# 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](doc:account-managers-guide) — Finds account-manager records matching the entered term.

    ![Account Managers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b5ca83ab753d0b705085bca5aec46fee.png)

2. **Filter (icn-filter)** on [Account Managers](doc:account-managers-guide) — Opens filtering criteria for review.
3. **Columns Chooser** on [Account Managers](doc:account-managers-guide) — Displays controls for adding required list columns.
4. **Update Current** on [Account Managers](doc:account-managers-guide) — Saves the current list layout.
5. **Update (icn-update)** on [Account Managers](doc:account-managers-guide) — Refreshes the Account Managers list.

## Result

Refreshes the Account Managers list. Confirm this on [Account Managers](doc:account-managers-guide).

## Screens involved

[Account Managers](doc:account-managers-guide)

