How to Switch to Focused View on Account Vendor Profiles in CRM

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Overview:

This article will guide you customize your view on Account Vendor Profiles in CRM. Focused View reduces screen clutter and minimizes your view to specific tasks and set of related items only.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta search for Xvantage for Associates(X4A) and open it.

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

  4. Select CRM from the Sales sub-menu.

  5. From CRM left navigation menu, scroll down to Extensions. Choose Account Vendor Profiles.

  6. On the command tool bar located on the top of the screen, click Focused View.

  7. This will transform your view into a more compressed and minimalistic display.

  8. To revert to Read Only Grid, which is the default view, press Read Only Grid still located on the command tool bar.