Notifications and audit evidence
Understand recipients, subjects, links, send outcomes and every recorded audit event.
Understand licence application notification triggers
Know when the module attempts professional email updates.
Open guide →How-to guideUnderstand client-contact notification recipients
Know that active contacts with valid non-empty email addresses are selected.
Open guide →How-to guideUnderstand administrator notification recipients
Know that active administrator staff are added where the staff table exposes the admin field.
Open guide →How-to guideUnderstand recipient deduplication
Prevent the same email address receiving duplicate copies.
Open guide →How-to guideUnderstand recipient-specific notification links
Know that administrators receive the admin case link and clients receive the portal/login path.
Open guide →How-to guideRecognise the new-case email subject
Identify case-creation messages.
Open guide →How-to guideRecognise the case-updated email subject
Identify staff detail-update messages.
Open guide →How-to guideRecognise the status-update email subject
Identify workflow movement messages.
Open guide →How-to guideRecognise the document-added email subject
Identify staff or client document events.
Open guide →How-to guideUnderstand notification sender selection
Know how the configured CRM sender address is selected.
Open guide →How-to guideUnderstand email failure behaviour
Know that case/document changes remain saved when email sending fails.
Open guide →How-to guideReview licence application audit events
Use the audit table as technical evidence of actions.
Open guide →How-to guideUnderstand audit actor and network evidence
Know what each audit row can store.
Open guide →How-to guideTroubleshoot skipped licence notification email
Check whether any valid active client/admin recipient existed.
Open guide →How-to guideTroubleshoot failed licence notification email
Check global SMTP and the recorded failure without resubmitting the case action.
Open guide →