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wolkvox CRM 20260830

Written by Jhon Bairon Figueroa

Updated at September 16th, 2026

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Table of Contents

More comprehensive and customizable notes Benefits Considerations Attachment History Benefits Considerations

More comprehensive and customizable notes

Quick notes in modules and customer notes now allow formatting content, making information easier to organize and read. In addition to plain text, bold text, colors, and numbered lists can be used to highlight important data and better structure notes.

 

Benefits

  • Greater clarity and organization of information 
  • Allows highlighting relevant data within a note.
  • Improves the presentation of recorded information.
  • Makes reading instructions and follow-ups easier.

 

Considerations

  • Font size cannot be modified.
  • Available in module quick notes and customer notes.

 

 

 

 

Attachment History

Record history now allows reviewing actions performed on attached files. It records when a file is added, edited, or deleted, providing a more complete overview of changes made to record information.

 

Benefits

  • Greater traceability for record documents.
  • Simplifies tracking changes made by users.
  • Improves control and transparency of information.
  • Makes it easier to identify when documentation was modified.

 

Considerations

Information remains associated with the record history.

 

 

 

 

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