Letter Manager — Setup, version, access and architecture
Install version 1.0.0, verify its schema and storage, open every registered workspace, apply the real access model and understand the routes and hooks that expose Letter Manager.
Letter Manager module overview
Letter Manager module overviewFollow the complete Letter Manager flow from authoring and PDF generation to email, signatures, verification, read evidence, postal tracking and customer history.Admin Area → Letter Manager → Dashboard
Open guide →GuideInstall and activate Letter Manager v1.0.0
Install and activate Letter Manager v1.0.0Run the portable installer, create module-owned tables and storage, then verify the three registered menu pages.Admin Area → Setup → Modules → Letter Manager → Activate
Open guide →GuideRun the Letter Manager schema-version upgrade
Run the Letter Manager schema-version upgradeAllow the module to bring an older Letter Manager database to schema version 1.0.0.Admin Area → any admin page after Letter Manager is active
Open guide →GuideVerify Letter Manager database readiness
Verify Letter Manager database readinessConfirm the history, templates and email-open records required by current features are present.Server/database diagnostics → CRM database → Letter Manager tables
Open guide →GuidePrepare Letter Manager upload storage
Prepare Letter Manager upload storageProvide writable storage for generated PDFs, signature images and optional email enclosures.Server filesystem → CRM root → uploads/letter_manager
Open guide →GuideOpen the Letter Manager dashboard
Open the Letter Manager dashboardUse the main workspace for creating correspondence and managing sent-letter history.Admin Area → Letter Manager → Dashboard
Open guide →GuideOpen Letter Manager Templates
Open Letter Manager TemplatesManage reusable letter subjects and HTML bodies.Admin Area → Letter Manager → Templates
Open guide →GuideOpen Letter Manager Settings
Open Letter Manager SettingsChoose which stored details are exposed on public verification pages.Admin Area → Letter Manager → Settings
Open guide →GuideUnderstand Letter Manager staff access
Understand Letter Manager staff accessApply the actual access model instead of assuming a module-specific capability exists.Admin Area → Letter Manager
Open guide →GuideUnderstand Letter Manager menu and hook integration
Understand Letter Manager menu and hook integrationKnow where the module appears for staff, customer profiles and logged-in clients.Admin Area → Letter Manager; Admin Area → Customers → Open customer → Letter History; Client Area → Letter History
Open guide →GuideUnderstand Letter Manager routes and public endpoints
Understand Letter Manager routes and public endpointsMap staff, client, verification, read-receipt and signature paths without treating technical endpoints as menu pages.Code-backed reference → Letter Manager routes and controllers
Open guide →GuideUnderstand Letter Manager data ownership
Understand Letter Manager data ownershipIdentify records and files created by the module before setting retention, backup or deletion policy.Code-backed reference → Letter Manager installation schema and uploads/letter_manager
Open guide →GuideDeactivate or remove Letter Manager safely
Deactivate or remove Letter Manager safelyPreserve required correspondence evidence before disabling or manually removing the module.Admin Area → Setup → Modules → Letter Manager
Open guide →GuideUnderstand the “Search Clients & Leads” label limitation
Understand the “Search Clients & Leads” label limitationAvoid expecting CRM leads to appear in a selector that the supplied controller populates only from customers.Admin Area → Letter Manager → Dashboard → Search Clients & Leads
Open guide →GuideCheck Letter Manager strict-SQL compatibility
Check Letter Manager strict-SQL compatibilityTest record creation where the installed history schema has non-null audit columns without defaults.Controlled staging environment → Letter Manager → Dashboard → send a test letter
Open guide →