How to Search for an HPE Request in CRM

Overview:

This article explains how to locate a specific HPE request in Xvantage for Associates (X4A) CRM using either the Filter By feature or the Quick Find search function.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to HPE Requests under the Sales section.

6. By default, the Active HPE Configs view opens.

7. If necessary, use the view dropdown menu to switch to a different view.

Search Using Filter By

1. Select the HPE Request ID column header.

2. Click Filter By.

3. Change the filter operator from Equals to Contains.

4. Enter the HPE Request ID or a portion of the ID.

5. Click Apply to display the matching results.

Search Using Quick Find

1. Click the Quick Find search box.

2. Enter the HPE Request ID.

3. Press Enter or select the search icon to display the matching results.