Load active client contacts
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Populate the recipient selector with active CRM contacts that have valid, non-empty email addresses.
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient Source: Clients / Contacts
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide helps you do
Populate the recipient selector with active CRM contacts that have valid, non-empty email addresses. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select Clients / Contacts.
- Select Individual to list contacts or Group to list client groups.
- Search or select the required entries.
Fields and options
Contact labelCompany name followed by contact first and last name where available.
Eligibilitycontacts.active must equal 1 and the email must be non-empty and valid.
Rules and limits
- Inactive contacts and invalid email addresses are excluded by the server directory.
Check it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
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