Last Revised: 08 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Setting Up Company Details (00:04:39)
From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details
- Click inside the box Currency Format Type.
- Select your Currency from the pick list.
- Click Save.
Tip: Currency Format Type is not a currency converter. The currency amount does not change with a new currency format. For example, if you have a $200,000 United States Dollar (USD) opportunity and set your currency format to Japanese Yen (JPY), the opportunity would change to ¥200,000. the currency format changes. The currency amount is not converted.
You are looking at a screenshot demonstrating how to Edit Your Currency Format Type:
Figure 1. Edit Your Currency Format Type.