Edit customer profile and account information | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/edit-customer-profile-and-account-information
Publisher: Pixie Technologies LLC

How-to guide
Edit customer profile and account information

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 update customer identity, address, website, currency, language and account settings.

Audience: Authorised staff; Feature: Customer; Permission-aware; 

Where to goCustomers (https://pixiecrm.com/help-centre/topic/customer) → Open customer (https://pixiecrm.com/help-centre/topic/customer) → Profile

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Update customer (https://pixiecrm.com/help-centre/topic/customer) identity, address, website, currency (https://pixiecrm.com/help-centre/topic/currency), language and account settings. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Customers (https://pixiecrm.com/help-centre/topic/customer) → Open customer (https://pixiecrm.com/help-centre/topic/customer) → Profile and locate the existing record.

- Check status, activity, related transactions and client (https://pixiecrm.com/help-centre/topic/customer)-visible history before editing.

- Change only the fields required by the current business event.

- Recalculate or recheck dates, totals, tax (https://pixiecrm.com/help-centre/topic/tax), ownership and visibility when those values are affected.

- Save and resolve any validation errors on the same form.

- Refresh or reopen the record and confirm the new value appears in the summary and activity history.

- Notify the customer (https://pixiecrm.com/help-centre/topic/customer) or responsible team only when the edited information changes their action or obligation.

Settings to check

Company or individual nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Primary contactCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing and shipping addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Country, currency (https://pixiecrm.com/help-centre/topic/currency) and languageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer (https://pixiecrm.com/help-centre/topic/customer) groupCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff (https://pixiecrm.com/help-centre/topic/provider) and portal settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Search for duplicates first.

- Use a shared business email (https://pixiecrm.com/help-centre/topic/email) only when appropriate.

- Check contact permissions before sending portal access.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Edit staff profile and status (https://pixiecrm.com/help-centre/edit-staff-profile-and-status)Configure customer contact permissions (https://pixiecrm.com/help-centre/configure-customer-contact-permissions)Add and manage customer contacts (https://pixiecrm.com/help-centre/add-and-manage-customer-contacts)Convert a lead to a customer (https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer)Manage customer billing and shipping addresses (https://pixiecrm.com/help-centre/manage-customer-billing-and-shipping-addresses)