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. - Customize Grids
Use Screen Designer to customize grids in hubs and Chart of Accounts. - Customize Grid Columns
You customize grid columns in hubs or Chart of Accounts using Screen Designer. You can add or remove columns, change a column name, hide or secure a column, and more. - Add and Customize User-Defined Hubs
Use Screen Designer in the browser application to add a new hub and customize it. - Search for Fields in the Screen Designer
Use the search field in Screen Designer to locate fields in Screen Designer. - View a List of User-Defined Fields and Elements
In Screen Designer you can see a list of all the user-defined fields and elements that you created for a hub or chart of accounts. - Manage Mobile 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 Mobile CRM, you must set up sections on each hub's Misc. tab for the user-defined fields. - Make a User-Defined Field Available in Analysis Cubes
If the Vantagepoint Intelligence module is activated, you can make user-defined fields that you have added to some hubs available in Analysis Cubes for use on Vantagepoint Intelligence dashboards.
Parent Topic: Screen Designer in the Browser Application