How can I upgrade my workflow with currency fields?

Are you a current LACRM user? Read this blog post to find out how you can use our new currency fields.
Emma
CRM Coach
at Less Annoying CRM
Updated on:
An example of a currency field in a pipeline report.

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We recently announced a frequently requested product update: currency fields! This field was created with monetary values in mind. You can now easily store and display monetary values in the CRM.

While this is exciting news, if you’re a long-term user, you probably already had a workaround for storing monetary values. While these workarounds are still available, we can help give your custom fields an upgrade!

You might be wondering what the benefits of using this new field are. Why not just stick with what you’re already doing?

  1. No need to manually type in the currency sign every time you use the field - the currency sign is built into this field.
  2. This field can be customized for whatever currency you use. $, ￡, ¥, €, ₹, or any other currency!
  3. Switching to currency fields involves no work on your end - just give us a shout and we’ll take care of the rest!
  4. This field is made for monetary values. With number fields, it wasn’t possible to input special characters. And with text box fields, commas weren’t automatically added when you typed in a large value. Check out the difference below!
A comparison of different field types

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Just reach out to us and let us know what fields you’d like to convert to currency fields. We’ll take care of the rest.

Tags:
Product updates
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Posted on:
September 7, 2022

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