How to customize the currencies in iOS applications of Apptivo?

Updated on October 13, 2020 05:58AM by Admin

The Apptivo app allows you to create opportunities on the customer base currencies. You can create new opportunities from your iOS device with other currencies as well.

Note: The custom currency field and the configuration can be done only on Apptivo’s web version and the updated changes will be reflected in the iOS device.

Steps to follow

  • Login and access the Opportunities app from the Apptivo web version.
  • Click on the More(...) icon and select the Settings.

  • From the Settings page, click on the Customize app and select Master Layout.
  • Drag and drop the currency attribute and rename as the Amount.
Drag and Drop

  • From the Inspector Tab, you can view the Allow Override Toggle.
  • Enable the Toggle and click on the Save button to update the Changes.

  • Once the Custom currency is configured, go to the Business Settings.
  • Select the Currencies from the left navigation panel.
  • On the Currencies page, click on the create button to create a new currency list.
  • Select the Currency from the list and enter the conversion rate.
  • Enable the Status toggle to activate the currency.
Business Settings

  • Now, go to the Opportunity app from your iOS device.
  • Select any opportunity from the list.
Show All

  • Click on the Currency option to view the more currencies list.

  • Select the desired currency and click on the update icon.

  • The selected currency will get updated.