The Currency field is essential for tracking financial data in Smackdab.ai. Whether you're managing pricing, budgets, revenue, or expenses, this field ensures accuracy, consistency, and easy calculations.
Let’s explore how to configure and customize your Currency field!
Adding a Currency Field
To create a Currency field in Smackdab.ai, follow these steps:
Go to Settings → Navigate to Customization.
Select Modules → Choose the module where you want to add the Currency field (e.g., Deals, Invoices, Orders, Subscriptions).
Choose the Field → Select the field within the chosen module where you want to add a new Currency field.
Click on "New Field" → Select New Field to add or edit field types.
Choose Field Type → Select "Currency" to ensure values are stored and formatted as financial data.
Select a Currency Symbol → Choose the currency format (e.g., USD $, EUR €, GBP £) based on your organization's needs.
Now, let’s customize the field to match your workflow!
Customize Your Currency Field Settings
When setting up your Currency field, you’ll have several customization options.
1. Select One Option to Customize Field Behavior
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Required – If this field is marked as required, it will be highlighted with an asterisk (*), meaning users must fill it out before they can save the record.
💡 Note: If you mark a field as required, it will automatically be included in the Public API and added to the Field Layout. If the field is not required, you will need to manually add it to the Public API and field layout.
Important – While not required, marking a field as Important highlights it with an orange dot, making it stand out so users know it’s crucial to update.
Bulk Edit – Allows users to update this field for multiple records at once, saving time when making mass changes.
Repeater Field – Lets users add multiple Currency entries within the same record, useful for tracking multi-currency transactions, tiered pricing, or segmented budget allocations.
2. Default Value
You can set a predefined currency amount as the default value for this field.
Helps maintain consistency when users create new records.
📌 Example Default Values:
$0.00 (Default for invoice or order fields)
€100.00 (Pre-set minimum transaction value)
3. Placeholder
Think of this as a helpful hint inside the field. It disappears once the user starts typing, providing guidance on what to enter.
📌 Example Placeholder:
"Enter an amount (e.g., $100, €250.50)"
4. Tooltip
A small pop-up message that appears when users hover over the field. This is great for giving extra instructions or context without cluttering the interface.
📌 Example Tooltip:
"Enter a currency value. Decimals are allowed up to two decimal places."
5. Multiple Entity
This allows a field to be used across multiple modules (e.g., Deals, Invoices, and Subscriptions) instead of being limited to just one. Perfect for shared financial data such as pricing, commission amounts, or revenue tracking.
6. Public API
When you enable the Public API option, this field becomes accessible for integration with other applications. This means it can be included in API exports, allowing seamless data exchange between Smackdab.ai and external financial systems.
If the field is marked as Required, it will automatically be added to the Public API and included in the default field layout.
If the field is NOT required, you will need to manually enable Public API access to make it available for integrations.
7. Icon
Assign an icon to visually represent the field, making it easier to recognize and improving user experience.
8. Description
The Description provides clarity on the purpose of this field. A well-written description ensures that both users and AI can interpret the data accurately.
📌 Example Description:
"This field stores currency values such as transaction amounts, pricing, and financial data. It supports decimal values and validation rules to maintain accuracy and consistency across records."
A detailed description helps Smackdab.ai generate insights and use this field for automation and analytics.
Custom Validation Options for Currency Field
To maintain data accuracy and consistency, you can set custom validation rules for the Currency field.
1. Minimum Value Validation
Define the smallest currency amount a user can enter.
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Options:
Greater than (GT) – The amount must be greater than a specified value.
Greater than or Equal to (GTE) – The amount must be at least a specified value.
📌 Example Use Cases:
✅ Minimum transaction value must be at least $10.00 → (GTE: 10.00)
✅ Invoice amounts cannot start below €50.00 → (GTE: 50.00)
2. Maximum Value Validation
Define the largest currency amount a user can enter.
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Options:
Less than (LT) – The amount must be smaller than a specified value.
Less than or Equal to (LTE) – The amount must be at most a specified value.
📌 Example Use Cases:
✅ Payments cannot exceed $10,000.00 → (LTE: 10,000.00)
✅ Discounts should not go over €500.00 → (LTE: 500.00)
3. Only Allow Multiples of Specific Currency Values
Restrict entries to only multiples of specific numbers (e.g., 2, 5, 10, 20).
Users can define which numbers should be enforced.
📌 Example Use Cases:
✅ Pricing can only be in multiples of $5 (e.g., $5, $10, $15...) → (Multiples of: 5)
✅ Transaction amounts must be in multiples of €25 → (Multiples of: 25)
This validation ensures consistency in financial calculations.
The Currency field ensures structured, validated financial data, making it an essential part of any CRM system.
Whether you're managing transactions, tracking budgets, or setting pricing rules, Smackdab.ai’s Currency field gives you complete control over how financial data is entered and validated.
Start setting up your custom Currency field today and optimize your financial tracking!