Overview:
This article explains how to email a link to one or more End User records from Xvantage for Associates (X4A) CRM. Sharing record links allows other users to quickly access specific End User records without manually searching for them in CRM.
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 in Focused View unless a different default view has been selected.
Click Read Only Grid on the command bar to expand the End Users list.
Use the Quick Find search field or available filters to locate the End User record(s) you want to share.
Select the checkbox next to the desired End User record(s). You can select multiple records if needed.
On the command bar, click Email a Link.
Microsoft Outlook will open automatically with links to the selected End User records pre-populated in the body of a new email.
Enter the recipient email address(es).
Add a subject and any additional message content as needed.
Click Send.
An email containing direct links to the selected End User records is sent to the specified recipients, allowing them to quickly access the records in CRM.