How to Export Important Notes of an Account to Excel in CRM

Overview:

This article will guide users on how to export important notes of an account in CRM.

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 the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Ensure that your view is All Accounts.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, double-click it to open the account details. 

9. Click the Activities & Notes tab.

10. Click the Important Notes button.

11. Click the ellipsis (:) icon and select Export Important Notes.

12. The download will automatically start and will be saved on your computer.