Use Account Managers to review and maintain the list of account manager records available in the system. Sales representatives and account managers can use this area to locate managers by name and review the displayed email address, phone number, position, and active status. You can also adjust the list layout so that the most useful columns are visible for your daily work.
Settings
Before working with account manager records, select an appropriate list layout. The screen provides a standard layout and tools for creating, updating, and removing layouts.
Control
Purpose
Layout name
Identifies a layout.
Standard Layout
Returns the list to the standard layout.
Add Layout
Starts the creation of an additional layout.
Columns Chooser
Opens the column selection tool for the list.
Update Current
Updates the current layout.
Delete Current
Removes the current layout.
Delete
Provides a deletion action.
Save
Saves the current changes.
Cancel
Cancels the current action.
Note: Use a clear, work-related layout name so that you can recognise the layout when selecting it later.
Decide whether the standard list arrangement meets your needs. To use the default arrangement, select Standard Layout.
If you need a different arrangement, select Columns Chooser and choose the columns you need to review account manager records, such as Name, Email, Phone, Position, and Active.
When creating a separate arrangement, select Add Layout, enter a value in Layout name, and select Save. Use Cancel if you decide not to keep the layout.
When you change an existing layout, select Update Current to apply the changes to the current layout. If a layout is no longer needed, use Delete Current or Delete, as appropriate to the deletion action available on screen.
Warning: Deleting a layout can remove the current list arrangement. Confirm that you are removing the intended layout before using a deletion action.
pm settings
The pm settings tab presents account manager records in a list. Use the available columns—Name, Email, Phone, Position, and Active—to identify the relevant manager and review the information shown for that record.
The captured screen does not provide a tab-specific action that moves records into or out of pm settings. Use the tab to review the displayed account manager information and use the available search and selection controls to narrow the list when required.
Workflow
Account manager records do not show a status field or a documented state progression on the captured screen. Manage the list by deciding whether you need to find an existing record, start a new record, or revise the way records are displayed.
Review the current account manager list. Open Configurations > Account Managers and confirm that the visible columns provide enough information to identify the required record.
If you need to find an existing account manager, search or select the relevant records. Enter a query in Search to narrow the list. Use Select... or Select when a selection control is needed to refine the records shown.
Tip: Search using a distinctive value visible in the list, such as a name, email address, phone number, or position, to reduce the number of results.
If the required account manager is not listed, start a new record. Select Add account manager. Complete the account manager information using the fields presented after selecting this action, then use the available completion controls on that record screen.
If the list is difficult to review, revise the layout rather than changing the record. Select Columns Chooser to adjust the columns displayed. Use Standard Layout if you need to return to the default arrangement, or use Add Layout to preserve a separate arrangement for a particular work need.
If you are maintaining an existing layout, decide whether to retain or remove it. Select Update Current to update the current layout after making changes. Select Delete Current or Delete only when the layout should no longer be available.
Examples
A sales representative needs to find the account manager responsible for a customer follow-up and review the manager’s contact details.
Open Configurations > Account Managers.
In Search, enter
Aisha Rahman
to locate the relevant account manager record.
Review the matching row. Confirm the displayed Name, Email, Phone, Position, and Active values before using the information for the follow-up activity.
The representative needs to see only the columns used for contact follow-up. Select Columns Chooser and adjust the visible list columns as required.
To retain this view for future follow-up work, select Add Layout, enter
Customer Follow-up
in Layout name, and select Save.
If the representative later needs the original display, select Standard Layout.
The result is a saved list arrangement for follow-up work while the account manager record remains available in the Account Managers list.
Tips
Tip: Keep the Active column visible when reviewing account manager records so that you can distinguish active records from records that are not active.
Note: Use Update Current only after confirming that the current layout is the one you intend to revise.
Warning: Use Delete Current and Delete carefully. These actions apply to layouts, not to the search results currently displayed.
Troubleshooting
Symptom
Likely cause
Fix
The required account manager does not appear in the list.
The list is not filtered to the correct value, or the search query is too specific.
Review or clear the value in Search, then use Select... or Select to refine the records again.
Important account manager details are not visible.
The current layout does not include the required columns.
Select Columns Chooser and include the needed columns, or select Standard Layout.
A custom list arrangement is not retained.
The layout changes were not saved or updated.
Use Save for a new layout or Update Current for the selected layout.
The wrong layout is displayed.
A different layout is currently selected.
Select Standard Layout to return to the default list arrangement, then select or create the required layout.
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