How to Filter the Activities by Due Date in CRM

Overview:

This article provides step-by-step instructions on how to filter the activities by due date. This will help the user prioritize which activity needs to be completed or updated.

Process:

1. Go to My Apps and open Okta. 
2. In Okta, search for Xvantage for Associates(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 CRM sidebar menu, under My Work, select Activities.
6. Make sure your current view is set to All Activities. This ensures you can see all available activity records.
7. Below the All Activities view, locate the Due drop-down filter.
8. Click the Due drop-down and select one of the following options to filter activities by due date:
   • 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
   • All
9. After selecting a due date filter, the system will display activities based on your chosen timeframe, helping you prioritize tasks that need to be completed or updated.