Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the headquarters may not comply with the offices in other timezones. To address this, Zoho CRM lets you create shift hours for different timezones.
For instance, your organization is located in the US and the business hours is 9 am to 5 pm in the US timezone, now if your company extends its services in other countries like Europe, Japan or India, you can create shift hours for these particular timezones. Similarly, if the employees in your organization work at different timings (afternoon shift, morning shift), you can create shifts for their work timings. Additionally, you can also create Holiday Lists for different locations and associate it to shifts.
Use the Business Hours to define the working hours of your organization. Depending on the working hours of your organization, you can choose either 24/7 or 24/5 as the business hour. In addition, if your organization follows different timings on each day or functions on weekends, you can customize the business hours to suit your requirement.
To set business hours
You can create shifts for users who work in different timezones or timings. For instance, if a user works for clients based at the US you can create a shift for the US timezone and assign it to the user. Also, depending on the business exigencies you can transfer an user from one shift to another. While transferring, you can choose to transfer the user immediately or at a later date. If a transfer is scheduled for a later date, you are allowed to select any date up till 6 months.
A) To create shifts
B) To assign shift
You can include the break hours for every shift, that will help know the users unavailbility during a particular shift. It will help you plan the events according to a users availability. Also, if an event is created during the break hours an alert will be thrown notifying about the users unavailability.
Similar to shift hours, you can choose the same or different break hours for each day in a week.Below are few important points you need to consider before defining the break hours:
To add break hours
In Zoho CRM you can create common holidays i.e holidays that are celebrated commonly across the globe called Business holidays and specific holiday lists for users working at different shifts, depending on the geographical location they work for. You can create holiday lists for the current as well as the forthcoming year.
Business holidays are common to all employees across the organization. For example for users working in different shifts, say in US, UK, Germany, etc the business holiday will apply to all users irrespective of their shift. Besides manually adding business holidays, you can use the predefined holiday list for your country from the Suggested Holidays. You can click Suggested Holidays under the Holiday list to auto populate holidays, which can be edited or deleted per your requirement.
C) To clone a holiday list
You can mark yourself unavailable for a particular time of the day in the Zoho CRM calendar, this will ensure that the user is alerted about your unavailability if an event is created for that time.
To mark yourself unavailable
You can assign an event to the user based on their availability. If an event is assigned on a day which is either marked unavailable or not a working day of the user, you will be alerted to reschedule the event to another day. You can either reschedule the event or assign it anyway irrespective of the user's availability.
If an event in your organization repeats at regular intervals, you can skip the weekends/holidays/non-working days. For events that repeat daily you can skip the weekends and holidays. If the event repeats monthly or yearly you can avoid it from repeating on a non-working day of the user.
To repeat event,
If a task gets repeated everyday you can skip the weekends and holidays, similarly if a task is repeated yearly or monthly you can skip the non-business day of the user.
To repeat task,
You can set the workflow rule to trigger either after or before "n" business days/hours to skip non-working day of the user.
To select the date/time,
While creating tasks as an instant action you can choose the due date to skip the non-working days.
To skip non-business days,
Schedule actions can be set to trigger after "n" business days / hours to skip the non-working day of the user.
To skip non-business days,
While defining a task in blueprint transitions you can skip the non-business day of the user, to ensure that the due date is scheduled when the user is available.
To set task due date,
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