Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency for analytics, reports, and other standard features.

Until now, exchange rates were entered manually. Admins updated them on a schedule, and each record retained the rate from the day it was created. As markets moved, those record-level rates stayed the same while the actual exchange rate changed. Over time, this caused report and analytics data to drift from reality.

With the latest enhancements, you can choose to update exchange rates for currencies automatically, and much more. Let's take a look at them one by one.

What this update offers

1. Automatic exchange rate update for currencies
Choose Automatic or Manual exchange rate update type for each currency.

  • Automatic: The latest option where CRM will automatically update the exchange rate using the data from Open Exchange Rates.
  • Manual: The traditional way of updating the exchange rates manually.

With Automatic, you can set the frequency for updation in Exchange Rate Preferences: 

  • Live Update: The exchange rates are updated once every 30 minutes
  • Daily Update: The exchange rates are updated once a day at the chosen time based on your org’s timezone. 


2. Manual refresh for exchange rate in records (by permission)
If you prefer hands-on control, allow users to refresh the exchange rate of records, and grant profile access for the Refresh Exchange Rate permission. Those users can see a Refresh icon next to the exchange-rate field; clicking it pulls the latest rate from the Currencies tab. 



3. Automatic exchange rate update for records
You can now opt for automatic exchange rate updates for records, by choosing the modules and the preference based on which the exchange rate would be updated—for example, when a record is edited, when any picklist changes, or when a picklist changes to specific values. 

Let’s say your sales team closes a deal in Australia, and the deal amount is captured in AUD. Instead of relying on the exchange rate that was applied when the deal was first created, you can set the Deals module to automatically update the exchange rate when the Stage moves to Closed Won. This ensures the final deal value reflects the most recent exchange rate at the moment the deal is closed without anyone having to refresh it manually.


If needed, you can also choose broader triggers such as updating the exchange rate whenever the deal's moved to a different stage.

This ensures accurate insights for home currency in reports, analytics, forecasts, etc.

4. Exchange rate trends
Every currency gets an exchange rate history graph. This shows the exchange rate changes over time against the home currency, making it easy to understand the past rate and trends. 

You can filter with the pre-defined date based filters, or choose a custom range. We also surface Highest, Lowest, and Average for the period.


5. Currency symbol placement
Set the symbol before or after the value per currency. Your choice appears consistently across your CRM. 

Notes

Points to be noted

  • Live Update runs roughly every 30 minutes.
  • These enhancements are available in the Standard, Professional, Enterprise, and Ultimate editions.
  • The maximum time span you can observe in Exchange Rate Trends is two years.

That's all for the enhancement. Let us know your feedback in the comments below.


Thanks,

Nizamuddin

Alert

P.S. These enhancements are being rolled out in a phased manner and are currently available for users across AU, CN, JP, SA, CA, and EU DCs.





        • Recent Topics

        • Zoho Analytics Export API

          Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

        • Request to Remove LinkedIn Verification from My Emai

          I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

        • Introducing the all-new email parser!

          Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

        • Zoho Projects - Refine Access to Collaboration Menu

          Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect

        • Extracting Images from a Zoho Creator Report into a Pages

          If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

        • Zoho is blocking emails I subscribe to from one sender

          About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

        • How to calculate GST based on "Ship To Address"

          We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

        • I NEED TO NUMBER TO TEXT NO HERE

          =NUMBERTEXT NEEED

        • Auto-fill New Row with Previous Row Values

          rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

        • API question - adding a thread to an existing ticket

          Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

        • Calendar week view: Today + 6

          Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).

        • How to restrict user/portal user change canvas view

          Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

        • How to add to Subforms via Zapier with Zoho Writer?

          I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

        • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

          La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations

        • Collections Management: #6 Realign Customers who gets back In-Term

          Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

        • Zoho Mail IP Blacklist

          I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

        • I can receive but not send emails

          Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

        • The challenge of 24/7 connectivity: Being present and meeting customer expectations

          Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

        • How to download all attachments from inbox, send, other folders in one go

          Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

        • Cannot connect mail accounts to Thunderbird

          Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

        • Alias Email Id already exists

          Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

        • Unable to connect to smtp server, connection timed out

          Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

        • Kaizen #217 - Actions APIs : Tasks

          Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

        • DKIM Verification Failed (Namecheap)

          Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

        • Emails stuck in Queue

          Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

        • Soft Bounce from transational emails from BREVO (Sendinblue)

          I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

        • Getting an error Address not found Your message wasn't delivered

          Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

        • Support Uploading YouTube Videos Longer Than 60 Minutes

          Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

        • Need Faster Help? Try Live Chat Support

          Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

        • Can't deactivate Spell Check

          Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

        • Zoho Toolkit Email Signature Generator

          I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

        • Company Policy Upload - Request All EE to review and sign

          How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

        • Zoho Sign Global Settings vs. Template and Document

          Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

        • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

          Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

        • Zoho IP blocked by SpamCop

          Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

        • Server error when trying to Data > Sort > Custom Sort

          Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

        • To Assign a genrated pdf to a file upload field using delug

          content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

        • TArgets To Accounts (Modules)

          How can i set sale target to Customers (Accounts Module)

        • Breaking barriers with multilingual WhatsApp templates in IM

          Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

        • Next Page