Understand the five-stage licence process strip

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 visual stage summary as an operational guide rather than a stored status field.

What this guide helps you do

Use the visual stage summary as an operational guide rather than a stored status field. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

1. Go to Admin Area → Licence Applications.
2. Use the displayed strip, counter, search box or case row described by this guide.
3. Go to the matching case when detailed verification is required.

Fields and options

Rules and limits

• The register excludes records with deleted = 1.
• Search is performed in the browser against the loaded table rows.

Check it worked

• Understand the five-stage licence process strip 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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