Notifications and audit evidence
Understand recipients, subjects, links, send outcomes and every recorded audit event.
Licence Applications
Open guide →GuideUnderstand licence application notification triggers
Know when the module attempts professional email updates.
Open guide →GuideUnderstand client-contact notification recipients
Know that active contacts with valid non-empty email addresses are selected.
Open guide →GuideUnderstand administrator notification recipients
Know that active administrator staff are added where the staff table exposes the admin field.
Open guide →GuideUnderstand recipient deduplication
Prevent the same email address receiving duplicate copies.
Open guide →GuideUnderstand recipient-specific notification links
Know that administrators receive the admin case link and clients receive the portal/login path.
Open guide →GuideRecognise the new-case email subject
Identify case-creation messages.
Open guide →GuideRecognise the case-updated email subject
Identify staff detail-update messages.
Open guide →GuideRecognise the status-update email subject
Identify workflow movement messages.
Open guide →GuideRecognise the document-added email subject
Identify staff or client document events.
Open guide →GuideUnderstand notification sender selection
Know how the configured CRM sender address is selected.
Open guide →GuideUnderstand email failure behaviour
Know that case/document changes remain saved when email sending fails.
Open guide →GuideReview licence application audit events
Use the audit table as technical evidence of actions.
Open guide →GuideUnderstand audit actor and network evidence
Know what each audit row can store.
Open guide →GuideTroubleshoot skipped licence notification email
Check whether any valid active client/admin recipient existed.
Open guide →GuideTroubleshoot failed licence notification email
Check global SMTP and the recorded failure without resubmitting the case action.
Open guide →