Introduction

wolkvox CRM allows you to display custom fields associated with obligations directly in the Managements table of the Collections module. This will allow you to have greater context and traceability of the history of managements performed, improving decision-making and facilitating the comparison between previous and current states of the obligations.

In the wolkvox CRM Collections module, users may need to see additional information in the list of managements, such as custom obligation fields. This is useful for:

• Analyzing the history of managements in greater detail.    
• Comparing the current and previous status of obligations.    
• Making more informed decisions based on specific data.    

This functionality applies only to managements associated with obligations registered in the system.

Configuration

To configure and view custom obligation fields in the list of managements, follow these steps: 

Accessing Module and Field Configuration

1. Go to the "Configuration" section in the left sidebar menu.        
   1. Select the "Customize" tab.            
   2. Click on the "Modules and fields" tab.            
2. Select the "Collections" module.    
3. Within the Collections module, select the "Default" section (represented by a folder icon).    
4. Select the "Actions" tab.    
5. Go to the "Managements" tab.    
6. Use the "Select fields" box to choose which obligation fields you want to display in the "Managements" table. Select the fields you deem relevant for your operation.    
7. Click the "Save" button to apply the changes.    

Displaying Fields in the Managements List

1.  Access the "Collections" module.        
   1. Enter a specific record.            
   2. Go to the "Managements" section.            
2. You can now view the added custom fields as columns in the managements presentation table.