Contracts and documents
Manage contract comments, notes and attachments
Use this Pixie CRM guide to manage contract comments, notes and attachments. It covers the navigation path, key controls and the checks that confirm completion.
Where to goContract → Comments / Notes / Attachments
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for manage contract comments, notes and attachments, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Contract → Comments / Notes / Attachments in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Contract, Comment or note, Attachment, Internal/client visibility.
- Then check Activity history. Use verified information and do not fill optional values with placeholders.
- Complete Manage contract comments, notes and attachments using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Contract
Comment or note
Attachment
Internal/client visibility
Activity history
Checks before you finish
- Check parties, effective dates and renewal dates.
- Review final client-visible content before signature.
- Do not remove signature evidence without approval.
- Confirm signed document and activity trail.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.