Add Exclusion Rules (Requires a TimeFinder Module License)

To add a new Exclusion, do the following:

  1. From the Navigation menu select: Tools > TimeFinder > Rules.

  1. The Association rule tab is then displayed by default. Click the Exclusions rule tab to display the exclusion rules form.

  1. Complete the steps below to add a new exclusion rule:

ADD button : Click the ADD button. This will expand the form to show the add Exclusions Rule form.

Exclude : The exclusion type activity defaults to Appointment. Where an alternative activity type is required, click the ellipsis button to show the pick-list. Click on the required option to select it.

Which Contains : Enter in the appropriate exclusion text as required. Fore example:

  1. Appointment : The appointment title
  2. Incoming Phone Call : Area code and phone number call is made from. I.e. The suppliers phone number
  3. Outgoing Phone Call : Area code and phone number call is being made to. I.e. A family members phone number
  4. Email Sent : Suppliers email address
  5. Email Received : Family members email address

CANCEL / SAVE Buttons : Click the SAVE button to commit the Exclusion rule, or click CANCEL to close the form without saving the rule.