Copy a Custom Office Task to Another User and Company
Description
Cause
Resolution

CAUTION:

Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

 Copy the customization

  1. Ask all other users to log out of Sage 100.
  2. Open Modules, Custom Office, Main, and Customizer Selection.
  3. Click Customized Panels.
  4. Select the module and task window.
    Example: Sales Order, Sales Order Entry
  5. Select the user or group, and company customization to copy from.
    Example: All Users, ABC Company
  6. Select DMAIN.
  7. Click Copy Task.
    Note: Copying DMAIN also copies the other panels and tabs for that task window.
  8. In the Copy Custom Panel window, select the user or group, and company combination to copy to.
  9. Click OK.
  10. When the message confirms the item was "successfully copied to," click OK.
  11. Click Close to exit Customizer Selection.

 

Steps to duplicate
Related Solutions

How to enable or disable access to Customizer Selection in Role Maintenance

Delete or reset Custom Office panel customization in Sage 100