How to Find an Appointment in CRM

Overview:

This article provides a guide on how to find an appointment record in X4A CRM.

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 CRM sidebar menu, go to My Work and select Activities.
By default, the view will be set to My Activities (unless you've already previously changed it).
Click activity viewer dropdown, then select All Activities to display all available activity records.
At the top of the activity list, you’ll see filters for Due and Activity Type, both initially set to All.
Click the Activity Type filter and select Appointment to display only appointment activities.
The list will now show all appointment records.
To search for a specific appointment, click the Subject column header and choose Filter by.
In the filter settings, change the condition from Equals to Contains.
Enter the keyword or subject you're searching for, then click Apply. Matching results will be displayed.
Alternatively, you can use the Quick Find search bar located next to the Edit Filters button to search for the specific appointment.