Recipient directory and selection

Select all visible or clear recipients

Use the bulk selector controls without unintentionally selecting hidden filtered entries.

Audience: CRM staffPermission: Staff loginModule v1.0.0
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector
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

Use the bulk selector controls without unintentionally selecting hidden filtered entries. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Exact step-by-step process

  1. Apply a search filter if only a subset is required.
  2. Select Select All Visible to choose the currently displayed entries.
  3. Select Clear Selection to remove all current choices.
  4. Recheck the Selected count.

Fields, choices and supported possibilities

Action scopeUse the bulk selector controls without unintentionally selecting hidden filtered entries.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.

Code-backed validations and workflow rules

  • Select All Visible acts on the current visible list rather than bypassing the active search view.

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.