Admin: Corporate Admin
Page: Associates > Find Associates
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find

Although it’s called the Find Associates page, you can also search by order number.

What We’ll Cover

• Switching to the Find Orders Page
• Searching by Order Number

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Switching to the Find Orders Page

On the Find Associates page:

1. Locate the dropdown next to the search bar.

   

2. Click the dropdown and select Order.

The page refreshes and is now the Find Orders page. You can use this page to find orders by searching for order numbers.

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Searching by Order Number

1. Type the order number in the search bar.

   

   The results populate as you type.

   Note: Enter the exact order number for speedier results.

2. In the search results, click the Order Number link.

   You navigate to the order’s Detail page.