Create a staff licence application case
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 open a new case and save all required case data.
Where to goAdmin Area → Licence Applications → New Application
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
Open a new case and save all required case data. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to New Application.
- Select the landlord.
- Complete service type and other relevant fields.
- Select the initial status.
- Save.
- Go to the case and verify the created timeline and notification.
Fields and options
RequiredLandlord and Service type
Generated referenceLIC-YYYYMMDD-XXXXXX
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- Creation adds a case-created timeline event and audit event.
Check it worked
- Create a staff licence application case 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.