To customize EndNote, from the Edit menu, select Preferences. The following areas can be modified:
In addition to the preferences for the EndNote program, preferences can also be set for Cite While You Write in Word (Cite While You Write allows you to cite and format references in Word using EndNote). These can be found under Preferences in Word's EndNote Tools menu.
NOTE: This video is from an older version of EndNote that differs slightly from later versions. Most notable is that EndNote Web (now EndNote Online) preferences are now under Sync, and the EndNote Web Plug-in is located under Help in the EndNote Toolbar.