How to Select Your Default View in Credit Card Update Tasks in CRM

Overview:

This article provides a step-by-step guide on how to change and set your default view within the Credit Card Update Tasks section 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 Xvantage CRM, click Credit Card Update Tasks from the sidebar menu.

6. The current default view will be Closed Credit Card Update Tasks (unless you've already changed it in the past).

7. Click the Credit Card Update Tasks dropdown (above the Due dropdown), then click Manage and Share Views.

8. A list of available views will appear on the right side of the screen.

9. Choose the view that you want to set as default by clicking the ellipsis icon next to it.

10. Select Set as Default View.