How Do I Set the Default Currency?

The default currency is selected while setting up InTimeCRM. If you want to select a different currency after Initial Setup, it can be done in Settings tab.

To set the default currency:

  1. Click the Default Currency icon on the Action Bar and click General Settings

  2. In the Settings page, under the General section, click the Default Currency drop-down list.


  3. Select the default currency.

    Note: DEFAULT CURRENCY is a mandatory field.

  4. Click the Save button.

    The default currency is now set.

Note: The currency for previous quotes will not be effected. The currency change will only be applied to new quotes after the change in setting.

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