Getting started
Understand record statuses and activity history
A clear Pixie CRM walkthrough for understand record statuses and activity history, with the screen path, field checks and post-save verification.
Where to goOpen any CRM record → Status / Activity
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 understand record statuses and activity history, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Open any CRM record → Status / Activity 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: Record status, Activity event, Actor, Date and time.
- Then check Related record. Use verified information and do not fill optional values with placeholders.
- Work through Understand record statuses and activity history 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
Record status
Activity event
Actor
Date and time
Related record
Checks before you finish
- Confirm the intended Pixie CRM workspace.
- Check profile, timezone and notification preferences.
- Make sure your role exposes the areas you need.
- Complete a low-risk test action and verify activity 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.