Support and knowledge base
Configure support departments
Configure support departments in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Support → Departments
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 configure support departments, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Support → Departments 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: Department name, Department email or routing, Assigned staff, Active or visibility state.
- Complete Configure support departments 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
Department name
Department email or routing
Assigned staff
Active or visibility state
Checks before you finish
- Confirm customer/contact and support department.
- Set priority and service context deliberately.
- Keep internal notes separate from client replies.
- Verify ticket status, assignee and outbound history.
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.