Overview:
This article provides the step-by-step process on how to view the end user details or information in X4A CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales, then select CRM.
In Xvantage CRM, go to the Customers section and select End Users.
By default, you’ll see a list of Active End Users. Click the dropdown to change the list view.
Locate the End User you want to view using either the Filter By option or the Quick Find bar.
Once you've found the correct End User, click the hyperlinked name under the Reseller End User Name column to view the details.
You will have visibility of the following information:
End User Information
Parent Account Profile
Profile Type
End User Name
Institution Type
Market Segment Type Code
Set As Cust EU Default
Contact Name, Phone, Title
Extension
Email Address
Contact Fax Number
Address Information
Timeline