Currency is basically a medium of exchange for goods and services. It helps your Organisation to do business in local and foreign Currencies using record-level Currency features.
How to Add New Currency?
To Add new Currency follow the steps given below:
- Go CRM settings > Configuration > Currencies.
- Click on Add currency in the top right corner.
| Field Name | Description |
|---|---|
| Currency Name | Select the Currency Name from the drop-down. |
| Currency Code | When the Currency Name is selected, the Currency Code will appear automatically. |
| Symbol | The Currency symbol will automatically appear. |
| Conversion Rate | Provide the Conversion Rate of the selected currency with the base currency. |
| Status | Enable the checkbox to make currency active. |
How to Edit the currency?
- In the list view of the Currency, click on the Edit icon to edit the currency.
- In the Edit Currency popup, edit the currency details.
- Click on the Save button.
How to Delete the currency?
- In the list view of the Currency, click on the Delete icon to delete the currency.
- When you delete the currency, you need to Transfer the currency to another currency, selecting from the drop-down.
- Click on the Save button.
