Email and communications
Use the Email Alert Centre
Use this Pixie CRM guide to use the email alert centre. It covers the navigation path, key controls and the checks that confirm completion.
Where to goAdmin Area → Human Resources → Email Alert Centre
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 the email alert centre, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin Area → Human Resources → Email Alert Centre 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: Event key, Subject and merge context, Recipients, Delivery status.
- Work through Use the Email Alert Centre 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
Event key
Subject and merge context
Recipients
Delivery status
Checks before you finish
- Check sender identity and recipients.
- Review template variables and attachments.
- Keep private notes out of customer messages.
- Verify sent or queued status and message 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.