Edit user-defined field
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Go to Settings and maintenance > Fields. Then select the required tab: Company, Contact, Project, Sale, Follow-up, or Document.
Double-click the required field in the Fields list.
Make the necessary changes in the various fields. (See the list of field properties).
Use the Type drop-down to choose a new type. You will see only the compatible field types. That is, where existing data can be converted to fit the new field type.
Click Save.
Click Publish to make the changes available to SuperOffice users.
Note
You must publish the changes for user-defined fields before you define page 1 fields for the various user groups and save (not publish).
Convert field type
Not all conversions are possible because different types of user-defined field values are stored in different tables in the database and use different base data types.
| Field type | Number | Decimal | Short text | Long text | Date | Unlimited date | Checkbox | List |
|---|---|---|---|---|---|---|---|---|
| Number | x | x | x | |||||
| Decimal | x | x | x | |||||
| Short text | x | x | ||||||
| Long text | x | |||||||
| Date | x | x | x | |||||
| Unlimited date | x | x | ||||||
| Checkbox | x | x | ||||||
| List | x | x |
How to read the table:
The field types in the left column are compatible with and can be converted to the types marked with an x. For example, a number can be converted to a decimal and a short text. (And it is obviously compatible with itself.)