How to Edit the Columns in Contacts in CRM

Overview:

This article outlines how to customize the contacts view in Xvantage CRM by editing columns. 

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 the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.
6. Click the Edit columns next to the Edit Filter.
7. To remove a category from the Contacts view, click the ellipsis (...) next to it and select Remove.
8. To rearrange the order, click the category, select the ellipsis (...), and choose Move Up or Move Down.
9. Click Add Columns to include additional details such as Address, Job Title, and more.
10. Click Apply to save your changes.