Accessing a CRM Screen

In order to access the CRM Tab user defined screen for a Case Type, you will need permission to the CRM Tab, Case Type Directory and User Defined Screens.

To access the CRM Tab user defined screen for a Case Type,

1. Click on the Case Types button on the Directory ribbon.
2. Double-click on the desired Case Type.
3. Click on the Tab Setup Tab.

4. A Create hyperlink will display next to the CRM Tab when a user defined screen has not yet been defined. Click on the Create hyperlink next to the CRM Tab to create a new user defined screen. A prompt will display offering an option to copy the CRM Tab from another Case Type.
5. An Edit hyperlink will display when a screen has already been defined. Click on the Edit hyperlink to modify an existing user defined screen.
6. The selected Screen Layout Designer Window will display.

The CRM tab does not need to be active in order to access the CRM User Defined Setup. However, the Active check box must be selected in order to view the CRM tab in a Case Folder.