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By: Ricardo David Flores

Posted:

Currency Translation Functions & Features

Functionality covered Multiple currencies can be used in opportunities, forecasts, reports, and other currency fields;An organization-wide (default) currency can be defined by the administrator;The administrator can maintain a list of active currencies and their conversion rates relative to the corporate currency;Users can select a personal currency for use in their opportunities, quotas, forecasts, and reports;Users can create opportunities and enter other monetary amounts using any other active currencies;A currency field on each account, contact, lead, opportunity, case, etc. a record can be used to specify the currency to use for all monetary data fields within that record;.. Currency Translation Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Currency Translation Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

  • complete response from each CRM software vendor
  • deep and accurate evaluation of submitted CRM proposals
  • impartial side-by-side comparison of CRM solutions evaluated
  • rational and documented selection of the best matching CRM system

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

The Currency Translation Functions & Features comprise the following elements:

  • Multiple currencies can be used in opportunities, forecasts, reports, and other currency fields

    Multiple currencies can be used in opportunities, forecasts, reports, and other currency fields, Currency Translation Functions & Features
  • An organization-wide (default) currency can be defined by the administrator

    An organization-wide (default) currency can be defined by the administrator, Currency Translation Functions & Features
  • The administrator can maintain a list of active currencies and their conversion rates relative to the corporate currency

    The administrator can maintain a list of active currencies and their conversion rates relative to the corporate currency, Currency Translation Functions & Features
  • Users can select a personal currency for use in their opportunities, quotas, forecasts, and reports

    Users can select a personal currency for use in their opportunities, quotas, forecasts, and reports, Currency Translation Functions & Features
  • Users can create opportunities and enter other monetary amounts using any other active currencies

    Users can create opportunities and enter other monetary amounts using any other active currencies, Currency Translation Functions & Features
  • A currency field on each account, contact, lead, opportunity, case, etc. a record can be used to specify the currency to use for all monetary data fields within that record

    A currency field on each account, contact, lead, opportunity, case, etc. a record can be used to specify the currency to use for all monetary data fields within that record, Currency Translation Functions & Features

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Functions and Features