Overview:
This article explains how to access and view the related features associated with a contact in Xvantage™ for Associates (X4A) CRM. The Related menu provides quick access to records and information connected to the contact, such as opportunities, quotes, connections, activities, and other related data.
Process:
o 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’s left navigation menu, go to Customers > Contacts.
Ensure that All Contacts is selected as the current view.
Use the Filter by keyword search field to locate the desired contact.
From the search results, click the contact's Full Name hyperlink to open the contact record.
By default, the contact opens on the Summary tab. Click the Related drop-down menu.
Select the related feature you want to view.
The Related menu provides access to various records associated with the contact, including:
Opportunities
Quotes
Connections
Activities
Customer Survey Instances
Other related CRM records
This information helps users quickly navigate to and review records connected to the contact from a single location.