Customer work, connected.

Help & supportMyAccount
Setup, access and permissions

Install and activate Licence Applications

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 create the five module tables and seed 19 default statuses.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Modules → Licence Applications → Activate
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

Create the five module tables and seed 19 default statuses. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Deploy the module through the approved module process.
  2. Go to Setup → Modules.
  3. Activate Licence Applications.
  4. Go to the module register and create a controlled case.

Fields and options

Tablesapplications, statuses, timeline, documents, audit
Seeded statuses19
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/

Rules and limits

  • The activation hook loads install.php and creates missing tables/statuses idempotently.

Check it worked

  • Install and activate Licence Applications 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.

Search the platform, integrations and practical Help Centre guides.

Press Esc to close.Browse every page