{"version":2,"brand":"pixiecrm.com","published_count":7877,"entry_count":7877,"derived_count":0,"entries":[{"title":"Pixie CRM Help Centre","summary":"Learn how to use Pixie CRM: find setup instructions, customer and sales workflows, finance, HR, integrations and troubleshooting.","category":"Help Centre","url":"https://pixiecrm.com/help-centre/","keywords":"","type":"directory"},{"title":"About this help centre","summary":"Learn how the Pixie CRM Help Centre structures task-led guides, preserves product evidence and helps users follow exact workflows safely.","category":"Help Centre","url":"https://pixiecrm.com/help-centre/about","keywords":"","type":"guide"},{"title":"Accept an assigned job","summary":"Record driver/operations acceptance.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/accept-an-assigned-job","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Accept data-processing consent","summary":"Select consent_data_processing before submission when required.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/accept-data-processing-consent","keywords":"public tenant application consents invited applicant applications and invites v1.0.0","type":"guide"},{"title":"Accept or acknowledge a supplier job","summary":"Choose the supported accepted/acknowledged status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/accept-or-acknowledge-a-supplier-job","keywords":"portal open update status authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Accept referencing and credit-check consents","summary":"Select consent_referencing and consent_credit_check as applicable.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/accept-referencing-and-credit-check-consents","keywords":"public tenant application invited applicant applications invites v1.0.0","type":"guide"},{"title":"Accept the QR electronic-signature declaration","summary":"Provide the exact consent required to create a binding locked receipt.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/accept-the-qr-electronic-signature-declaration","keywords":"2.1.0 public page scanning and signing","type":"guide"},{"title":"Accounting & Bookkeeping module overview","summary":"Understand the complete Pixie CRM Accounting & Bookkeeping workspace, its menu structure and how operational CRM records become double-entry accounting transactions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/accounting-bookkeeping-overview","keywords":"administrators finance managers authorised staff any permission each submenu has own foundations report mapping approval to","type":"guide"},{"title":"Use Accounting budget reports","summary":"Compare saved Accounting budgets with actual ledger results using overview, variance and performance reports.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/accounting-budget-reports","keywords":"finance managers view approvals report profit-and-loss britixo how to","type":"guide"},{"title":"Accounting budgets overview","summary":"Plan monthly, quarterly or annual Profit & Loss or Balance Sheet amounts and compare budget with actual Accounting results.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/accounting-budgets-overview","keywords":"finance managers view approvals report chart-of-accounts approval britixo how to","type":"guide"},{"title":"Use Accounts Payable ageing reports","summary":"Review unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/accounts-payable-ageing-reports","keywords":"/ detail finance staff view report vendor payment purchase britixo how to","type":"guide"},{"title":"Use Accounts Receivable ageing reports","summary":"Review unpaid customer balances by age in summary and detailed invoice views.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/accounts-receivable-ageing-reports","keywords":"/ detail credit control finance staff view report payment credit-note britixo how to","type":"guide"},{"title":"Activate and upgrade the Courier module safely","summary":"Use the supported activation and version-upgrade flow so required tables and options exist.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/activate-and-upgrade-the-courier-module-safely","keywords":"admin area setup modules administrator access navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Activate, deactivate or delete an account safely","summary":"Control future use of a ledger account while protecting posted history and mapped workflows.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/activate-deactivate-or-delete-an-account","keywords":"lifecycle chart accounts finance administrators edit registers chart-of-accounts mapping report britixo how to","type":"guide"},{"title":"Activate or disable an appointment service","summary":"Control whether a service can be selected for new bookings without removing historical appointment references.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/activate-disable-service","keywords":"active state services edit staff who manage and provider assignment booking-form security britixo booking providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Activate Mailbox Exchange locally","summary":"Create required tables/options through the supported module activation flow.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/activate-mailbox-exchange-locally","keywords":"setup access and navigation admin area modules administrator users loads install.php creates/updates module-owned schema defaults. external licence marketplace","type":"guide"},{"title":"Activate MTD for an authorised SaaS tenant","summary":"Use the existing SaaS tenant module lifecycle so install.php runs inside the tenant runtime without direct database commands.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/activate-mtd-for-an-authorised-saas-tenant","keywords":"making tax digital uk vat income accounting accountant agent return","type":"guide"},{"title":"Activate or deactivate a Mailbox Exchange account","summary":"Control active processing while preserving history.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/activate-or-deactivate-a-mailbox-exchange-account","keywords":"accounts credentials and shared access admin area open edit users on/off inactive are not selected by cron sync. deactivation retains","type":"guide"},{"title":"Activate or deactivate a message category","summary":"Control availability without deleting.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/activate-or-deactivate-a-message-category","keywords":"templates categories and automatic replies admin area activate/deactivate edit users deactivation preserves existing references. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Activate or deactivate an email template","summary":"Control composer availability.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/activate-or-deactivate-an-email-template","keywords":"templates categories and automatic replies admin area activate/deactivate edit users only active offered. deactivation preserves record. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Activate or deactivate estate-agent staff","summary":"Change the staff active status through the supported status action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/activate-or-deactivate-estate-agent-staff","keywords":"admin area property operations my real_estate_agent_staff edit companies and v1.0.0","type":"guide"},{"title":"Activate or suspend a staff access assignment","summary":"Change the status of an existing role assignment without deleting its history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/activate-or-suspend-a-staff-access-assignment","keywords":"resources admin area exact navigation governance assignments module v1.3.0 how to","type":"guide"},{"title":"Activate or suspend portal access","summary":"Change an employee portal-access record between active and suspended.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/activate-or-suspend-portal-access","keywords":"resources admin area exact navigation governance register module v1.3.0 how to","type":"guide"},{"title":"Activate the e-Invoice module","summary":"Create the default module options and register Finance settings, sales buttons and bulk-export capability.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/activate-the-e-invoice-module","keywords":"1.0.0 admin area setup modules permissions","type":"guide"},{"title":"Add a bank transaction from a feed","summary":"Create a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/add-a-bank-transaction-from-a-feed","keywords":"banking feeds staff and reconciliation payment expense chart-of-accounts double-entry britixo how to","type":"guide"},{"title":"Add an email-only cover note to a client letter","summary":"Include a highlighted sender message in the email without changing the official PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/add-a-client-letter-email-cover-note","keywords":"v1.0.0 admin area dashboard search clients leads / existing-customer correspondence pdf templates e-signature verification read receipt postal tracking portal","type":"guide"},{"title":"Add a courier expense","summary":"Record an approved operational cost and link it to job/driver/vehicle where applicable.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/add-a-courier-expense","keywords":"admin area finance expenses manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Add a DC or SO reference","summary":"Enter the delivery-challan or sales-order reference used to connect the Bilty to upstream operational records.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/add-a-dc-or-so-reference","keywords":"creation and drafts dashboard step 1 how britixo transport logistics","type":"guide"},{"title":"Add a FAF note","summary":"Record an internal note against the request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-faf-note","keywords":"admin area request open notes purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Add a general Purchase note","summary":"Create a note against a supported purchase record.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-general-purchase-note","keywords":"admin area open record notes capability of the related files comments and crm links v1.7.9","type":"guide"},{"title":"Add or edit a manual register transaction","summary":"Record a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/add-a-manual-register-transaction","keywords":"senior staff create chart of accounts and double-entry chart-of-accounts journal-entry britixo how to","type":"guide"},{"title":"Add a payment to a purchase order","summary":"Record a PO payment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-payment-to-a-purchase-order","keywords":"admin area open payments purchase_orders capability and purchase-order status where applicable orders delivery v1.7.9","type":"guide"},{"title":"Add a PO payment linked to a purchase invoice","summary":"Record payment with the linked invoice flow.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-po-payment-linked-to-a-purchase-invoice","keywords":"admin area order open payments purchase_orders capability and purchase-order status where applicable orders delivery v1.7.9","type":"guide"},{"title":"Add a property group","summary":"Create a new group from the property form when the quick-add action is available.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-a-property-group","keywords":"admin area operations properties new/edit real_property or edit core details and media v1.0.0","type":"guide"},{"title":"Add a Purchase comment","summary":"Create a comment on a supported preview/detail page.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-purchase-comment","keywords":"admin area open quotation/order/contract comments capability of the related record files notes and crm links v1.7.9","type":"guide"},{"title":"Add a purchase-contract comment","summary":"Record discussion on the contract.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-purchase-contract-comment","keywords":"admin area contracts open contract comments purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Add a purchase-contract note","summary":"Record an internal note.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-purchase-contract-note","keywords":"admin area contracts open contract notes purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Add a purchase-invoice note","summary":"Record an internal note.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-purchase-invoice-note","keywords":"admin area invoices open invoice notes purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Add a purchase-invoice payment","summary":"Record payment amount/mode/date through the invoice payment form.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-purchase-invoice-payment","keywords":"admin area invoices open payments purchase_invoices capability and status where applicable v1.7.9","type":"guide"},{"title":"Add a school, landmark or hospital option","summary":"Use the respective quick-add modal/action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-a-school-landmark-or-hospital-option","keywords":"admin area property operations properties new/edit nearby places real_property create edit core details and media v1.0.0","type":"guide"},{"title":"Add a vendor contact","summary":"Create an authenticated or non-authenticated contact under a vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-a-vendor-contact","keywords":"admin area vendors open contacts new purchase_vendors capability and administrators v1.7.9","type":"guide"},{"title":"Add an address-history record","summary":"Enter a previous/current address history row.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-an-address-history-record","keywords":"client portal renter profile authenticated contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Add an employee document from the Employee Record Centre","summary":"Open the existing Secure Documents workflow from the v1.3.0 employee Documents tab.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/add-an-employee-document-from-the-record-centre","keywords":"resources hrm admin area select upload new employee-document-versioning","type":"guide"},{"title":"Add an employee payroll draft item","summary":"Add an earning, deduction, pension or adjustment item to an open payroll period.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/add-an-employee-payroll-draft-item","keywords":"resources admin area exact navigation controls module v1.3.0 how","type":"guide"},{"title":"Add an external integration reference","summary":"Store an optional CRM, ERP or order reference for reconciliation with an external system or API workflow.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/add-an-external-integration-reference","keywords":"vehicles drivers brokers and references dashboard step 3 how to britixo transport logistics","type":"guide"},{"title":"Add an external-letter email cover note","summary":"Include a sender message in the email body but not the PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/add-an-external-letter-email-cover-note","keywords":"v1.0.0 admin area dashboard manual entry external / external-recipient correspondence pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Add an HR permission rule","summary":"Connect a role to an implemented HR permission key and access level.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/add-an-hr-permission-rule","keywords":"resources admin area exact navigation governance module v1.3.0 how","type":"guide"},{"title":"Add an income source","summary":"Enter income_type, amount and income_frequency.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-an-income-source","keywords":"client portal renter profile sources authenticated contact rent requests profiles v1.0.0","type":"guide"},{"title":"Add an occupant or person","summary":"Record another person who will live with the renter.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-an-occupant-or-person","keywords":"client portal renter profile occupants authenticated contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Add an order-return activity entry","summary":"Record module activity for the return.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-an-order-return-activity-entry","keywords":"admin area order returns open return purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Add and manage customer contacts","summary":"Create portal-enabled contacts, assign email permissions and control contact status.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/add-and-manage-customer-contacts","keywords":"portal access open authorised staff","type":"guide"},{"title":"Add attachments to an outgoing message","summary":"Store protected outbox files.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/add-attachments-to-an-outgoing-message","keywords":"compose reply forwarding and workflows admin area inbox attach files account send users are linked staff-owned item. safety/filename/storage checks apply. editable owned items permit removal. open the exact","type":"guide"},{"title":"Add Cash upfront payment and Cash-only charges","summary":"For a Cash Bilty, record the upfront paid amount and optional Labour, TT and Other charges.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/add-cash-upfront-payment-and-cash-only-charges","keywords":"creation drafts dashboard step 2 how to britixo transport logistics","type":"guide"},{"title":"Add comments to a quotation","summary":"Record discussion on the quotation preview.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-comments-to-a-quotation","keywords":"admin area quotations open purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Add and use appointment custom fields","summary":"Capture organisation-specific appointment information through the module's supported custom-field integration.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/add-custom-fields-to-appointments","keywords":"setup / form staff who manage administrator for field access creating editing viewing booking-form customer britixo booking services providers availability calendar reminders invoices feedback","type":"guide"},{"title":"Add debit-note line items","summary":"Enter items, amounts, tax and totals.","category":"Purchase 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rate, tax and discount lines.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-items-to-a-purchase-request","keywords":"admin area new/edit purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Add lead notes, activities and attachments","summary":"Build a complete internal timeline of calls, decisions, files and follow-up actions.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/add-lead-notes-activities-and-attachments","keywords":"activity / staff","type":"guide"},{"title":"Add notes and reminders to a customer","summary":"Keep internal customer notes and set a dated reminder for an assigned staff member.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/add-notes-and-reminders-to-a-customer","keywords":"CRM workspace → Customers → Customer → Notes / Reminders Open the intended customer and choose Notes. Choose New note, enter Description and save the note. For a follow-up, open Reminders and add a reminder for this customer. Set Date, Set reminder to and Description. Select email notification only when you want the additional email reminder. Submit and check the saved note or reminder against the same customer.","type":"guide"},{"title":"Add notes to an account/status relation","summary":"Create a note against the supported relation.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-notes-to-an-account-status-relation","keywords":"admin area property operations account status open record real_property edit and approvals v1.0.0","type":"guide"},{"title":"Add onboarding occupiers","summary":"Record all additional occupiers linked to the tenancy.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-onboarding-occupiers","keywords":"workspace authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Add one workforce rota shift","summary":"Append a single shift row using the v1.3.0 builder defaults.