How to Manage Views in Account Vendor Profiles in CRM

Overview:

This article will guide you through managing your views on Account Vendor Profiles in CRM. Below are the steps on how you can customize your view and edit column placements according to your preferences.

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. From CRM left navigation menu, scroll down to Extensions. Choose Account Vendor Profiles.

6. By default, you will see the following columns from left to right:

   • Account

   • Vendor

   • Vendor Account ID

   • Vendor Fulfillment

   • Created On

7. To start customizing your viewing experience, click any columns and a drop-down selection will appear.

8. You may opt to choose any of the following options:

   • Arrange list to ascending or descending order (A to Z or Z to A)

   • Group by

   • Filter by

   • Column width

   • Move left

   • Move right