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.
By default, you'll land on the General tab.
Scroll down to the Attachments section.
In the Timeline area click on the paperclip icon, next to Enter a note field.
Select the file from your device.
Add optionally a title or text, then click Save or Add note and close button.
The file will be added automatically as a note. Click Refresh in the command bar to refresh the page and see the uploaded file.