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/add-one-workforce-rota-shift","keywords":"resources hrm admin area notifications create/amend workforce-rota-builder","type":"guide"},{"title":"Add or edit a vendor item in the portal","summary":"Maintain a vendor item when the portal flow permits it.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-or-edit-a-vendor-item-in-the-portal","keywords":"items new/edit authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Add or remove contract attachments","summary":"Upload internal/external attachments or delete a selected file.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-or-remove-contract-attachments","keywords":"broker portal contracts open authenticated user with edit access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Add purchase-invoice line items","summary":"Enter item, quantity, price, tax and discount lines.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-purchase-invoice-line-items","keywords":"admin area invoices new/edit purchase_invoices capability invoice status where applicable payments v1.7.9","type":"guide"},{"title":"Add purchase-invoice payments in a batch","summary":"Use the batch payment modal for selected invoices.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-purchase-invoice-payments-in-a-batch","keywords":"admin area invoices purchase_invoices capability and invoice status where applicable v1.7.9","type":"guide"},{"title":"Add purchase-order line items","summary":"Enter item, quantity, price, tax and discount.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-purchase-order-line-items","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Add quotation line items","summary":"Enter item, quantity, rate, tax and discount information.","category":"Purchase 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service owner.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/add-staff-attendees","keywords":"new or edit who manage create creating editing and viewing calendar notification booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Add appointment subject, description, location and notes","summary":"Record clear operational context for staff and participants while keeping internal notes separate from customer-facing content.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/add-subject-description-location-and-notes","keywords":"content new or edit who manage create creating editing viewing customer provider email calendar britixo booking services providers availability reminders invoices feedback reports how to","type":"guide"},{"title":"Add supplier completion notes","summary":"Enter supplier_notes with the status update.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/add-supplier-completion-notes","keywords":"portal open job update authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Add tags to a purchase order","summary":"Apply CRM tags for filtering/context.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/add-tags-to-a-purchase-order","keywords":"admin area new/edit purchase_orders capability and purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Add, update or delete an Outlook calendar event","summary":"Maintain a Microsoft Outlook event connected to the Pixie CRM appointment through the module's calendar actions.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/add-update-delete-outlook-event","keywords":"actions open staff who manage view google meet and ics outlook-calendar reschedule cancellation booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Assign Advanced Lead Filters permissions","summary":"Grant View and understand the separately registered Create capability.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-assign-module-permissions","keywords":"setup access scope admin area staff roles open role administrator with role-management explicitly checked by controller. but not in template-save branch. treat as including current ability to save personal templates. core leads","type":"guide"},{"title":"Change lead status from filtered results","summary":"Use the inline status dropdown and understand its dependency on core lead rules.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-change-status-from-results","keywords":"summary columns result actions admin area view plus applicable edit/status permission calls lead_mark_as action then refreshes html after approximately 300 ms. module controller does not add a separate active edit-permission check","type":"guide"},{"title":"Choose Created Date or Last Contact for lead filtering","summary":"Select the date column that receives the period condition.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-choose-created-date-or-last-contact","keywords":"report criteria admin area view uses dateadded value. lastcontact leads without will not match a bounded last-contact period.","type":"guide"},{"title":"Combine multiple geographic values","summary":"Select multiple countries, states, cities or ZIP codes as alternative allowed values.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-combine-geographic-values","keywords":"geography and data-quality admin area view multi-select inside the same field are treated alternatives. different fields to narrow results verify that selected states/cities logically compatible.","type":"guide"},{"title":"Combine multiple lead-filter criteria","summary":"Narrow the report using ownership, status, source, geography, tags, type and date together.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-combine-multiple-criteria","keywords":"admin area view different filter families combined as narrowing conditions. multi-select values statuses sources allow selected alternatives. every applicable family must match.","type":"guide"},{"title":"Control visible lead columns","summary":"Hide selected columns from the result table and export presentation.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-control-visible-columns","keywords":"summary actions admin area view standard name company email phone geography status source dates public assigned tags. value available when crm database version is at least 250. custom fields are included.","type":"guide"},{"title":"Delete a saved lead-filter template","summary":"Delete only the personal template record","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-delete-a-saved-template","keywords":"templates admin area view effect removes filter row only. is restricted by id and current staff id.","type":"guide"},{"title":"Filter leads by city","summary":"Limit the report using stored lead city values.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-city","keywords":"geography and data-quality admin area view select one or more listed cities. unknown available as an explicit choice. includes blank null","type":"guide"},{"title":"Filter leads by country","summary":"Limit the report using stored lead country values.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-country","keywords":"geography and data-quality admin area view select one or more countries. unknown available as an explicit choice. is represented value 0.","type":"guide"},{"title":"Filter leads by source","summary":"Apply the Source criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-source","keywords":"report criteria admin area view select one or more configured sources. selected sources are treated as an allowed set.","type":"guide"},{"title":"Filter leads by staff member","summary":"Apply the Staff Member criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-staff-member","keywords":"report criteria admin area view select one member. available only users with global core matches selected assigned id.","type":"guide"},{"title":"Filter leads by state","summary":"Limit the report using stored lead state values.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-state","keywords":"geography and data-quality admin area view select one or more listed states. unknown available as an explicit choice. includes blank null","type":"guide"},{"title":"Filter leads by status","summary":"Apply the Status criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-status","keywords":"report criteria admin area view select one or more configured statuses. selected statuses are treated as an allowed set.","type":"guide"},{"title":"Filter leads by tags","summary":"Apply the Tags criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-tags","keywords":"report criteria admin area view select one or more tags. a can match any selected tag module does not require every tag.","type":"guide"},{"title":"Filter leads by ZIP code","summary":"Limit the report using stored lead zip values.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-by-zip","keywords":"geography and data-quality admin area view select one or more listed unknown available as an explicit choice. includes blank null","type":"guide"},{"title":"Filter lead reports for Last Month","summary":"Apply the Last Month period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-last-month","keywords":"report criteria admin area view by numeric 1 represents complete previous calendar month.","type":"guide"},{"title":"Filter lead reports for Last Week","summary":"Apply the Last Week period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-last-week","keywords":"report criteria admin area view by uses previous calendar-week boundaries.","type":"guide"},{"title":"Filter lead reports for Last Year","summary":"Apply the Last Year period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-last-year","keywords":"report criteria admin area view by uses previous calendar-year boundaries.","type":"guide"},{"title":"Filter lead reports for This Month","summary":"Apply the This Month period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-this-month","keywords":"report criteria admin area view by uses current calendar-month boundaries.","type":"guide"},{"title":"Filter lead reports for This Week","summary":"Apply the This Week period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-this-week","keywords":"report criteria admin area view by uses current calendar-week boundaries.","type":"guide"},{"title":"Filter lead reports for This Year","summary":"Apply the This Year period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-this-year","keywords":"report criteria admin area view by uses current calendar-year boundaries.","type":"guide"},{"title":"Filter lead reports for Today","summary":"Apply the Today period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-for-today","keywords":"report criteria admin area view by matches chosen field current crm date.","type":"guide"},{"title":"Filter junk leads","summary":"Apply the Lead Type criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-junk-leads","keywords":"report criteria admin area view choose junk. matches core flag.","type":"guide"},{"title":"Filter lost leads","summary":"Apply the Lead Type criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-lost-leads","keywords":"report criteria admin area view choose lost. matches core flag.","type":"guide"},{"title":"Filter public leads","summary":"Apply the Lead Type criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-public-leads","keywords":"report criteria admin area view choose public. matches marked","type":"guide"},{"title":"Filter unassigned leads","summary":"Apply the Lead Type criterion to the lead report.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-filter-unassigned-leads","keywords":"report criteria admin area view choose not assigned. matches modules unassigned-lead condition.","type":"guide"},{"title":"Identify leads with unknown geographic data","summary":"Use Unknown choices to find incomplete country, state, city or ZIP information.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-identify-unknown-geographic-data","keywords":"geography and data-quality admin area view 0. state/city/zip blank null values. the report identifies quality issues it does not update addresses.","type":"guide"},{"title":"Install and activate Advanced Lead Filters","summary":"Activate version 1.1.4 and create the saved-filter storage table.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-install-and-activate","keywords":"setup access scope admin area modules administrator installed table stores filter name serialised parameters staff owner. 1.1.4. crm requirement source header declares 2.3. or later in that series. activation runs install.php. migration classes 101114 exist","type":"guide"},{"title":"Load a saved lead-filter template","summary":"Restore a personal template into the report form","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-load-a-saved-template","keywords":"templates admin area view filter_id numeric query parameter. ownership normal model lookup is current-staff scoped. values are loaded request only when there no competing submitted post.","type":"guide"},{"title":"Open a lead from filtered results","summary":"Use the ID or name link to open the core lead modal.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-open-a-lead-from-results","keywords":"summary columns and result actions admin area view plus access id/name uses crm modal behaviour. filtering module does not provide separate editor.","type":"guide"},{"title":"Open the Advanced Lead Filters report","summary":"Use the exact sidebar path to reach the lead report and summary.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-open-lead-report","keywords":"setup access scope admin area view parent filters. child menu position source registers at 35. administrators or staff with module capability see menu.","type":"guide"},{"title":"Open Lead Filter Templates","summary":"Open the current staff member’s saved lead-report definitions.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-open-template-list","keywords":"setup access and scope admin area view ownership list is restricted to id. there no shared organisation template library.","type":"guide"},{"title":"Understand Advanced Lead Filters","summary":"Understand the report, summary and personal-template capabilities in version 1.1.4.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-overview","keywords":"setup access scope admin area view filtered datatables list. counts by configured status plus lost junk. templates personal saved parameters. module analyses existing leads it does not replace core","type":"guide"},{"title":"Read Lost and Junk percentages","summary":"Interpret the lost/junk figures as percentages of the counted filtered leads.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-read-lost-and-junk-percentages","keywords":"summary columns result actions admin area view count percentage total. depend on total may change when any criterion changes.","type":"guide"},{"title":"Read the lead-status summary","summary":"Use counts by configured lead status to understand the filtered pipeline.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-read-status-summary","keywords":"columns and result actions admin area view statuses one count per current status. filter scope applies same key report criteria permission scope. are filter-dependent should not be compared across different","type":"guide"},{"title":"Review lead-filter template activity logs","summary":"Find add, update and delete events in CRM activity history","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-review-template-activity-logs","keywords":"saved templates admin area filter view logged operations call the log. log is not a versioned copy of all prior criteria.","type":"guide"},{"title":"Save a new lead-filter template","summary":"Store the current lead criteria and hidden columns under a personal name","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-save-a-new-template","keywords":"saved templates admin area view required by browser validation when saving. parameters serialised report stored with staff id. visible form limit is 100 characters while database column allows up to 200.","type":"guide"},{"title":"Troubleshoot the lead template-name message","summary":"The browser requires a non-empty name when Save Filter Template is selected.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-troubleshoot-a-template-name-validation-message","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Troubleshoot a lead template that does not load","summary":"The filter ID must be numeric, owner-scoped and loaded without a POST request.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-troubleshoot-a-template-that-does-not-load","keywords":"security limitations troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Troubleshoot an empty lead report","summary":"Criteria may conflict, the default This Month period may be too narrow, or lead scope may exclude records.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-troubleshoot-an-empty-report","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Troubleshoot custom lead date results","summary":"The report filters only Created Date or Last Contact, and equal boundaries use equality.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-troubleshoot-custom-date-results","keywords":"security limitations troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Troubleshoot a missing Staff Member filter","summary":"The selector requires global core Leads View.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-troubleshoot-missing-staff-filter","keywords":"security limitations and troubleshooting admin area administrator / authorised sales verified behaviour","type":"guide"},{"title":"Understand the Create-capability limitation","summary":"Create is registered but not separately checked in the save-template branch after View access.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-create-capability-limitation","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Understand current-user row highlighting","summary":"Know why some lead rows receive an alert highlight for globally privileged viewers.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-current-user-row-highlighting","keywords":"summary columns and result actions admin area view global core leads condition is assigned to the current user while has view. presentation only does not alter ownership or priority.","type":"guide"},{"title":"Understand the default This Month lead period","summary":"Know why a first report request is initially limited to the current month.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-default-this-month-period","keywords":"setup access and scope admin area view on get request. date basis created unless changed in form. choose all time explicitly when analysing full history.","type":"guide"},{"title":"Understand migrations 101–114","summary":"Migration classes are supplied but all up methods are empty.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-empty-migrations","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Understand the absence of bulk actions","summary":"Know that the report table explicitly disables module bulk actions.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-no-bulk-actions","keywords":"summary columns and result admin area view bulk_actions set to false in view. do not infer hidden ui are available through this module.","type":"guide"},{"title":"Understand unsupported lead-filter automation","summary":"No cron, API, webhook, scheduled email, PDF generator or module import/export scheduler is registered.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-no-cron-api-webhook-or-scheduled-report","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Understand the absence of shared lead templates","summary":"Templates are stored and listed by staff owner.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-no-shared-template-workflow","keywords":"security limitations troubleshooting admin area administrator / authorised sales verified behaviour","type":"guide"},{"title":"Understand which leads a staff member can see","summary":"Apply the module’s exact lead-visibility condition.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-record-scope","keywords":"setup access and scope admin area view plus applicable core permission without global includes assigned to user added by or marked public. with include all matching exposes optional staff-member filter.","type":"guide"},{"title":"Understand Advanced Lead Filters result columns","summary":"Read all implemented standard and conditional lead columns.