Delete a Section from the Misc. Tab in Touch CRM

In Screen Designer in the browser application, you can delete sections that you previously added to the Misc. tab in the Contacts, Firms, or Opportunities hub in Touch CRM.

You can delete a section only if no user-defined fields have been added to it.

You may have renamed the Misc. tab when you set up sections for it in the Touch CRM Sections dialog box in Screen Designer.

To delete a section from the Misc. tab in the in the Contacts, Firms, or Opportunities hub in Touch CRM:

  1. In the Navigation pane in the 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.
  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, hover over the section that you want to delete in the sections grid, click , and then click Delete on the shortcut menu.
  5. On the Delete dialog box, click Delete. The section is deleted from the grid in the Touch CRM Sections dialog box.