Admin: Corporate Admin
Page: Associates > Search Associates
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Find
Use the search bar to find an Associate.
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Search by:
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First Name
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Last Name
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Romanized First Name
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Romanized Last Name
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Legal First Name
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Legal Last Name
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Email Address
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Primary Phone Number
Search Filters
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Once you begin a search, additional filter drop-down menus appear where you can narrow the results by:
Switching to Find Orders
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Click the drop-down menu and select Orders.
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You navigate to the Search Orders page, where you can search for orders.
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Search using the same options as the Search Associates search bar, with the addition of:
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Order Number
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Order Date
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Commission Date
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Inventory Item Name
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Total Commissionable Volume (CV) amount
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Total Qualifying Volume (QV) amount
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Order Total
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Payment Status
Searching by an Associate’s name will find all orders made by that Associate. -
Starring an Associate
Once you locate an Associate:
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Click the Star icon to favorite them for easy access later.
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The Associate will now display under the search bar each time you visit the Search Associates page.
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