Search for an existing CRM customer
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use live client lookup before creating a linked request.
Where to goAdmin Area → Client Discovery Portal → Create Client Brief → Client
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Use live client lookup before creating a linked request. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Admin Area → Client Discovery Portal → Create Client Brief → Client.
- Find the record, endpoint, field or action used to search for an existing crm customer.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields and options
Workspace or endpointAdmin Area → Client Discovery Portal → Create Client Brief → Client
PurposeUse live client lookup before creating a linked request.
Rules and limits
- The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
- Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.
Check it worked
- The search for an existing crm customer workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Related guides
Was this guide useful?Your response is stored only in this browser.