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    • Rounding Currency
      Customer Story posted Jan 25 by Lee H Waronker
      474 Views, 5 Comments
      Title:
      Rounding Currency
      Summary:
      I have not been successful trying to round currency to having no decimal places. ($123,000,000.00 to $123,000,000) When we are using large dollar values we would like there to be no decimal point. Is this possible at this time?

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    Comments

    • Lee-

      It is possible to determine the number of digits you would like included after the decimal point. 

      If you currently have a view that includes your currency field, perform the following:

      1. Click on the Custom Views Link
      2. Click on the pencil to edit your view
      3. Go to the third tab (Display Options)
      4. You will see Column Options area where you will find your currency field name.  Input 0 digits after the decimal point if you would like your currency field to round to the dollar.
      5. When you run your view, you will notice that the digits after the decimal point are no longer displayed.

      Please let us know if you have any additional questions.  You might also be interested in reading more about our calculated formulas.

    • Thanks. I was trying to go right from the record to a mail merge. Seems like if I create a separate view, I don't have the mail merge button there.

    • You can merge any view by clicking on the Mail Merge Link in the Tools Section of the Database Overview Page.  You then select the view to merge and the corresponding template to use.

      I'll have a member of our technical support team follow-up with you or post a follow-up comment tomorrow if you are still experiencing problems.

    • Ed,

      Thanks, however the way our database is structured that solution will cause a few extra steps.  Is it possible that in the future you can have the round function in the calculated fields also round currency?  

    • You can do this if you use a calculated short answer field instead of a calculated currency field.  This way the decimals are not automatically inserted and you can use the commify() formula to insert your commas.  If you add a calculated short answer you can use the formula commify("$" & round(currency field)) to get the whole number with no decimals and a leading dollar sign.