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  3. Managing Associates

Using the Associate Service Log

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Learning Experience Team

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

The Service Log displays changes made on the Associate record and allows the option to create manual log entries.

Creating a Service Log Entry

  1. Under the Service Log tab, click the + Add Log Entry button.

    Add Log Entry button

    The Add Log Entry pop-up window opens.

    Add Log Entry pop-up

  2. In the pop-up, type the log entry details in the Message field.

  3. Click Submit.

The log entry is now displayed in the Service Log List.

Using the Notification Log

Notification Log

The Notification Log logs all the texts or emails sent to the Associate about activity for themselves and their downline. This section can help troubleshoot issues with Associates not receiving texts or emails. You can determine:

  • If the system is sending or not sending them

  • If their carrier may be blocking them

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