Record and review contact consent | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/record-and-review-contact-consent
Publisher: Pixie Technologies LLC

How-to guide
Record and review contact consent

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

Capture opt-in or opt-out evidence for configured consent purposes.

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

Where to goCustomer (https://pixiecrm.com/help-centre/topic/customer) or Lead (https://pixiecrm.com/help-centre/topic/lead) → Consents

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

Capture opt-in or opt-out evidence for configured consent purposes. 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 Customer (https://pixiecrm.com/help-centre/topic/customer) or Lead (https://pixiecrm.com/help-centre/topic/lead) → Consents and select the relevant record or setup list.

- Use search, filters or status tabs to confirm you are working on the intended item.

- Check linked records, activity and permissions before changing status, ownership or visibility.

- Use the available edit, status, reorder, attach, copy or delete action as required.

- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.

- Check the updated state in the list and record view.

- Check (https://pixiecrm.com/help-centre/topic/check) downstream client portal (https://pixiecrm.com/help-centre/topic/client-portal), reporting or automation effects where applicable.

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:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)approval (https://pixiecrm.com/help-centre/topic/approval)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Deactivate or delete a customer safely (https://pixiecrm.com/help-centre/deactivate-or-delete-a-customer-safely)Create a customer (https://pixiecrm.com/help-centre/create-a-customer)Export CRM data (https://pixiecrm.com/help-centre/export-crm-data)Configure GDPR and consent purposes (https://pixiecrm.com/help-centre/configure-gdpr-and-consent-purposes)Use customer reports (https://pixiecrm.com/help-centre/use-customer-reports)