Overview:
This article explains how to view the transactions associated with a contact in Xvantage for Associates (X4A) CRM. The Transactions tab provides visibility into business records linked to a contact, including opportunities, quotes, connections, and customer survey instances.
Process:
Go 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.
By default, the page opens in the Active Contacts (EMEA Layout) view unless a different view has been selected previously. Verify that All Contacts is selected.
Use the Quick Find search field to locate the desired contact.
From the search results, click the contact's Full Name hyperlink.
Open the contact record and select the Transactions tab.
Review the transactions associated with the contact.
The Transactions tab displays records related to the contact, including:
Opportunities
Quotes
Connections
Customer Survey Instances
This information helps users understand the contact's business relationships, sales activity, and customer engagement history within CRM.