Understand core CRM hooks used by Courier

This guide explains that which external CRM events update module records. 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.

What you’ll accomplish

Know which external CRM events update module records. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

1. Go to Core CRM event → Courier hook.
2. Check the source record and choose the supported action.
3. Save or submit once, then reopen the record and verify the result.

Fields and options to review

Rules the system enforces

• Use the supported screen and permission; do not bypass validation or edit database records directly.

How to confirm it worked

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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