Edit email templates | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/edit-email-templates
Publisher: Pixie Technologies LLC

How-to guide
Edit email templates

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Customise subjects and content while preserving required merge fields and links.

Audience: Administrator; Feature: Record; Permission-aware; 

Where to goSetup → Email Templates (https://pixiecrm.com/help-centre/topic/email)

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

Customise subjects and content while preserving required merge fields and links. 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 Setup → Email Templates (https://pixiecrm.com/help-centre/topic/email) 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

Record title or 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.

Related customer (https://pixiecrm.com/help-centre/topic/customer) or recordCheck 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.

Owner or assigneeCheck 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.

StatusCheck 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.

DatesCheck 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.

Notes and attachmentsCheck 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

- Verify the related record.

- Use clear, searchable text.

- Check visibility and permissions before saving.

- 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:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)approval (https://pixiecrm.com/help-centre/topic/approval)scheduling (https://pixiecrm.com/help-centre/topic/scheduling)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Enable or disable email templates (https://pixiecrm.com/help-centre/enable-or-disable-email-templates)Schedule an estimate email (https://pixiecrm.com/help-centre/schedule-an-estimate-email)Schedule an invoice email (https://pixiecrm.com/help-centre/schedule-an-invoice-email)Review queued email and delivery issues (https://pixiecrm.com/help-centre/review-queued-email-and-delivery-issues)Configure SMTP email delivery (https://pixiecrm.com/help-centre/configure-smtp-email-delivery)