Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]
Permission: EditAssociate()
You can view an Associate’s Tree placement and downline.
Finding a Tree
In Corporate Admin, find and select an Associate to navigate to their Detail page.
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Click the Trees tab.
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Select which Tree you want to view.
Whichever page you select will display the Associate’s Tree table.
Tree URLs:
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Enrollment -
[CLIENTID].corpadmin.directscale.com/Corporate/CRM/EnrollmentTree?id=[ASSOCIATE_ID] -
Unilevel -
[CLIENTID].corpadmin.directscale.com/Corporate/CRM/UnilevelTree?id=[ASSOCIATE_ID] -
Binary -
[CLIENTID].corpadmin.directscale.com/Corporate/CRM/BinaryTree?id=[ASSOCIATE_ID] -
Matrix -
[CLIENTID].corpadmin.directscale.com/Corporate/CRM/MatrixTree?id=[ASSOCIATE_ID]
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Viewing Trees
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Use the Period Selector to view a Tree from a previous period.
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Click the arrow next to a name to expand, showing that particular Associate’s downline.
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Click an Associate’s name to view their Detail page.
The legend at the right features color codes for specific statuses.
| Developers can modify the colors by overriding the GetAssociateTreeLabel Hook in the Client Extension. |
Web Office Visual Tree
The Visual Tree in the Web Office offers Associates a better view into their downline structure. Use this page to view the Tree’s hierarchy and specific data for individuals.
For more information, see Customizing the Web Office Visual Tree.
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