Installation, access and lifecycle

Install and activate QR Code Compliance

Run the supplied installer and register settings, admin records and PDF hooks.

Audience: CRM staffPermission: Administrator / module management accessModule v2.1.1
Exact navigationAdmin Area → Setup → Modules → QR Code Manager → Activate
Before you begin
  • 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 covers

Run the supplied installer and register settings, admin records and PDF hooks. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Exact step-by-step process

  1. Upload the qrcode module directory.
  2. Open Setup → Modules.
  3. Activate QR Code Manager.
  4. Open Setup → Settings → QR Code Compliance.
  5. Generate a test PDF and confirm QR Compliance Records can be opened.

Fields, choices and supported possibilities

Action scopeRun the supplied installer and register settings, admin records and PDF hooks.
Module version2.1.0
NavigationAdmin Area → Setup → Modules → QR Code Manager → Activate
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.

Code-backed validations and workflow rules

  • The module metadata version is 2.1.0 and requires CRM 2.9.3 or later.

Expected result and verification

  • 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.