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

Overview:

This guide explains how to change views within the Credit Card Update Tasks section in the Xvantage for Associates (X4A) CRM. It helps associates tailor their view of tasks.

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 Xvantage CRM, click Credit Card Update Tasks from the sidebar menu.

6. The default view will be Closed 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 (e.g., All Credit Card Update Tasks, Open Credit Card Update Tasks).

8. Tasks will be displayed according to your selected criteria.

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