Support and knowledge base
Use ticket statuses, priorities and services
Use ticket statuses, priorities and services in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goSetup → Support
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 ticket statuses, priorities and services, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Support 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: Customer contact or email, Department, Service, Priority.
- Then check Subject, Message and attachments, Assigned staff. Use verified information and do not fill optional values with placeholders.
- Work through Use ticket statuses, priorities and services 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
Customer contact or email
Department
Service
Priority
Subject
Message and attachments
Assigned staff
Checks before you finish
- Confirm customer/contact and support department.
- Set priority and service context deliberately.
- Keep internal notes separate from client replies.
- Verify ticket status, assignee and outbound 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.