How to Change the View in Customer Survey Answers in CRM

Overview:

This article provides a step-by-step guide on how to navigate the customer survey answers section to view different records.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for Xvantage for Associates(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 sidebar menu, navigate to Customer Survey and select Customer Survey Answers.

6. By default, the view is set to Active Customer Survey Answers unless you’ve changed your default view.

7. To change the view, click the current view name and select a different option from the drop-down menu based on your needs. Example: you may click Inactive Customer Survey Answers to view the inactive records.