Core CRM security hardening release overview

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

This guide explains the complete security overlay, matched migrations and operational checks included in the core CRM update.

What this guide helps you do

Understand the complete security overlay, matched migrations and operational checks included in the core CRM update. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

1. Use the supported Pixie CRM release or workflow that produces this security control.
2. Check the expected protection through an authorised test.
3. Record the result in the deployment or security audit evidence.

Fields and options

• Core migration 342
• Pixie CRM SaaS migration 040
• Updated future-tenant database seed
• Production runtime overlay

Rules and limits

• Deploy the matched core and SaaS release together.
• Run the supported database upgrade so Core migration 342 and Pixie CRM SaaS migration 040 are applied.
• Verify authentication, token, cookie, session, TLS, header, audit and upload protections before normal use.

Check it worked

• The protection is active without weakening another security control.

Security, audit and troubleshooting checks

• Use the exact authorised account, role and record before saving or sending.
• Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
• Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
• Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

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