How to Change the View in Invoices in CRM

Overview:

This article provides a step-by-step guide on how to change the view in Invoices.

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 Collateral and select Invoices.
6. By default, the view is set to My Invoices 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 All Invoices to view all invoices, while you can select Closed Invoices to view all closed invoices.