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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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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deletePLUS
Tired of having to delete Contacts and related Activities by hand when deleting Account records? deletePLUS puts you in control of what records are deleted AND which of the related records are deleted. Available from the Accounts, Contacts and Opportunities Actions menu - fully configurable
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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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