Email and communications
Review queued email and delivery issues
Practical Pixie CRM instructions for review queued email and delivery issues, including where to go, what to check and how to confirm the change saved correctly.
Where to goSetup → Email Templates / Email queue
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for review queued email and delivery issues, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Email Templates / Email queue in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Recipient, Subject, Queue/delivery status, Attempts or error.
- Then check Queued/sent time. Use verified information and do not fill optional values with placeholders.
- Work through Review queued email and delivery issues using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Recipient
Subject
Queue/delivery status
Attempts or error
Queued/sent time
Checks before you finish
- Check sender identity and recipients.
- Review template variables and attachments.
- Keep private notes out of customer messages.
- Verify sent or queued status and message history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.