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Set Up Currencies

To Support Your International Business.

Warning
More than one currency is available in module Contacts & Companies (Professional).

If you are doing business abroad, you may want to use more than one currency.

To set up currencies you want to use, follow the following instruction.

  1. Go to the list of currencies in the Administration Center. You need to have eWay-CRM account with administrator permissions to do so.
  2.  

  3. In a pop-up window mark required currencies as Visible.
  4. Currency Drop Down Menu

     

  5. Now, you can select one of the visible currencies for all Estimated Revenue fields in eWay-CRM.
  6. Currency Field

     

  7. Wait for 30 sec for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.
  8. Synchronization