Customers and contacts
Add and manage customer contacts
Use this Pixie CRM guide to add and manage customer contacts. It covers the navigation path, key controls and the checks that confirm completion.
Where to goCustomers → Open customer → Contacts
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for add and manage customer contacts, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Customers → Open customer → Contacts in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Contact name, Email, Telephone, Job title.
- Then check Portal access, Email permissions, Active status. Use verified information and do not fill optional values with placeholders.
- Complete Add and manage customer contacts using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Contact name
Email
Telephone
Job title
Portal access
Email permissions
Active status
Checks before you finish
- Search for an existing customer before creating another.
- Verify primary contact and business email before portal access.
- Keep billing and shipping details aligned with the source.
- Review ownership and client-visible permissions after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.