Scheduling Calls with Office Best Times
To help users schedule calls for times when HCPs are most likely to be available, Office Best Times display when users schedule a call by dragging an account onto the My Schedule Week View or Map View calendar, or when users reschedule calls in either view.
Who can use this feature?
- End Users (Browser, iPad)
- Users do not require an additional license
Configuring Office Best Times in My Schedule for
End Users
To configure this feature, ensure Configuring Call Planning is complete.
For Office Best Times to display for an account, Office Best Times must be captured on the account’s address record. For information on capturing Office Best Times, see Using Office Best Times for Accounts.
Using Office Best Times in My Schedule as
End Users
To view Office Best Times in My Schedule, drag an account card towards the calendar or drag an existing call to another time slot. Gray shading indicates times outside of the account’s Office Best Times.
