Troubleshoot client Letter History
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Resolve missing menu items, empty results or 404 views while preserving client isolation.
Where to goClient Area → Letter History; Admin Area → Customers → Open customer → Letter History
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
Resolve missing menu items, empty results or 404 views while preserving client isolation. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.
Follow these steps
- Verify the client contact is logged in.
- Verify the letter has the correct nonzero client_id.
- Verify the customer profile tab shows the record.
- Verify the requested ID belongs to the logged-in customer.
- Check routes and controller logs without bypassing ownership checks.
Fields and options
Action scopeResolve missing menu items, empty results or 404 views while preserving client isolation.
Module version1.0.0
Exact routeClient Area → Letter History; Admin Area → Customers → Open customer → Letter History
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.
Rules and limits
- Only the values and actions exposed by the supplied Letter Manager v1.0.0 code are supported.
- Browser controls are not a substitute for server-side and operational verification.
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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