Create and edit licence cases
Complete every staff case field, understand generated references and separate case editing from status movement.
Create a staff licence application case
Open a new case and save all required case data.
Open guide →How-to guideSelect the landlord for a new case
Choose the CRM customer that owns the application.
Open guide →How-to guideLink an available property to a licence case
Associate the optional detected property ID.
Open guide →How-to guideUnderstand property-option detection
Know why the linked-property list may differ between installations.
Open guide →How-to guideUnderstand generated licence references
Use the immutable-looking case identifier created at submission.
Open guide →How-to guideEdit licence application case details
Change permitted case fields without assuming the status changes.
Open guide →How-to guideChange a case status through the correct panel
Use Update Status instead of relying on the Edit form current-status selector.
Open guide →How-to guideUnderstand the hidden contact-ID limitation
Know that the supplied admin form exposes no Contact field.
Open guide →How-to guideComplete the Priority field
Choose the operational priority. The code stores the selected text; it does not automatically reorder or escalate cases.
Open guide →How-to guideComplete the Service type field
Enter the professional service being delivered.
Open guide →How-to guideComplete the Licence type field
Enter HMO, selective, additional or another authority licence description.
Open guide →How-to guideComplete the Initial status field
Choose the starting status on creation only; later changes use Update Status.
Open guide →How-to guideComplete the Authority name field
Enter the council or licensing authority.
Open guide →How-to guideComplete the Authority reference field
Enter the reference supplied by the authority.
Open guide →How-to guideComplete the Expected due date field
Use this date for the Overdue KPI when the case remains open.
Open guide →How-to guideComplete the Renewal due date field
Record the known licence renewal date; the supplied module has no scheduler that acts on it.
Open guide →How-to guideComplete the Application summary field
Describe the application scope and current instruction.
Open guide →How-to guideComplete the Landlord-visible notes field
Write only information suitable for the authenticated client.
Open guide →How-to guideComplete the Internal consultant notes field
Record internal handling information; do not place landlord-facing instructions here.
Open guide →