Overview:
This article provides the step-by-step process on how to add notes in the Timeline section in KB item in Xvantage for Associates (X4A) CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Extensions and select KB Items.
Search for the specific KB Item by using filter by category (Title) or the Quick Find icon.
Once you've found the KB item, click to open it.
In the General tab scroll down to the Timeline section.
Click the paperclip icon, then select the file from your device. You may also include a title and a note comment if you wish (optional).
Click Add note and close button.
The uploaded file will appear under the Timeline section under Recent.
The file will be added automatically. Click Refresh in the command bar to refresh the page and see the uploaded file.