06-03-2015 11:44 AM
I am trying to change the format of the phone numbers in my ACT program. Right now, some are 123-456-1212 or 1234561212 or (123) 456-1212. I have gone through all the steps suggested in the knowledgebase.
Note: The Country Code does not display in the Contact List view.
The Phone data still exists in the character field specified in step 3 above. If desired you can remove this data by following the steps below:
This did not work for me.
So next I export the database to an Excel sheet, try to format in the excel sheet and import back into ACT. This does not change the formatting of the phone numbers in the ACT program.
Does anyone have any suggestions on how to fix this issue?
06-03-2015 01:33 PM
I wrote an addon that will fix them all for you. I charge for it but if you're interested send me a private email.
10-21-2017 09:03 AM
The add-on was great and was a real life saver, but it does not work with newer versions. We really need some advise on how to handle for newer versions of ACT including V19 and V20. Phone format is critical to our business. Please let me know what our options might be for newer versions.
10-23-2017 01:49 AM
What is the specific format that you're trying to achieve?
We still recommend the KB article that you tried to follow in the original post, though I know it can be temperamental at times. Failing that, the only other option that'd be possible in Act! without addons is to export to excel, format and re import (which I know you've tried previously).
Depending on the type of formatting you're trying to apply, the excel method should always work. It's often necessary to make sure that excel isn't applying any of it's own formatting to the data though (i.e. displaying the data with formatting (555) 123-4567 while storing the data as 5551234567)
10-23-2017 07:10 AM
The KB instructions change the phone number format in the record view; but it does not change the format in the list view, thus we cannot sort by phone numbers. We have the same problem with exporting - the number formats are not consistent or uniform.
Do you have a reference for the exporting and the re-importing with excel? That sounds incredibly time consuming with mulptiple databases and frequent imports, but I am willing to try.
Are there any add-ons that work with V19 or V20? We upgraded software recently, and I am very sorry that we did. This is very serious problem for us since we have many many users and well over 30 databases. Quite frankly, it is rapidly becoming a disaster.
Any help would be much appreciated.
10-23-2017 08:43 AM
10-23-2017 10:37 AM
Thanks Jon.........I have since learned that the add-on for version 20 will be ready next week so that should resolve the issue. Right now, it is only available for V19, but V20 is coming next week. Yeah!