Check the declared CRM requirement
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Confirm compatibility before activation.
Where to goAdmin Area → Setup → Modules → Licence Applications
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Confirm compatibility before activation. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to Setup → Modules.
- Find Licence Applications.
- Verify the target CRM meets the declared requirement.
Fields and options
Required CRM2.3.* or compatible later release
Module version1.0.0
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/
Rules and limits
- The supplied hooks/controller enforce this behaviour.
Check it worked
- Check the declared CRM requirement completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
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