Display the Touch CRM Sections Dialog Box

This dialog box displays in Screen Designer in the browser application when you open Screen Designer for the Contacts, Firms, or Opportunities hub.

1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
   • Go to the Hubs section, select the Contacts, Firms, or Opportunities hub, and on the hub form, select Design from the Actions drop-down menu.
   • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the Contacts, Firms, or Opportunities hub.
2. Complete one of the following:
   • Open the dialog box directly from the Screen Designer form: Click Manage Touch CRM Sections in the Actions section of the actions and properties pane.
   • Open the dialog box to add a section on the fly when you add a new field to a hub:
     1. On the Screen Designer form, click a hub tab to add a field to.
     2. In the Actions section of the actions and properties pane of the form, click Add Field.
     3. In the Add Field dialog box, enter information for the new field and click Continue.
     4. In the Field Settings dialog box, click in the Touch CRM Section field.
     5. Click + Add Section at the bottom of the drop-down list.