Can I change the currency of the records?
Yes. You can change the currency of the records in Zoho CRM. But this is subject to certain conditions.
If you have NOT enabled Multi-currency:
You can change the default currency by changing the Locale Information under Setup > General > Company Details > Locale Information > Manage Multiple Currencies. Select the currency that you want. The currency you set will apply to all records across CRM.
If you have enabled Multi-currency:
You can also change the currency for an individual record by editing it.
If you have NOT enabled Multi-currency:
You can change the default currency by changing the Locale Information under Setup > General > Company Details > Locale Information > Manage Multiple Currencies. Select the currency that you want. The currency you set will apply to all records across CRM.
If you have enabled Multi-currency:
You can also change the currency for an individual record by editing it.
- Go to a module and select a record.
- In the Record's Details page, click Edit.
- Select the desired currency from the Currency picklist field.
- Click Save. The currency is now updated only for this record.
Note: You cannot mass update currency for a group of records.
Related Articles
Can I change the currency field value for records?
No. You cannot change the Currency field's value for a record once it has been created. The currency for a record can only be specified while creating a record (lead, account, contact etc.)Home Currency
Home Currency is the primary currency that your organization uses for its business. Often this is the currency used to generate annual reports and calculate the company's income. Before you start using this feature, the Administrator in your ...I placed a request to change the home currency but it hasn't been confirmed. Why?
We have restricted making changes to the home currency because it affects the existing records. This is what happens when we change the home currency: The currency of the existing records will be set to the new Home currency (say USD). The existing ...Currency
Business transactions are not limited by geographies. Currency allows you to track and manage project costs using base currency set for your organization. Set an exchange rate to determine the value of the project in the base currency. Benefits View ...How can I change the currency in Zoho CRM?
You can change the currency as per your organization's needs. By default, the currency is set to US dollar ($). However, user(s) with Administrator privilege can follow the steps below to change the currency settings: Log in to Zoho CRM with ...