Contact Times

Learn how to enter color coded times on a daily and weekly planner.

You can enter contact times for companies and persons, e.g. opening hours or a person’s work hours. These times are color-coded in the daily and weekly planning area to aid you in planning new appointments for a customer using drag&drop.

Contact times must be entered separately for each day of the week. You can enter contact times for the morning, afternoon and other time periods. You need to define both the start and the end of each of these time periods. If you enter an end time that is earlier than the start time, a message is displayed.

You can also enter holiday periods during which a company is closed. These holidays are taken into account when planning visits in Aurea CRM web.

To enter contact times for a company or person:

1. Select New > New Contact Time from the company or person’s context menu.
2. Select the Type and Weekday and enter the contact times in the appropriate fields.
3. You can also enter a responsible rep.

   If reps have been assigned to a customer, your administrator can determine that the contact times entered for the current day for that rep’s customers are displayed under Related Data.