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Set Up Currencies

To Support Your International Business.

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.
  2. Administration Center

  3. Click Fields in the left menu.
  4. Drop-Down Menus in Administration Center

     

  5. 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.
  6. Edit Currency

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

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

     

  11. 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.
  12. Synchronization

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.
You can also book our consultant. We will make a demo just for you.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table