How to Select the Default View in Invoices in CRM

Overview:

This article provides a step-by-step process on how to select your default view when you navigate to Invoices in X4A CRM. 

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
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 Collateral and select Invoices.
6. Your current view is My Invoices.
7. Click My Invoices drop-down.
8. Click Manage and Share Views.
9. The available views will be displayed on the right side of the screen.
10. Select the list you want to set as your default view (e.g., All Invoices, Closed Invoices) and click the ellipsis icon (…)
11. Click Set as Default View.
12. Click Apply.
13. From now on, this list will be your default view whenever you access Invoices under Collateral.