Select a Panel

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Select a panel to customize or make changes to panels with existing modifications using the Customizer Selection and Customizer Panel Selection windows.

 

Use one of the following methods to select a panel:

 

To select a panel

  1. Select Custom Office Main menu > Customizer Selection.

  2. Double-click the module, task, and panel to customize.

Note  You can preview the panel by selecting the panel and clicking the Preview Panel button.

  1. In the Customizer Panel Selection window, select the Create a New Customized Panel option. For more information, see Customizer Panel Selection - Fields.

  2. In the User and Company fields, select the user and company or customization group and company that the customization will apply to.

  3. Click OK.

The panel opens and the Customizer Toolbar is available to create customizations.

 

To select a previously customized panel

  1. Select Custom Office Main menu > Customizer Selection.

  2. Use one of the following methods to select a customized panel:

  3. Double-click the [Customized Panels] folder. In the [Customized Panels] folder, double-click the module, task, and panel for the user and company to modify.

Note  To view all customized panels, you can select the [Customized Panels] folder and then click the Expand Tree Node button.

Note  You can preview the panel by selecting the panel in the Customizer Selection window and clicking the Preview Panel button.

The panel is opened and the Customizer Toolbar is available to create customizations.