Review core table extensions
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that that roles, staff and items receive module columns.
Where to goAdmin Area → relevant role/staff/property forms
Before you start
- Use an account with Technical administrator and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Know that roles, staff and items receive module columns. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → relevant role/staff/property forms.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options
Exact actionCheck core table extensions
Exact navigationAdmin Area → relevant role/staff/property forms
Module version1.0.0
Access ruleTechnical administrator
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Rules and limits
- Columns include role_type; staff_type/company_id/staff_identifi/is_approval_manager/require_approvals/mark_public; and many item property fields.
Check it worked
- The supported review core table extensions flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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