Inline customization of screen

Use inline customization to quickly view a screen before and after you customize it. Inline customization is also a useful way to find out the name of a screen.

  1. Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <any entity> | Screens.

    You can select any primary or secondary entity. Inline customization will be enabled for all entities.

  2. Select Inline Customization.
  3. Open the screen you want to customize.
  4. In the top left corner, click Customize Screen.

    In the window that opens, the name of the screen being customized is displayed in parenthesis in the top left corner.

  5. Make your changes and click Save.
  6. Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <any entity> | Screens and clear Inline Customization to return to normal mode.