Overview:
This article explains how to customize the columns displayed in the End Users section of Xvantage for Associates (X4A) CRM. Editing columns allows you to tailor the view to your business needs by adding, removing, or rearranging the information displayed in the End Users list.
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Customers > End Users.
By default, the page opens in the Active End Users view unless a different default view has been selected.
Click Edit Columns next to the Edit filters.
The Edit Columns: End Users panel will open on the right side of the screen.
Use the available options to customize the view:
Reorder columns by dragging and dropping them into the desired position.
Click Add Columns to include additional fields in the view.
Click Apply to save and display your changes.
Click Reset to Default to restore the original column configuration.
The End Users view is updated with your selected column configuration, allowing you to display the information most relevant to your workflow.