Open a case from the register
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 use View for case workflow or Edit for case-detail changes.
Where to goAdmin Area → Licence Applications → Case row
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
Use View for case workflow or Edit for case-detail changes. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to Admin Area → Licence Applications.
- Use the displayed strip, counter, search box or case row described by this guide.
- Go to the matching case when detailed verification is required.
Fields and options
ActionsView and Edit, subject to permission
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-register-dashboard/
Rules and limits
- The register excludes records with deleted = 1.
- Search is performed in the browser against the loaded table rows.
Check it worked
- Open a case from the register 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.