How to Add Important Notes to an Account via Extensions in CRM

Overview:

This article provides the step-by-step process on how to add important notes to an account in Xvantage for Associates (X4A) CRM via the Extensions menu.

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 Extensions and select Important Notes.

6. Click +New.

7. Fill in the required fields:

   • Subject/Auth#

   • Owner - auto populated with your name

   • Note Expiration Date

   • Account – enter the Account Name or BCN.

   • Status - by default it is locked on Active.

8. Review the information, then click Save & Close.