Modifying a CRM Screen

In order to modify 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. Existing user defined fields, group boxes, text labels and spacers can only be resized, repositioned or modified using the Properties Pane.

To modify a CRM 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. An Edit hyperlink will display when a screen has already been defined. Click on the Edit hyperlink to modify the existing user defined screen. The selected Design Layout Screen will display.

5. Select the item(s) (Fields, Group Boxes, Text Fields, Spacers) you would like to modify. Ways in which items can be modified are:

• Click and drag to move a field to a different position on the screen. Only one field can be repositioned at a time unless contained within a Group Box. When moving a Group Box, all items contained within the box will move with it.
• Hover your mouse on the outer edge to display the double arrows and resize the selected field.
• Use the Customization Tool Bar to change the alignment or position of the selected field(s).
• Change the properties of a selected item in the Properties Pane. Only the General Properties will display in the Properties Pane when multiple fields are selected.
• All selected fields can be modified or deleted from the screen.
• Once created, your ability to change a user defined field is limited. Field Titles of all fields on a Case Folder screen can be modified in the Case Fields Directory. Field Types cannot be changed, and the Field Length can only be modified for fields of alphabetic or money field types.

6. Click the Save button to save changes.

To clear an existing user defined screen to get the copy prompt to copy from another screen of the same type, you will need to delete all the fields on the screen. Save and close the screen. Reopen the screen and the copy prompt should display, allowing you to select the desired screen from which to copy.