Customers and contacts
Create a customer
Practical Pixie CRM instructions for create a customer, including where to go, what to check and how to confirm the change saved correctly.
Where to goCustomers → New Customer
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 create a customer, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Customers → New Customer 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: Company or individual name, Primary contact, Billing and shipping address, Country, currency and language.
- Then check Customer group, Assigned staff and portal settings. Use verified information and do not fill optional values with placeholders.
- Complete Create a customer 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
Company or individual name
Primary contact
Billing and shipping address
Country, currency and language
Customer group
Assigned staff and portal settings
Checks before you finish
- Search for an existing customer before creating another.
- Verify primary contact and business email before portal access.
- Keep billing and shipping details aligned with the source.
- Review ownership and client-visible permissions after saving.
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.