How to Edit an Important Note in CRM

Overview:

This article provides a guide on how to edit an important note in Xvantage for Associates (X4A) CRM.

Note: This function is used by Business Admins.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM select Important Notes from the Extensions sub-menu.

6. Use the Category filter or Quick Find (keyword search) to locate the Important Note you want to edit.

7. Click the Subject/Auth# to open the note.

8. Update the necessary details in the Important Note form, and click Save & Close once done.