How-to guide

Complete the initial company setup

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 configure identity, locale, company information, branding and essential operational defaults.

Audience: AdministratorFeature: RecordPermission-aware

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Video walkthroughs for this guide

Follow real application screens at your own pace, with English captions and a matching written guide.

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1:31 English captions

Set your company name in Pixie CRM

Learn how to set your company name in Pixie CRM. Follow the live dashboard and General settings, enter the name, choose Save Settings and verify the saved result.

Chapters & transcript Watch on YouTube

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2:18 English captions

Set company information for invoices and documents

Set your company name, address, country code, phone and document information in Pixie CRM. Follow the live clicks, save the settings and verify the result.

Chapters & transcript Watch on YouTube

2:12 English captions

Set your date format, time zone and language

Configure Pixie CRM localisation settings with live clicks. Choose the date format, time display, default time zone and language, then save and confirm the result.

Chapters & transcript Watch on YouTube

Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Where to goSetup → Settings

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Configure identity, locale, company information, branding and essential operational defaults. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

Go to Setup → Settings using an administrator or appropriately permitted account.
Check the current value and understand which users, records or automated processes it affects.
Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
Save the change and confirm that Pixie CRM reports success.
Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
Document the operational change and use the available reset or rollback option if the result is not correct.

Settings to check

Record title or nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Related customer or recordCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Owner or assigneeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

StatusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

DatesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Notes and attachmentsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

Verify the related record.
Use clear, searchable text.
Check visibility and permissions before saving.
Check whether the result should be visible to a customer contact or only to staff.
Confirm the final status, activity entry, generated document or notification before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.

Browse connected topics:payment check report approval client portal notifications email customers

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