Letter Manager — Customer profile and client portal
Let authorised staff and logged-in customer contacts find their own letters while preserving client_id scoping.
Open Letter History from a customer profile
Open Letter History from a customer profileReview letters linked to one CRM customer inside the admin profile.Admin Area → Customers → Open customer → Letter History
Open guide →GuideSearch and page customer-profile Letter History
Search and page customer-profile Letter HistoryUse browser-side search and ten-row pagination inside the customer tab.Admin Area → Customers → Open customer → Letter History
Open guide →GuideInterpret customer-profile email/read evidence
Interpret customer-profile email/read evidenceReview send, open count, first/last time, detected IP, source and proxy note.Admin Area → Customers → Open customer → Letter History → Email
Open guide →GuideOpen Letter History in the client area
Open Letter History in the client areaAllow a logged-in contact to see letters linked to their customer account.Client Area → Letter History
Open guide →GuideView a letter from the client area
View a letter from the client areaOpen a single customer-linked record after server-side client ownership validation.Client Area → Letter History → View
Open guide →GuideOpen PDF and Verify links from client Letter History
Open PDF and Verify links from client Letter HistoryAccess the generated PDF and public verification page from the customer list.Client Area → Letter History → PDF / Verify
Open guide →GuideUse the standalone Letter Manager portal history
Use the standalone Letter Manager portal historySearch a separate authenticated history page registered by Letter_manager_portal.Client Area → Letter History menu (route letter_manager/letter_manager_portal/letter_history)
Open guide →GuideSearch standalone client Letter History
Search standalone client Letter HistoryUse the exact server-side search fields and retained page query.Client Area → Letter History → Search
Open guide →GuideUnderstand Letter Manager client data isolation
Understand Letter Manager client data isolationConfirm client history and view routes restrict records by the logged-in customer ID.Client Area → Letter History / View
Open guide →