Create and edit licence cases

Understand the hidden contact-ID limitation

This guide explains that that the supplied admin form exposes no Contact field. 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: Create or Edit Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → New/Edit Application
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What you’ll accomplish

Know that the supplied admin form exposes no Contact field. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Select the landlord/customer.
  2. Do not expect a contact selector.
  3. Use the active customer contacts for email recipients.

Fields and options to review

Payload propertycontact_id
Visible fieldNot supplied
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/

Rules the system enforces

  • The controller accepts contact_id, but the supplied form does not render an input, so it becomes zero/null.

How to confirm it worked

  • Understand the hidden contact-ID limitation completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.