Add a Field to Touch CRM

You can add user-defined fields to the Misc. tab in Touch CRM for the Contacts, Firms, or Opportunities hub.

Prerequisite: The Misc. tab is the only tab in Touch CRM in the Contacts, Firms, or Opportunities hubs that you can add user-defined fields to. Before you can add the user-defined fields, you must add sections to the Misc. tab for the user-defined fields. Use the Manage Touch CRM Sections action on the Screen Designer form to add the sections. You can also change the name of the Misc. tab here.

To add a user-defined field to the Misc. tab for Touch CRM for the Contacts, Firms, or Opportunities hub:

1. On the Navigation pane, select Settings > Screen Designer.
2. In the drop-down list in the title bar of the Screen Designer form, select Contacts, Firms, or Opportunities (a hub).
3. On the Screen Designer form, click the tab to which you want to add a user-defined field.
4. In the Actions section of the actions and field properties pane, click the Add Field action.
5. On the Add Field dialog box, select the field type and caption, and click Continue. User-defined fields that you assign a field type of Date/Time or Phone cannot be added to Touch CRM.
6. On the Field Settings dialog box, complete the following and then click Continue:
   • In the Default Value field, enter a default value to prefill for the field, which users can override.
   • In the Touch CRM Section field, select the section of the Misc. tab in Touch CRM to add the user-defined field to.

     This field does not display if you selected Date/Time or Phone in the Field Type field on the Add Field dialog box.

     The sections in the drop-down list in the Touch CRM Section field are added using the Manage Touch CRM Sections action on the Screen Designer form.

7. On the Screen Designer form, click Save.