How to Delete a Credit Card Update Task in CRM

Overview:

This article provides a step-by-step guide on how to delete a credit card update task that you no longer need in the XVantage for Associates (X4A) CRM.

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. Locate the specific credit card update task by using the filter under the BCN or Account Name column header or by using the Quick Find search bar.

7. Once the task is located, check the box next to its name to select it.

8. Click Delete in the command bar at the top.

9. A confirmation pop-up will appear. Click Delete.

10. The selected credit card update task will be permanently deleted and cannot be undone.