Postal delivery and bulk tracking

Bulk update postal details for selected letters

Apply the same postal fields to multiple currently selected history rows.

Audience: CRM staffPermission: Authenticated staff accountModule v1.0.0
Exact navigationAdmin Area → Letter Manager → Sent Letters History → select rows → Postal Update Selected
Before you begin
  • 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 covers

Apply the same postal fields to multiple currently selected history rows. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Exact step-by-step process

  1. Select the checkbox for each visible letter.
  2. Use Select all visible letters when appropriate.
  3. Select Postal Update Selected.
  4. Confirm the modal shows the selected count.
  5. Enter the common status, courier, tracking code and date.
  6. Save and verify each affected row.

Fields, choices and supported possibilities

Action scopeApply the same postal fields to multiple currently selected history rows.
Module version1.0.0
Exact routeAdmin Area → Letter Manager → Sent Letters History → select rows → Postal Update Selected
EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Code-backed validations and workflow rules

  • Selected IDs are sent as a comma-separated letter_ids value.
  • The controller deduplicates positive integer IDs and performs one where_in update.
  • The same tracking code is applied to every selected record.

Expected result and verification

  • 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.