Manage Touch CRM Sections for User-Defined Fields

Before you can add user-defined fields to the Misc. tab in the Contacts, Firms, or Opportunities hubs in Touch CRM, you must set up sections on each hub's Misc. tab for the user-defined fields.

In these hubs in Touch CRM, the Misc. tab is the only tab to which you can add user-defined fields.

Open Screen Designer for the Contacts, Firms, or Opportunities hub, and use the Manage Touch CRM Sections action on the Screen Designer form to set up sections for the Misc. tab for that hub. You can also change the name of the Misc. tab.

When you use the Add Field action on the Screen Designer form to add a user-defined field to the Contacts, Firms, or Opportunities hub, you specify the Touch CRM section of the Misc. field to add the field to in the Field Settings dialog box.

The following types of user-defined fields cannot be added to a Touch CRM section for the Contacts, Firms, or Opportunities hubs:

• Date/Time
• Phone