Overview:
This article explains how to create an appointment for an end user in Xvantage for Associates (X4A) CRM. Appointments can be used to schedule customer meetings, follow-up discussions, engagements, site visits, and other activities directly from an end user record.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Customers > End Users.
By default, the page opens in the Active End Users view unless a different default view has been selected.
Click Read Only Grid on the command bar to expand the End User list.
Use the Quick Find or filter by options to locate the desired end user.
Click the end user's Name hyperlink to open the record.
On the General tab, locate the Timeline section.
Click the + button and select Appointment.
The Quick Create: Appointment panel opens on the right side of the screen.
Enter the required information:
Subject
Description
Owner
If needed, enter additional appointment details, such as:
Start Date
Due Date
All Day Event
Required Attendees
Optional Attendees
Teams Meeting
Account
Regarding
Contact Method
Location
Appointment Type (defaults to Appointment, but you can also select Engagement or Visit)
Click Save & Close to create the appointment.
The appointment is created and associated with the selected end user. The activity is recorded in the end user's Timeline, making it visible for future reference and follow-up.
Overview:
This article will guide you on how you can create an appointment with an end user in Xvantage for Associates (X4A) CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. X4A will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales, then select CRM.
In the CRM sidebar menu, navigate to Customers and select End Users.
By default, the view is set to Active End Users unless you’ve changed your default view.
Click Read Only Grid in the command bar to expand the End User section.
Locate the specific end user you will create an appointment with using the quick search function or filter by.
Click the end user name (a hyperlink) to open its details.
In the General tab, look for the Timeline section.
Click the + button and select Appointment.
The Quick Create: Appointment panel will show on the right side of the screen.
Input the required information including:
Subject
Description
Owner
Additionally, you can add optional details such as:
Start Date
Due Date
All Day Event: tick the box if yes
Required attendees
Optional attendees
Teams meeting: toggle if yes
Account
Regarding
Contact Method
Location
Appointment Type - by default is selected Appointment, but you can select Engagement or Visit.
Click Save & Close to complete the process.