This option is a way of ensuring your Users can only call Accounts during their working hours 9-5 based on the timezone you set the Account to be in.
To automatically give Accounts a time zones:
1. Edit the User Profile to set the User's time-zone
To do this you will need to go to Menu > Setup > Users > User Profile, click into the relevant Users and go to the User Details heading. In this heading you will need to set the Time-zone of the User.
2. Use the Assign function to set the time-zone on the each Account
To do this you will need to click the Assign button which is on the Menu Bar to the left:
1. | Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required. |
2. | Select Assign to Autoset Timezone. |
3. | Select the relevant ‘Autoset method’ option from the drop down list. |
Click the Apply button:
It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the Assign. Please be aware that each Assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each Assign.
3. Apply a Query Filter to include this SQL:
To do this you will need to go to the filter, ensure that the Query drop down is set to '-no query-' and select the Edit button to the right. In the popup that appears you will need to name the Query so it makes sense to you what this Query will do and then copy and paste one of the Queries below into the Query Code box. Once you have added that you will just need to save.
In Daylight Savings Time:
hour(now()) + ((GMTDIFF+60)/60) >=9
AND
hour(now()) + ((GMTDIFF+60)/60) <= 17
In Non Daylight Savings Time:
hour(now()) + ((GMTDIFF)/60) >=9
AND
hour(now()) + ((GMTDIFF)/60) <= 17
This will only include those Accounts where the time is between 9am and 5pm in your own time zone.
Note : This SQL is designed to work on the FIVE CRM hosted service which uses the MySQL Database system.