Notifications and audit evidence

Understand client-contact notification recipients

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

This guide explains that that active contacts with valid non-empty email addresses are selected.

Audience: CRM staffPermission: View/Edit Licence Applications or email administratorModule v1.0.0

Jump to steps

Where to goCustomer record → Contacts and Licence Applications case

Before you start

Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
Verify module activation and the stated permission before attempting the action.
Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Know that active contacts with valid non-empty email addresses are selected. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to the relevant case or email settings.
Identify the trigger, recipient, subject or audit event described.
Correct contact or SMTP configuration where needed.
Use a controlled new action only after confirming the original record was already saved.

Fields and options

OrderPrimary contacts first

FilterActive contacts with email

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-notifications-audit/

Rules and limits

The model records email outcomes in audit evidence and does not roll back the case transaction solely because email fails.

Check it worked

Understand client-contact notification recipients completes through the supplied module flow.
Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

Use the least-privilege account that has the stated permission.
Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.

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