Overview:
This article explains how to set a default view in the Orders section of CRM. Setting a default view allows your preferred order list to load automatically each time you access Orders, helping you find relevant information more quickly.
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 > Orders.
The My Orders view opens by default unless a different default view has previously been configured.
Select the current view name (My Orders) to display the available views.
Select Manage and Share Views.
Locate the view you want to use as your default.
Select the ellipsis icon (...) next to the view.
Select Set as Default View.
Click Apply to save your changes.
Your selected view will now open automatically whenever you access the Orders section in CRM.