How to Reactivate an Important Note in CRM

Overview:

This guide explains how to reactivate an inactive Important Note in CRM.

Note: This functionality is available to Business Admins only.

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. From the view selector, choose Inactive Important Notes.

7. Locate the Important Note you want to reactivate using the Category filter or the Quick Find search bar.

8. Select the checkbox next to the relevant Subject/Auth# record.

9. Click Activate on the command bar.

10. In the confirmation dialog, click Activate again to confirm the action.

11. The Important Note is reactivated and automatically moved to the Active Important Notes view.