Set the Currency and Rate Card on the Client instead of the Quote

Use this method to set the client's preferred currency and rate card, so that when you create a quote for the client, the client-facing figures are automatically shown in the client's base currency. In this procedure, US dollar and the US Dollars rate card are used as the example currency and rate card, respectively.

To set up a client's foreign currency and rate card, complete the following steps:

1. Click Menu > Contacts > Contacts and select the client from the tree structure in the left pane of the page.
2. Choose USD from the Rate Card drop-down in the right pane of the page. This example assumes that the TrafficLIVE administrator created the USD rate card in the Admin area.
3. Choose US Dollar from the Preferred Foreign Currency drop-down in the right pane of the page. This is a fixed list of currencies that are provided with TrafficLIVE; it is not user-defined.
4. Click . When you create a quote for the selected client, the appropriate conversion preferences are already provided by the client's record, so the correct information appears in the Add/Edit Quote or Quotes page.