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-result-columns","keywords":"summary actions admin area view identity id name company. contact email phone. geography city state country zip. pipeline value when supported custom fields status source created last contact. access/ownership public assigned.","type":"guide"},{"title":"Understand the inline status-action permission limitation","summary":"The module’s status endpoint has its explicit edit-permission check commented out.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-status-action-permission-limitation","keywords":"security limitations and troubleshooting admin area administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Understand lead-filter template ownership","summary":"Know why templates are visible only to their staff owner","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-template-ownership","keywords":"saved admin area filter view staff_id stored with each template. no sharing/transfer workflow is implemented.","type":"guide"},{"title":"Understand lead-filter template storage","summary":"Understand the saved table fields and serialised parameters","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-template-storage","keywords":"templates admin area filter view id record identifier. filter_name display name. filter_parameters php-serialised criteria. staff_id owner. treat as application-managed data.","type":"guide"},{"title":"Understand the template-update ID limitation","summary":"The model update condition uses the template ID after the controller load and does not independently add staff ownership.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-understand-template-update-id-limitation","keywords":"security limitations troubleshooting admin area administrator / authorised sales verified behaviour","type":"guide"},{"title":"Update a saved lead-filter template","summary":"Replace an existing template’s saved criteria","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-update-a-saved-template","keywords":"admin area view id identifies the to update. model applies by after controller load use only owner-scoped interface.","type":"guide"},{"title":"Use a custom lead date range","summary":"Filter Created Date or Last Contact between exact From and To dates.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-use-a-custom-date-range","keywords":"report criteria admin area view start boundary. end equal values equality different an inclusive condition.","type":"guide"},{"title":"Use the rolling 6-month lead period","summary":"Apply the 6 Months period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-use-a-rolling-six-month-window","keywords":"report criteria admin area view filter by starts on first day five before current month and ends at end.","type":"guide"},{"title":"Use the rolling 3-month lead period","summary":"Apply the 3 Months period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-use-a-rolling-three-month-window","keywords":"report criteria admin area view filter by starts on first day two before current month and ends at end.","type":"guide"},{"title":"Use the rolling 12-month lead period","summary":"Apply the 12 Months period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-use-a-rolling-twelve-month-window","keywords":"report criteria admin area view filter by starts on first day eleven before current month and ends at end.","type":"guide"},{"title":"Use All Time for lead reports","summary":"Apply the All Time period to Created Date or Last Contact.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-use-all-time","keywords":"report criteria admin area view filter by no condition is applied.","type":"guide"},{"title":"Verify Advanced Lead Filters after deployment","summary":"Run a controlled report, summary, inline status and template test.","category":"Advanced Lead Filters","url":"https://pixiecrm.com/help-centre/advanced-lead-filters-verify-after-deployment","keywords":"security limitations troubleshooting admin area setup modules administrator / authorised sales staff verified behaviour","type":"guide"},{"title":"Assign Advanced Task Filters permissions","summary":"Grant View and understand the separately registered Create capability.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-assign-module-permissions","keywords":"setup access permission scope admin area staff roles open role administrator with role-management controls module menu/controller access. by for filter-template creation governance. controller explicitly checks or status before loading","type":"guide"},{"title":"Choose Start Date or Completed Date for filtering","summary":"Select which task date column receives the period condition and sort order.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-choose-start-date-or-completed-date","keywords":"report criteria admin area view uses startdate column. datefinished/completed-date path used by module. query orders results selected field in ascending open incomplete tasks may have no","type":"guide"},{"title":"Combine multiple task-filter criteria","summary":"Build a narrow report by applying supported conditions together.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-combine-multiple-criteria","keywords":"admin area view relationship different filter families are combined together narrowing the result. multi-select fields selected values inside status or tags act as allowed alternatives. result must satisfy every applicable family. related","type":"guide"},{"title":"Control visible and exported task columns","summary":"Hide selected result columns from the table and export output.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-control-visible-and-exported-columns","keywords":"grouping interpretation admin area view multi-select list of columns. not-export class report marks so tools omit them. column selection affects presentation/export it does not remove data","type":"guide"},{"title":"Delete a saved task-filter template","summary":"Remove a personal filter definition without deleting any tasks.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-delete-a-saved-template","keywords":"templates admin area view confirmation the ui asks for before request. effect deletes only row. query is restricted by id and current staff id. does not tasks or","type":"guide"},{"title":"Filter billable and non-billable tasks","summary":"Choose all tasks, billable tasks or non-billable tasks.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-billable-state","keywords":"report criteria admin area view yes no. apply runs the with submitted criteria. matches 1 no 0 does not add a condition.","type":"guide"},{"title":"Filter tasks by one related record","summary":"After selecting a relationship type, limit results to one specific related record.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-related-record","keywords":"report criteria admin area view choose the required project invoice customer estimate contract ticket expense lead or proposal. apply runs with submitted criteria. selected id is matched together","type":"guide"},{"title":"Filter tasks by related record type","summary":"Limit tasks to one supported CRM relationship type.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-related-type","keywords":"report criteria admin area view choose project invoice customer estimate contract ticket expense lead or proposal. apply runs the with submitted criteria. controls which related-record selector is loaded and","type":"guide"},{"title":"Filter tasks by staff member","summary":"Limit globally viewable tasks to those assigned to one selected staff member.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-staff-member","keywords":"report criteria admin area view select from the available list. apply runs with submitted criteria. selector is shown only when signed-in user has global core permission. query matches assignee","type":"guide"},{"title":"Filter tasks by tags","summary":"Return tasks carrying any of the selected tags.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-tags","keywords":"report criteria admin area view select one or more apply runs with submitted criteria. multiple use an in-style match a can qualify when it has tag module does not require every tag.","type":"guide"},{"title":"Filter by task status","summary":"Include one or more configured task statuses.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-by-task-status","keywords":"report criteria admin area view select apply runs the with submitted criteria. multiple selections are combined as an allowed-status set. when no is in progress used default.","type":"guide"},{"title":"Filter customer tasks by customer group","summary":"Limit customer-related tasks to customers in one selected group.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-customer-tasks-by-group","keywords":"report criteria admin area view set related type then select a apply runs the with submitted criteria. customer-group condition is available only for relationship and applied through","type":"guide"},{"title":"Filter task reports for Last Month","summary":"Apply the Last Month period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-last-month","keywords":"report criteria admin area view by start or completed date. numeric value 1 uses complete previous calendar month. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for Last Week","summary":"Apply the Last Week period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-last-week","keywords":"report criteria admin area view by start or completed date. uses previous calendar boundaries. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for Last Year","summary":"Apply the Last Year period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-last-year","keywords":"report criteria admin area view by start or completed date. uses first and day of previous calendar year. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for This Month","summary":"Apply the This Month period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-this-month","keywords":"report criteria admin area view by start or completed date. uses first and last day of current calendar month. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for This Week","summary":"Apply the This Week period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-this-week","keywords":"report criteria admin area view by start or completed date. uses current calendar boundaries produced crm helper. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for This Year","summary":"Apply the This Year period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-this-year","keywords":"report criteria admin area view by start or completed date. uses first and last day of current calendar year. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Filter task reports for Today","summary":"Apply the Today period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-filter-for-today","keywords":"report criteria admin area view by start or completed date. matches date-basis field to current crm condition applies not both fields.","type":"guide"},{"title":"Group task results by related record","summary":"Use the Related record grouping option to organise the result table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-group-by-related-record","keywords":"columns and interpretation admin area view groups tasks crm which each is related. changes presentation/aggregation logic should be tested before relying on exported totals.","type":"guide"},{"title":"Group by related record and task name","summary":"Use the Related record and Task Name grouping option to organise the result table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-group-by-related-record-and-task-name","keywords":"columns interpretation admin area view uses first second. changes presentation/aggregation logic should be tested before relying on exported totals.","type":"guide"},{"title":"Group task results by status","summary":"Use the Status grouping option to organise the result table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-group-by-status","keywords":"columns and interpretation admin area view combines rows under configured status. changes presentation/aggregation logic should be tested before relying on exported totals.","type":"guide"},{"title":"Group task results by task name","summary":"Use the Task Name grouping option to organise the result table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-group-by-task-name","keywords":"columns and interpretation admin area view combines rows under matching names. changes presentation/aggregation logic should be tested before relying on exported totals.","type":"guide"},{"title":"Group by task name and related record","summary":"Use the Task Name and Related record grouping option to organise the result table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-group-by-task-name-and-related-record","keywords":"columns interpretation admin area view uses first second. changes presentation/aggregation logic should be tested before relying on exported totals.","type":"guide"},{"title":"Install and activate Advanced Task Filters","summary":"Activate version 1.0.4 and create the personal saved-filter table.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-install-and-activate","keywords":"setup access permission scope admin area modules administrator installed table one prefix-aware stores filter name serialised parameters staff owner. 1.0.4. crm requirement source header declares compatibility with 1.0. or later in that series. activation","type":"guide"},{"title":"Interpret on-time and late completion","summary":"Use due and completion dates to understand the on-time/late indicator.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-interpret-on-time-and-late-completion","keywords":"grouping columns result interpretation admin area view plus access underlying timing displayed in table when available not hidden. indicator depends on saved due/completion values missing limit conclusion.","type":"guide"},{"title":"Load a saved task-filter template","summary":"Restore a personal template into the report form using its filter ID.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-load-a-saved-template","keywords":"templates admin area view filter_id numeric query parameter identifies template. parameters deserialised request when there is no submitted post request. only id loaded. model lookup normally","type":"guide"},{"title":"Open the Advanced Task Filters report","summary":"Use the exact sidebar path to reach the report builder.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-open-task-report","keywords":"setup access and permission scope admin area view parent filters. child menu position source registers at 35. is shown administrators or staff granted module capability.","type":"guide"},{"title":"Open Task Filter Templates","summary":"Open the personal list of saved task report templates.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-open-template-list","keywords":"setup access and permission scope admin area view template name available row actions. ownership query is restricted to current staff id. screen not a shared organisation-wide library.","type":"guide"},{"title":"Understand Advanced Task Filters","summary":"Understand the two workspaces, supported report criteria and personal-template workflow.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-overview","keywords":"setup access permission scope admin area view workspace build run a report. template manage saved personal definitions. module version 1.0.4. adds tools it does not replace core list or kanban views.","type":"guide"},{"title":"Review task assignees","summary":"Confirm the staff assigned to each task.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-assignees","keywords":"grouping columns and result interpretation admin area view plus access underlying displayed in table when available not hidden. are resolved from core task-assignment records.","type":"guide"},{"title":"Review task attachments in filter results","summary":"Use the displayed count/download action to inspect task files.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-attachment-count-and-downloads","keywords":"grouping columns and result interpretation admin area view plus access underlying table when available not hidden. attachment availability still depends on file core access.","type":"guide"},{"title":"Review task checklist progress","summary":"Compare finished checklist items with total items.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-checklist-progress","keywords":"grouping columns and result interpretation admin area view plus access to the underlying displayed in table when available not hidden. module calculates a finished/total representation from rows.","type":"guide"},{"title":"Review logged task time","summary":"Compare the report value with task timesheets.","category":"Advanced Task 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interpretation admin area view plus access underlying name / related displayed in table when available not hidden. link is built for supported relationship type unavailable/deleted source records","type":"guide"},{"title":"Review task comments from the report","summary":"Open the task/comment context represented by the result.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-task-comments","keywords":"grouping columns and result interpretation admin area view plus access to underlying displayed in table when available not hidden. surfaces comment information it does create or edit comments.","type":"guide"},{"title":"Review task custom-field columns","summary":"Review task custom fields configured to show on tables.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-task-custom-field-columns","keywords":"grouping and result interpretation admin area view plus access the underlying displayed in table when available not hidden. only for display are added as report columns.","type":"guide"},{"title":"Review task-filter template activity logs","summary":"Use CRM activity evidence for template creation, updates and deletion.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-review-template-activity-logs","keywords":"saved templates admin area utilities log administrator with activity-log access logged actions add update delete operations call the function. records module action it is not a versioned copy of every previous filter parameter.","type":"guide"},{"title":"Save a new task-filter template","summary":"Store the current report parameters under a personal template name.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-save-a-new-template","keywords":"saved templates admin area view code does not separately enforce create checkbox enables persistence for this request. name required by browser script form limits input to 100 characters while database column allows up","type":"guide"},{"title":"Use All Time for task reports","summary":"Apply the All Time period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-show-all-reporting-periods","keywords":"report criteria admin area view filter by start or completed date. no range is added otherwise permitted matching tasks can be returned. condition applies to date-basis field not both fields.","type":"guide"},{"title":"Troubleshoot the missing template-name message","summary":"The browser script requires a non-empty name when Save Filter Template is selected.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-troubleshoot-a-template-name-validation-message","keywords":"security limitations and troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Troubleshoot a task template that does not load","summary":"The filter ID must be numeric, owned by the current staff member and loaded without a competing POST request.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-troubleshoot-a-template-that-does-not-load","keywords":"security limitations troubleshooting admin area administrator / authorised crm verified behaviour","type":"guide"},{"title":"Troubleshoot an empty task report","summary":"One or more criteria may conflict, the selected date field may be blank, or core task permissions may exclude rows.