Complete the client Urgency or deadline reason field
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Explain any statutory, authority or operational deadline.
Where to goClient Portal → Licence Applications → New Application → Urgency or deadline reason
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
Explain any statutory, authority or operational deadline. 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 Urgency or deadline reason.
- Enter or select the required value.
- Complete the remaining required fields.
- Submit and verify the created case.
Fields and options
FieldUrgency or deadline reason
Payload keyurgency_reason
Supported valueOptional
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-client-application/
Rules and limits
- Explain any statutory, authority or operational deadline.
- The portal controller uses this field when constructing the stored application or application summary.
Check it worked
- Complete the client Urgency or deadline reason 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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