How to Filter the Activities and Notes of a Contact in CRM

Overview:

This guide explains how you can filter the activities and notes related to a contact in CRM for a customized view according to your needs.

Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Customers and select Contacts.
Use the Quick find search function to locate the contact that you want to add a note to.
Once the desired account is pulled up, click the full name (hyperlink) to open the contact’s account.
By default, you will be directed to the Summary tab of the contact. Be sure to switch to Activities & Notes.
Within the Activity Wall, hover your mouse to the left side of the screen to locate the filter function (funnel icon).
Click Filter, and a small, expanded window will appear on the left side of the screen.
Set the filters accordingly, and the changes will automatically apply to your view.