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-troubleshoot-an-empty-report","keywords":"security limitations and troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Troubleshoot custom task date results","summary":"The report filters only the selected date basis and uses equality when From and To match.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-troubleshoot-custom-date-results","keywords":"security limitations troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Troubleshoot a missing Customer Group filter","summary":"The customer-group control depends on Related Type being Customer.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-troubleshoot-missing-customer-group-filter","keywords":"security limitations and troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Troubleshoot a missing Staff Member filter","summary":"The member selector is intentionally shown only to users with global core Tasks View permission.","category":"Advanced Task 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Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-no-cron-api-or-webhook","keywords":"security limitations troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Understand the absence of shared task templates","summary":"The supplied model lists templates by current staff ID and provides no sharing or transfer screen.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-no-shared-template-workflow","keywords":"security limitations troubleshooting admin area administrator / authorised crm verified behaviour","type":"guide"},{"title":"Understand which tasks a staff member can see","summary":"Apply the exact core task-permission scope used by the report query.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-record-scope","keywords":"setup access and permission admin area view plus applicable permissions without global assigned to are included when user has create created that also included. with all","type":"guide"},{"title":"Understand task-filter template ownership","summary":"Know why saved templates are personal to the current staff account.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-template-ownership","keywords":"admin area filter view staff_id stored with each template. list/get/delete scope restricted id in model methods used by ui. module does not provide a shared-template or transfer workflow.","type":"guide"},{"title":"Understand task-filter template storage","summary":"Understand which data is stored for each personal filter template.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-template-storage","keywords":"saved templates admin area administrator / technical support id record identifier. filter_name user-visible name. filter_parameters php-serialised report parameters. staff_id owner staff the table name prefix-aware. serialised parameters should be treated as","type":"guide"},{"title":"Understand the template-update ID limitation","summary":"The model update method applies by template ID after the normal controller load; the model method itself does not add a staff-owner condition to the update query.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-template-update-id-limitation","keywords":"security limitations and troubleshooting admin area administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Understand ungrouped task results","summary":"Read the report as individual task rows when no grouping option is selected.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-understand-ungrouped-results","keywords":"columns and result interpretation admin area view row shows supported operational details. order query orders by selected date-basis field ascending. are clearest choice for record-by-record verification.","type":"guide"},{"title":"Update a saved task-filter template","summary":"Change the criteria stored under an existing personal template.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-update-a-saved-template","keywords":"templates admin area filter view id identifies record being updated. parameters replaced with newly serialised report criteria. ui reaches after loading model applies by","type":"guide"},{"title":"Use a custom task date range","summary":"Filter the selected task date basis between exact From and To dates.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-use-a-custom-date-range","keywords":"report criteria admin area view start of range. end when are same query uses equality. they differ condition including supplied boundaries.","type":"guide"},{"title":"Use the rolling 6-month task period","summary":"Apply the 6 Months period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-use-a-rolling-six-month-window","keywords":"report criteria admin area view filter by start or completed date. starts on first day five before current month and ends final of month. condition applies to date-basis field not both","type":"guide"},{"title":"Use the rolling 3-month task period","summary":"Apply the 3 Months period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-use-a-rolling-three-month-window","keywords":"report criteria admin area view filter by start or completed date. starts on first day two before current month and ends final of month. condition applies to date-basis field not both","type":"guide"},{"title":"Use the rolling 12-month task period","summary":"Apply the 12 Months period using the selected task date basis.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-use-a-rolling-twelve-month-window","keywords":"report criteria admin area view filter by start or completed date. starts on first day eleven before current month and ends final of month. condition applies to date-basis field not both","type":"guide"},{"title":"Verify Advanced Task Filters after deployment","summary":"Run a controlled end-to-end access, report, template and export test.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-verify-after-deployment","keywords":"security limitations troubleshooting admin area setup modules administrator / authorised crm staff verified behaviour","type":"guide"},{"title":"Verify task report sort order","summary":"Check earliest-to-latest order for the selected date field.","category":"Advanced Task Filters","url":"https://pixiecrm.com/help-centre/advanced-task-filters-verify-result-sort-order","keywords":"grouping columns and result interpretation admin area view plus access to underlying basis displayed in table when available not hidden. query applies ascending filter-by-date column.","type":"guide"},{"title":"Allocate partial amounts during QuickBooks reconciliation","summary":"Detailed client guidance covering allocate partial amounts during QuickBooks reconciliation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/allocate-partial-amounts-during-quickbooks-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Allocate partial amounts during Sage reconciliation","summary":"Detailed client guidance covering allocate partial amounts during Sage reconciliation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/allocate-partial-amounts-during-sage-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Allocate partial amounts during Xero reconciliation","summary":"Detailed client guidance covering allocate partial amounts during Xero reconciliation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/allocate-partial-amounts-during-xero-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Allow approver selection on the FAF form","summary":"Enable pur_can_select_approvers_on_faf_form.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-approver-selection-on-the-faf-form","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow approver selection on the purchase-order form","summary":"Enable pur_can_select_approvers_on_purchase_order_form.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-approver-selection-on-the-purchase-order-form","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow direct purchase orders without a request or quotation","summary":"Enable the purchase_order_setting option for direct-order workflows.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-direct-purchase-orders-without-a-request-or-quotation","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow guest appointment booking","summary":"Permit visitors without a Pixie CRM client login to submit the public appointment form while retaining validation and staff approval controls.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/allow-guest-booking","keywords":"/ settings administrators administrator access website embedding booking-form customer security services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Allow or refuse QR device geolocation","summary":"Understand the optional browser-location attempt and continued signing when it is unavailable.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/allow-or-refuse-qr-device-geolocation","keywords":"2.1.0 public page submit signature scanning","type":"guide"},{"title":"Allow purchase-order numbers to be edited","summary":"Enable can_edit_po_number.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-purchase-order-numbers-to-be-edited","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow purchase-request numbers to be edited","summary":"Enable can_edit_pr_number.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-purchase-request-numbers-to-be-edited","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow authorised staff bookings outside normal availability","summary":"Understand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/allow-staff-bookings-outside-availability","keywords":"outside-hours booking settings / appointment form who manage create plus access company schedule and security provider britixo services providers calendar reminders invoices feedback","type":"guide"},{"title":"Allow uploaded e-signatures for approval","summary":"Enable approval signatures to be supplied as uploaded files where the views support it.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-uploaded-e-signatures-for-approval","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow vendors to manage purchase invoices","summary":"Permit portal users to add, edit or delete vendor invoice records where the portal controller allows it.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/allow-vendors-to-manage-purchase-invoices","keywords":"admin area settings options purchase_settings numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Allow vendors to manage purchase quotations","summary":"Permit portal users to add, edit or delete vendor quotation records where the portal controller allows it.","category":"Purchase 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contract","summary":"Insert reusable content in the contract editor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/apply-a-template-to-a-purchase-contract","keywords":"admin area contracts new/edit templates purchase_contracts capability and signatures v1.7.9","type":"guide"},{"title":"Apply a template to an external letter","summary":"Populate the external-recipient subject and PDF body from a predefined template.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/apply-a-template-to-an-external-letter","keywords":"v1.0.0 admin area dashboard manual entry templates content authoring correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Apply API request throttling","summary":"Understand rate controls protecting authenticated and token-based API traffic.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/apply-api-request-throttling","keywords":"core 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Real Estate Management","summary":"Grant only required view-own/view/create/edit/delete/approval/report/permission capabilities.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/apply-least-privilege-to-real-estate-management","keywords":"admin area setup roles administrator security data storage and audit v1.0.0","type":"guide"},{"title":"Apply or undo a banking rule","summary":"Review rule output on feed transactions and reverse the rule assignment when it produced the wrong treatment.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/apply-or-undo-a-banking-rule","keywords":"application feeds staff edit reconciliation mapping britixo how to","type":"guide"},{"title":"Apply Pixie CRM SaaS migration 040","summary":"Apply the SaaS database component required by token and tenant hardening.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/apply-pixie-saas-migration-040","keywords":"core crm hardening supported deployment database-upgrade process no staff menu route release / authority administrators engineers number deploy matching","type":"guide"},{"title":"Apply privacy controls to newsletter evidence","summary":"Handle campaign content, recipient data, IP addresses and user agents under authorised privacy and retention rules.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/apply-privacy-controls-to-newsletter-evidence","keywords":"1.0.0 admin area letter manager / history delivery read","type":"guide"},{"title":"Apply staff login throttling","summary":"Understand protection against repeated failed staff authentication attempts.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/apply-staff-login-throttling","keywords":"core crm hardening automatic no separate menu route release / deployment authority administrators engineers attempts logins are rate restricted. allow the","type":"guide"},{"title":"Apply two-factor authentication throttling","summary":"Understand rate controls protecting repeated 2FA-code submissions.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/apply-two-factor-authentication-throttling","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers 2fa verification attempts invalid codes are constrained. use the authorised","type":"guide"},{"title":"Apply upload and installer web-server protections","summary":"Protect uploaded content and installer locations from direct execution or unsafe public access.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/apply-upload-and-installer-web-server-protections","keywords":"core crm hardening supported britixo deployment database-upgrade process no staff menu route release / authority administrators engineers paths","type":"guide"},{"title":"Appointment email templates overview","summary":"Manage the Pixie CRM email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/appointment-email-templates-overview","keywords":"setup staff who view messages notifications notification reminder booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Appointment invoicing overview","summary":"Understand how an eligible Pixie CRM appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/appointment-invoicing-overview","keywords":"open / settings staff who manage view invoices taxes payments payment service customer booking services providers availability calendar reminders feedback reports","type":"guide"},{"title":"Appointments calendar integrations 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the","type":"guide"},{"title":"Assign shared mailbox send permission","summary":"Allow compose, reply, forward and outbox use.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/assign-shared-mailbox-send-permission","keywords":"accounts credentials access admin area open account edit members administrator users can is checked on compose/reply/forward/outbox. existing-message actions also require read. role","type":"guide"},{"title":"Assign staff HR access","summary":"Assign a role to a staff account with the intended all-module, team, department or specialist scope.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/assign-staff-hr-access","keywords":"resources admin area exact navigation governance module v1.3.0 how","type":"guide"},{"title":"Assign staff members to customers","summary":"Restrict or organise customer ownership by assigning responsible staff.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/assign-staff-members-to-customers","keywords":"assignment account manager administrators authorised","type":"guide"},{"title":"Assign staff to support departments","summary":"Control which staff receive and work on departmental tickets.","category":"Staff, roles and organisation","url":"https://pixiecrm.com/help-centre/assign-staff-to-support-departments","keywords":"team setup administrator","type":"guide"},{"title":"Assign the estate-agent company and staff","summary":"Link the listing to the responsible company/staff context.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/assign-the-estate-agent-company-and-staff","keywords":"admin area property operations properties new/edit agent/company real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Assign the property owner","summary":"Select an existing owner and verify loaded owner contact values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/assign-the-property-owner","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Assign vendor administrators","summary":"Link authorised CRM staff to a vendor record.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/assign-vendor-administrators","keywords":"admin area vendors open purchase_vendors capability contacts and v1.7.9","type":"guide"},{"title":"Assign Vendor Items permissions","summary":"Grant view own, view, create, edit and delete for purchase_vendor_items.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/assign-vendor-items-permissions","keywords":"admin area setup roles or settings administrator relevant status capability approval workflows v1.7.9","type":"guide"},{"title":"Assign Xero integration staff permissions","summary":"Detailed client guidance covering assign Xero integration staff permissions, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/assign-xero-integration-staff-permissions","keywords":"setup access operating model how to reconciliation audit troubleshooting","type":"guide"},{"title":"Attach a receipt to an expense","summary":"Upload supporting evidence and keep the file linked to the expense record.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/attach-a-receipt-to-an-expense","keywords":"attachment staff","type":"guide"},{"title":"Attach additional AML / KYC evidence","summary":"Add supporting files during review while preserving the original intake bundle.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/attach-additional-aml-kyc-evidence","keywords":"upload administrators and authorised property staff","type":"guide"},{"title":"Attach additional Right to Rent review evidence","summary":"Add evidence discovered during review without replacing the original intake history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/attach-additional-right-to-rent-review-evidence","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Attach one enclosed file to a client letter","summary":"Send one additional approved file alongside the generated PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/attach-an-enclosed-file-to-a-client-letter","keywords":"v1.0.0 admin area dashboard search clients leads / email attachment existing-customer correspondence pdf templates e-signature verification read receipt postal tracking portal","type":"guide"},{"title":"Attach an enclosed file to an external letter","summary":"Send one additional approved file with the generated PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/attach-an-enclosed-file-to-an-external-letter","keywords":"v1.0.0 admin area dashboard manual entry / email attachment external-recipient correspondence pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Auto-add approved external appointments to Google Calendar","summary":"Automatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/auto-add-approved-external-appointments-google","keywords":"automatic settings who manage approve plus meet outlook ics google-calendar approval appointment booking-form britixo services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Auto-create a native invoice for a Credit Bilty","summary":"Enable the finance option and issue a valid Credit Bilty so the module can create a native Pixie CRM invoice for the billing client.