Understand bulk-export period limitations
Do not rely on the displayed period/custom-date UI in the supplied version without correction.
Exact navigationAdmin Area → Utilities → Bulk Export → Period
Before you begin
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide covers
Do not rely on the displayed period/custom-date UI in the supplied version without correction. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Review the period choices.
- For production evidence, test the resulting record set rather than assuming the period was applied.
- Use an approved corrected module release if date filtering is mandatory.
Fields, choices and supported possibilities
Action scopeDo not rely on the displayed period/custom-date UI in the supplied version without correction.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Period
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The form names custom fields start_date and stop_date, while the controller reads date-from and date-to.
- The controller does not read the period selection.
- Therefore the supplied UI period/custom range is not reliably applied.
Expected result and verification
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
Important code-backed limitationVerify every exported record range. The displayed period selector is not wired correctly in version 1.0.0.