Overview:
This article explains how to set a default view in the Order Products section of CRM. Once configured, the selected view will automatically open each time you access Order Products, helping you quickly access the information that is most relevant to you.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Order Products.
Verify that the current view is Order Product Inline Edit View.
Click the dropdown arrow next to Order Product Inline Edit View.
Select Manage and Share Views.
The available views are displayed in the panel on the right side of the screen.
Locate the view you want to use as your default (for example, All Order Lines or My Order Products Last Week).
Click the ellipsis (...) next to the desired view and select Set as Default View.
Refresh the page if necessary to apply the change.
The selected view is set as your default and will automatically open whenever you access Sales > Order Products in CRM.