Troubleshoot a missing Goals menu
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Check module activation and Goals: View permission.
Where to goAdmin Area → Utilities → Goals
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
Check module activation and Goals: View permission. 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.
- Verify that your account meets the access rule: Administrator / authorised Goals staff.
- 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
Exact actionTroubleshoot a missing Goals menu
Exact navigationAdmin Area → Utilities → Goals
Module version2.3.0
Access ruleAdministrator / authorised Goals staff
Category/help-centre/category/goals-management/
Topic/help-centre/topic/goals-management-limitations-troubleshooting/
Rules and limits
- The menu is registered under Utilities.
- Quick Create also depends on goal access.
Check it worked
- The troubleshoot a missing goals menu 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.
Related guides
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