Maintaining financial accounts in multiple currencies

[shyamal99]

We plan to use SugarCRM Enterprise edition for our CRM needs in the Forex industry. Apart from the normal CRM functions, we need to have additional functionality to:
- Maintain financial account balances and transactions for each customer/account
- Assign currency to each of the financial accounts held by a customer/account

For example if we have SmartCo as a customer, we require to create multiple financial accounts for them in different currencies and the ability to track transactions (credit/debit) and maintain balances.

Is this functionality available in SuragCRM? If not, is there an extension that can facilitate this?

Thanks,
SM

[clint]

It is not built into Sugar specifically, but it is extremely easy to add new fields to an existing screen to track information like this.