How to Add Time Zones to Your Sales and CRM Application

Have you ever called a customer at 9:00 AM on the East coast only to find that your customer is on the West coast and its 6:00 AM and you just woke them? This happens all the time.

Many businesses use QuickBase for sales and CRM applications wouldn’t it be great to add the time zone to your QuickBase application? If the customer is in CA it pops up Pacific. It it is NE you get Central. That way you can group your calls based upon time zones and never wake a customer again.

There are two fields used for this process. One is a State/Province field and the second is the Time Zone formula text field that looks at the State/Province field and displays the time zone based upon which state or province is selected.

Linked below are two files. The first is a listing of all the states and provinces in the US and Canada. The second contains a formula that matches the states and provinces with their respective time zones. Copy and paste the contents of the stateprovince.txt file into your State/Province field and the contents of the timezone.txt formula into your Time Zone field.

timezones

Now select any state and province and you will see its respective time zone.

This is also handy for reports. Should you want to list all your customers by time zone just filter your report by your new Time Zone field.

For more information on how you can use the formula Case statement check out Using the formula Case statement.

This post was the inspiration of Joe Acunzo of SoftTech. Joe is a Certified QuickBase Business Consultant and creator of http://sendtoquickbase.com.

Kirk Trachy

QuickBase evangelist, sales engineer and lover of all things possible with QuickBase. Check out Kirk live at one of his daily webinars.

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  • Jorly Pulikil

    It is a good step. I had requested this many times from quickbase. I think quickbase should come up with a solution for getting the time of time zone considering day light savings. (quickbase can do this easily as they have all time zones and they do adjust daylight savings of all zones)

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    This is also handy for reports. Should you want to list all your customers by time zone just filter your report by your new Time Zone field.

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    The Developer Sandbox functionality assists Enterprise customers wishing to make major changes to their applications to do so in a safe and secure manner. Administrators can create a Sandboxed copy of their live applications and apply tests and updates without harming the original live application. When the updates are ready QuickBase provides an integrity check and changes are applied without fear of data loss.

    [Reply]

  • Don Kaiser

    What about states that have two time zones?

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  • Kimberley

    Does this work for Arizona during daylight savings time (as it no longer adheres to Mountain time)?

    [Reply]