Overview:
This article provides a guide on how to personalize your user settings to optimize your experience in X4A CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In Xvantage CRM, click the gear icon in the upper right corner.
Select Personalization Settings from the dropdown menu.
Modify the following settings to enhance your user experience:
General Tab
Default Pane – Choose which is your preferred view – Sales, Service, Marketing.
Default Tab – Set your preferred starting tab.
Records per Page – Adjust the number of records displayed per page.
Default Search Mode – Configure how search results appear.
Time Zone – Set your local time zone.
Currency – Define your preferred currency format.
Synchronization tab
Filters – View or manage the filters that determine the Dynamics 365 records that are synchronized to your Outlook or Exchange folders.
Synchronized fields – View or manage the synchronized fields of Outlook or Exchange items including appointments, contacts, and tasks.
Activities Tab
Default Calendar – Choose a primary calendar for scheduling.
Working Hours – Set your standard working hours.
Formats Tab
Currency – Specify your preferred currency.
This tab will also adjust how your time and date will show based on your preferred currency format (country).
Email Templates Tab
Upload and manage email templates for quick access.
Email Signatures Tab
Create and customize your email signature.
Email Tab
Select the email messages to track in Microsoft Dynamics 365
Select how to automatically create records in Microsoft Dynamics 365 – Contacts or Leads
Privacy Tab
Select your error notification preference
Languages Tab
Select your Base Language, User Interface Language, and Help Language.
Once you've finished customizing your settings, click OK to apply the changes.