Customer profile and client portal

Search and page customer-profile Letter History

Use browser-side search and ten-row pagination inside the customer tab.

Audience: CRM staffPermission: Authenticated staff accountModule v1.0.0

Exact navigationAdmin Area → Customers → Open customer → Letter History

Before you begin

Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.

What this guide covers

Use browser-side search and ten-row pagination inside the customer tab. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Exact step-by-step process

Enter text in Search letters.
Review matching row text across the table.
Use Prev and Next to move through filtered rows.
Clear the search to restore all customer letters.

Fields, choices and supported possibilities

Action scopeUse browser-side search and ten-row pagination inside the customer tab.

Module version1.0.0

Exact routeAdmin Area → Customers → Open customer → Letter History

EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Code-backed validations and workflow rules

All customer rows are loaded, then filtered in the browser.
Page size is 10.

Expected result and verification

The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
Any warning, missing file or failed send is investigated rather than bypassed.

Security, privacy and operational checks

Apply least privilege and verify recipient identity before sending or exposing public links.
Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
Test configuration and deployment changes with controlled records before production-wide use.
Interpret email opens and e-signatures according to their documented technical limitations.