Add Sections to the Misc. Tab in Mobile CRM
Use Screen Designer in the browser application to add sections for user-defined fields to the Misc. tab in the Contacts, Firms, and Projects hubs in Mobile CRM.
Prerequisites: This applies if you use
Mobile CRM that comes with the CRM or CRM Plus module. The Misc. tab is the only tab in these hubs in
Mobile CRM that you can add user-defined fields to. You must add sections to the Misc. tab before you can add user-defined fields to it.
To add sections for user-defined fields to the Misc. tab in the Contacts, Firms, or Projects hub in Mobile CRM:
- In the Navigation pane in the Vantagepoint browser application, select .
- In the drop-down list in the title bar of the Screen Designer form, select Contacts, Firms, or Projects (a hub).
- On the Screen Designer form, click .
-
On the Touch CRM Sections dialog box:
- Open Screen Designer for the Contacts, Firms, or Projects hub.
- In the Actions bar, click Add Field.
- On the Add Field dialog box, enter information for the new user-defined field and click Continue.
- On the Field Settings dialog box, click in the Mobile CRM Section field.
- Click + Add Section at the bottom of the drop-down list.
- On the Mobile CRM Sections dialog box, complete the fields to add a new section (as explained in step 4 in the main instructions, above).
After you add sections to the Misc. tab, when you add user-defined fields using the Add Field action on the Screen Designer form for a Contacts, Firms, or Projects hub, you use the Field Settings dialog box to choose the Mobile CRM section of the Misc. to which the field is added.
Parent Topic: Manage Mobile CRM Sections for User-Defined Fields