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/auto-create-a-native-invoice-for-a-credit-bilty","keywords":"payments settings how to transport logistics","type":"guide"},{"title":"Automatically create a purchase order when a quotation is approved","summary":"Enable the code-backed quotation-to-order automation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/automatically-create-a-purchase-order-when-a-quotation-is-approved","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Automatically create an invoice for an eligible booking","summary":"Generate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/automatically-create-invoice-for-eligible-booking","keywords":"automatic creation settings / staff who manage view invoices taxes and payments client-portal service customer tax britixo services providers availability calendar reminders feedback reports how to","type":"guide"},{"title":"Avoid rota and timesheet work-limit conflicts","summary":"Understand the checks that compare rota or timesheet hours with active onboarding restrictions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/avoid-rota-and-timesheet-work-limit-conflicts","keywords":"resources admin area exact navigation shift / time leave timesheets module v1.3.0 how to","type":"guide"},{"title":"Backfill retention metadata","summary":"Populate policy and due-date metadata for existing module records that lack it.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/backfill-retention-metadata","keywords":"gdpr administrators authorised property staff","type":"guide"},{"title":"Use Balance Sheet reports","summary":"Review assets, liabilities and equity as of a selected date through standard, detail, summary and comparison views.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/balance-sheet-reports","keywords":"finance managers view report balance-sheet chart-of-accounts britixo how to","type":"guide"},{"title":"Use bank reconciliation reports","summary":"Review completed reconciliation summaries and transaction-level details for each bank account and statement period.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/bank-reconciliation-reports","keywords":"summary / detail finance managers auditors view banking report britixo how to","type":"guide"},{"title":"Use Deposit Detail and Check Detail reports","summary":"Review deposits and check activity by account, date, payee and transaction reference.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/banking-deposit-and-check-reports","keywords":"banking / treasury staff view report payment reconciliation britixo how to","type":"guide"},{"title":"Banking workspace overview","summary":"Manage bank accounts, connected or imported feeds, posted transactions, matching and bank reconciliation from one permission-aware area.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/banking-workspace-overview","keywords":"treasury staff view payment plaid report britixo how to","type":"guide"},{"title":"Bilty Management module overview","summary":"Understand the complete Bilty lifecycle from draft creation and issue through transport, finance, PDF, public verification, e-signature, WhatsApp, reporting, API and audit evidence.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/bilty-management-module-overview","keywords":"setup access defaults dashboard how to britixo logistics","type":"guide"},{"title":"Book an appointment from the client portal","summary":"Create an external appointment from an authenticated customer's Pixie CRM portal using the contact already associated with the session.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/book-appointment-from-client-portal","keywords":"booking contacts permission and lead experience client-portal booking-form service provider services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Browse a company’s property grid","summary":"Open listings linked to an estate-agent company.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/browse-a-company-s-property-grid","keywords":"client portal company properties authenticated contact with visibility search maps filters and v1.0.0","type":"guide"},{"title":"Browse a staff member’s property grid","summary":"Open listings linked to a visible staff/agent profile.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/browse-a-staff-member-s-property-grid","keywords":"client portal properties authenticated contact with visibility search maps filters and v1.0.0","type":"guide"},{"title":"Browse and filter the Bilty register","summary":"Use the Bilties register to find records by record, transit and payment state while keeping draft and issued records distinct.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/browse-and-filter-the-bilty-register","keywords":"issue lifecycle how britixo transport logistics","type":"guide"},{"title":"Browse broker portal properties","summary":"Review property listings visible to the broker.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/browse-broker-portal-properties","keywords":"authenticated user with access business brokers and v1.0.0","type":"guide"},{"title":"Browse client portal properties","summary":"Review properties visible to the current customer/contact.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/browse-client-portal-properties","keywords":"authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Build a Bilty report","summary":"Use the Enterprise Report Centre to choose the report definition and generate a dataset from current Bilty records.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/build-a-bilty-report","keywords":"reports exports how britixo transport logistics","type":"guide"},{"title":"Build a deposit deductions breakdown","summary":"Add itemised deductions and keep the proposed return amount consistent with the deposit balance.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/build-a-deposit-deductions-breakdown","keywords":"process deduction administrators authorised property staff","type":"guide"},{"title":"Build a payroll draft","summary":"Generate the implemented employee draft entries from the current open-period items.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/build-a-payroll-draft","keywords":"resources admin area exact navigation controls periods module v1.3.0 how to","type":"guide"},{"title":"Build a payslip draft batch","summary":"Generate employee draft documents from a selected payroll draft period.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/build-a-payslip-draft-batch","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Build an audit pack","summary":"Assemble a PDF or evidence ZIP for the selected audit dataset and filters.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/build-an-audit-pack","keywords":"builder legal administrators authorised property staff","type":"guide"},{"title":"Bulk-delete vendor-item mappings","summary":"Select mappings and use the mass-delete action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/bulk-delete-vendor-item-mappings","keywords":"admin area vendor items bulk actions purchase_items or purchase_vendor_items capability units groups v1.7.9","type":"guide"},{"title":"Bulk export invoice e-Invoices","summary":"Create a ZIP of eligible invoices rendered with the default invoice template.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/bulk-export-invoice-e-invoices","keywords":"1.0.0 admin area utilities type and operational limitations","type":"guide"},{"title":"Bulk match bank transactions","summary":"Match a feed row or selected feed rows to multiple compatible Accounting transactions using the module's bulk-match tools.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/bulk-match-bank-transactions","keywords":"matching banking feeds senior staff edit and reconciliation payment invoice bill britixo how","type":"guide"},{"title":"Bulk update postal details for selected letters","summary":"Apply the same postal fields to multiple currently selected history rows.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/bulk-update-postal-details-for-selected-letters","keywords":"v1.0.0 admin area sent select rows delivery and tracking pdf correspondence templates email e-signature verification read receipt client portal","type":"guide"},{"title":"Calculate estimated request duration","summary":"Use the form calculation based on the selected values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/calculate-estimated-request-duration","keywords":"admin area requests applications buy new/edit real_buy_request create or edit and sales conversion v1.0.0","type":"guide"},{"title":"Calculate newsletter batches and estimated time","summary":"Interpret the Selected, estimated batch and ETA values shown before sending.","category":"Email Marketing & 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supplier job from the portal","summary":"Use a supported Cancelled/Void status when allowed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/cancel-or-void-a-supplier-job-from-the-portal","keywords":"open update authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Capture a delivery snapshot","summary":"Attach visual delivery evidence required for completion.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/capture-a-delivery-snapshot","keywords":"public pod page token notes proof of and signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Capture a POD signature","summary":"Submit a supported signature image through the public page.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/capture-a-pod-signature","keywords":"page area token delivery notes proof of and signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Capture HMRC fraud-prevention browser context","summary":"Allow the module to collect the browser and session context required for HMRC fraud-prevention headers.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/capture-hmrc-fraud-prevention-browser-context","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Use Cash Flow and Changes in Equity reports","summary":"Review how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/cash-flow-and-equity-reports","keywords":"statement of flows / finance managers view report banking balance-sheet profit-and-loss britixo to","type":"guide"},{"title":"Accounting & Bookkeeping","summary":"Accounting & Bookkeeping: browse 125 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/accounting-bookkeeping","keywords":"","type":"directory"},{"title":"Advanced Lead Filters","summary":"Advanced Lead Filters: browse 6 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/advanced-lead-filters","keywords":"","type":"directory"},{"title":"Advanced Task Filters","summary":"Advanced Task Filters: browse 5 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/advanced-task-filters","keywords":"","type":"directory"},{"title":"Appointments & Scheduling","summary":"Appointments & Scheduling: browse 124 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/appointments-scheduling","keywords":"","type":"directory"},{"title":"Bilty Management","summary":"Bilty Management: browse 99 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification and compliance checks.","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/bilty-management","keywords":"","type":"directory"},{"title":"Client Discovery & Project Briefing Portal","summary":"Client Discovery & Project Briefing Portal: browse 12 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/client-discovery-project-briefing","keywords":"","type":"directory"},{"title":"Client portal","summary":"Client portal: browse 13 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/client-portal","keywords":"","type":"directory"},{"title":"Companies House Leads","summary":"Companies House Leads: browse 66 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/companies-house-leads","keywords":"","type":"directory"},{"title":"Compliance Monitor","summary":"Compliance Monitor: browse 245 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/compliance-monitor","keywords":"","type":"directory"},{"title":"Contracts and documents","summary":"Contracts and documents: browse 7 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/contracts-documents","keywords":"","type":"directory"},{"title":"Courier & Logistics Management","summary":"Courier & Logistics Management: browse 223 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/courier-logistics-management","keywords":"","type":"directory"},{"title":"CRM Menu Builder","summary":"CRM Menu Builder: browse 5 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/crm-menu-builder","keywords":"","type":"directory"},{"title":"CRM Theme & Brand Style Manager","summary":"CRM Theme & Brand Style Manager: browse 6 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/crm-theme-brand-style-manager","keywords":"","type":"directory"},{"title":"CSV Export Manager","summary":"CSV Export Manager: browse 8 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/csv-export-manager","keywords":"","type":"directory"},{"title":"Customer Surveys & Feedback Management","summary":"Customer Surveys & Feedback Management: browse 7 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/customer-surveys-feedback-management","keywords":"","type":"directory"},{"title":"Customers and contacts","summary":"Customers and contacts: browse 11 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/customers-contacts","keywords":"","type":"directory"},{"title":"Dashboard and navigation","summary":"Dashboard and navigation: browse 8 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/dashboard-navigation","keywords":"","type":"directory"},{"title":"Data, privacy and security","summary":"Data, privacy and security: browse 39 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/data-privacy-security","keywords":"","type":"directory"},{"title":"Delivery Note","summary":"Delivery Note: browse 70 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/delivery-note","keywords":"","type":"directory"},{"title":"e-Invoice","summary":"e-Invoice: browse 45 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related guidance.","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/e-invoice","keywords":"","type":"directory"},{"title":"eCommerce & POS Module","summary":"eCommerce & POS Module: browse 614 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/ecommerce-pos","keywords":"","type":"directory"},{"title":"Email and communications","summary":"Email and communications: browse 12 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/email-communications","keywords":"","type":"directory"},{"title":"Email Marketing & Newsletter","summary":"Email Marketing & Newsletter: browse 49 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/email-marketing-newsletter","keywords":"","type":"directory"},{"title":"EmaraTax UAE eInvoicing","summary":"EmaraTax UAE eInvoicing: browse 7 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/emaratax-einvoicing","keywords":"","type":"directory"},{"title":"Enterprise modules and integrations","summary":"Enterprise modules and integrations: browse 7 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/enterprise-integrations","keywords":"","type":"directory"},{"title":"Expenses, items and finance setup","summary":"Expenses, items and finance setup: browse 14 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/expenses-finance","keywords":"","type":"directory"},{"title":"Full Compliance Applications","summary":"Full Compliance Applications: browse 11 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/full-compliance-applications","keywords":"","type":"directory"},{"title":"Getting started","summary":"Getting started: browse 8 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related…","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/getting-started","keywords":"","type":"directory"},{"title":"Goals","summary":"Goals: browse 7 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related guidance.","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/goals-management","keywords":"","type":"directory"},{"title":"HMO Manager","summary":"HMO Manager: browse 15 task-led Pixie CRM guides with exact navigation paths, permissions, step-by-step workflows, verification checks and related guidance.","category":"Module overview","url":"https://pixiecrm.com/help-centre/category/hmo-manager","keywords":"","type":"directory"},{"title":"Human Resource Management","summary":"Human Resource Management: browse 276 task-led Pixie CRM guides with 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services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Choose a bulk export type","summary":"Select Invoice or Credit Note as offered by the form.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/choose-e-invoice-bulk-export-type","keywords":"1.0.0 admin area utilities and operational limitations","type":"guide"},{"title":"Choose IMAP encryption and certificate validation","summary":"Set SSL, TLS or none and control certificate checks.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/choose-imap-encryption-and-certificate-validation","keywords":"accounts credentials shared access admin area new edit account create users ssl/tls/none validate choices none.","type":"guide"},{"title":"Choose marketing consent","summary":"Set consent_marketing independently of service/processing consent.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/choose-marketing-consent","keywords":"public tenant application consents invited applicant applications and invites v1.0.0","type":"guide"},{"title":"Choose or add a material type","summary":"Select Liquid, Solid or a tenant-created material type, or create a new reusable material type from the same screen.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/choose-or-add-a-material-type","keywords":"creation and drafts dashboard step 1 how to britixo transport logistics","type":"guide"},{"title":"Choose a primary service provider","summary":"Set the preferred provider for a service while retaining other eligible staff as alternatives.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/choose-primary-provider","keywords":"services edit who manage view and assignment availability booking-form britixo booking providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Choose private, shared or organisation visibility for a saved QuickBooks report","summary":"Detailed client guidance covering choose private, shared or organisation visibility for a saved QuickBooks report, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-private-shared-or-organisation-visibility-for-a-saved-quickbooks-report","keywords":"reports and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose private, shared or organisation visibility for a saved Sage report","summary":"Detailed client guidance covering choose private, shared or organisation visibility for a saved Sage report, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-private-shared-or-organisation-visibility-for-a-saved-sage-report","keywords":"reports and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose private, shared or organisation visibility for a saved Xero report","summary":"Detailed client guidance covering choose private, shared or organisation visibility for a saved Xero report, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-private-shared-or-organisation-visibility-for-a-saved-xero-report","keywords":"reports and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose purchase-invoice currency and rate","summary":"Set currency/rate before confirming lines and totals.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-purchase-invoice-currency-and-rate","keywords":"admin area invoices new/edit purchase_invoices capability invoice status where applicable payments v1.7.9","type":"guide"},{"title":"Choose purchase-order currency and rate","summary":"Set currency and confirm conversion rate.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-purchase-order-currency-and-rate","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Choose purchase-order statuses visible in the vendor portal","summary":"Limit which purchase-order states vendors can see.