Documentation scope

About this help centre

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

This standalone directory documents the confirmed menus, controllers and bundled modules in the Pixie CRM Enterprise CRM v1.1.0 installer.

Coverage

It contains 6,330 connected articles across 54 categories. The guides cover the staff admin area, client portal, sales, finance, projects, tasks, support, reports, privacy, customisation, Accounting & Bookkeeping, Appointments & Scheduling and bundled enterprise modules.

How to interpret paths

Paths use the standard English menu labels confirmed in the installer. A menu may be absent for a user because of role permissions, record assignment, module activation or configuration. Custom menu and theme modules can also change position or appearance without changing the underlying feature.

Standalone operation

No database, framework, CDN, font service or CRM code is required. The help centre can be placed in any web-accessible directory. Search, dark mode, feedback state and navigation run in the browser.

Maintaining the content

When the CRM is upgraded or customised, review the corresponding article, related links and search index. Keep screenshots and customer-specific policy outside this generic installation guide unless they are maintained for every deployment.

Accounting & Bookkeeping documentation

This release includes 124 detailed guides mapped to the supplied Pixie CRM Accounting & Bookkeeping module version 1.4.5. It documents visible menus, permissions, source-to-ledger conversion, optional integrations, banking, reconciliation, bills, checks, budgets, project controls, imprests, claims, approvals and the report centre.

The help centre does not execute accounting actions and does not replace professional accounting, tax or legal advice.

Appointments & Scheduling documentation

This release adds 124 detailed guides mapped to the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. It documents visible menus, permissions, appointment creation and lifecycle, services, providers, company and staff schedules, public and client booking, cancellation and reschedule requests, Google Calendar, Google Meet, Outlook Calendar, ICS files, reminders, recurrence, invoices, feedback, history, widgets and reports.

The help centre explains the module's confirmed workflow without executing appointment, calendar, notification or financial actions.

Human Resource Management documentation

Version 1.3.0 module coverage

This release preserves the previous 418 guides and adds 181 Human Resource Management guides plus 57 Companies House Leads guides, for 656 searchable articles.

Version 3.1.0 module coverage

eCommerce & POS Module documentation

This strict add-only update contributes 595 code-inspected how-to guides across 18 connected topics. Coverage includes all 10 permissions, 13 administrator work areas, 25 module tables, staff POS sales, public checkout, stock, purchasing, order fulfilment, whole-order returns, native invoice payment reconciliation, reports, audit evidence, read-only API access, signed webhooks, SEO, sitemaps and PWA routes.