How to Delete an Address in CRM

Overview:

This article explains how to permanently delete one or more reseller address records in Xvantage for Associates (X4A) CRM.

Note: This functionality is available only to Business Admins.

Important: Deleting an address is permanent and cannot be undone. Ensure that the selected records are no longer required before proceeding.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Extensions > Addresses.

6. From the view selector, choose All Customer Addresses.

7. Locate the address record(s) you want to delete using the Filter By option or the Quick Find search bar.

8. Select the checkbox next to the address record(s) you want to remove. Multiple records can be selected at the same time.

9. On the command bar, click Delete.

10. When the confirmation message appears, click Delete again to confirm the action.

11. The selected address record(s) are permanently removed from CRM and can no longer be recovered.