Managing currencies in Sugar is a time consuming task. For organizations dealing with multiple currencies keeping this data up to date is crucial. Spend more time managing your sales and automate keeping the currencies up to date with Currency Controller. With our complete package you can compare currencies of any record in Sugar for any date going back nearly 20 years. A convenient calculator dashlet allows of quick conversion of any amount from any currency to any currency for any date since 2000
Features and Benefits
Keep Currency Conversions Updated Automatically
Every version of Currency Controller has a component that reaches out to and grabs the most recent conversion rates based on whichever default currency is set for your CRM. As frequently as every 10 minutes conversion rates for over 160 currencies (including Bitcoin, Silver, and Gold) are pulled and all Active currencies in your CRM are updated. We also insert any new currencies not identified in your CRM already and set to an Inactive status so your list will always be up to date.
View All FeaturesView historical currency conversions for any record in your CRM
With the Currency Controller Complete Package any default or custom module can have a record view dashlet to show conversion for all currency fields. Current system conversions are loaded by default but you can also view historical conversions going back nearly 20 years. Want to see what the conversion was when the Opportunity was created? Simply select the create date and conversions to as many currencies as you like are displayed. There are options to hide curreny fields you would prefer not displayed and show or hide as many active currencies as you would like.
View All FeaturesConvenient Currency Calculator
Currency Controller for Sugar includes a convenient currency calculator that allows users to convert any value from any currency to any currency. Should the need or curiosity arise you can also see what the conversion would have been on any date since 2000
View All FeaturesComplete or Essentials
We offer two packages to suite your needs. 1. The Essentials package will keep your enables currency conversion rates updated as often as every 10 minutes 2. The Complete package includes the conversion rate updates plus dashlets to allow for viewing of historical conversions on any date since January 1st, 2000
View All FeaturesKeep Currency Conversions Updated Automatically
View historical currency conversions for any record in your CRM
Convenient Currency Calculator
Complete or Essentials
We offer two packages to suite your needs. 1. The Essentials package will keep your enables currency conversion rates updated as often as every 10 minutes 2. The Complete package includes the conversion rate updates plus dashlets to allow for viewing of historical conversions on any date since January 1st, 2000Support
Phone Support: (208) 906-0191Support Email: info@jacklasoftware.com
Support Knowledge Base: https://jackalsoftware.com/products/currency-controller-sugarcrm/faq
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