How to Create a Note in the Timeline Section of an End User in CRM

Overview: 

This article will guide you on how you can create a note to an end user record in CRM.  

Process: 

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates 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 Customers and select End Users. 

6. By default, the view is set to Active End Users in Focused View unless you’ve changed your default view. 

7. Locate the specific end user using the quick search function or filter by.  

8. Click the end user name (a hyperlink) to open its details.

9. In the General tab, look for the Timeline section.

10. Click the + button then select Note.

11. Input the following information:

    • Title

    • Notes

    • Attachment: if applicable, click the paper clip icon and select the document in your computer.

12. Click Add Note & Close to complete the process.