Complete Current licence status
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Explain the current application/licence position.
Where to goService Journeys form → Property Licensing
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Explain the current application/licence position. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Service Journeys form → Property Licensing.
- Go to the Property Licensing intake section containing Current licence status.
- Enter or select Current licence status using the supported value described below.
- Continue to the next step or save the current brief so autosave records the value.
- Reopen the brief or review page and confirm the value is shown correctly.
Fields and options
Current licence statusExplain the current application/licence position.
Rules and limits
- The field is stored as part of the current request or intake answer set.
- Leave an optional field blank only when the form permits it; required fields must pass server-side validation.
Check it worked
- The complete current licence status 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.
Related guides
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