How to Search for a KB Item in CRM

Overview:

This article provides the step-by-step process on how to search for a specific KB item in Xvantage for Associates CRM.

Note: This function is used by Business Admins.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, go to Extensions found in the left navigation panel.

6. From the Extensions sub-menu, select KB Items.

7. You will be directed to the default view: Active KB Items (unless you've changed it in the past).

   

8. Click the Title column header, then select Filter By.

   

9. Change the filter condition from Equals to Contains.

   

    

10. Enter the title (or a keyword from it) in the search field, then click Apply. The results will update accordingly.

11. Alternatively, you can use the Quick Find bar beside the edit filter to search directly by title.