How to Edit Filters in the Accounts View in CRM

Overview:

This article explains how to edit filters in the accounts section in CRM.

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 Filters next to the Edit Columns icon.

7. A side expanded menu will open on the right.

8. Adjust the filters according to your needs. 

9. Click Apply. 

   • If you want to revert the changes, click Reset to default.

   • If you want to discard the changes, click Delete all filters.