Hello, How can I make a personalization a customization? I would like to take what I’ve done and default it but it needs to be a customization.

First you’d need to make sure you have permissions for customizations. (User Account Security > Options > Check off Customize Privileges.) Then you turn on Developer Mode and open the form you’re customizing and make your changes. You save the customization making the same changes as your persona…

Hello, I tried this but it doesn’t seem to be working. When I go in to make layout changes then select customization and save it there it still makes a personalization. I’m not using the “save layouts” option. Our Epicor consultant showed us how to do this before but he’s out for a bit. I distinctl…

What were the steps you took? Save layouts is for personalizations. If you are moving around columns in a grid, for example, once you have them the way you like, you have to go up to Actions > Save Layout. That creates your personalization, and now each time you open that form, you will see the l…

I believe we used save layouts and made a personalization first. Then we converted that personalization to a customization somehow. When I make changes like moving columns or tabs around and go into tools > customizations and save in that screen, it still shows up as a personilization. I know the d…

If you have already saved a customization, then to apply it go to Menu Maintenance. Navigate to the form you want to apply it to, and in the Customization field, check if you see your customization listed. [image] If so, select it and Save. If your Customization field is greyed out, then you ha…

Customizations are working and I am familiar with the process to default them. What I don’t know how to do is convert a personalization to customization. Once that is completed then I can default it using the steps you are showing.

Looks like this is working to an extent. When I move around columns or tabs and save them using that method it works fine. In my case I’m trying to use the auto-populate feature in quote entry and it is not working as a customization. Works fine as a personalization. It will even work on column chan…

Personilization to Customization

Kinetic ERP

Erin_Corona (Erin Corona) December 15, 2021, 7:04pm 8

Did you see this? Convert Personalization to Customization

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Personilization to Customization

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