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How do I format a field for currency/money

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New Member
Posts: 4
Country: United States
Accepted Solution

How do I format a field for currency/money

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.

Accepted Solutions
Solution
Accepted by topic author actbill
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I format a field for currency/money

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
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I format a field for currency/money

Make the field a currency field in Edit | Define Fields.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: How do I format a field for currency/money

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

Solution
Accepted by topic author actbill
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I format a field for currency/money

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
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: How do I format a field for currency/money

Brilliant, Roy!  Thank you. How do I add the new field I just created to the Main  Contact info screen?  Bill
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I format a field for currency/money

Tools | Design Layouts
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: How do I format a field for currency/money

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