Overview:
This article provides step-by-step instructions for selecting and setting a default view within the End Users section of the Xvantage for Associates CRM.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales, then select CRM.
In Xvantage CRM left navigation menu, navigate to the Customers and select End Users.
By default, you’ll see the Active End Users view.
Click the Active End Users drop-down menu.
Select Manage and Share Views.
The Manage and Share Views: End Users panel will appear on the right side of the screen.
Locate the view you want to set as your default.
Click the ellipsis icon (⋯) next to the desired view.
Click Set as default view.
Click Apply. Your selected view will now appear as the default every time you access the End Users section under Customers.