Finding Associates

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

Use the search bar to find an Associate.

Search bar

Search by:

  • Customer ID

  • First Name

  • Last Name

  • Romanized First Name

  • Romanized Last Name

  • Legal First Name

  • Legal Last Name

  • Email Address

  • Primary Phone Number

Search Filters

Filter drop-down menus

Once you begin a search, additional filter drop-down menus appear where you can narrow the results by:

Switching to Find Orders

  1. Click the drop-down menu and select Orders.

    Orders drop-down selection

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

    Search Orders page
  2. Search using the same options as the Search 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.

    Favorite Associate selection

    The Associate will now display under the search bar each time you visit the Search Associates page.

    Favorite Associate

Troubleshooting

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