Use the top navigation and second header | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/use-the-top-navigation-and-second-header Publisher: Pixie Technologies LLC How-to guide Use the top navigation and second header Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Move quickly between configured menu groups and understand the administrator-controlled second header. Audience: Staff; Feature: Record; Permission-aware; Where to goTop navigation bar 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 Move quickly between configured menu groups and understand the administrator-controlled second header. 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 - Start from Top navigation bar and open the relevant record or view. - Verify that the record is in the correct status and that you have permission to perform the action. - Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing. - Select the action described by “Use the top navigation and second header” and complete the displayed options. - Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview. - Verify the action and wait for the success message before leaving the page. - Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome. 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)approval (https://pixiecrm.com/help-centre/topic/approval)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)dashboard widgets (https://pixiecrm.com/help-centre/topic/dashboard-widget) Related guides Configure the second header menu (https://pixiecrm.com/help-centre/configure-the-second-header-menu)Use bulk PDF export (https://pixiecrm.com/help-centre/use-bulk-pdf-export)Use the leads Kanban pipeline (https://pixiecrm.com/help-centre/use-the-leads-kanban-pipeline)Understand roles, permissions and visible menus (https://pixiecrm.com/help-centre/understand-roles-permissions-and-visible-menus)Send overdue invoice notices (https://pixiecrm.com/help-centre/send-overdue-invoice-notices) Connected advanced guides Configure administrator navigation with CRM Menu Builder → (https://pixiecrm.com/help-centre/crm-menu-builder-overview) Connected operational guides Theme administrator header styling → (https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-header-bg)