Goal form fields and ownership

Set a staff-specific goal

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

Select one active staff member to filter the supported source query and notification recipient.

Audience: CRM staffPermission: Goals: Create or EditModule v2.3.0

Jump to steps

Where to goAdmin Area → Utilities → Goals → New/Edit Goal → Staff member

Before you start

Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
Verify module activation and the stated permission instead of using another staff member’s account.
For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide helps you do

Select one active staff member to filter the supported source query and notification recipient. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

Sign in to the staff admin area and open Admin Area → Utilities → Goals → New/Edit Goal → Staff member.
Verify that your account meets the access rule: Goals: Create or Edit.
Go to the required record or configuration and review its current values before making a change.
Complete the displayed fields or action exactly as described in this guide.
Save, submit, download or confirm the action using the button presented by the module.
Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options

Selectable staffActive records where is_not_staff=0

Notification recipientSelected active staff member

Category/help-centre/category/goals-management/

Topic/help-centre/topic/goals-management-goal-fields/

Rules and limits

Each goal type applies its own added-from, assigned or sale-agent filter.
Check the goal-type guide because ownership semantics differ by source record.

Check it worked

The set a staff-specific goal workflow completes without bypassing the module’s permission and validation checks.
The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

Use least-privilege staff access and do not use another person’s account to reach a hidden action.
Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.

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