Can I change the currency field for records?
No. You cannot change the Currency field's value for a record once it is created. The currency for a record can only be specified while creating a record (lead, company,client etc.)
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Can I mass update the Currency field for the records?
No. You cannot mass update the Currency field for the records. However, you can change the currency of the records, one at a time. See also Can I change the currency of the records?
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 > Company ...
Home Currency Change Request Confirmation
We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency, i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
Home Currency Change Request Confirmation
We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency, i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
What happens to the Currency Locale field under Company Details?
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 the used instead.