Symptom / Need

I need to set up the working hours for my operation in Wolkvox CRM, including working days and holidays, so that the assignment of the estimated closing date for cases correctly aligns with the company's calendar.

Context / Scenarios

Setting up the work calendar in Wolkvox CRM allows you to establish working days and hours, as well as operation holidays. It is crucial to understand that this setup affects the prioritization of cases in the case module, determining the estimated closing date for each one. A well-configured calendar ensures that case deadlines are calculated accurately, excluding non-working days and holidays.

Response (Solution / Recommendation)

To configure the work calendar in Wolkvox CRM, follow these steps:

1. In the left-hand side menu, click on the gear icon (Settings).
2. Click on the "General" tab.
3. Select the "Work Calendar" tab.
   • For each day of the week, set the working hours and activate or deactivate the day using the toggle button.
   • In the "Holidays" field, enter the dates you want to mark as holidays, using the format YYYY-MM-DD and separating them with commas (e.g., 2020-09-30, 2020-10-01, 2024-03-25).
   • Once you have configured the calendar to your liking, click the "Save" button to apply the changes.