Overview:
This article provides step-by-step instructions on how to deactivate a specific Customer Survey Answer within Xvantage CRM. By applying filters to locate the survey answer by instance and question, users can deactivate outdated or incorrect entries, which will then be moved to the Inactive Customer Survey Answers view.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Customer Survey and select Customer Survey Answers.
Ensure that your view is Active Customer Survey Answers. To do this, click the view drop-down and select Active Customer Survey Answers.
Click the Customer Survey Instance column header, then select Filter by.
Enter the Customer Survey Instance Name in the filter field and click Apply.
Next, click the Question column header and select Filter by.
Enter the specific survey question in the field provided, then click Apply.
Once the filtered results appear, tick the checkbox next to the relevant question to select it.
Click Deactivate from the command bar.
When the confirmation pop-up appears, click Deactivate again to proceed. The selected Customer Survey Answer will be moved to the Inactive Customer Survey Answers view.