The Currency field is a numeric field type that formats the number as a currency value. It can be used in Formula and Rollup fields to calculate and summarize monetary values.
SmartSuite supports all major currencies, which can be selected by Solution Managers when adding or modifying fields to Tables.
Adding a Currency field
From Grid View
From Grid View
Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."
Select "Currency" and a window will open to configure the field. You can search the name for a quick find.
From Record View
From Record View
The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.
See a Currency field being added in Edit Record View below:
Just like with Numeric fields, Solution Manager can select the precision to display in currency fields. The default precision is $1.00.
Allowing negative values is useful when tracking financial results, and Solution Managers can set currency field values as required.
Examples of Use
Track Estimated Value of Sales Opportunities
The Sales CRM solution available in the SmartSuite Solution Library allows sales teams to track the estimated and actual contract values of sales opportunities associated with an account.
Rollup Total Contract Value of All Sales Opportunities for an Account
Continuing from the example above, multiple sales opportunity records can be associated with a single account in the Sales CRM solution. The actual contract value is recorded for each opportunity and a Rollup field in the account table totals the contract value for the entire account.
