Overview

Use Principals to review principal records available in the Market application. Sales representatives, account managers, purchasing officers, and project managers can use the principal list to locate Accounts and review their displayed name, full name, type, market segment, and active status.

The page also provides list-layout controls. Use these controls when you need a standard view, a tailored column arrangement, or a saved layout for a specific working purpose.

Settings

Before working with a large list of principals, decide whether the standard list layout is sufficient or whether you need a dedicated layout for your role or reporting task.

Control or field	Use
Standard Layout	Select the standard list layout.
Columns Chooser	Choose the columns displayed in the principals list.
Add Layout	Start adding a layout.
Layout name	Enter the name used to identify the layout.
Select...	Select an available option when prompted by the layout screen.
Save	Save the layout changes.
Update Current	Update the current layout.
Delete Current	Delete the current layout.
Delete	Delete from the available layout controls.

Note
Use descriptive layout names, such as “Oil and Gas Principals” or “Active OEM Principals,” so that the purpose of each saved layout is clear.

Workflow

Open Market > Principals to access the principal list. Select the accounts tab to work with the available principal account records.

Principals

Decide whether you need to find a specific principal or review the full list.
- To locate a record, use Search and enter identifying text from the displayed record information.
- Review the available list columns, including Display name, Full name, Type, Market segment, and Active, to distinguish similar principal records.
- Use the Active column when you need to confirm whether a principal is currently marked as active.
Decide whether the current list presentation meets your requirement.
- Select Standard Layout when you want to use the standard presentation.
- Select Columns Chooser when the displayed columns do not provide the information needed for your current task.
- After changing the current layout, select Update Current to update it.
Decide whether the layout should be saved as a separate reusable view.
- Select Add Layout.
- Enter a clear value in Layout name.
- Use Select... where the layout screen presents a selection.
- Select Save to save the layout, or select Cancel to leave without saving.
Decide whether an existing layout is no longer required.
- Select Delete Current to remove the current layout.
- Use Delete when the layout controls present a deletion action for the applicable item.
- Review the list after deletion and select Standard Layout if you need to return to the standard presentation.
When you need to begin entering a new principal, select New. The supplied view does not expose the principal-entry fields or a record-completion action, so complete the record only through the fields and actions provided after selecting New.

Tip
Configure columns before exporting information manually or using the list for account review. A focused layout reduces the risk of overlooking the Type, Market segment, or Active value.

Accounts

The accounts tab contains principal account records. Use this tab to review principal identity and classification information shown in the list, including the display name, full name, type, market segment, and active status. This is useful when confirming whether a principal belongs to a particular market segment or when differentiating between engineering, OEM, or other account types shown in the list.

The available screen data does not provide a control that moves records into or out of the accounts tab. Use the tab as the working list for viewing and locating principal Accounts.

Examples

A sales representative needs a list focused on active principals in the Oil and Gas market.

Open Market > Principals and select accounts.
Use Search to locate a known principal, such as Alfa Laval, and confirm the displayed account information includes the relevant Type and Market segment values.
Select Columns Chooser and retain the columns needed for the review: Display name, Full name, Type, Market segment, and Active.
Select Add Layout.
In Layout name, enter
```
Oil and Gas Principals
```
.
Use Select... if the layout screen requires a selection, then select Save.
Use the saved layout when reviewing principals for project-based sales activity, supplier discussions, or account planning.

The result is a reusable list presentation that makes principal classification and active status easier to review without changing the underlying account records.

Tips

Warning
Before using Delete Current or Delete, confirm that you are removing the intended layout. If you only need a temporary change, use Standard Layout or update the current view instead.

Use Standard Layout when you need a consistent view before comparing records with another user.
Use Update Current only after verifying that the visible columns support the intended review task.
Keep layout names specific to the purpose of the list, rather than using generic names such as “New Layout.”
Check the Active column when using a principal record for current commercial or operational work.

Troubleshooting

Symptom	Likely cause	Fix
The principal you need is not visible in the list.	The list is not filtered to the expected record, or the current layout does not show the required identifying column.	Use Search with known principal information. If necessary, use Columns Chooser to display Display name or Full name.
The list does not show the information needed for account review.	The current layout does not include Type, Market segment, or Active.	Select Columns Chooser, add the required columns, and select Update Current or save a new layout with Add Layout.
A customized view is no longer suitable.	The current layout has been changed for a different task.	Select Standard Layout, or create a separate layout with Add Layout and Save.
You cannot identify which saved layout is being used.	Layout names are not descriptive.	Review the value in Layout name and use clear business-purpose names for future layouts.