Set Up Currencies

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. Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.





 

2. Click Fields in the left menu.



 

3. Select some module with Currency drop-down menu (e.g. Bookkeeping) and move cursor over the Currency. Then, click pencil icon to edit the field.



 

4. In a pop-up window mark required currencies as Visible.



 

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



 

6. 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.