Client regional settings

Regional settings you can manage at the client level

These settings are similar to our Global settings article, but instead they are client-specific. This means:

  • If you have clients in different regions of the world, you can customize their settings here
  • This data can result in more accurate opportunities and reports

📘

Clicking the Regional settings for all clients button enables you to set global settings that will apply to all your clients. See Global settings for additional information.

Format

  1. Turn on the toggle switch to enable custom format settings for this client.
  2. Display currency: Choose which currency will display on your reports for this client.
  3. Date: Select the date format you'd like for your reports for this client.