How to Filter End Users in Focused View in CRM

Overview: 

This article will guide you on how you can filter end users in focused view in CRM.  

Process: 

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

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 End Users. 

6. By default, the view is set to Active End Users in Focused View unless you’ve changed your default view. 

7. Click the Edit Filters funnel icon beside edit columns.

8. The Edit Filters: End Users panel will appear on the right side of the screen. You can do the following:

   • Click the Add button to add row, group or related entity.

   • To delete a variable, click the ellipsis icon, then select Delete. 

   • To discard the changes you’ve made, click Delete all filters.  

   • To revert to the default view, click Reset to default.  

9. Click Apply to activate the selected filters. The results will be updated based on your chosen criteria.