Check the declared CRM requirement
Confirm compatibility before activation.
Exact navigationAdmin Area → Setup → Modules → Licence Applications
Before you begin
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Confirm module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide covers
Confirm compatibility before activation. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Exact step-by-step process
- Open Setup → Modules.
- Locate Licence Applications.
- Confirm the target CRM meets the declared requirement.
Fields, choices and supported possibilities
Required CRM2.3.* or compatible later release
Module version1.0.0
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Code-backed validations and workflow rules
- The supplied hooks/controller enforce this behaviour.
Expected result and verification
- Check the declared CRM requirement completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.