How to ...
Use Screen Designer in the browser application to customize the tabs, fields, and grids in a hub, to create a new hub, or to customize Chart of Accounts.
- Related Topics:
- Customize Tabs
Use Screen Designer in the browser application to customize tabs in hubs and Chart of Accounts. - Customize Fields
You customize fields for hubs or Chart of Accounts in Screen Designer. You can add or remove fields, change a field name, hide or secure a field, and more. - Manage Touch CRM Sections for User-Defined Fields
Before you can add user-defined fields to the Misc. tab in the Contacts, Firms, or Projects hubs in Touch CRM, you must set up sections on each hub's Misc. tab for the user-defined fields. - Search for Fields in the Screen Designer
Use the search field in Screen Designer to locate fields in Screen Designer. - Customize Grids
Use Screen Designer to customize grids in hubs and Chart of Accounts. - Add Workflow Buttons
Use Screen Designer to add and remove user-defined workflow buttons from a tab in a hub or Chart of Accounts. - Add Custom Divider Lines
Use Screen Designer to add and remove divider lines on a tab in a hub or Chart of Accounts. - Add Custom Labels
Use Screen Designer to add and remove custom labels on a tab in a hub or Chart of Accounts. - Add a Tooltip for a Field
You can add tooltips to fields and divider lines in a hub or in Chart of Accounts. - Enter Properties for Multiple Elements at a Time in Screen Designer
You can select multiple elements in Screen Designer and enter the same properties for all them at one time, instead of entering properties individually for each element. - Add and Customize User-Defined Hubs
Use Screen Designer in the browser application to add a new hub and customize it.
Parent Topic: Screen Designer in the Browser Application