Symptom / Need

Users creating or editing modules in wolkvox CRM need to add simple, common fields like text, number, date, email, or phone, but are unclear about how to configure them correctly or what additional options they can set.

Context / Scenarios

When creating a module in wolkvox CRM, basic fields are often required to capture essential record information, such as names, contact dates, email addresses, phone numbers, and more. These fields are essential for most forms and must be configured appropriately to ensure data quality and consistency.

Answer (Solution / Recommendation)

The steps and settings available for the most commonly used basic fields in wolkvox CRM are described below:

Text type field

Use: Capture free text such as names, addresses, comments, etc.

Additional settings:

• Minimum length: Minimum number of characters required (minimum 1).
• Maximum length: Maximum number of characters allowed (up to 2500).
• Initial value: Text that will appear by default when creating a new record.

Number type field

Use: Captures numeric values, including negatives.

Additional settings:

• Initial value: Number that will appear by default when creating a new record.

Date type field

Use: Allows you to select a date.

Additional settings:

• Format: You can choose between “YYYY-MM-DD”, “YYYY-DD-MM”, “DD-MM-YYYY” or “MM-DD-YYYY”.
• Auto Date: If enabled, the system will automatically assign the current server date when creating the record.

Time type field

Use: Allows you to select a time in HH:mm:ss format

Additional Settings: No additional fields.

Mail type field

Use: Capture email addresses.

Automatic validation: The system verifies that the entered value is in the format of a valid email.

Additional Settings: No additional fields.

Telephone type field

Use: Capture phone numbers.

Additional settings:

• Call prefix: Number that is automatically prefixed to the entered value.
• Encrypt field: If enabled, you can define how many digits to display (from 0 to 15) and from which side (left or right).

All basic fields include common options such as:

• Field name.
• Field type.
• Required field (switch to make it required).
• Information field (user help text).