How to Edit Columns in the Accounts View in CRM

Overview:

This article explains how to customize the accounts view in Xvantage for Associates CRM by editing columns. Users can remove or rearrange the displayed information to tailor the view according to their preferences. 

Process: 

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Click the Edit Columns next to the Edit Filters icon.

7. You can do the following:

   • To remove any information from the Accounts view, click the ellipsis (…) next to it and select Remove.

   • To rearrange the order of information, click the category, select the ellipsis (…), and choose Move Up or Move Down.

   • You may also add columns by clicking Add Columns. Choose from the categories available and click Close.

8. Click Apply to save changes.

9. To save as a new view, click your current view’s drop-down arrow.

10. Scroll down and select Save as New View.

Note: If it’s a view you have created you can save changes to the current view.