Read the case timeline
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 review chronological case events and actor information.
Where to goAdmin Area → Licence Applications → Case → Timeline
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
Review chronological case events and actor information. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case.
- Scroll to the timeline.
- Check the status label, description, actor and date.
- Compare client-visible items in a controlled client session when required.
Fields and options
Admin visibilityAll timeline rows
Client visibilityOnly visible_to_landlord=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/
Rules and limits
- Status updates add timeline rows with the selected status and note.
Check it worked
- Read the case timeline 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
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