Settings: Default Currency
Learn how the Default Currency setting gives the CRM a standard currency to use throughout pricing, documents, and other commercial areas of the system.
Thought Process
The Default Currency setting is there to give the CRM a standard commercial currency to work from. In most businesses, one currency is used most of the time, so it makes sense to let the system treat that as the default.
This helps reduce repeated manual selection and keeps pricing, quotes, and other related output more consistent. It is a simple setting, but it can save time and help prevent confusion where the wrong currency might otherwise be used.
What This Setting Does
Sets a standard currency
The CRM can use one chosen currency as the default starting point for pricing and commercial records.
Saves time
Users do not need to keep selecting the same currency every time if one option is normally used most often.
Keeps things consistent
A default setting helps create a more consistent pricing and document experience across the account.
Can still be reviewed
Even with a default in place, the business can still check whether the chosen currency remains the right one over time.
Simple Walkthrough
- Go to Settings.
- Open the Default Currency section.
- Select the currency that should be used as the account default.
- Save the setting.
- Review pricing or commercial documents if needed to confirm the correct currency is being used.
Getting the Most From This Setting
Choose the currency used most often
Set the currency your business uses most frequently so the default genuinely helps in day-to-day work.
Review it if your commercial setup changes
If the business starts working differently or trades mainly in another currency, revisit this setting to make sure it still fits.