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 Name, Associate ID, Phone Number, or Email Address.

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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.

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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.