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-purchase-order-statuses-visible-in-the-vendor-portal","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Choose purchase-request currency and rate","summary":"Select currency and confirm the currency_rate used for line calculations.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-purchase-request-currency-and-rate","keywords":"admin area request new/edit purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Choose purchase-request type, department and requester","summary":"Set the operational classification and owner.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-purchase-request-type-department-and-requester","keywords":"admin area request new/edit purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Choose an appointment recurrence frequency","summary":"Select weekly, monthly, yearly or custom recurrence based on the actual service schedule.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/choose-recurrence-frequency","keywords":"new edit staff who manage view recurring recurring-appointment britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Choose requested move-in date and term","summary":"Enter requested_move_in_date and requested_term_months.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/choose-requested-move-in-date-and-term","keywords":"public tenant application tenancy request invited applicant applications invites v1.0.0","type":"guide"},{"title":"Choose self, agent or hybrid filing mode","summary":"Select the filing workflow that matches client self-filing, accountant filing or client-and-accountant review.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/choose-self-agent-or-hybrid-filing-mode","keywords":"making tax digital uk vat income accounting saas return","type":"guide"},{"title":"Choose a service and provider","summary":"Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/choose-service-and-provider","keywords":"selection new or edit appointment staff who manage create creating editing viewing britixo booking services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Choose services shown on the public booking form","summary":"Limit the public form to the active services appropriate for website visitors while keeping other services available to staff.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/choose-services-shown-public-booking-form","keywords":"service selection / settings staff who manage view and embedding booking-form provider availability britixo providers calendar reminders invoices feedback reports how","type":"guide"},{"title":"Choose staff who receive new-vendor registration notices","summary":"Select employees notified when a vendor registers publicly.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-staff-who-receive-new-vendor-registration-notices","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Choose staff who receive purchase-invoice expiry notices","summary":"Select employees for purchase-invoice expiry notifications.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-staff-who-receive-purchase-invoice-expiry-notices","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Choose the Bilty delivery type","summary":"Select Doorstep / Godown Delivery or Goods Transport Adda Delivery for the shipment.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/choose-the-bilty-delivery-type","keywords":"creation and drafts dashboard step 1 how to britixo logistics","type":"guide"},{"title":"Choose the correct bank account for QuickBooks activity review","summary":"Detailed client guidance covering choose the correct bank account for QuickBooks activity review, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-correct-bank-account-for-quickbooks-activity-review","keywords":"and api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the correct bank account for Sage activity review","summary":"Detailed client guidance covering choose the correct bank account for Sage activity review, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-correct-bank-account-for-sage-activity-review","keywords":"api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the correct bank account for Xero activity review","summary":"Detailed client guidance covering choose the correct bank account for Xero activity review, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-correct-bank-account-for-xero-activity-review","keywords":"api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the deposit scheme","summary":"Select the supported deposit_scheme value.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/choose-the-deposit-scheme","keywords":"onboarding workspace financial terms authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Choose the FAF requester by department","summary":"Load/select requestors after choosing a department.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-the-faf-requester-by-department","keywords":"admin area request new/edit department/requester purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Choose the Income Tax period end date","summary":"Use the period end required for the business update and keep it consistent with the HMRC obligation and Accounting records.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/choose-the-income-tax-period-end-date","keywords":"making digital uk vat accountant agent saas return","type":"guide"},{"title":"Choose the Mailbox Exchange AI provider","summary":"Select the supported provider.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/choose-the-mailbox-exchange-ai-provider","keywords":"global settings synchronisation and defaults admin area administrator users openai accepted in this build is openai. email content can be sent to configured external when an action runs. open exact","type":"guide"},{"title":"Choose the Mailbox Exchange OpenAI model","summary":"Set the provider model identifier.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/choose-the-mailbox-exchange-openai-model","keywords":"global settings synchronisation and ai defaults admin area administrator users identifier installed default option gpt-5.2. blank submitted falls back to gpt-4.1-mini. account must have access. open","type":"guide"},{"title":"Choose the Mailbox Exchange synchronisation mode","summary":"Select cron, hybrid or manual-only operation.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/choose-the-mailbox-exchange-synchronisation-mode","keywords":"global settings and ai defaults admin area administrator users manual only allowed values manual_only. invalid submitted value becomes hybrid. enables limited web","type":"guide"},{"title":"Choose the order-return type and source","summary":"Select return type, related record and vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-the-order-return-type-and-source","keywords":"admin area order returns new/edit purchase_order_return capability refunds v1.7.9","type":"guide"},{"title":"Choose the POD goods condition","summary":"Record the delivery outcome used locally and by provider submission.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/choose-the-pod-goods-condition","keywords":"public page token notes proof of signing dispatch driver vehicle bp fuel finance","type":"guide"},{"title":"Choose the purchase-order PDF template","summary":"Select the module template used to render purchase-order PDFs.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/choose-the-purchase-order-pdf-template","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Choose the right QuickBooks integration report","summary":"Detailed client guidance covering choose the right QuickBooks integration report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-right-quickbooks-integration-report","keywords":"reports exports how to reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the right Sage integration report","summary":"Detailed client guidance covering choose the right Sage integration report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-right-sage-integration-report","keywords":"reports exports how to reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the right Xero integration report","summary":"Detailed client guidance covering choose the right Xero integration report, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/choose-the-right-xero-integration-report","keywords":"reports exports how to reconciliation audit troubleshooting","type":"guide"},{"title":"Choose the standard OpenAI model","summary":"Select the model used when fine-tuning is disabled or no fine-tuned model is selected.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/choose-the-standard-openai-model","keywords":"admin area setup settings ai edit access and configuration v1.0.0","type":"guide"},{"title":"Choose WhatsApp recipient roles per Bilty trigger","summary":"Choose Booking Client, Sender, Receiver, Credit Client, Driver and Broker combinations independently for each notification event.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/choose-whatsapp-recipient-roles-per-bilty-trigger","keywords":"automation settings how to britixo transport logistics","type":"guide"},{"title":"Claims and reimbursements overview","summary":"Submit staff expense claims, approve eligible amounts and record reimbursement or refund entries with project and category context.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/claims-and-reimbursements-overview","keywords":"claimants managers finance view budgets approvals claim approval payment project-budget britixo how to","type":"guide"},{"title":"Classify one email with AI","summary":"Generate a short label.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/classify-one-email-with-ai","keywords":"assistance crm conversion read receipts and attachments admin area inbox open message account enabled users action classify_email. required. output requested at no more than three words. the exact navigation path shown","type":"guide"},{"title":"Clear a company summary filter","summary":"Return the current result table to all saved companies.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/clear-a-company-summary-filter","keywords":"searches and registers fresh uk found show administrator access","type":"guide"},{"title":"Clear a contract signature","summary":"Remove the stored signature only when correction is authorised.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/clear-a-contract-signature","keywords":"broker portal contracts open authenticated user with edit access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Clear a purchase-contract signature","summary":"Remove the stored signature through the supported clear action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/clear-a-purchase-contract-signature","keywords":"admin area contracts open contract purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Clear and redraw the public signature","summary":"Remove an unfinished canvas signature before confirmation.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/clear-and-redraw-the-public-signature","keywords":"secure access e-signing link area recipients valid token for open draw signature. select submitting. confirm is blank. correct","type":"guide"},{"title":"Client Appointments portal overview","summary":"Give authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Pixie CRM appointments.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/client-appointments-portal-overview","keywords":"staff who manage lead appointment experience client-portal cancellation booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Assign active staff","summary":"Choose an active staff member responsible for the brief.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-assigned-staff","keywords":"administrator dashboard request creation and customer context admin area create brief workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Use customer autofill","summary":"Selecting a customer can fill company, primary contact, email, phone, website and address from CRM records.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-autofill-client","keywords":"administrator dashboard request creation context admin area create brief workspace or endpoint purpose","type":"guide"},{"title":"Complete business or website name","summary":"Record the organisation, website or project identity shown throughout the brief.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-business-name","keywords":"administrator dashboard request creation and customer context admin area create brief workspace endpoint purpose action is","type":"guide"},{"title":"Open linked customer context","summary":"Use the Client context action to move between the brief and the related CRM customer.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-client-context","keywords":"administrator dashboard request creation admin area view workspace or endpoint purpose is available only where","type":"guide"},{"title":"Copy the secure form link","summary":"Copy only for an authorised recipient and treat the token as confidential.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-copy-secure-link","keywords":"administrator dashboard request creation customer context admin area view workspace or endpoint purpose action is available where supplied","type":"guide"},{"title":"Open Create Client Brief","summary":"Open the administrator form used to generate a secure website, software or custom-template request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-create-page","keywords":"dashboard request creation and customer context admin area workspace endpoint purpose","type":"guide"},{"title":"Review briefs from a customer profile","summary":"Open the module customer tab to see requests linked to that customer.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-customer-list","keywords":"administrator dashboard request creation and context admin area customers view workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Open the Client Discovery Dashboard","summary":"Review request references, type, customer/business, status, progress, deadline and actions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-dashboard","keywords":"administrator creation customer context admin area view workspace or endpoint purpose","type":"guide"},{"title":"Set the internal deadline","summary":"Record the team deadline used for internal planning.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-deadline","keywords":"administrator dashboard request creation and customer context admin area create brief workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Delete a discovery request","summary":"Use Delete only with the module Delete permission; the controller removes related records and stored upload/signature files.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-delete","keywords":"administrator dashboard creation customer context admin area workspace or endpoint purpose","type":"guide"},{"title":"Understand request deletion impact","summary":"Deletion removes answers, uploads, activity, email logs, signatures and request context rather than archiving the brief.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-delete-impact","keywords":"administrator dashboard creation customer admin area delete workspace or endpoint purpose","type":"guide"},{"title":"Create a customer-linked brief","summary":"Select a CRM customer/contact so the request appears in the customer account and eligible client portal.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-linked-request","keywords":"administrator dashboard creation context admin area workspace or endpoint purpose","type":"guide"},{"title":"Open the secure client form","summary":"Use Open Client Form to test or review the exact recipient journey.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-open-client-form","keywords":"administrator dashboard request creation and customer context admin area view workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Open a request record","summary":"Select a dashboard row to review answers, scopes, uploads, activity and signature evidence.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-open-request","keywords":"administrator creation customer context admin area view workspace or endpoint purpose","type":"guide"},{"title":"Select the recipient contact","summary":"Load active contacts for the selected customer and choose the person receiving the secure invitation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-recipient-contact","keywords":"administrator dashboard request creation context admin area create brief workspace or endpoint purpose","type":"guide"},{"title":"Complete recipient email","summary":"Enter a valid address for the secure invitation and status emails.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-recipient-email","keywords":"administrator dashboard request creation customer context admin area create brief workspace or endpoint purpose action is available only","type":"guide"},{"title":"Complete recipient name","summary":"Enter the person expected to complete the brief.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-recipient-name","keywords":"administrator dashboard request creation and customer context admin area create brief workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Understand references and secure tokens","summary":"The model creates request identifiers and a secure token used by recipient URLs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-reference-token","keywords":"administrator dashboard creation customer context admin area view workspace or endpoint purpose","type":"guide"},{"title":"Search for an existing CRM customer","summary":"Use live client lookup before creating a linked request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-search-client","keywords":"administrator dashboard request creation and context admin area create brief workspace or endpoint purpose the action is available","type":"guide"},{"title":"Select the brief type","summary":"Choose Website, Custom Software or an active custom form template.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-select-type","keywords":"administrator dashboard request creation and customer context admin area create workspace endpoint purpose action is available only","type":"guide"},{"title":"Create a standalone secure brief","summary":"Leave the CRM client unlinked and provide direct recipient/business details for a standalone request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-standalone-request","keywords":"administrator dashboard request creation customer context admin area workspace or endpoint purpose","type":"guide"},{"title":"Understand the open-applications top-bar count","summary":"The count excludes only statuses normalised as Completed & Delivered and includes all other/blank states.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-admin-dashboard-create-topbar-count","keywords":"administrator dashboard request creation customer context admin area top navigation view workspace or endpoint purpose","type":"guide"},{"title":"Understand the autosave answer payload","summary":"Answers are submitted as the current structured field values and saved in bulk.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-answer-json","keywords":"progress secure uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where supplied","type":"guide"},{"title":"Understand refreshed CSRF values","summary":"Successful JSON responses return current CSRF name/hash for the next request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-csrf","keywords":"autosave progress and secure uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Download an uploaded file as staff","summary":"Use the request Uploads tab and module View access; the controller validates request/upload relationship.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-download","keywords":"autosave progress secure recipient link brief secure-link or workspace endpoint purpose action is available","type":"guide"},{"title":"Resolve an expired staff JSON session","summary":"The module-scoped guard returns JSON 401 and removes only stale redirects pointing to top-bar/status JSON endpoints.