Add Sections to the Misc. Tab in Touch CRM

Use Screen Designer in the browser application to add sections for user-defined fields to the Misc. tab in the Contacts, Firms, and Opportunities hubs in Touch CRM.

Prerequisites: This applies if you use Touch CRM that comes with the CRM or CRM Plus module.

The Misc. tab is the only tab in these hubs in Touch CRM that you can add user-defined fields to. You must add sections to the Misc. tab before you can add user-defined fields to it.

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

1. In the Navigation pane in the DPS browser application, 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, in the Actions section of the actions and properties pane, click Manage Touch CRM Sections.
4. On the Touch CRM Sections dialog box:
   1. In the Tab Name for User Defined Fields field, if you want to change the name of the Misc. tab that all user-defined fields are added to in this hub, replace Misc. (the default tab name) with another name. This is the only tab to which you can add user-defined fields in a hub in Touch CRM.
   2. Click + Add Section below the Misc. Sections grid and add a new section to the Misc. tab in the blank row in the grid. The name of this grid matches the tab name that you entered in the Tab Name for User Defined Fields field.
   3. In the Section Name field, enter the section's name.
   4. Repeat steps b and c to add more sections to the Misc. tab. The order in which the sections display on the Misc. tab is the order in which they are entered in this grid.
   5. To change the order of sections: In the grid, hover over the section that you want to move, click and hold the drag handle icon to the left of the section name, and drag and drop the section to the desired location in the grid.
   6. Click Save.

Alternative method: An alternative way to add sections to the Misc. tab is to add them on the fly when you add a user-defined field to the Contacts, Firms, or Opportunities hub:

1. Open Screen Designer for the Contacts, Firms, or Opportunities hub.
2. In the Actions section of the actions and properties pane on the Screen Designer form, click Add Field.
3. On the Add Field dialog box, enter information for the new user-defined field and click Continue.
4. On the Field Settings dialog box, click in the Touch CRM Section field.
5. Click + Add Section at the bottom of the drop-down list.
6. On the Touch CRM Sections dialog box, complete the fields to add a new section (as explained in step 4 in the main instructions, above).

After you add sections to the Misc. tab, when you add user-defined fields using the Add Field action on the Screen Designer form for a Contacts, Firms, or Opportunities hub, you use the Field Settings dialog box to choose the Touch CRM section of the Misc. to which the field is added.