Rules

Secret ingredients to quality software

Calendar - Do you set your work hours in CRM and your calendars?

Last updated by Ulysses Maclaren [SSW] on 10 Jun 2021 02:32 am (4 months ago) See History

You should always set your working hours in your Outlook calendar so others knows when you are working, this will help us to do resource scheduling. This is especially important for people who are not working as full time, e.g. part-time, contractors etc.

You can find this setting in File | Options | Calendar Options, it looks like below:

Outlook work hours
Figure: Outlook Calendar options for working hours settings

Once you set this up, you will be able to see the grey area in "Scheduling assistant" so you know what's the best time to book that person.

SchedulingAssistant
Figure: Working hours will be shown in Scheduling Assistant

CRM set work hours 1
Figure: In CRM, Click on the cog in the top right | Personalization Settings

CRM set work hours 2
Figure: Go to the Activities tab | Enter your default work hours

This only allows for times that are the same every day. You should also update the work hours field in your CRM Details Tab.

Prems work hours
Figure: Good example - Only update your work hours if they vary from the usual Mon-Fri, 9-6

Adam CoganAdam Cogan
Ulysses MaclarenUlysses Maclaren

We open source. Powered by GitHub