Contact Times

You can enter contact times for companies and persons. Example - opening hours or a person’s work hours.

These times are color-coded in the daily & weekly planning view to aid you in planning appointments when adding an activity for customers using drag&drop.

Contact times must be entered separately for each day of the week. You can enter contact times for the morning in the Morning from/to fields, and for the afternoon in the Afternoon from/to fields. 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 to the Aurea CRM web.

To enter contact times for a company or person:

1. Switch to the desired company or person.
2. Switch to the Contact Time tab under Related Data.
3. Click on (New).
4. Select the Type and Weekday and enter the contact times in the appropriate fields.
5. Save the record.