How to View Internal Notes in a Vendor Account in Xvantage for Associates

Overview:

This article provides a step-by-step guide on how to view internal notes associated with a vendor account in Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates (X4A) and open it.  

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

4. Click Account Management.

5. From the drop-down menu, select Vendor Account. 

6. Use the search bar to find the specific vendor account.

7. Click the Vendor Account Name (displayed as a hyperlink) to open the account details.

8. Click the Notes tab.

9. View internal notes added by Ingram Micro associates:

   • Click All to see all notes.

   • Click My Notes to view only the notes you have added.

   • Click Other’s Notes to view only the notes others have added.