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 Details > Locale Information. The currency you set would be applied for records across the CRM.

If you have enabled Multi-currency:

You can change the currency for an individual record by editing it.

  1. Go to a module and select a record.
  2. In the Records Details page, click Edit. 
  3. Select the desired currency from the Currency picklist field.
  4. Click Save.
    The currency is now changed only for this record. 



Note: You cannot mass update currency for a group of records.

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