How to Add Currency in vTiger

Review on how to add a new currency of your choice on your vTiger website

Depending on your business, you may want to add a new currency on your website. This tutorial will review the process of creating new currencies on your vTiger installation and how to complete that the easier way.

 

To create a new currency on your vTiger website, you first need to log in as administrator. Click on the Settings icon at the top-right corner of the screen and then CRM Settings.

 

Access CRM settings in vTiger

 

Locate the Other Settings section and click on the Currencies option.

 

Access currency manager in vTiger

 

Click on the Add Currency button.

 

Add new currency in vTiger

 

Edit the following options:

 

  • Currency name: Choose the new currency from the drop-down box.
  • Currency code: Enter the currency code (it will be automatically provided).
  • Symbol: Enter the symbol of the new currency (automatically provided).
  • Conversion Rate: Enter the conversion rate of the new currency against USA, Dollars).
  • Status: Click on the check-box to activate the currency on your website.

 

Edit currency details in vTiger

 

Click on Save button to add the currency on your website. The system will automatically process your request, using the details you have entered above.