Enter an external recipient address
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Store the postal address rendered into the PDF receiver window and exposed only when allowed on public verification.
Where to goAdmin Area → Letter Manager → Dashboard → Manual Entry (External) → Address
Before you start
- Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
- Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.
What this guide helps you do
Store the postal address rendered into the PDF receiver window and exposed only when allowed on public verification. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Enter the full address with meaningful line breaks or comma separation.
- Check the generated PDF receiver block.
- Correct duplicate or misplaced data before formal dispatch.
Fields and options
Action scopeStore the postal address rendered into the PDF receiver window and exposed only when allowed on public verification.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Dashboard → Manual Entry (External) → Address
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.
Rules and limits
- The address field is optional and stored as text.
- PDF helper logic cleans, deduplicates and compresses address parts into a compact receiver block.
Check it worked
- The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
- The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
- Any warning, missing file or failed send is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify recipient identity before sending or exposing public links.
- Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
- Test configuration and deployment changes with controlled records before production-wide use.
- Interpret email opens and e-signatures according to their documented technical limitations.
Related guides
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