Security, limitations and troubleshooting

Resolve proposal email delivery failure

Correct SMTP or recipient details and resend the eligible version.

Audience: Compliance administrators, consultants, landlords and authorised client contactsPermission: Administrator or authorised userModule v1.0.0
Exact navigationAdmin Area → Full Compliance Applications
Before you begin
  • Confirm the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide covers

Correct SMTP or recipient details and resend the eligible version. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open Admin Area → Full Compliance Applications.
  2. Locate the record, setting or action used to resolve proposal email delivery failure.
  3. Complete the displayed fields or controls exactly as described in this guide.
  4. Select the available save, submit, update, call, sign, upload or confirm action.
  5. Return to the related register, portal, dashboard or call panel and verify the recorded result.

Fields, choices and supported possibilities

IssueCorrect SMTP or recipient details and resend the eligible version.

Code-backed validations and workflow rules

  • Use the displayed error and actual code prerequisites rather than bypassing ownership or permission checks.

Expected result and verification

  • The resolve proposal email delivery failure workflow completes without a validation, permission or availability error.
  • The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
  • Any client-visible or public result appears only where the code explicitly allows it.

Security, privacy and operational checks

  • Use a controlled test case, contact, extension or website origin before production rollout.
  • Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.