Managing clients in different regions requires customizing their currency and date settings. This article explains how to set regional settings for each client. This means:
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- Regional Accuracy: If you have clients in different regions, you can adjust their currency and date settings to match local standards.
- Precision in Reporting: Customized settings result in more accurate opportunities and reports.
Accessing Regional Settings
To begin configuring settings for a specific client:
- Navigate to the Client Dashboard: Access the client's dashboard where you want to customize settings.
- Click Settings > Regional: This will open the format settings specific to the client.
Enabling Custom Display Format Settings
- Turn on Custom Format Settings: Use the toggle switch to enable custom format settings for this client.
- Select Display Currency: Choose the currency that will be displayed on your reports for this client. This ensures that all financial data is presented in a format familiar to the client.
- Choose Date Format: Select the date format you’d like to use for this client's reports. This is particularly useful if your client is in a region where date formats differ from your default settings.
- Select Fiscal Year Start Date: Choose the start date of the client's fiscal year. This ensures that the Roadmap and all related financial planning are aligned with the client's fiscal year.