The Save as ... window will appear whenever an Administrator saves any type of customization in Wintouch. The Administrator must decide whether to save the customization at the User, User Location, or Default level.
Note: All customization saved by Users will be saved to the User level automatically. Only Administrators have authority to save to different levels.
Users will see the lowest level of customization relevant to them
Note: If an Administrator wishes to push customization out to either a User Location or to ALL users, s/he must delete all lower level customization in Wintouch Settings Maintenance.
Follow this Link: for more information regarding customization levels in Wintouch Settings Maintenance.
| Level of Customization | Users to whom the Customization is Available | The Level of Customization that Takes Priority |
| USER | ONLY the user selected from the drop-down list. | If User level customization exists, it will be displayed regardless of whether User Location or Default customization exists. |
| USER LOCATION | ALL users at the location selected from the drop-down list. | Only if NO User level customization exists will User Location level customization be displayed. |
| DEFAULT | ALL USERS | Only if NO User or User Location level customization exists, will Default level customization be displayed. |
OK: Saves the customization to the level selected above.
Cancel: Exits the current window without saving any customization.
Help: Displays online help for the active window.
The Account Summary Window can be customized by Account Type, thus the Account Summary for a Customer can be customized to display different fields and/or in a different layout than the Account Summary for a Prospect. This feature is useful as your organization likely maintains different information for different Account Types in your database. For example, Credit Limits and YTD Sales fields could be displayed in the Account Summary for Customers but not Prospects for which such fields would be irrelevant.
Yes: Select this button to save the Account Summary window customization for the Account Type of the active account.
No: Select this button to save the Account Summary window customization for all Account Types that do not have their own customization.