How to Add an Attachment to an End User in CRM

Overview: 

This article will guide you on how you can add an attachment to an end user record in CRM.  

Process: 

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select End Users. 

6. By default, the view is set to Active End Users in Focused View unless you’ve changed your default view. 

7. Locate the specific end user using the quick search function or filter by.  

8. Click the end user name (a hyperlink) to open its details.

9. In the General tab, look for the Timeline section.

10. Click the + button and select Note from the list of options.

11. Click the paper clip icon.

12. Select the document or file from your computer. Double-click the file to attach it.

13. Click Add Note & Close to complete the process.