Create Section Dialog Box
Use the Create Section dialog box to create a new user defined section for a CRM summary report.
The CRM module is required to access and run any type of CRM summary report. You can create multiple user defined sections that appear in the User Defined Section grid.
Business Rules Used When Creating User Defined Sections
A section can either contain fields directly associated to the record (1 to 1 relationship) or grid fields. You cannot these two types mixed. For example, you could not have an employee name field in the same section as the degrees for that employee.
If a section has a grid, there can only be fields from one grid. You cannot have two grids in a section.
If you have fields that are not in a grid, then you control how many columns are included in that section and the widths of those columns. You also control which column and row each field is located. You can have several rows of different fields.
If you include fields from a grid, then you do not specify column properties or row properties. You just specify the columns selected and their widths.