Overview:
This article explains how to view activities and notes associated with a contact in Xvantage™ for Associates (X4A) CRM. The Activities view provides a centralized record of customer interactions, including emails, phone calls, tasks, surveys, smart activities, notes, and posts.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation, navigate to Customers > Contacts.
By default, the page opens in the My Active Contacts view unless a different view has been previously selected. Verify that All Active Contacts is selected.
Use the Filter by keyword search field to locate the desired contact.
From the search results, click the contact's Full Name hyperlink.
Open the contact record to display its detailed view.
Click the Related drop-down menu and select Activities.
The Activities view displays a comprehensive history of interactions related to the contact, including:
Emails
Phone call records
Tasks
Customer survey instances
Smart activities
Notes
Posts
This information helps users monitor customer engagement and maintain a complete view of all interactions associated with the contact.