To get to the Account Additional Fields you will need to go to the Menu option, Setup > Field Heading > Account Additional Fields
Here, you will need to add a heading. Adding a Heading here will also set the same heading everywhere on the view that they are used.
Merge Syntax
This is used to when you would like to merge the data collected into a Document for example.
Dropdown Items
Type each item in the Create New text box and click the
button or Enter on your keyboard.
To delete an item click the
button.
To edit the item click the
button.
To move an item up or down the list you just need to drag and drop to the right order.
Clear will remove all drop down items already added.
Import will allow you to import the items rather than adding individually.
Copy will allow you to add these items to another field.
Close will close the popup saving the changes made.
To put these Fields onto the Account view screen see the Configuration options.
Field Data Type
By default Fields are plain text Fields, i.e. they can store any text, numeric or date Data, but they are stored as text and cannot be used to search/select for numeric and date Data.
To change the type of Field and the data that can be stored, click the change type button
To learn more about changing the type of field please click here
Information on the different field types we have -
Type | Description |
String | Standard string type field to store any characters, alphabetic, numeric, dates. Also select the field length. In a string field numeric and date entries are not handled as numbers or dates, they would be sorted by the first characters. For example: 1 10 100 11 110 111 112 12 120 01/01/2000 01/02/2000 01/03/2000 02/01/2000 02/02/2000 02/03/2000 |
Text | Virtually unlimited number of characters in a string field, ie memo type field.
Encrypted Fields
The only Field Type that can be encrypted is Text. Text Fields are usually used for multi-line notes and are virtually unlimited in length.
Normally Data is stored unencrypted in the Database, this is normally acceptable from a security point of view because the only People who can access the Data are People who have a correct Username and Password. However, there may be certain Data which should be held more securely. This functionality encrypts Data before it is written to the Database, so even if someone could have direct access to the Database they still could not see the contents of those Fields. There is an option in the User Profile to control whether each User is able to see the contents of encrypted Fields, click here for more information on User Profiles.
When making a Field encrypted, if there is Data already stored then it will be encrypted. Likewise, if the stored Data is encrypted and the option is turned off then all the Data in that Field is decrypted (this can only be done by someone with permission to view encrypted Data). |
Datetime | Can only store date/times. This means that records can be sorted and searched by date correctly |
Integer | Can only store integers (whole numbers).This means that records can be sorted and searched by the number value correctly |
Decimal | Can store integers and decimal numbers. Usually used for value/currency data. |
Use the Clear field first option to remove all the Data in the selected Field on all records before changing the Field Type.