Existing-customer correspondence

Create a letter for an existing customer

Follow this guide to generate and attempt to email official correspondence linked to a CRM customer. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Authenticated staff accountModule v1.0.0

Jump to steps

Where to goAdmin Area → Letter Manager → Dashboard → Search Clients & Leads

Before you start

Use an authorised account and confirm the customer, external recipient, template, letter or configuration is the intended one.
Follow the exact route shown above and verify the stored record, generated file and delivery evidence instead of relying on an alert alone.

What you’ll accomplish

Generate and attempt to email official correspondence linked to a CRM customer. These instructions follow the inspected module’s live hook, route, controller, model, installer, PDF helper and view flow.

Follow these steps

Go to the Search Clients & Leads tab.
Select the customer from Select Recipient.
Select a template or enter Subject and Letter PDF Content manually.
Select whether the client must e-sign.
Optionally add an email cover note and one enclosure.
Select Send Letter & Generate PDF.
Check the new row, PDF and email status in Sent Letters History.

Fields and options to review

Action scopeGenerate and attempt to email official correspondence linked to a CRM customer.

Module version1.0.0

Exact routeAdmin Area → Letter Manager → Dashboard → Search Clients & Leads

EvidenceVerify the history row, PDF, email metadata, open evidence, signature, public page, client view or postal fields produced by this flow.

Rules the system enforces

Only the values and actions exposed by the supplied Letter Manager v1.0.0 code are supported.
Browser controls are not a substitute for server-side and operational verification.

How to confirm it worked

The requested letter, template, setting, file or tracking detail is created or updated through the supported route.
The history row, generated PDF, email/send metadata, public verification, signature evidence, client view or postal display agrees with the action.
Any warning, missing file or failed send is investigated rather than bypassed.

Security, privacy and operational checks

Apply least privilege and verify recipient identity before sending or exposing public links.
Protect PDFs, enclosures, signatures, verification URLs, email-open metadata, IP addresses and customer data under organisational policy.
Test configuration and deployment changes with controlled records before production-wide use.
Interpret email opens and e-signatures according to their documented technical limitations.

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