Create and edit licence cases

Select the landlord for a new case

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 choose the CRM customer that owns the application.

Audience: CRM staffPermission: Create or Edit Licence ApplicationsModule v1.0.0

Jump to steps

Where to goAdmin Area → Licence Applications → New Application → Landlord

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

Choose the CRM customer that owns the application. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to New Application.
Select the intended landlord/customer.
If group tables are unavailable, verify the correct customer because the fallback may list all clients.
Save.

Fields and options

RequiredYes

Preferred filterCustomer groups containing landlord or property owner

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-create-edit/

Rules and limits

The model/controller uses the selected client_id for portal ownership and notifications.

Check it worked

Select the landlord for a new 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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