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.

Additional articles to read

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