Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to plan activities for participants in different time zones

Use the time zone function to plan tasks, calls and other activities with contacts in different time zones. The time zone function is available on the activity page and mini page. To plan an activity with participants in different zones:

1.Add a new record in the [Activities] section and add a participant(s).

2.On the record page, or its mini page, click the timezone_symbol.png button to specify the time zone, where the activity will be held. It can be your current time zone or the time zone of any of the participants.

3.Specify the activity time in the selected time zone.

The system will automatically calculate the time difference and correctly plan the activity in both your and participant's calendar.

Note

To calculate the time difference, use the time zone data specified in the user profile. If no time zone is specified in the user profile, the "Default TimeZone" system setting is used.

The system schedules activities in the local time of each participant. For example, if you want to schedule a call to a contact located in Los Angeles (UTC -8) for 10:00 a.m. Los Angeles local time, and you are located in New York (UTC -5), just specify the contact's local time. A new activity will appear in the calendar of your contact for 10:00 a.m. In your calendar, the activity will be scheduled for 1:00 p.m.

See also

User profile

 

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