How to Change the View in Orders in CRM

Overview:

This article explains how to change the view displayed in the Orders area of CRM.

Process:

1. Go to My Apps and open Okta.

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

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, expand the left navigation menu and select Sales.

4. From the Sales submenu, select CRM.

5. In CRM’s left navigation menu, navigate to Sales > Orders.

6. By default, the Active Orders view is displayed unless a different default view has been configured.

7. Select the current view name (for example, Active Orders) to open the view drop-down list.

8. Select the view you want to display. For example:

   • My Orders shows orders that you created.

   • Orders on Credit Hold shows orders that are currently on credit hold.

9. The selected view loads automatically and becomes your active view for the current session.

Important: Changing the view does not change your default Orders view. When you return to the Orders page, CRM will display your configured default view.