How to Clear Cache in CRM

Overview:

This article provides instructions on how to clear site data in Xvantage CRM using Google Chrome. Clearing site data can help resolve loading issues, improve performance, and ensure that the latest application updates are properly loaded.

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 Sales.

4. Select CRM from the Sales sub-menu.

5. Press F12 (or Function + F12) to open Developer Tools.

6. In the Developer Tools panel on the right, navigate to the Application tab.

7. Under Storage, select Clear site data.

8. Refresh the page to apply the changes.