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.


    Nederlandse Hulpbronnen


      • Recent Topics

      • unable to send email but able to receive email

        my email address is info@securityforceservices.ca
      • Login to server failing

        When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not
      • Configuration failed: 200 response not received for POST request.

        Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error
      • Zoho Migration Assistant not working

        Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,
      • Contacts Missing — PeopleSync/Zoho Mail

        English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.
      • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

        Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,
      • Kaizen #57 - Mass Update API in Zoho CRM

        Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status
      • Getting Attachments in Zoho Desk via API

        Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
      • Pincode based Product Restriction

        we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products
      • Related Lists filter

        I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
      • Standalone custom function not generating logs

        Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
      • Add "Reset MFA" Option for Zoho Creator Client Portal Users

        Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
      • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
      • Creator HTML page refresh

        Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
      • Zoho Desk - Custom Module Related List Columns on Tickets

        I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
      • What is your opinion of the new UI?

        Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
      • What are the OAuth scopes needed to access the Zoho MCP server?

        I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
      • "Temporary Error" in Zoho CRM Data Source sync

        I edited my setup for the Zoho CRM to Zoho Analytics Data Source Import configuration to add some new fields. After I saved the changes, I clicked the (Sync Now) link. After a few minutes I got a Sync failure error. The only reason given is "A temporary
      • Account blocked for IMAP use

        Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
      • Is SMTP included in the free plan?

        My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
      • Zoho mail issue.

        I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
      • My email is blocked from sending

        I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
      • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

        Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
      • cannot recieve or send emails

        we are not recieving or cannot send emails.Shows sysytem error
      • Zoho Sites - contact us form

        I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
      • switching from POP3 to IMAPI do I need to change settings in Web email?

        hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
      • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

        My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
      • Collections Management: #5 Convenience on Offer, using Self-Checkout

        "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
      • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

        Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
      • Tip of the Week #75– Manage your social media messages from a single shared inbox.

        Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
      • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

        The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
      • Using files from Zoho CRM in Gemini/ChatGPT/Claude

        Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
      • Zoho Analytics & Zoho Creator - Modified Time value

        I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
      • Zoho CRM - Option to create Follow-Up Task

        When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
      • Portal For Different Apps

        I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
      • Calls undetected

        Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
      • Unable to Select Authenticated Domain as Sender

        We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?
      • Zoho Projects - Show Task List as dropdown field on Task records

        Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
      • My followed tickets extension is not working under the All departments view

        Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
      • Next Page