You may configure national and international currencies to help you in dealing business operations with your customers around the globe.
To add new Currency:
- Click on the icon at the top of the page.
- On the left sidebar, click Other Settings > Currencies.
- Click on the + Add Currency button and enter all the information. Fields marked with an asterisk [ * ] are mandatory.
- Once done, click the Save button.
Table: Currency Information
|Currency Name||The name of the currency, e.g. US Dollar.|
|Currency Code||The short name of the currency, e.g. Dollar.|
|Currency Symbol||Enter the symbol of the currency. This symbol will be used in Second CRM for all price information, e.g. $.|
|Conversion Rate||Enter the currency conversion rate in relation to Second CRM's basic currency. The basic currency is the first currency in your currency list.|
|Status||You may set a currency as active or inactive. Inactive currencies cannot be assigned to users as described in section: User Management.|