Multi-Currency
Can I change the Home currency for my organization's account?
No. The Home currency can only be specified when the multi-currency feature is activated.
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.)
What happens to the Currency Locale field under Company Details after I activate the multi-currency feature?
Once you activate the multi-currency feature, the Currency Locale field under Company Details will not be available. The Home Currency that you add while activating multi-currency will be used instead.
How do I implement multiple currencies in my web forms?
You can implement multiple currencies in your web forms in two different scenarios: 1. Currencies as a drop-down list in the web form. The visitor can select the required currency. When you're including the Currency field in your web form, the ...
What are the important things I need to know before activating multi-currency?
Before you activate the multi-currency feature, keep these points in mind: Multi-currency feature is available only in the Enterprise Edition and above. Only users with the Administrator profile can activate this feature and add currencies. Once ...
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...
How can I delete the currencies that I am not using?
You cannot delete the currencies that you are not using. As an Administrator, you can only deactivate currencies. When you deactivate a currency: New records cannot be created through the deactivated currency. However, you may already have existing ...
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 ...
How do I change the home currency?
Home currency is the primary currency that your organization uses for its business. It is most relevant for multinational companies that do business in multiple currencies. The home currency can only be specified when the multi-currency feature is ...
How can I activate multiple currencies for my organization?
Multi-currency support in Zoho CRM lets you carry out business transactions with multiple currencies in the global marketplace. As the Administrator, you can activate this feature by adding the home currency. On activation: The system takes a while ...
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 ...
How many currencies can be used in Zoho CRM?
The Administrators can add as many currencies in the organization's CRM account as they want, but only 10 currencies can be active at a time. Other users can choose from these 10 active currencies.