Tailor the Account Managers list

Search and filter Account Managers, add required columns, save the current layout, and refresh the list.

Before you start

• Permission to access the Account Managers configuration list.
• Permission to save list-layout changes is required to use Update Current.

Steps

1. Search on Account Managers — Finds account-manager records matching the entered term.

   

2. Filter (icn-filter) on Account Managers — Opens filtering criteria for review.

3. Columns Chooser on Account Managers — Displays controls for adding required list columns.

4. Update Current on Account Managers — Saves the current list layout.

5. Update (icn-update) on Account Managers — Refreshes the Account Managers list.

Result

Refreshes the Account Managers list. Confirm this on Account Managers.

Screens involved

Account Managers