Making Tree Movements

Admin: Corporate Admin
Page: Associates > Movements
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/TreeMovements
Permission: ChangePlacements()

You can move or delete Associates from Trees to change upline and downline positions.

Making Tree Movements

  1. Click the Move Node button.

    Move Node button

    The Add Movement pop-up window opens.

  2. Select the Tree where the movement is to be made.

    Tree dropdown
  3. In the Associate To Place field, enter the Associate name or ID to move.

  4. In the Associate To Place Under field, type the name or ID of another Associate.

    The moved Associate places under this Associate as a part of their downline.

  5. Click the Add Movement button.

    When you add a proposed movement, the Commit Movements button appears next to the Delete Node button.

    The Proposed Movement Tile displays the Associate to move and the Associate they will place under.

  6. Click Commit Movements once the movements are reviewed and are correct.

The system will process the commitments. Any errors that occur display on the movement tiles so you can identify what failed. If the commitment was successful, the tile disappears from the page.

The Tree movements are complete. The Associate now has a new enroller and placement upline.

Removing an Associate from a Tree

  1. Click the Delete Node button.

    Delete Node button

    This will call a pop-up to the page.

  2. Select the Tree where the movement will be.

  3. In the Associate Remove field, enter for the Associate name or ID to remove.

  4. When fields are complete, click Add Deletion.

    The proposed movement is not immediately committed. It adds to the movement queue.

    A Commit Movements button will also appear. Review the Tree moves to perform.

  5. Click the Commit Movements button.

The system will process the commitments. Any errors that occur display on the movement tiles so you can identify what failed. If the commitment was successful, the tile disappears from the page.

The Tree movements are complete. The Associate now has a new enroller and placement upline.

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