Business Hours
What is the difference between shift hours and business hours?
Business hours define the operational hours of your organization, for example Monday to Friday, 8:00 am to 5:00 pm. If your company operates in different time zones or your employees work different hours, you can create shifts to define their working ...
What are custom business hours and how do I set them?
Zoho CRM provides a list of default business hours that you can set for your organization, for example 24 hours x 7 days and 24 hours x 5 days. However, if your organization's working hours differ from the default business hours, you can set custom ...
How will changing the business hours impact other functions in CRM?
The reason for setting up business hours is so the system knows when a user is available and assign activities appropriately. In CRM, many automated, manual, and scheduled activities depend on the business hours. For example, a workflow notification ...
Can I create more than one shift?
Yes, you can create up to 30 shifts for an organization. To create shifts: Go to Setup > Company Details > Business Hours. Click Create Shift Hours. In the Create Shift Hours page, enter the Shift name. Select the time zone from the drop-down list. ...
How do I assign shifts to the users?
You can only assign one shift to a user at a time. To assign shifts to users: Go to Setup > General > Company Details > Business Hours. Click Create New Shift Hours. Choose Timezone and then Define Shift Days and Hours. Choose users in Assign To. ...
What happens if the shift hour falls outside the organizations business hours?
Yes, whenever you make changes to the business hours you will be alerted if any shift hours fall outside of the new business hours. You will not be allowed to save the new business hours unless the shift hours are altered accordingly. Note: The ...
Can I transfer a user from one shift to another?
Yes, you can transfer a user from one shift to another whenever required. You can also choose whether to transfer the person immediately or later. When you transfer a user the activities assigned to them for their previous shift will be carried ...
Why should I create break hours and how are they assigned to users?
Break hours indicate when a user will be unavailable during their shift time. For example, if a user's shift time is from 8:00 am to 5:00 pm, and their break hours are from 11:30 am to 12:00 pm and 3:30 pm to 4:00 pm. you can avoid scheduling ...
How are holidays defined?
You can create one master holiday list for the entire organization or separate holiday lists for each shift. For example, you can create a separate list of holidays for the US which will only apply to the US shift employees. For every shift you can ...
What does the Mark as Unavailable option in the calendar do?
A user can mark themself unavailable for a particular period of the day or for specific days during the week in the Zoho CRM calendar. This will alert other users if they they to create any event for that user during those hours. To mark yourself as ...
Will I be alerted about a user's unavailability when creating an event?
Yes, you will be alerted if the from and to date or time of the event falls outside of the host's business hours or if the host has marked them self unavailable for those hours, you will see an alert when creating an event. You can reschedule the ...
How can I prevent recurring activities from falling on a non-working day?
When configuring repeating activities, you will have the option to skip weekends, holidays, or non-working days. I. For recurring meetings: If a meeting is repeated at regular intervals, you can skip weekends, holidays, and non-working days If a ...
How to assign an activity to the user based on their availability ?
If your organization has offices across the world, the business hours followed will vary depending on the time zone they belong to. So when you assign an activity to the user it is important to check their availability. Zoho CRM eases this process ...