Finding Associates

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

Use the search bar to find an Associate.

Find Associates search bar

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

Search filters

Once you start a search, more filter dropdowns appear where you can narrow the results by:

Switching to Find Orders

  1. Click the dropdown and select Orders.

    Switch to the Find Orders page

    You navigate to the Find Orders page, where you can search for orders.

    Find Orders page
  2. Search by the same as the Find Associates search bar with the addition 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‚Äôs name will find all orders made by that Associate.

Starring an Associate

Once you locate an Associate:

  1. Click the Star icon to favorite them for easy access later.

    Star icon

    The Associate shows up under the search bar every time you visit.

    Starred associate

Troubleshooting

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