Symptom / Need

Configure automatic clearing of custom fields in the Wolkvox CRM Collections module to ensure that the information is reset every time a new transaction is processed.

Context / Scenarios

Automatic custom field cleaning in the Wolkvox CRM Collections module allows you to customize the deletion of data entered in file and obligation fields. This ensures that the fields are ready to receive updated and relevant information with each new transaction, improving information quality and streamlining workflow.

Answer (Solution / Recommendation)

1. Go to "Settings".
2. Go to Customize ➡️ Modules and Fields ➡️ Collections
3. Select the “Default” tab.
4. In the “Actions” section.
5. Click on "Settings".
6. Activate the "Clear Fields" button (toggle switch).

1. List of file fields to be cleaned:
   • Allows you to choose the custom fields created in the collection record overview.
   • The available fields are configured in: Wolkvox CRM Configuration ➡️ Customize ➡️ Modules and Fields ➡️ Collections ➡️ Fields.
2. List of mandatory fields to be cleaned:
   • Allows you to select custom fields created in the obligations view within a collection record.
   • These fields are configured in: Wolkvox CRM Configuration ➡️ Customize ➡️ Modules and Fields ➡️ Collections ➡️ Default ➡️ Obligations.

Note: Custom fields selected in these lists will be automatically populated each time an agent saves information for a collection record. This way, when an agent initiates a new collection, the fields will be blank, ready to receive updated and relevant information.