To find the Save As window (Customized Forms) from the Setup menu:

1. From the Setup menu select Customize Forms; then, from the submenu, select the type of form that you wish to customize. This will open the Customize Forms window for that type of form.
2. Choose the form you wish to customize from the Form to Customize list and then click the Customize button to open the Customize window for that type of form.
3. Make any modifications you wish to the form layout, then click the Save Form As button.

To find the Save As window (Customized Forms) before printing a form:

1. In the Sales Command Center, click the Print option for the form you want to customize and print. This will open the Forms Selection window for that type of form.
2. Click the Customize button at the bottom of the window to open the Customize window for that type of form.
3. Make any modifications you wish to the form layout, then click the Save Form As button.