Admin: Corporate Office
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:
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In Corporate Office, find and select an Associate to navigate to their Detail page.
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Click the Edit Associate button.
The following are the form field definitions:

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Display First and Last Name - The name that appears in the system.
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Birth Date - Associate’s birth date.
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Romanized First and Last Name - Used in markets where local laws require Legal First Name to be hidden.
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Legal First and Last Name - Used in markets where local laws require Legal First Name to be hidden.
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Company Name - Associate’s company name.
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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.
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Secondary Phone - Associate’s “evening phone”.
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Associate Type - Used to change the Associate’s customer type.
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Primary Phone - Associates “daytime phone”.
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Text Number - Associates “mobile number”.
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E-Mail Address - Associate’s email address.
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Tax Exempt - Indicate tax exempt status.
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Tax Resale Number - Also known as a reseller’s permit, reseller’s license, or sales tax identification number.
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Language - Preferred language set on the Associate’s account.
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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.
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Back - Returns you to the Associate’s Detail page.
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