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-expired-session","keywords":"autosave progress secure uploads recipient link brief secure-link or view workspace endpoint purpose action is","type":"guide"},{"title":"Understand supported upload extensions","summary":"Supported extensions are PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, JPG/JPEG/PNG/GIF/WEBP/SVG, TXT, CSV, ZIP, MP4, MOV and WEBM.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-extensions","keywords":"autosave progress secure uploads recipient link brief secure-link or view staff workspace endpoint purpose the action","type":"guide"},{"title":"Resolve a rejected upload","summary":"Check extension, file availability, server upload limits, writable directory and secure-token validity.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-failed-upload","keywords":"autosave progress secure uploads recipient link brief secure-link or view staff workspace endpoint purpose the action is available only","type":"guide"},{"title":"Understand generated filenames","summary":"The module generates stored filenames instead of trusting the submitted client filename.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-filename","keywords":"autosave progress and secure uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where","type":"guide"},{"title":"Understand request upload folders","summary":"Files are stored beneath a request-specific module upload folder protected by generated web-server rules.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-folder","keywords":"autosave progress and secure uploads recipient link brief secure-link or view staff workspace endpoint purpose the action is available","type":"guide"},{"title":"Review upload activity","summary":"Each accepted upload is linked to the request and recorded in activity evidence.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-log","keywords":"autosave progress secure uploads recipient link brief secure-link or view staff workspace endpoint purpose action available only where supplied","type":"guide"},{"title":"Understand step autosave","summary":"The browser sends current answers, step key/number and progress to the secure autosave endpoint.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-overview","keywords":"uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where","type":"guide"},{"title":"Understand progress calculation","summary":"Current step and percentage are updated so the recipient can resume.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-progress","keywords":"autosave secure uploads link brief secure-link or view staff workspace endpoint purpose action is available only where supplied module exposes","type":"guide"},{"title":"Resume after an upload","summary":"Return to the same step; saved answers and uploaded files remain linked.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-resume-upload","keywords":"autosave progress secure uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Upload a supporting file","summary":"Use the step upload control; the secure token determines the request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-autosave-progress-uploads-upload","keywords":"autosave progress and uploads recipient link brief secure-link or view staff workspace endpoint purpose action is available only where supplied module exposes","type":"guide"},{"title":"Understand contact context","summary":"Client access is based on customer ownership; invitation recipients still use the secure token link.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-contact-access","keywords":"and customer-profile clients area briefs authenticated linked or view staff workspace endpoint purpose action available only where","type":"guide"},{"title":"Use the administrator customer tab","summary":"Staff can review all requests linked to one customer.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-customer-tab","keywords":"and customer-profile access admin area customers view workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Review My Briefs","summary":"See only requests linked to the signed-in customer account.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-list","keywords":"and customer-profile access clients area authenticated contact workspace or endpoint purpose action is available where supplied module exposes it user","type":"guide"},{"title":"Open Client Briefs","summary":"The client navigation item appears only for a customer with linked requests.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-menu","keywords":"and customer-profile access clients area authenticated contact workspace or endpoint purpose action is available where supplied module exposes it","type":"guide"},{"title":"Understand client ownership checks","summary":"The client controller rejects requests not linked to the current customer.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-ownership","keywords":"and customer-profile access clients area briefs authenticated contact workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Continue a brief from the client area","summary":"Use the secure form action for an owned request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-secure-form","keywords":"and customer-profile access clients briefs authenticated linked contact workspace or endpoint purpose is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand standalone-request visibility","summary":"A standalone request is not shown in an unrelated client portal or customer tab.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-unlinked","keywords":"and customer-profile access clients area briefs authenticated linked contact view staff workspace endpoint purpose the action available only where supplied module","type":"guide"},{"title":"Open a linked brief","summary":"Select a request owned by the client account.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-client-portal-customer-tab-view","keywords":"and customer-profile access clients area briefs authenticated contact workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Confirm authorised use of software information","summary":"Select the final consent permitting discovery, development, project and support teams to prepare the scope and plan.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-confirm-use","keywords":"custom brief secure recipient link secure-link workspace or endpoint purpose","type":"guide"},{"title":"Upload examples and references","summary":"Provide sample outputs, competitor references or design examples.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-examples","keywords":"custom software development brief secure recipient link secure-link workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Understand the Custom Software Development Brief","summary":"Capture project purpose, workflows, users, functionality, integrations, data, security, reporting, budget and delivery planning.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-overview","keywords":"secure recipient link secure-link workspace or endpoint","type":"guide"},{"title":"Upload process documents","summary":"Upload diagrams, policies, process maps or specifications.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-process-documents","keywords":"custom software development brief secure recipient link secure-link workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Review the custom software brief","summary":"Check every section and uploaded-file count before signature.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-review","keywords":"development secure recipient link secure-link workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Upload screenshots","summary":"Provide screenshots of existing systems or desired interactions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-screenshots","keywords":"custom software development brief secure recipient link secure-link workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Move through the custom software sections","summary":"Use the generated section sequence and final Review & Submit step.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-sections","keywords":"development brief secure recipient link secure-link workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Complete Automation requirements","summary":"Describe triggers, scheduled actions and notifications.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-automation","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Budget range","summary":"Record the available or expected project budget.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-budget","keywords":"custom software development brief secure recipient link secure-link field is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Business goals","summary":"List measurable outcomes.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-business-goals","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields must pass","type":"guide"},{"title":"Complete Business name","summary":"Identify the commissioning organisation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-business-name","keywords":"custom software development brief secure recipient link secure-link field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Core features","summary":"List essential system functions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-core-features","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields must","type":"guide"},{"title":"Complete Current process","summary":"Explain how the work is currently completed.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-current-process","keywords":"custom software development brief secure recipient link secure-link field stored as part of request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Dashboards and screens","summary":"Describe required dashboards, pages and data views.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-dashboards","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Data entities","summary":"List main records and relationships.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-data-entities","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Deadline notes","summary":"Explain fixed events, dependencies or phased dates.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-deadline-notes","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Target delivery date","summary":"Enter the desired delivery date.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-delivery-date","keywords":"custom software development brief secure recipient link secure-link field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Device requirements","summary":"Specify desktop, tablet, mobile or specialist device support.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-devices","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when","type":"guide"},{"title":"Complete Existing systems","summary":"Identify legacy systems and dependencies.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-existing-systems","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Import and export requirements","summary":"Describe source files, mapping, CSV/PDF/Excel outputs and migration needs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-import-export","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional","type":"guide"},{"title":"Complete Third-party integrations","summary":"List external services, APIs and systems.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-integrations","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Interface style","summary":"Describe desired visual and interaction style.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-interface-style","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Login requirements","summary":"Describe authentication, MFA, SSO or access expectations.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-login-requirements","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Permission rules","summary":"Describe what each role can view or change.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-permission-rules","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Problem to solve","summary":"Describe the business problem or risk.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-problem","keywords":"custom software development brief secure recipient link secure-link field is stored as part of current request intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Software project name","summary":"Enter the working project or product name.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-project-name","keywords":"custom development brief secure recipient link secure-link field is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Software purpose","summary":"Explain what the proposed system must achieve.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-purpose","keywords":"custom development brief secure recipient link secure-link field is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Reporting requirements","summary":"List dashboards, reports, KPIs and scheduled outputs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-reporting","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Security requirements","summary":"Describe confidentiality, access, audit, encryption and compliance needs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-security","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank","type":"guide"},{"title":"Complete Success criteria","summary":"Define how delivery success will be measured.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-success-criteria","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete User groups","summary":"Identify staff, customers, partners, administrators or other users.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-user-groups","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete User roles","summary":"List required roles or account types.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-user-roles","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request intake answer set. leave an optional blank only when form permits it fields","type":"guide"},{"title":"Complete Expected user volume","summary":"Estimate user numbers and usage scale.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-user-volume","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Workflow description","summary":"Explain end-to-end process stages and decisions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-workflow","keywords":"custom software development brief secure recipient link secure-link the field is stored as part of current request or intake answer set. leave an optional blank only when form permits","type":"guide"},{"title":"Upload spreadsheets","summary":"Provide sample data, calculations or import structures.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-custom-software-brief-spreadsheets","keywords":"custom software development brief secure recipient link secure-link workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Select the e-signature confirmation","summary":"The named confirmation checkbox is required.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-accept","keywords":"review and final submission secure recipient link submit secure-link workspace or endpoint purpose action available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Clear and redraw the signature","summary":"Use Clear Signature before final submission if the mark is incorrect.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-clear","keywords":"review e-signature secure recipient link submit secure-link workspace or endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Draw the signature","summary":"Use the signature pad; a PNG data URL is submitted.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-draw","keywords":"review e-signature and final submission secure recipient link submit secure-link workspace or endpoint purpose action available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand captured signature evidence","summary":"Submission stores signature, typed name, date/time, IP, user-agent, request URI and evidence hash.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-evidence","keywords":"review e-signature final secure recipient link submit secure-link workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Resolve missing signature consent","summary":"Select the final confirmation checkbox.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-missing-consent","keywords":"review e-signature and submission secure recipient link submit secure-link workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Resolve missing signature name","summary":"Enter the full name before resubmitting.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-missing-name","keywords":"review e-signature and final submission secure recipient link submit secure-link workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Resolve missing drawn signature","summary":"Draw a signature so a valid PNG base64 payload is present.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-missing-signature","keywords":"review e-signature and final submission secure recipient link submit secure-link workspace or endpoint purpose the action available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand submission notifications","summary":"The module sends configured details/intimation emails and writes email/activity evidence.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-notify","keywords":"review e-signature final secure recipient link submit secure-link workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Review all answers before submission","summary":"Use the final step summary and uploaded-file count to verify completeness.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-review","keywords":"e-signature secure recipient link submit secure-link workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Submit the completed brief","summary":"The submit endpoint saves all supplied answers, validates signature evidence and marks the request submitted.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-submit","keywords":"review e-signature final submission secure recipient link secure-link workspace or purpose action is available only","type":"guide"},{"title":"Open the thank-you page","summary":"Successful submission redirects to the token-specific thank-you route.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-thank-you","keywords":"review e-signature and final secure recipient link submit secure-link workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Type the e-signature full name","summary":"The typed full name is required for final signature evidence.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-esignature-submit-typed-name","keywords":"review and submission secure recipient link submit secure-link workspace or endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Set template Active","summary":"Only active custom templates can be used by public start and request creation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-active","keywords":"form schemas admin area edit workspace or endpoint purpose the action is available where supplied module","type":"guide"},{"title":"Create a custom form template","summary":"Open the new-template form and provide name, slug, description, active state and valid schema JSON.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-create","keywords":"templates schemas admin area new edit workspace or endpoint purpose","type":"guide"},{"title":"Use a date field","summary":"Define a date input.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-date","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets","type":"guide"},{"title":"Delete an unused custom template","summary":"Delete only a non-system template that is not referenced by existing requests.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-delete","keywords":"form templates and schemas admin area workspace or endpoint purpose the action available where","type":"guide"},{"title":"Complete template Description","summary":"Explain what the custom questionnaire collects.