What can you change and add to the GoldMine fields and what should not be changed?

Version 1

    Details

    We want to move fields around on the screen, create new fields, and maybe change the attributes of existing fields.  What are the best practices for doing the above?


    Resolution

    1 - Do not change the name in database of any field in GoldMine in addition to other attributes such as field type (data type), length, decimal (for numeric fields only); this can corrupt your database and have severe unintended consequences including data loss. 2 - The only field properties that can be changed on existing fields are:      A - The field Label (local and global)      B - Color      C - Layout (including label size and data size; this just changes what is displayed, not the actual field characteristics) 3  - It is OK to re-position fields on the screen. 4 - It is OK to add fields to the screen in the contact information and fields tabs; it is CRITICAL however that:      A - A SQL Backup is made prior to adding fields.      B - Users are logged out of GoldMine as a database rebuild is required 5 - To learn more about custom fields etc, please see the GoldMine Premium Edition Administrators Guide PDF  6 - If you find that you have to change the actual field attributes after a field is created then it is best to (NOTE: Again, it is CRITICAL to have fresh SQL backups and users out of GoldMine as these are major changes to the database and do require a rebuild as well):      A - Create a new custom field with the desired attributes such as character vs. number or needs to be 40 characters instead of 20 characters.      B - Use the Global Replace Wizard  to move the data from the old field to the new field.      C - Remove the old field from the screen.      D - Place the new field on the screen in it's place.      E - One data is verified then delete the old field from the database.