Additional Fields by default are stored as String fields but this can be changed depending on what data you want to capture.

You have the option of changing the field to a Text field. The benefit of changing the field to be a text field is you have more characters available to you so you can collect more data for example a Note's field.

You can change the field to be a Text field by doing the following;

1. Go to Menu, Setup > Field Headings > Account Additional Fields (or Project Additional field, if you are using Multiple Projects).

2. Find the field that you wish to change.

3. Click the Change Type button to the right -

4. Set the New Type to be Text.

5. Click the Apply button.

A warning will appear that advises you if the field already contains data this change might clear this. As this is the case, we strongly suggest taking an export of the Account number, Account Name and the field you are looking to change before changing the type so you can run an update Import after should you need to.

You have the option of changing the field to a Date/Time field. The benefit of changing the field to be a date field is a calendar option will be added to field automatically making it easier and more efficient for you and your users, it will also mean the date is formatted correctly every time making it easier to report on and sort by the dates collected.

You can change the field to be a date field by doing the following;

1. Go to Menu, Setup > Field Headings > Account Additional Fields (or Project Additional field, if you are using Multiple Projects).

2. Find the field that you wish to change.

3. Click the Change Type button to the right -

4. Set the New Type to be Date/time.

5. Click the Apply button.

A warning will appear that advises you if the field already contains data this change might clear this. As this is the case, we strongly suggest taking an export of the Account number, Account Name and the field you are looking to change before changing the type so you can run an update Import should you need to.

You have the option of changing the field to a Integer field. The benefit of changing the field to be a integer field is you can collect whole numbers (i.e. number of employees) and sort by the numbers. Please click here for more information on this.

You can change the field to be a integer field by doing the following;

1. Go to Menu, Setup > Field Headings > Account Additional Fields (or Project Additional field, if you are using Multiple Projects).

2. Find the field that you wish to change.

3. Click the Change Type button to the right -

4. Set the New Type to be Integer (zero decimal places).

5. Click the Apply button.

A warning will appear that advises you if the field already contains data this change might clear this. As this is the case, we strongly suggest taking an export of the Account number, Account Name and the field you are looking to change before changing the type so you can run an update Import after should you need to.

You have the option of changing the field to a Decimal Number field. The benefit of changing the field to be a decimal is to collect Numbers that will have a decimal place (i.e. The Price of an item)

You can change the field to be a decimal field by doing the following;

1. Go to Menu, Setup > Field Headings > Account Additional Fields (or Project Additional field, if you are using Multiple Projects).

2. Find the field that you wish to change.

3. Click the Change Type button to the right -

4. Set the New Type to be Decimal number.

5. Click the Apply button.

A warning will appear that advises you if the field already contains data this change might clear this. As this is the case, we strongly suggest taking an export of the Account number, Account Name and the field you are looking to change before changing the type so you can run an update Import after should you need to.

Click here to view a video guide covering this topic