Accessing the Customization Form

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To open the Customization form on the Main page, for example:

  • Right click on any of the tabs or headers in the Requests, Reports, or System Groups and click Customize Layout. This opens the Customization form.
  • Right click again on a tab, header, or group and a customization popup window appears. Each of these customization items has different features and options.

All of the groups on the Main page and the formatting elements of the groups are movable and interactive. Field labels can be created and renamed and groups can be resized, hidden or moved to new areas by clicking and dragging. Note that the options available on the Customization form and popup window vary slightly depending upon the tab, header, group or elements you are customizing.

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