Overview:
This article provides a step-by-step process on how to search for an account in Xvantage for Associates CRM.
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 the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Choose the view that you need. To do this, select the view drop-down and choose from the options.
Click the Filter by Keyword bar next to the Edit Filter icon, type the information like account name or account number, and press Enter.
Alternatively, click the category field (account name or BCN) and a drop-down will appear.
Select Filter by.
Change the condition from Equals to Contains.
Input the information on the field.
Click Apply to filter and refine your results.