Protect internal notes

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

Internal notes must not be copied to client-visible activities/messages.

What this guide helps you do

Internal notes must not be copied to client-visible activities/messages. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

1. Go to Admin Area → Projects & Work → Service Journeys.
2. Find the record, endpoint, field or action used to protect internal notes.
3. Complete the displayed values exactly as described in this guide.
4. Select the available save, submit, send, upload, create, update or confirm action.
5. Return to the related register, portal, activity log or API response and verify the expected result.

Fields and options

Rules and limits

• The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
• Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.

Check it worked

• The protect internal notes workflow completes without a validation, permission, ownership or availability error.
• The related record, portal view, activity entry, notification log or API response shows the expected state.
• Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

• Use controlled test records and non-production credentials before wider rollout.
• Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.

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