Move a case to Renewal reminder active
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
A future renewal reminder state is recorded.
Where to goAdmin Area → Licence Applications → Case → Update Status
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
A future renewal reminder state is recorded. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the intended case.
- In Update Status, select Renewal reminder active.
- Enter a clear status note suitable for the landlord timeline.
- Submit.
- Check the status label and action-required badge.
Fields and options
Status keyrenewal_reminder_active
Landlord action requiredNo
Final statusYes
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/
Rules and limits
- The installed status key is renewal_reminder_active.
- Landlord action required becomes 0.
- Because the status is seeded as final, the update sets completed_at.
Check it worked
- Move a case to Renewal reminder active 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.