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Reports & Searches

edited Jan 3, 2020 12:36AM in Search / Reporting 2 comments

Is there a way to format fields?
Example when we pull the Company Name, if we want it in all Upper Case, or when pulling the phone number to format the phone number so they're all the same.  Is there somewhere where we can put a formula in & the results would show on our report?
Or do we have to export it to Excel & manipulate it there.
Thanks
Carrie

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