How do I format a field for currency/money

[actbill]

I'm importing data from a CSV file created in Excel. ACT! v.6.0. The CSV file creates a raw number, and I would like to have it display in ACT in a Currency / US Dollar format, the same way it was formatted in Excel before I exported it to CSV. Any help appreciated.

[Roy_Laudenslager · Accepted solution]

The field you are using is a core field in the database. I don't know which field it was but having only those selections indicate it was a core field and it should not have been changed from it's original definition. You probably need to add another field to use as your currency field.

[Roy_Laudenslager]

Make the field a currency field in Edit | Define Fields.

[actbill]

Hey Roy. Good to hear from you. Thanks. When I go into Define Field, I select the field I want to modify, then on the Attributes tab, under the Type, the only options open to me are; Character, Initial Capitals, lower case, UPPER CASE. I don't see anything in the Drop-Down or Triggers tabs either. Is there something that I should do in the "field format?"  I right click on that field and nothing. Is there something I'm missing?

Thx,

Bill

[Roy_Laudenslager · Accepted solution]

The field you are using is a core field in the database. I don't know which field it was but having only those selections indicate it was a core field and it should not have been changed from it's original definition. You probably need to add another field to use as your currency field.

[actbill]

Brilliant, Roy!  Thank you. How do I add the new field I just created to the Main  Contact info screen?  Bill

[Roy_Laudenslager]

Tools | Design Layouts

[actbill]

You're the best, Roy. Thank you. Bill