How to Search for a Product in CRM

Overview:

This article explains how to locate a specific product in the Order Products area of CRM by using the Product Name filter.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, hover over the left navigation menu and select Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Sales > Order Products.

6. Verify that the current view is Order Product Inline Edit View.

7. Click the Product Name column header.

8. Select Filter by from the dropdown menu.

9. Change the filter operator from Equals to Contains.

10. Enter the product name in the filter field and click Apply.

11. The Order Products list is filtered, and the system displays products whose names match the value entered in the Product Name filter.