How to Remove a Currency in SuiteCRM

Removing a currency in SuiteCRM is a straightforward process. Follow the steps below to ensure the currency you wish to remove is successfully deleted from your SuiteCRM instance.

Step 1: Log in to SuiteCRM

1. Open your SuiteCRM instance in a web browser.
2. Log in using an administrative account.

Step 2: Navigate to the Admin Panel

1. Click on your username at the top right corner of the SuiteCRM interface.
2. Select “Admin” from the dropdown menu.

Step 3: Access Currency Management

1. In the Admin panel, find and click on “Currency Management” located under the “Developer Tools” section.

Step 4: Delete the Currency

1. In the Currency Management panel, you will see a list of all available currencies.
2. Locate the currency you wish to remove from the list.
3. Click on the “Delete” icon (usually represented by a trash can) next to the currency you want to delete.

Step 5: Confirm Deletion

1. A confirmation dialog will appear.
2. Confirm that you want to delete the currency by clicking “Yes” or “Confirm” in the dialog.

Step 6: Verify the Removal

1. Refresh the Currency Management page.
2. Check to ensure that the currency is no longer listed.

Important Notes

• Default Currency: You cannot remove the default currency of SuiteCRM. If the currency you are trying to remove is set as the default, you will need to change the default currency first.
• Currency in Use: Ensure that the currency you want to delete is not currently in use in any records. Reassign or delete such records before attempting to remove the currency.

By following these steps, you will have successfully removed a currency from your SuiteCRM instance. If you encounter any issues or need further assistance, refer to the SuiteCRM documentation or contact your system administrator.