Overview:
This article provides a step-by-step process on how to select your default view when you navigate to Customer Survey Answers in Xvantage for Associates CRM.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM sidebar menu, navigate to Customer Survey and select Customer Survey Answers.
Your current view is Active Customer Surveys.
Click Active Customer Surveys drop-down.
Click Manage and Share Views.
The available views will be displayed on the right side of the screen.
Select the list you want to set as your default view and click the ellipsis icon (…)
Click Set as Default View.
Click Apply.
From now on, this list will be your default view whenever you access Customer Survey Answers in Xvantage CRM.