Customize Fields

You customize fields for hubs or the chart of accounts in Screen Designer in the browser application.

Related Topics:

  • Add a Field to a Hub
    Use Screen Designer in the browser application to add user-defined fields to a hub or the chart of accounts.
  • Remove a User-Defined Field from a Hub
    Use Screen Designer in the browser application to remove a user-defined field that you previously added to a hub. When you remove a user-defined field from a hub, it is permanently removed from the hub. All the data that is entered in a user-defined field for all the records in the hub is permanently removed from the DPS database.
  • Change the Name of a Field in a Hub
    Use Screen Designer in the browser application to change the name of a field in a user-defined or standard DPS hub.
  • Change the Properties for a Field in a Hub
    Use Screen Designer in the browser application to change the properties for user-defined and standard DPS fields in a hub.
  • Manage Touch CRM Sections for User-Defined Fields
    Before you can add user-defined fields to the Misc. tab in the Contacts, Firms, or Opportunities hubs in Touch CRM, you must set up sections on each hub's Misc. tab for the user-defined fields.
Parent Topic: How to ...