Currnecy in shekels

[malkyE]

Hi,

I want to know if thier is an option to use a fileds that it's type is Currnecy and it will be kind of "shekel" and not only "dollar"?

Thanks,

Malky.

[DavidSofer]

In ClayCentral settings you can change the system currency.

[malkyE]

Hi,

Thanks for your answer,

But if i understand - if we changing the system currency it change all the currency to one type.

We want to be able to use "shekel" & "dollar" simultaneously, some places "Shekel" and other place "$' etc.

is it posobile?

Thanks,

Malky.

[DavidSofer]

We don't provide specific built-in features for multiple currencies yet, but you can support multiple currencies using generic features and we have done so several times with other customers. For example, use a custom table for currency rates, a linked field or lookup list for selecting a currency, an automation rule for finding/converting currency rates, and of course a numeric field or a calculated field for fields in another currency. Each implementation is different because of specific customer requirements but this is the basic approach we use.

[malkyE]

Hi,

Thanks again.

I'm tring what you suggested to me.

but, the '

[DavidSofer]

What does 'not clear' mean exactly?

When you post in the forum, you have an "Upload Attachment" tab underneath.

[malkyE]

Hi,

you can see in the attacment what i ment.

in the secound row we having the euro symble - look how it's look.


Regards,

Malky.

[DavidSofer]

The Euro symbol poses a special problem with non-Unicode systems because it was introduced later and it was crammed into the standard character set (at char 128) as a patch. What this means is that In non-unicode systems, it will only display as the Euro sign if your default Windows codepage is relevant.

I.e. to make it appear properly in Digital-Clay, go to the Regional Settings/Advanced/Language for non-Unicode programs and select an English-speaking/Latin/European country. If you do this however, the shekel symbol may not appear correctly, and you won't have support for Hebrew.

[malkyE]

Hi,

I'm tring to work with a table for currncy symble.

I'm having some problems:

I created a table for the "currncies"
We are having a group table and a customer table, that are linked together (via the group).
For each of thoese tables I created a customet field "currncy symble" that linked to the "currncy" table.
I made an automation that when we are having a new customer that we didn't selected to him a "currncy simble" so he will get the "currncy symble" from the "group" table.
I want to do an automation that when we are selecting (either for the first time or chanching) a "currncy symble" for a group the field "currncy symble" in the "customer" table will change to it.

How do I do that?

Thanks,

Malky.

[ZevToledano]

It depends on how the Group and Customer tables are linked. If the linked field is in the Group, then you have a problem because there may be many Groups per Customer and the Automation will only take the first Group:Currency it finds.

Assuming the linked field is in the Customer, and you want to copy the Currency from Group to Customer, then you need two automation handlers:

1. On Customer add/change, filter on Customer:Currency=None and Group:Currency isn't None, Set Linked Field action: OwnTable:Currency=Group:Currency

2. For the reverse when a Group currency is set, there's a challenge in that you only want to set the linked Customers with no currency whereas there may be some with a currency and some without. I would split this into two automations: In the first, you detect when a Group has its currency set using filters, and then you would change any dummy field in all of its linked Customers. This, in turn would trigger event handler #1 which would set the Customer:Currency as needed per Customer.

I hope this helped. Obviously I can't go into even more detail than this but if you need more help, feel free to talk to your Digital-Clay representative about either integration work or training.