Building Customer IDs

Admin: Corporate Admin
Page: Settings > Advanced Settings > Associate Types
URL: [CLIENTID].corpadmin.directscale.com/Settings/AssociateTypes
Permission: ViewAdvancedSettings()

A Customer ID (also known as a Back Office ID) is your Associate’s unique identifier. It’s generated when you add an Associate to the system. You can customize the ID format in the Corporate Admin Advanced Settings.

Can I change a Customer ID?

Adding an Associate Type

You can customize the Customer ID format for each Associate Type.

Read more: Adding Associate Types

To edit an existing or default Associate Type:

  1. Click the Edit button.
  2. The Edit Associate Type pop-up window opens.

Important: If you need to edit these configurations, the pop-up will display the default settings. If you make any changes, IDs generated under the previous customizations will stay the same.

Building Back Office Format

To customize the generated ID, you must configure the ID format.

  1. Click the Build BackOffice Format button.

    The Build Back Office format pop-up window opens.

    An example ID displays at the bottom of the pop-up.

Associate ID

Enter a number at which your Customer IDs begin. By default, this field displays 1001.

Seed

  1. Enter a number amount into the Seed field.

    By default, this field displays 90000. This amount combines with the number in the Associate ID field. The Generated Back Office ID uses this sum. Depending on your need, this allows you to create a small or large amount of Customer IDs.

    Note: This field is optional. You can remove it from the process by de-selecting the Use seed checkbox.

(Optional) Prefix and Suffix

  1. Enter a number or character into the Prefix or Suffix fields.

    Whatever is entered will always add to the front or back of the generated ID.

Transform

  1. Select an option from the Transform dropdown.

    With this option, you determine which Hexadecimal format (Base 16) to use. By default, with Hexadecimal, the ID can have a mixture of numbers (0-9) and letters (A-F).

    Other options include:

    • None – Turns off Hexadecimal format. This selection generates an ID based on the previous settings (Associate ID, Seed, Prefix, and Suffix). The ID will be a sequential number based on the seed (Seed+1, Seed+2, etc.)
    • Hexadecimal 4+ digits – ID must have at least four digits.
    • Hexadecimal 8+ digits – ID must have at least eight digits.
    • Hexadecimal 16+ digits – ID must have at least 16 digits.

    If the ID amount is less than required, the system adds zeroes in front to make up for the missing digits.

Format String

In the Format String field, you have the default value {1:X}. This value is a C# Numeric Format String that takes the previous configurations (represented with 1) and converts them to Hexadecimal (X).

You can use other C# Standard Numeric Format Strings, as well.

If you have the previous options configured to your preference, then you can skip this field.

Saving the Configuration

  1. Click the Use this Format and Seed button to save the configuration.

    In the Add Associate Type pop-up window, the Back Office Seed and Back Office Format update to your new format.

  2. Click the Save button to save the Associate Type.

Matching DirectScale Associate ID and Customer ID

If you wanted the Customer ID to match the DirectScale Associate ID number, use the following configurations:

  • Seed: 0
  • Transform: None
  • Format String: {1}
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