The Edit Associate Type pop-up window opens.

    Edit Associate Type pop-up window
  2. Select the Track Start Date checkbox to enable.

  3. Click Save.

Displaying the Associate Start Date in their Account Summary

Admin: Corporate Admin
Page: Administration > Advanced Settings > Associates CRM
URL: [CLIENTID].corpadmin.directscale.com/Settings?category=Associates%20CRM
Permission: ViewAdministration(), ViewAdvancedSettings()

You have the option to display the Start Date on the Associate’s Detail page.

Associate Detail Start Date Label

To do so:

  1. Select the Associate Start Date checkbox to enable.

    Associate Start Date checkbox
  2. Click Save Changes.

Editing Associate Start Date

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail > Edit Associate
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/EditAssociate?id=[ASSOCIATE_ID]
Permission: EditAssociate()

You can edit an Associate’s Start Date manually by editing an Associate’s account.

To do so:

  1. Navigate to an Associate’s account summary and click Edit Associate.

  2. Locate the Associate Start Date field and edit the date. Date format must be “mm/dd/yyyy”.

    Associate Start Date field
  3. Click Save Changes.

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