Redesign of the bulk payment upload section in the Collections module

Wolkvox CRM introduces a new design and workflow for bulk uploading payments associated with obligations within the Collections module. This update standardizes the process, aligning it with the structure of other bulk uploads in the platform.

This feature allows you to externally manage payments made on obligations for each collection. The process is done by uploading a comma-delimited CSV file. To facilitate the creation of this file, an "Example" button has been included that allows you to download an Excel template in CSV format with the basic columns (Identification, ID, last_pay_date, accord_description, last_pay). It is crucial that the column names in the CSV file match the field names in the obligations in the collections module for correct data identification. The obligation ID is a key field for linking the payment to the correct obligation.

To access this feature, go to the Collections module, click the '⮟' icon to the right of the "Create Collections" button, and select the "Upload Payments" option.

Important considerations

• The upload conforms to preset file size limits.
• Only the values specified in the uploaded file will be updated, no other information will be modified.
• This process does not perform automatic typing of records.
• The date format accepted in Wolkvox CRM is YYYY-MM-DD (e.g. 2012-03-14).

Benefits

• Greater Efficiency: Allows for mass payment updates, significantly reducing manual time and effort.
• Centralized Management: Facilitates the recording of external payments, keeping collection information updated and centralized in the CRM.
• Process Standardization: The new design and structure align with other bulk upload features, improving consistency and ease of use.
• Error Reduction: By providing a sample file and requiring a specific column structure, errors during data loading are minimized.

New log recording of execution start and end times with the “Query Logs” API

Starting with this update in wolkvox CRM, the query API now generates two logs in the Change Log module in CRM: one at the start of the process execution and another at the end, indicating whether data was retrieved or not. This improvement only applies to queries executed with this specific API (query) and does not affect the other APIs, where logging is performed only when information is inserted or modified.

To go to the official documentation of the API to which this new feature refers, click [ here ].

Benefits

• It allows greater control and traceability of queries made with the API query.
• Facilitates technical auditing and monitoring of API behavior, especially in automated processes.
• Provides greater clarity in integration processes with external systems by explicitly showing when a query starts and ends, even if no records were found.

Implementing field rules for web forms

A new feature has been implemented in wolkvox CRM that allows the creation of field rules for web forms. This feature facilitates the creation of more interactive and dynamic forms, allowing for the configuration of specific conditions based on user needs.

Benefits

• Improved Interactivity: Field rules allow you to create more interactive and dynamic forms, improving the user experience.
• Advanced Customization: Field rules offer greater flexibility and customization when creating forms, allowing you to configure specific conditions and actions based on business requirements.
• Operational Efficiency: By defining field rules, certain actions and validations within the form can be automated, reducing the need for manual intervention and improving operational efficiency.
• Consistency and Accuracy: Field rules help ensure that data collected through forms is consistent and accurate by applying specific validations and conditions based on user input.

The process to implement these rules is done through the following steps

Creating the Web Form

First, you must create the web form using the wolkvox CRM interface. During this stage, you define the fields that will be part of the form.

Editing the web form

Once the form has been created, you can edit it to configure the field rules. This is done by selecting the created form and accessing the editing option.

Rule Configuration

In the "Manage Rules" section, select the primary field you want to apply the rule to. This field will determine the behavior of other fields in the form. Define the action to be executed:

• Show field:
  • Select "Show Field" as the action to perform.
  • Under "Related Fields," select the field(s) you want to display.
  • Under "Value," select the value the parent field must have for related fields to be displayed.
• Make mandatory:
  • Select "Make Mandatory" as the action to be performed.
  • Under "Related Fields," select the field(s) you want to make required.
  • Under "Value," select the value the parent field must have for related fields to become required.
• Change value:
  • Select "Change Value" as the action to perform.
  • Under "Related Fields," select the field(s) whose value you want to change.
  • Under "Value," select the value the parent field must have for the related fields' values to be changed.
  • In "Additional Value," enter the new value you want to assign to the related fields.

Once the rule is configured, click "Confirm" to apply the rule.

Finally, click "Save" to save your changes to the web form.