Overview:
This article explains how to customize filters in the End Users section of Xvantage for Associates (X4A) CRM. Editing filters allows you to refine the records displayed, helping you focus on the End Users that are most relevant to your work.
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 in Focused View unless a different default view has been selected.
Click Read Only Grid on the command bar to expand the End Users list view.
Click Edit Filters next to Edit Columns.
The Edit Filters: End Users panel opens on the right side of the screen.
Use the available options to customize your filters:
Click Add to create a new filter condition.
To remove a filter condition, click the ellipsis (...) menu and select Delete.
Click Delete All Filters to remove all custom filters.
Click Reset to Default to restore the original filter settings.
Click Apply to save and apply your changes.
The End Users list is updated based on the selected filter criteria, allowing you to focus on the records that match your specific requirements.