Getting started
Use global search to find CRM records
Practical Pixie CRM instructions for use global search to find crm records, including where to go, what to check and how to confirm the change saved correctly.
Where to goTop bar → Search
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 use global search to find crm records, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Top bar → Search 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: Search term, Record type, Result context, Record status or owner.
- Work through Use global search to find CRM records 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
Search term
Record type
Result context
Record status or owner
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.