Introduction

wolkvox CRM allows you to configure the automatic cleanup of custom fields in the Collections module to ensure that the information is reset every time a new management action is performed.

The automatic cleanup of custom fields in the Wolkvox CRM Collections module enables the parameterization of data deletion entered in the "file" (expediente) and "obligation" fields. This ensures that the fields are ready to receive updated and relevant information for each new management action, improving information quality and optimizing the workflow.

Configuration

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

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

Note: The custom fields selected in these lists will be automatically emptied every time an agent saves the information for a collections record. In this way, when an agent starts a new management action, the fields will be blank, ready to receive updated and relevant information.