Complete the client Preferred contact method field
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to choose how the consultant should contact you.
Where to goClient Portal → Licence Applications → New Application → Preferred contact method
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
Choose how the consultant should contact you. 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 Preferred contact method.
- Enter or select the required value.
- Complete the remaining required fields.
- Submit and verify the created case.
Fields and options
FieldPreferred contact method
Payload keypreferred_contact
Supported valueNo preference, Email, Phone, Portal updates or WhatsApp if available
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules and limits
- Choose how the consultant should contact you.
- The portal controller uses this field when constructing the stored application or application summary.
Check it worked
- Complete the client Preferred contact method 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.
Related guides
Was this guide useful?Your response is stored only in this browser.