Touch CRM Sections Dialog Box

Use this dialog box in Screen Designer in the browser application to add and delete the sections on the Misc. tab in Touch CRM in which you add user-defined fields for the Contacts, Firms, and Opportunities hubs.

This dialog box applies if you use Touch CRM that comes with the CRM or CRM Plus modules.

The sections that you add or delete using this dialog box apply to the hub from which you open the dialog box. You maintain a separate set of sections for each Contacts, Opportunities, and Firms hub.

When you add a user-defined field to the Contacts, Opportunities, or Firms hub using the Add Field action in Screen Designer, you must specify the section in Touch CRM in which to locate the field. You can add Touch CRM sections on the fly when you add a field, or you can use the Manage Touch CRM Sections action in Screen Designer to add Touch CRM user-defined field sections before you add user-defined fields using the Add Field action.