Locking a Quote's Currency Rates

When you are actively working on a quote, you may want the currency conversion rates to remain static to prevent confusion and help ensure a smooth path to closing the deal. As of Sugar 14.1, to prevent currency conversion rates from updating prior to closing the quote, you can use the newly added Lock Conversion Rates field! See the Quotes and Quoted Line Items documentation for more details.

Do you want to discuss this tip with other SugarClub members? Do you have your own tips to share? Ask a question or start a conversation in the SugarClub Help Fourms!