How to Select Your Default Contacts View in CRM

Overview:

This article explains how to set a default view for your Contacts list in Xvantage 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 Customers and select Contacts.
6. Your default view would be All Active Contacts.
7. Click the All Active Contacts drop-down.
8. Select the account list you want to set as your default view (e.g., My Active Contacts List).
9. Click the drop-down again, and at the bottom, click Set current view as my default.
10. Going forward, your selected list will automatically appear as the default view when you open Contacts.