Load active client contacts
Populate the recipient selector with active CRM contacts that have valid, non-empty email addresses.
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient Source: Clients / Contacts
Before you start
- 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 helps you do
Populate the recipient selector with active CRM contacts that have valid, non-empty email addresses. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select Clients / Contacts.
- Select Individual to list contacts or Group to list client groups.
- Search or select the required entries.
Fields and options
Contact labelCompany name followed by contact first and last name where available.
Eligibilitycontacts.active must equal 1 and the email must be non-empty and valid.
Rules and limits
- Inactive contacts and invalid email addresses are excluded by the server directory.
Check it worked
- 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.
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