Errors, limitations and troubleshooting
Resolve validation, sequencing, ownership, email, upload and cron issues without inventing unsupported functions.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Resolve an inactive module route
Activate the module; controllers return not found when the module is inactive.
Resolve staff access errors
Grant View/Create/Edit as needed.
Resolve create validation errors
Check required type/title/client, valid optional email, maximum lengths and exact dates.
Resolve invalid status/progress
Choose an installed status and progress 0–100.
Resolve stage sequence errors
Complete stages in order.
Resolve missing compliance manager
Select an active manager for stage 2.
Resolve portal visibility
Link the correct customer/contact; clients cannot see unowned journeys.
Resolve missing activity fields
Provide both label and description.
Resolve missing task title
Provide the required title.
Resolve blank message
Enter message content.
Resolve document upload errors
Provide type, supported file/MIME and stay within 10 MB.
Resolve document not found
Check ownership, visible_to_client and record/file content.
Resolve failed notifications
Check recipient, SMTP, sender options, logs and retry timing.
Resolve missing reminders
Confirm CRM cron executes before_cron_run and the module is active.
Resolve unexpected outstanding badge
Only completed_successfully clears the count.
Understand API limitations
The module itself has no standalone API controller; supported portal integration is provided by the separate Proplix Secure API Gateway where installed.
Understand webhook limitations
No outbound webhook manager is supplied.
Understand deletion limitations
No record deletion interface/capability is supplied.
Run production verification
Test each type, public intake, all statuses, six stages, client visibility, documents and notification retries.