How to Change the View in Credit Card Update Tasks in CRM

Overview:

This guide explains how to change the view within the Credit Card Update Tasks section in Xvantage CRM. It helps users change the view of tasks based on their needs.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to My Work and click Credit Card Update Tasks.

6. The default view will be Open Credit Card Update Tasks, unless you've previously changed your default view.

7. Click the current view from the drop-down menu to open a list of available views, then select the one you need (for instance, All Credit Card Update Tasks, Closed Credit Card Update Tasks).

8. Tasks will display according to your selected view.
   Note: This change is temporary and will revert to the default view the next time you access the Credit Card Update Tasks section.