Overview:
This article explains how to export credit card update tasks from the Xvantage for Associates (X4A) CRM to an Excel file for reporting or tracking purposes.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In Xvantage CRM, click Credit Card Update Tasks from the sidebar menu.
The default view will be Open Credit Card Update Tasks, unless you've previously changed your default view.
Select the desired view that contains the tasks you need by clicking the drop-down menu.
Click the ellipsis icon (⋮) and choose Export to Excel.
The download will start automatically, and the Excel file will be saved in your Downloads folder.
To export specific tasks, you must search for the desired credit card update tasks.
Tick the checkbox beside each task to select them.
Click Export to Excel from the command bar. The download will begin automatically.