How to Export Credit Hold Orders to Excel in CRM

Overview:

This article provides a step-by-step process on how to export the credit hold orders data to Excel from CRM.

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 CRM, navigate to Credit Hold Orders under the Sales section.

6. A list of orders currently on credit hold, along with their statuses, will be displayed.

7. Click Export to Excel located at the upper-right corner of the screen.

8. The download will begin automatically, providing you with an Excel copy of the credit hold orders for offline viewing or reporting.