Pixie CRM guide collection
System settings and customisation
Adjust Pixie CRM settings, menus and behaviour carefully, with validation before wider rollout.
Configure general system settings
A clear Pixie CRM walkthrough for configure general system settings, with the screen path, field checks and post-save verification.
Open guide →GuideCreate custom fields
Use this Pixie CRM guide to create custom fields. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideManage installed modules
A clear Pixie CRM walkthrough for manage installed modules, with the screen path, field checks and post-save verification.
Open guide →GuideCustomise the main and setup menus
Customise the main and setup menus in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideConfigure the second header menu
A clear Pixie CRM walkthrough for configure the second header menu, with the screen path, field checks and post-save verification.
Open guide →GuideCustomise theme and interface styling
A clear Pixie CRM walkthrough for customise theme and interface styling, with the screen path, field checks and post-save verification.
Open guide →GuideConfigure company logos and favicon
A clear Pixie CRM walkthrough for configure company logos and favicon, with the screen path, field checks and post-save verification.
Open guide →GuideRun and verify the cron job
Practical Pixie CRM instructions for run and verify the cron job, including where to go, what to check and how to confirm the change saved correctly.
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