How to Filter Credit Card Update Tasks by Due Date in CRM

Overview:

This article explains how to filter Credit Card Update Tasks in Xvantage for Associates (X4A) CRM by due date. Using due date filters helps you prioritize and manage tasks based on their urgency and required completion timeframe.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.

   • Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. From the Sales submenu, select CRM.

5. In the CRM left navigation menu, under My Work, select Credit Card Update Tasks.

6. Click the Due drop-down filter.

7. Choose one of the following due date options:

   • All

   • Overdue

   • Today or earlier

   • Tomorrow or earlier

   • Next 7 days or earlier

   • Next 30 days or earlier

   • Next 90 days or earlier

   • Next 6 months or earlier

   • Next 12 months or earlier

8. The task list refreshes and displays results based on the selected due date filter.