For International deployments when currency other than the US Dollar is required, you have the ability to change or add currency support, including multi-currency support.
To change simply ‘edit’ the existing state, or for multi-currency simply check the box ‘Support multiple currencies’ and the following page will be displayed.
There are 3 options:
· Support multiple currencies
· The default currency can be overridden at the record level.
· Default currency for the WorkGroup can be overridden by user preference.
It may be important to override the default currency for quotes and opportunities.
Different users in the WorkGroup may wish to use different currencies.
To add a currency click ‘Add Currency’ and the following page will be displayed.
All fields on this page are required.
Select the currency from the drop down menu.
Enter the name of the currency, the symbol and the current exchange rate.
You can add as many currencies as necessary.
Here’s a currency list with 5 currencies.
To change simply ‘edit’ the existing state, or for multi-currency simply check the box ‘Support multiple currencies’ and the following page will be displayed.
There are 3 options:
· Support multiple currencies
· The default currency can be overridden at the record level.
· Default currency for the WorkGroup can be overridden by user preference.
It may be important to override the default currency for quotes and opportunities.
Different users in the WorkGroup may wish to use different currencies.
To add a currency click ‘Add Currency’ and the following page will be displayed.
All fields on this page are required.
Select the currency from the drop down menu.
Enter the name of the currency, the symbol and the current exchange rate.
You can add as many currencies as necessary.
Here’s a currency list with 5 currencies.
