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How to Set Up Currencies

To Support Your International Business.

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.

Administration Center

  1. Click Drop-Down Menus in the left menu.

Drop-Down Menus in Administration Center

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

Edit Currency

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

Currency Drop Down Menu

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

Currency Field

  1. 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.

Synchronization

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.