Overview:
Associates can now instantly view a customer’s designated Xvantage™ Admin name(s) and email address(es) directly within the CRM Account Profile - eliminating the need for manual service tickets and back-office lookups. This article provides the user with a step-by-step process on how to view Xvantage™ Admin details in CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and click Accounts.
Choose the view that you need. To do this, select the view drop-down and choose from the options.
Look for and click the account name.
Under the account name, go to Summary.
Scroll down Summary, and look for View X4C Admins.
Click on the link View X4C Admins. This should show Admin details such as Name and Email.