Setting Associate Search Tools

Admin: Corporate Admin
Page: Administration > Advanced Settings > Associate CRM
URL: [CLIENTID].corpadmin.directscale.com/Settings?category=Associates%20CRM
Permission: ViewAdministration(), ViewAdvancedSettings()

The Associate Search function uses the Search Index with the Database to perform. If you alter either or you’ve experienced network errors, they can become out-of-sync. You can update and test the Database/Search Index to make sure they are in sync and up-to-date.

The Associate search settings are configured during implementation.

However, if they have been or need to be altered:

  Do not change these settings without consulting Customer Care.
  1. Locate the Search Information section.

  2. Click the Search settings link.

    Search settings link

    You navigate to the Associates CRM tab under Advanced Settings.

  3. Under the Search section, make sure the following settings have been set:

    Search settings link
    • Enable TypeAhead on Disco UI checkbox

    • Search Service Name

    • Admin Key

    • Query Key

    The remaining fields are left blank by default.

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