Changing default currency type | ClearPoint Strategy

Changing default currency type

Admin Options

The default currency in ClearPoint is the United States Dollar. This can be changed account wide with the flip of a switch.

Instructions

1) Click on ‘Admin Options’ from under ‘System Settings’.

2) Select ‘Organization and Security’. A new window will open.

3) From the ‘Default Currency’ dropdown menu, selected the appropriate currency.

4) Click ‘Save’.