Timezone Standard Field
Overview
Reps covering large territory often spend needless time checking the local time of a contact before making a call. Spiro added a standard field for Timezone to make outbound calls more streamlined.
Setup
All Spiro organizations have access to the new Timezone fields, but they need to be set a visible by an admin. In order to do this, admins can follow the steps below.
For Contact the level timezone
1) Go into Settings --> Customizations --> Click "Contact."
2) Search for "Timezone."
3) Toggle visibility on for wherever you would like to see the record.
For Company the level timezone
1) Go into Settings --> Customizations --> Click "Company."
2) Search for "Timezone."
3) Toggle visibility on for wherever you would like to see the record.
Timezone on the Contact record
When you create or update a contact with a phone number, Spiro will check the area code of that number to find the appropriate timezone. We look at the "Phone" field first, and if that is blank, we check the "Mobile Phone" field.
Based on the 3 digit area code, we will fill in the appropriate US timezone.
If the auto-calculated timezone does not reflect the actual timezone, you can change it manually. Spiro will not override any changes you make to this field until the phone number is updated again.
Timezone on the Company record
When you create or update a Company with a 4 digit zip code, Spiro will try to find the appropriate timezone. We look at the "Zip Code" field only for Companies. If the auto-calculated timezone does not reflect the actual timezone, you can change it manually. Spiro will not override any changes you make to this field until the zipcode is updated again.