Utilities

Section: Settings & Administration
URL: /admin/utilities

Overview

Utility tools — bulk operations, maintenance, diagnostics.

Business value

Utility tools — bulk operations, maintenance, diagnostics. The IT admin's toolbox.

• Who uses it: IT admin
• Key benefit: Fewer tickets to support, faster resolution of platform-wide issues.

Typical use cases:

• Bulk reassign tickets after staff departure
• Run a diagnostic on a slow-loading record

At a glance

Accessing this module

From the admin sidebar, navigate to Utilities, or open the URL directly:

/admin/utilities

List view

The list view shows existing utilities records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Utilities from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Activity Log

URL: /admin/utilities/activity_log

The activity log records every significant action performed by staff members — logins, record creates/edits/deletes, status changes, and bulk operations — with a timestamp and the acting user's identity. Use it for security auditing, compliance review, and diagnosing unexpected data changes.

Key actions:

• Browse the log — navigate to /admin/utilities/activity_log; entries are displayed newest-first.
• Filter by user — narrow to a specific staff member to review their recent actions.
• Filter by date range — isolate activity from a particular shift, day, or incident window.
• Export — download the filtered log to CSV for offline analysis or regulatory reporting.

Bulk PDF Exporter

URL: /admin/utilities/bulk_pdf_exporter

The bulk PDF exporter generates PDF files for multiple documents at once — invoices, quotes, contracts, proformas — and packages them into a single downloadable archive. This saves hours of manual one-by-one exporting for month-end statements, audit packs, or customer document bundles.

Key actions:

• Select document type — choose which module's records to export (e.g. Invoices, Proformas, Purchase Orders).
• Apply filters — narrow by date range, status, client, or vendor before generating.
• Generate and download — click Export; the system queues PDF rendering and provides a ZIP download link when ready.
• Schedule for later — large batches may take a few minutes; the page shows progress and notifies on completion.

Pipe Log

URL: /admin/utilities/pipe_log

The pipe log records the raw email messages received and processed by CRMConnect's email-to-ticket (pipe) integration. Each entry shows the sender, subject, timestamp, and whether the email was matched to an existing record or created a new one. Use it to diagnose failed imports, bounce handling, and spam-filter false positives.

Key actions:

• Browse incoming pipe entries — navigate to /admin/utilities/pipe_log for a chronological list of all piped emails.
• Inspect a failed entry — click a row to see the full raw email headers and body alongside the error reason.
• Filter by status — isolate entries that failed to process (e.g. "unmatched sender", "parse error") to identify systemic issues.
• Re-process — if the underlying configuration issue is fixed, use the re-process action to retry the import without asking the sender to resend.

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/utilities