Provide an option to not display cents in dollar amounts in Smart Docs merge documents

MC
MC Member Posts: 82 VERIFIED MEMBER
10 Comments First Anniversary 5 Likes 5 Up Votes
edited December 16 in Ideas and Product Feedback #1

When currency fields are used in merge document templates, the decimal point and cents are displayed. We never want the cents displayed.

The dollar amounts are entered in the CRM as whole dollar amounts (e.g. $15,000) but are displayed with the cents (e.g. $15,000.00) in the populated merge documents.

We are an accounting firm and the cents are never displayed/used in dollar amounts.

Please provide an option to not display the cents.

The easiest approach here would be to, by default, not display the cents if no cents have been entered in the field. For example, if the currency field has 10,000 in it, just display $10,000 in the merge document; but if 999.99 is in the field, then display $999.99 in the merge document.

Hope that makes sense.

This is another example of where Pipedrive needs to refine the features that already exist, and stop adding new features that users don't care about.

1
1 votes

Submitted · Last Updated

Comments