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In this scenario, we need to be able to check for an Accounts free time periods when needed. We will use the Appointments associated with this Account to measure its free time.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type ‘Process Genie’ is created.
- A Quick Button is created on the Account and it is set up to trigger the formula
- The Formula takes 2 custom fields – Start Time Check and End Time Check – and finds all free time periods between Appointments for this Account
- It then outputs this result into the Description field.
Note 1: You will need to create the 2 custom fields beforehand. In this example, we named them new_starttimecheck and new_endtimecheck