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System settings and customisation

Run and verify the cron job

Practical Pixie CRM instructions for run and verify the cron job, including where to go, what to check and how to confirm the change saved correctly.

Pixie CRMTask guideUpdated 2026-10-26
Where to goSetup → Settings → Cron Job / Utilities
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 run and verify the cron job, the values worth reviewing and the checks to make after the action.

Follow these steps

  1. Open Setup → Settings → Cron Job / Utilities in Pixie CRM.
  2. Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
  3. Review the controls that matter for this task: Cron command/URL, Schedule, Last run, Status/log evidence.
  4. Complete Run and verify the cron job using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
  5. Save or submit the change and wait for the success or completed state before navigating away.
  6. Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.

Fields and controls to review

Cron command/URL
Schedule
Last run
Status/log evidence

Checks before you finish

  • Change one controlled setting at a time.
  • Check dependencies and module availability first.
  • Preview or test in a low-risk area where possible.
  • Verify navigation, permissions and affected workflow.

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.

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