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Frequently Asked Questions aero-right Organization Settings aero-right How do I format the currencies for all users of the CRM?

How do I format the currencies for all users of the CRM?

Organization Settings Updated on October 17, 2017

An admin can customize the currency format for all users of the CRM, including:

  • the thousands separator symbol
  • the decimal separator symbol
  • location of currency symbol

This will be the default format for all users, except for those who have personalized their personal currency formats.

From the Organization Currencies Dashboard, click the CUSTOMIZE button

The Customize Currency page appears

  • Choose the location of currency symbol
  • Choose the thousand separator symbol
  • Choose the number of decimal places allowed
  • Choose the decimal separator symbol
  • Save
 Currency Dialogue

To access the Customize Currency page:

  1. Sign in
  2. Click on your name at the top of the page
  3. The User Dropdown menu will appear. Click on the Settings button
    Currency CRM
  4. The Settings Page will appear. Click on Currency Dashboard under Organization Settings
    Currency CRM
  5. The Currency Dashboard will appear. Click on the CUSTOMIZE button next to the desired currency
    Currency CRM
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