How to Add Internal Notes to Vendor Accounts via Xvantage for Associates

Overview:

This article explains the step-by-step process on how to add internal notes to a vendor account in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates (X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Vendors then select Account Management.

4. From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the specific vendor account.

6. Click the Vendor Account Name (displayed as a hyperlink) to open the account details.

7. Click the Notes tab.

8. Click Add Note.

9. In the pop-up window, enter your internal note or comment. Note: This will only be visible to assigned associates.

10. Click Submit to save the note.