Use recipient live search
Filter the visible recipient list before making individual or group selections.
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector
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
Filter the visible recipient list before making individual or group selections. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Click in the recipient search field.
- Type part of a displayed company, contact, lead, group or email label.
- Select from the filtered visible results.
- Clear the search to return to the full eligible list.
Fields, choices and supported possibilities
Action scopeFilter the visible recipient list before making individual or group selections.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient selector
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- Only values and transitions exposed by the supplied module code are supported.
- Server-side validation remains authoritative even when browser controls appear to accept a value.
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.