How to Search for 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. To search using filters:

   • Click the Subject/Auth# column header.

   • Select Filter By.

   • Change the filter operator from Equals to Contains.

   • Enter the note subject or keyword in the search field.

   • Click Apply to display the matching results.

7. Alternatively, use the Quick Find search bar:

   • Enter the note subject or keyword.

   • Press Enter to display matching records.