Link an available property to a licence case
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Associate the optional detected property ID.
Where to goAdmin Area → Licence Applications → New/Edit Application → Linked property
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
Associate the optional detected property ID. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the form.
- Select the property belonging to the case when it appears.
- Check the address/name label.
- Save and reopen.
Fields and options
RequiredNo
Candidate tablesreal_properties, real_property, realestate_properties, properties
Maximum options500
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- The helper uses the first detected compatible property table and common label columns.
Check it worked
- Link an available property to a licence 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.
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