The Find Associate page lets you easily locate associates and view their details, as well as view a list of orders for an associate.

What We’ll Cover

• Finding the Page
• Finding an Associate
• Switching to Find Orders
• Starring an Associate

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Finding the Page

Log in to Corporate Office, the Find Associate page displays by default.

At any time you can navigate to it directly at: Associates > Find Associate.

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find?Search=&Filter=Associate

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Finding an Associate

Use the search bar to find an associate.

Search by:

• Back Office ID
• First Name
• Last Name
• Romanized First Name
• Romanized Last Name
• Legal First Name
• Legal Last Name
• Email Address
• Primary Phone Number

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Switching to Find Orders

Use the dropdown to switch to Orders to redirect to the Find Orders page to search for orders.

Search by the same as the Find Associates search bar with the inclusion of:

• Order Number
• Order Date
• Commission Date
• Inventory Item Name
• Total Commissionable Volume (CV) amount
• Total Qualifying Volume (QV) amount
• Order Total
• Payment Status

Searching by an associate’s name will find all orders made by that associate.

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Starring an Associate

Once an associate is located, you can favorite an associate for easy access later by clicking the Star icon.

The associate will show up under the search bar every time you visit for easy access.