Complete the client Main application summary field
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Give the full instruction and circumstances.
Where to goClient Portal → Licence Applications → New Application → Main application summary
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
Give the full instruction and circumstances. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Sign in and open New Application.
- Find Main application summary.
- Enter or select the required value.
- Complete the remaining required fields.
- Submit and verify the created case.
Fields and options
FieldMain application summary
Payload keyapplication_summary
Supported valueRequired
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules and limits
- Give the full instruction and circumstances.
- The portal controller uses this field when constructing the stored application or application summary.
Check it worked
- Complete the client Main application summary field 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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