Install and activate QR Code Compliance
Follow this guide to run the supplied installer and register settings, admin records and PDF hooks. 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.
Where to goAdmin Area → Setup → Modules → QR Code Manager → Activate
Before you start
- 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 you’ll accomplish
Run the supplied installer and register settings, admin records and PDF hooks. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Upload the qrcode module directory.
- Go to Setup → Modules.
- Activate QR Code Manager.
- Go to Setup → Settings → QR Code Compliance.
- Generate a test PDF and confirm QR Compliance Records can be opened.
Fields and options to review
Action scopeRun the supplied installer and register settings, admin records and PDF hooks.
Module version2.1.0
NavigationAdmin Area → Setup → Modules → QR Code Manager → Activate
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- The module metadata version is 2.1.0 and requires CRM 2.9.3 or later.
How to confirm it worked
- 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.
Continue with related guidance
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