Overview:
This article provides a guide on how to deactivate an important note in CRM.
Note: This function is used by Business Admins.
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 CRM, find Extensions from the left navigation panel.
Select Important Notes from the Extensions sub-menu.
The default view will display Active Important Notes (unless changed in the past).
Use the Category filter or Quick Find (filter by keyword) to locate the Important Note you want to deactivate.
Once found, click the Subject/Auth# to open the note.
Click Deactivate found in the command bar of the screen.
When prompted to confirm, click Deactivate again.
The note will be moved automatically to the Inactive Important Notes list.
