Feature Overview
The Currency Symbol setup enables administrators to customize how monetary amounts are displayed throughout TruSales. This allows organizations to configure currency symbols, suffixes, and display preferences to ensure consistent financial data presentation across all reports, dashboards, and analysis views, supporting multi-currency environments and international teams
How It Works
The Currency Symbol Setup interface provides a centralized configuration panel for currency display settings. Administrators can customize the currency symbol (automatically synced from the organization's CRMinstance), add a currency code suffix (such as USD or EUR), and toggle whether to display opportunity amounts in their original currency or convert to the organization's base currency.
The system includes a live preview showing how amounts will appear with the current settings, ensuring administrators can see the impact of their changes before saving.
Use Cases
- For Admins: Configure currency display to match organizational standards and ensure consistent financial data presentation across all TruSales modules.
- For Finance Teams: Customize amount displays to align with accounting practices and improve readability of financial metrics in reports and dashboards.
See It In Action
Requirements
- TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
- Active CRM instance integration properly configured and synced
- Organization currency settings available in CRM instance
- Understanding of organizational currency display preferences
Highlights
- Live preview functionality ensures accurate configuration before saving
- Flexible currency display options support both single and multi-currency organizations
- CRM-synced currency symbols reduce manual configuration and errors
Need Help?
Contact your Customer Success Manager for assistance with currency display configuration or troubleshooting multi-currency setup issues, or TruSales Support if you experience any technical issues with this page.