Overview:
This article provides instructions on how to change your default dashboard in Xvantage CRM. Setting a preferred dashboard helps streamline your workflow by showing the most relevant data each time you log in.
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, navigate to My Work and select Dashboards from the side menu.
Click the Support Tickets Dashboard at the top of the page.
From the drop-down menu, select the dashboard you want to set as your default view.
Click Set as Default from the command bar to apply the changes. Your choice will be your default view whenever you visit Dashboards in X4A CRM.