Troubleshoot a client portal route problem
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 the supplied /clients query-string links rather than unavailable public module routes.
Where to goClient Portal → Licence Applications
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 the supplied /clients query-string links rather than unavailable public module routes. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the exact workspace stated above.
- Verify activation, permission, ownership, field validation and supporting service configuration.
- Apply only the corrective action supported by the supplied code.
- Retest with a controlled case.
Fields and options
Working base/clients?license_applications=1
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-troubleshooting-limitations/
Rules and limits
- The supplied module implements or omits the function exactly as described.
Check it worked
- Troubleshoot a client portal route problem 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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