Fields and Options

Review descriptions for the field and option on the Screen Designer form and its related dialog boxes in the browser application.

Related Topics:

  • Screen Designer Form
    Use this form in Screen Designer in the browser application to customize a hub or the chart of accounts or add a new hub.
  • Create Hub Dialog Box
    If the Accounting module or the CRM Plus module is activated, use this dialog box in Screen Designer in the browser application when you create a new (user-defined) hub.
  • Hub Preferences Dialog Box
    After you add a user-defined hub, use this dialog box in Screen Designer in the browser application to view or change the hub's setup information or delete the hub.
  • Add Field Dialog Box
    Use this dialog box in Screen Designer in the browser application to enter the type and name for a user-defined field that you add to a hub.
  • Field Settings Dialog Box
    Use this dialog box in Screen Designer in the browser application to enter information for a user-defined field that you add to a hub. The fields on this dialog box vary, based on the type of field that you are adding.
  • Add Grid Dialog Box
    Use this dialog box in Screen Designer in the browser application to add a grid to a tab in a hub.
  • Grid Settings Dialog Box
    Use this dialog box in Screen Designer to add and remove columns (fields) from grids and modify the properties of grid columns in user-defined and most standard DPS grids.
  • Caption Dialog Box
    Use this dialog box in Screen Designer to enter the text for a custom label that you add to a hub tab.
  • Tooltip Dialog Box
    Use this dialog box in Screen Designer to enter text for a tooltip that provides information about a field. The dialog box is an expansion of the Tooltip field, making it easy to see all tooltip text as you type, especially if you enter a lot of text.
  • 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.
Parent Topic: Screen Designer in the Browser Application