Create and edit licence cases

Understand the hidden contact-ID limitation

Know that the supplied admin form exposes no Contact field.

Audience: CRM staffPermission: Create or Edit Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → Licence Applications → New/Edit Application
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

Know that the supplied admin form exposes no Contact field. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Select the landlord/customer.
  2. Do not expect a contact selector.
  3. Use the active customer contacts for email recipients.

Fields, choices and supported possibilities

Payload propertycontact_id
Visible fieldNot supplied
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/

Code-backed validations and workflow rules

  • The controller accepts contact_id, but the supplied form does not render an input, so it becomes zero/null.

Expected result and verification

  • Understand the hidden contact-ID limitation 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.