How to Search for Credit Card Update Task in CRM

Overview:

This article explains how to search for a specific Credit Card Update Task in Xvantage for Associates (X4A) CRM using either filtering options or the Quick Find feature.

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. Verify that the view is set to All Credit Card Update Tasks.

   • To change the view, select the view drop-down menu and choose All Credit Card Update Tasks.

7. To search by account, select the BCN or Account Name column header and then select Filter By.

8. Change the filter operator from Equals to Contains.

9. Enter the BCN (account number) or Account Name, then select Apply.

10. Review the results displayed in the task list.

Alternative Method:

1. Use the Quick Find search box.

2. Enter the BCN or Account Name.

3. Review the matching Credit Card Update Tasks displayed in the results.