How to Add a Post to a Contact in CRM

Overview:

This article provides the steps on how to add a post in a contact record in X4A CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, go to Customers and select Contacts from the side menu.
Use the category filter or Quick Find icon to locate the desired contact.
Double-click the specific contact record to open its detailed view.
Click the Activities & Notes tab.
In the Timeline section, click the plus (+) icon.
From the available options, select Post.
Enter the content of your post. You can link a record by clicking the # symbol and mention a person by clicking @ and selecting their name.
Once your post is ready, click Add Post to save it.