Overview:
This article will provide a step-by-step process on how to pin recently opened items in X4A CRM which allows users to easily access frequently used items.
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.
- Click Recent in CRM sidebar menu to view your recently opened items and activity history.
- Hover your mouse over the item you want to pin.
- A pin icon will appear on the left side—click on it.
- The pinned item will now appear in the Pinned section on the sidebar menu.