Complete the Landlord-visible notes field
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Write only information suitable for the authenticated client.
Where to goAdmin Area → Licence Applications → New/Edit Application → Landlord-visible notes
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
Write only information suitable for the authenticated client. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the new or edit case form.
- Find Landlord-visible notes.
- Enter or select the value described in this guide.
- Save the case.
- Reopen the case and verify the stored value.
Fields and options
FieldLandlord-visible notes
Payload keylandlord_visible_notes
Supported valueVisible on the client case page
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- Write only information suitable for the authenticated client.
- Case editing writes this field to the application record unless a dedicated workflow rule is stated.
Check it worked
- Complete the Landlord-visible notes 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
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