How to Sort End Users in Focused View in CRM

Overview:

This article explains how to sort end user records in the Focused View within CRM to quickly organize and locate information.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Customers > End Users.

6. By default, the view is set to Active End Users in Focused View, unless your default view has been customized.

7. To sort the records, select the header of the column you want to sort by, such as:

   • Reseller End User Name

   • City

   • State

   • Country

   • ZIP Code

   • Created On

8. Choose the desired sorting option:

   • A to Z or Z to A for text-based fields

   • Oldest to Newest or Newest to Oldest for date fields

   • Additional options such as Group By or Filter may also be available, depending on the selected column.

Note: The available sorting options may vary based on the column type.