Notifications, audit evidence and stored data
Understand professional email triggers, audit records, timestamps, ownership, six installed tables and evidence retention.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand professional notifications
Recognise the case, status, document, proposal and journey triggers that can send client or administrator emails.
Review new-case notifications
Confirm creation messages use the generated reference and appropriate recipient links.
Review case-update notifications
Confirm updates are communicated only where the notification method is called.
Review status-update notifications
Confirm the landlord receives the visible status note and portal link.
Review document-upload notifications
Confirm visible document changes can notify the client.
Review document-deletion notifications
Confirm removal of client-visible evidence is recorded and notified where implemented.
Review proposal-delivery notifications
Confirm the selected recipient receives the PDF and secure native proposal link.
Review accepted-proposal notifications
Confirm onboarding completion creates the expected client/staff evidence.
Review declined-proposal notifications
Confirm the declined state and client action are communicated.
Review proposal-verification failure notifications
Confirm administrators are warned when signature identity cannot be verified.
Resolve email delivery failures
Check global CRM email configuration, recipient validity and module delivery status.
Read central case audit records
Review actor type, actor ID, action, entity context, metadata, IP and timestamp evidence.
Distinguish timeline from audit
Use timeline for case/landlord history and audit for operational evidence.
Understand the six module tables
Recognise applications, statuses, timeline, documents, audit and proposal-version storage.
Understand soft-deleted case retention
Recognise that a soft-deleted application remains stored for evidence and is excluded from active lists.
Understand customer and property ownership
Protect client, contact, property, document and proposal relationships during review and export.