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

What We’ll Cover

• Finding an Associate
  • Additional Search Filters
• Switching to Find Orders
• Starring an Associate
• Troubleshooting

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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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Additional Search Filters

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

1. Countries
2. Associate Type
3. Associate Status

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Switching to Find Orders

1. Click the dropdown and select Orders.

   

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

   

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’s name will find all orders made by that Associate.

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Starring an Associate

Once you locate an Associate:

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

   

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

   

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Troubleshooting

• New Retail Customers have “No Address on File”