This article describes the process of configuring client currency and regional date settings for each of your managed clients. These settings are similar to account-level settings, but instead, they are client-specific. This means:
If you have clients in different regions of the world, you can customize their currency and date settings here
This data can result in more accurate opportunities and reports
Custom format settings
1. Turn on the toggle switch to enable custom format settings for this client.
2. Display currency: Choose which currency will display on your reports for this client.
3. Date: Select the date format you'd like for your reports for this client.