If your company deals with more than one currency then you can relate to some of these common challenges in managing those currencies in your CRM:
- Why can't I import currencies to update them?
- Can I really only update one currency at a time?
- Where do I get up-to-date currency information?
- How can our users see how the exchange rates have changed over time?
If that sounds familiar than Currency Controller is for you. You should check it out. Really.
Highlevel Overview
Automate your CRM Currency Administration. Currency Controller updates currency exchange rates automatically. Background processes check for updates on an ongoing basis so your system is as up to date as possible. Conversion rates for over 160 currencies (including Bitcoin, Silver, and Gold) are pulled and all Active currencies in your CRM are updated.
Historical View
For any record you can can select up to 12 historical dates to view at the same time going back to the year 2000 for most currencies. Also view the past year, last 8 quarters, of even the last 5 years.
Filter by Specific Dates
View History for Any Record
To learn more about this solution go to Currency Controller or search for "currency".
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MTS Related Record Preview
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
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MTS Theme Builder
MTS Theme Builder is a tool that helps you customize themes for your SuiteCRM system. There’s no code needed to create a professional theme with unique colors that works best for you and your team.
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FullContact Integration
The FullContact add-on enables your teams to understand a more complete picture of SuiteCRM Leads, Contacts and Accounts by syncing other available details that help fill in missing gaps of information, creating better profiles for people and businesses.
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