How to Customize Your Work Items in CRM

Overview:

This article explains how to customize the appearance and layout of work items in the Sales Accelerator work list in Xvantage for Associates (X4A) CRM.

Important: Work item customization is available only to users with the appropriate administrative permissions. If the feature is not available, contact your CRM administrator.

Process:

1. Go to My Apps and open Okta.

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

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

3. In X4A, select Sales from the left navigation menu.

4. From the Sales submenu, select CRM.

5. In the CRM left navigation menu, under My Work, select Sales Accelerator.

6. On the Work List page, select the ellipsis (⋮) menu, then select Settings.

7. On the Settings page, select Work Item Appearance.

8. Under Select Record Type, choose the record type whose work items you want to customize.

9. Customize the Work Item Icon  

   1. Select the Edit (pencil) icon next to the work item icon.

   2. Choose one of the following display options:

      • Record Image – Displays the contact's photo, if available.

      • Record Initials – Displays the contact's initials.

      • Record Type Icon – Displays the icon associated with the record type.

      • Activity Type Icon – Displays the icon associated with the current activity.

10. Customize Work Item Content: You can modify the fields, attributes, and actions displayed on each work item.

    • To replace an existing attribute, select the attribute and choose a different field.

    • To add a field to an existing row:

      • Hover over the row.

      • Select More Options > Add a Field.

      • Up to three fields can be displayed in a single row.

    • To add an icon:

      • Hover over the row.

      • Select More Options > Add an Icon.

      • Up to three icons can be displayed in a single row.

    • To add a new row, select Add Row.

      • Up to four rows of information can be displayed on a work item.

    • To customize the actions available in the More Options menu:

      • Select the Edit Actions (pencil-and-gear) icon.

      • Choose the actions you want to display.

    • To remove a field or icon:

      • Hover over the item.

      • Select More Options > Remove.

    • To restore the default layout and appearance, select Reset to Default.

11. Select Save to apply your changes.