Overview:
This article explains how to export Credit Review records from Xvantage for Associates (X4A) CRM to Microsoft Excel. Exporting records allows you to analyze, filter, share, or maintain Credit Review data outside of CRM.
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 > Credit Review.
By default, the page opens in the All Active Credit Reviews view unless a different view has been selected previously. Switch to the view containing the records you want to export, if needed.
Click Export to Excel on the command bar.
Note: o export specific Credit Review records only, select the checkbox next to each desired record before clicking Export to Excel.
The export will begin automatically, and the Excel file will be downloaded to your device's Downloads folder.
The exported Excel file contains the Credit Review records from the selected view or the records you specifically selected, allowing you to review and manage the data outside of CRM.