How to View the Activities and Notes of a Contact in CRM

Overview:

This article provides step-by-step instructions on how to view the activities and notes of a contact in Xvantage for Associates (X4A) CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

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

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, go to Customers > Contacts.

6. By default, the page opens in the Active Contacts (EMEA Layout) view unless a different view has been selected previously. Verify that All Active Contacts is selected.

7. Use the Filter by keyword search box to locate the desired contact.

8. From the search results, click the contact's Full Name hyperlink.

9. Open the contact record to display its detailed view.

10. Select the Activities & Notes tab.

11. The Activities & Notes tab provides a consolidated view of all interactions related to the contact, including:

    • Appointments

    • Emails

    • Phone call records

    • Tasks

    • Customer survey instances

    • Smart activities

    • Notes and posts

12. This information helps users track communication history and gain a complete view of customer engagement.