How to Add Notes in the Timeline Section in CRM

Overview:

This article provides a step-by-step process on how to add notes in the timeline section of KB items in Xvantage for Associates CRM.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, navigate to Extensions then select KB Items.
Search for the specific KB Item by using the filter category (Title) or the Quick Find icon.
Once you've found the KB Item, click the Title to open it.
By default, you will be directed to the General tab.
Scroll down to the Attachments – Timeline section.
Click Enter a Note, then type your note in the text area.
Provide a note title.
Click Add Note and Close to save your entry.