Add notes and reminders to a customer | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/add-notes-and-reminders-to-a-customer
Publisher: Pixie Technologies LLC

Pixie CRM guide
Add notes and reminders to a customer

Keep internal customer notes and set a dated reminder for an assigned staff member.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
CRM workspace → Customers → Customer → Notes / Reminders

Before you start

- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

- Open the intended customer and choose Notes.

- Choose New note, enter Description and save the note.

- For a follow-up, open Reminders and add a reminder for this customer.

- Set Date, Set reminder to and Description. Select email notification only when you want the additional email reminder.

- Submit and check the saved note or reminder against the same customer.

Check the result

- The note remains on the correct customer. The reminder shows the intended staff member and time; a future reminder is not an immediate notification.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance

Create a customer (https://pixiecrm.com/help-centre/create-a-customer)Create and manage reminders (https://pixiecrm.com/help-centre/create-and-manage-reminders)Browse Customers and contacts (https://pixiecrm.com/help-centre/category/customers-contacts)