Editing Associates

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail > Edit Associate
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/EditAssociate?id=[ASSOCIATE_ID]
Permission: EditAssociate()

You can update Associate information after creation or enrollment.

To edit an Associate:

1. In Corporate Admin, find and select an Associate to navigate to their Detail page.

2. Click the Edit Associate button.

   

The following are the form field definitions:

1. Display First and Last Name - The name that appears in the system.

2. Birth Date - Associate’s birth date.

3. Romanized First and Last Name - Used in markets where local laws require Legal First Name to be hidden.

4. Legal First and Last Name - Used in markets where local laws require Legal First Name to be hidden.

5. Company Name - Associate’s company name.

6. TaxID/FIN/SSN - Associate’s TaxID, Federal Identification Number, or Social Security Number.

   Because this is a secure field, the number is hidden with asterisks except for the last four numbers (for example, ********3646). To update the number in any way, you have to clear the field (including the asterisks (*)) and enter the full number again. Updating the last four digits will not affect.

7. Secondary Phone - Associate’s “evening phone”.

8. Associate Type - Used to change the Associate’s customer type.

9. Primary Phone - Associates “daytime phone”.

10. Text Number - Associates “mobile number”.

11. E-Mail Address - Associate’s email address.

12. Tax Exempt - Indicate tax exempt status.

13. Tax Resale Number - Also known as a reseller’s permit, reseller’s license, or sales tax identification number.

14. Language - Preferred language set on the Associate’s account.

15. Associate and Shipping Address - The shipping address used for ordering. This could be a PO Box, separate from the Associate’s legal address.

    Note: The Associate can update their Primary/Secondary Phone, Text Number, Email Address, and Address through their Web Office (Settings > Account > Personal Info widget); however, they will have to call in to change their Display First and Last Names and Shipping Address.

16. Back - Returns you to the Associate’s Detail page.

17. Save Changes