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-description","keywords":"form templates and schemas admin area edit workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Edit a custom template","summary":"Open an eligible custom template and save validated changes.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-edit","keywords":"form templates schemas admin area workspace or endpoint purpose the action is available only where supplied module exposes","type":"guide"},{"title":"Use an email field","summary":"Define an email input.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-email","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets","type":"guide"},{"title":"Resolve template in-use protection","summary":"Archive/deactivate or retain templates that existing requests reference; the controller rejects deletion.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-in-use","keywords":"form and custom schemas admin area delete workspace endpoint purpose action is available only","type":"guide"},{"title":"Resolve invalid schema JSON","summary":"Correct syntax and supported field definitions before saving.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-invalid-json","keywords":"form templates custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete template Name","summary":"Enter the public/admin label for the custom discovery form.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-name","keywords":"form templates and schemas admin area edit workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Use a number field","summary":"Define a numeric input.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-number","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets","type":"guide"},{"title":"Open Form Templates","summary":"Use the administrator child menu to review system and custom template records.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-open","keywords":"schemas admin area edit workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Open or copy a template public link","summary":"Use the row Open/Copy actions for an active custom form.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-public-link","keywords":"form templates and schemas admin area view workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Write Schema JSON","summary":"Provide valid JSON defining sections and supported fields.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-schema","keywords":"form templates custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Use a select field","summary":"Define supported options for a select input.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-select","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete template Slug","summary":"Use lowercase letters, numbers and underscores; reserved, system and duplicate slugs are rejected.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-slug","keywords":"form templates custom schemas admin area edit workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Understand the Custom Software system template","summary":"The installed software form is protected and cannot be edited or deleted.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-system-software","keywords":"templates schemas admin area view workspace endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Understand the Website system template","summary":"The installed Website form is protected and cannot be edited or deleted.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-system-website","keywords":"templates custom schemas admin area view workspace endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Use a text field","summary":"Define a one-line text input in the schema.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-text","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Use a textarea field","summary":"Define a multi-line response field.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-textarea","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Enable uploads in a section","summary":"Set the section upload flag to true where supporting files are required.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-form-templates-upload","keywords":"form templates and custom schemas admin area edit workspace or endpoint purpose action is available only supplied module exposes it","type":"guide"},{"title":"Understand public start route aliases","summary":"Hyphenated and underscore route aliases are supplied for compatible deployments.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-aliases","keywords":"intake companies house assistance website link visitor workspace or endpoint purpose the action is available only where module exposes it","type":"guide"},{"title":"Load a Companies House profile","summary":"Select a company result to populate company number, registered office, status, type and incorporation date.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-companies-profile","keywords":"public intake assistance start visitor workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Search Companies House","summary":"Use the public company search assistance before completing company details.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-companies-search","keywords":"intake and start visitor workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Complete Company address","summary":"Optionally provide the registered or trading address.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-address","keywords":"public intake and companies house assistance start visitor workspace endpoint purpose action is available only where supplied module exposes it signed-in user api meets stated access","type":"guide"},{"title":"Resolve Companies House assistance errors","summary":"Complete company details manually if the search/profile assistance is unavailable.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-api-error","keywords":"public intake and start visitor workspace or endpoint purpose action available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Review Companies House autofill","summary":"Confirm the company name/address and hidden company metadata before submission.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-autofill","keywords":"public intake assistance start visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Complete Company email","summary":"Optionally provide a separate company email.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-email","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets stated access","type":"guide"},{"title":"Complete Company or organisation name","summary":"Enter the required organisation name.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-name","keywords":"public intake and companies house assistance start visitor workspace endpoint purpose action is available only where supplied module exposes it signed-in user api meets stated access conditions.","type":"guide"},{"title":"Complete Company phone","summary":"Optionally provide a company telephone number.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-phone","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets stated access","type":"guide"},{"title":"Complete Company website","summary":"Optionally provide a valid URL.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-company-website","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets stated access conditions. internal","type":"guide"},{"title":"Create the public visitor request","summary":"Successful intake creates a request and redirects to its secure brief.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-create-request","keywords":"companies house assistance start submit workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand customer and contact matching","summary":"The model attempts to create or link a CRM customer/contact for the public visitor.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-customer-match","keywords":"intake companies house assistance submission visitor workspace endpoint purpose action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Complete Email","summary":"Enter a required valid email address.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-email","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets stated access conditions.","type":"guide"},{"title":"Complete Full name","summary":"Enter the required visitor/contact name.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-full-name","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api meets stated access conditions.","type":"guide"},{"title":"Complete Initial notes","summary":"Describe what is needed so the request can be routed correctly.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-initial-notes","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose action available only where supplied module exposes it signed-in user api meets","type":"guide"},{"title":"Resolve an unavailable form type","summary":"Use website, custom software or an active custom-template slug; inactive/unknown types cannot start.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-invalid-type","keywords":"public intake and companies house assistance start visitor workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Open a public discovery start page","summary":"Use /website-discovery/start/{form-type} for website, custom-software or an active custom template.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-open-start","keywords":"intake and companies house assistance link visitor workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Complete Phone","summary":"Enter the required best contact number.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-phone","keywords":"public intake and companies house assistance start visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api meets stated access conditions.","type":"guide"},{"title":"Accept the privacy confirmation","summary":"The required privacy checkbox must be selected before public submission.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-privacy","keywords":"intake and companies house assistance start visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Understand public intake validation","summary":"Full name, valid email, phone, company name and privacy consent are required.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-validation","keywords":"companies house assistance start visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Review the Activity tab","summary":"Inspect invite, open, autosave, upload, submit, status and email events.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-activity-tab","keywords":"tabs ai-ready briefs exports admin area request view or edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Review the Client Answers tab","summary":"Read all saved website, software or custom-template answers.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-answers-tab","keywords":"tabs ai-ready briefs and exports admin area request view edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Review the AI Design Brief tab","summary":"Use the locally prepared design-brief text generated from collected answers; the supplied flow does not prove an external AI request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-design-brief-tab","keywords":"tabs ai-ready briefs and exports admin area request view or edit workspace endpoint purpose","type":"guide"},{"title":"Generate or print the details output","summary":"Open Details PDF and use the deployment PDF/print capability supplied by the controller/view.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-details-pdf","keywords":"review tabs ai-ready briefs exports admin area request view edit workspace endpoint purpose action is available only where","type":"guide"},{"title":"Review the Developer Scope tab","summary":"Use the locally assembled technical scope as a starting point for professional estimation and validation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-developer-scope-tab","keywords":"tabs ai-ready briefs exports admin area request view or edit workspace endpoint purpose action is available only","type":"guide"},{"title":"Email full request details","summary":"Send the complete details to an authorised recipient using global SMTP.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-email-details","keywords":"review tabs ai-ready briefs and exports admin area view or edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Open full request details","summary":"Use the Details/PDF-compatible view to review a complete professional record.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-full-details","keywords":"tabs ai-ready briefs and exports admin area or edit workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Export request JSON","summary":"Use Export JSON to download structured request data for authorised development or integration work.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-json","keywords":"review tabs ai-ready briefs and exports admin area view edit workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Understand the AI naming limitation","summary":"AI Design Brief labels describe prepared prompt/brief content; no external OpenAI call is established by the supplied live flow.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-no-external-ai","keywords":"review tabs ai-ready briefs and exports admin area request view or edit workspace endpoint purpose","type":"guide"},{"title":"Review e-signature evidence","summary":"Inspect typed name, signature, timestamp, IP, browser/agent, URI and evidence hash.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-signature","keywords":"tabs ai-ready briefs exports admin area request view or edit workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand generated summary payloads","summary":"The helper builds summaries from actual answers and metadata.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-summary","keywords":"review tabs ai-ready briefs exports admin area request view or edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Review the Uploads tab","summary":"Download and audit supporting files linked to the request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-review-export-scope-uploads-tab","keywords":"tabs ai-ready briefs exports admin area request view or edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve autosave errors","summary":"Check token, CSRF, network response, server logs and answer payload.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-autosave","keywords":"security lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Resolve Companies House lookup errors","summary":"Continue with manual company information where the assistance endpoint cannot return a result.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-companies-house","keywords":"security lifecycle limitations and troubleshooting admin area administrator or authorised user workspace purpose action is available","type":"guide"},{"title":"Understand CSRF handling","summary":"Autosave/upload/submit responses refresh CSRF values for subsequent browser requests.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-csrf","keywords":"security errors lifecycle limitations and troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only","type":"guide"},{"title":"Understand permanent request deletion","summary":"Delete is a destructive administrator action, not an archive status.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-delete-warning","keywords":"security errors lifecycle limitations and troubleshooting admin area or authorised user workspace endpoint purpose the available only where supplied","type":"guide"},{"title":"Resolve invite/reminder/status email errors","summary":"Check SMTP, valid recipient and configured sender/admin email.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-email","keywords":"security lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Resolve an invalid or expired-looking secure link","summary":"Verify the exact stored token and request state; the module uses secure tokens but does not implement a documented time-based token expiry control.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-invalid-token","keywords":"security errors lifecycle limitations troubleshooting admin area administrator authorised user workspace endpoint purpose","type":"guide"},{"title":"Resolve request not found","summary":"Check deletion, ID/token correctness and customer ownership.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-missing-request","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand reminder automation limits","summary":"The supplied module installs reminder-days configuration and manual reminder actions; no dedicated module cron hook is present in the entry file.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-no-cron-reminder","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose","type":"guide"},{"title":"Understand integration limits","summary":"The supplied module has no dedicated outbound webhook or public API management interface.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-no-webhook","keywords":"security errors lifecycle limitations and troubleshooting admin area administrator authorised user workspace endpoint purpose action is available only","type":"guide"},{"title":"Resolve administrator permission errors","summary":"Grant only the required View/Create/Edit/Delete capability and core customer access.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-permission","keywords":"security lifecycle limitations troubleshooting admin area or authorised user workspace endpoint purpose action is available where","type":"guide"},{"title":"Understand excluded archive artefacts","summary":"Bundled sample uploads, signatures, audit/fix reports and development snapshots are not product features and are excluded from user guidance.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-sample-files","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised workspace endpoint purpose","type":"guide"},{"title":"Understand the JSON login-redirect guard","summary":"Only the module top-bar and status-autosave JSON endpoints return the custom unauthenticated 401 behaviour.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-session-guard","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose action","type":"guide"},{"title":"Protect signature evidence","summary":"Restrict signature data, IP, user-agent and hashes to authorised staff.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-signatures","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or user workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Resolve submission errors","summary":"Check typed name, PNG signature payload, consent and all current answers.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-submit","keywords":"security lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Resolve template save errors","summary":"Check system protection, slug rules, duplicate/in-use status and valid JSON.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-template","keywords":"security lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Protect secure brief tokens","summary":"Treat recipient links as credentials and do not publish them.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-tokens","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Prepare for uninstall","summary":"Export required briefs and signature evidence because the supplied signature table is dropped even when general keep-data is enabled.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-uninstall-warning","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose","type":"guide"},{"title":"Resolve upload errors","summary":"Check extension, PHP/server size limits, writable request folder and file integrity.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-upload","keywords":"security lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Protect uploaded files","summary":"Use module download actions and server protections rather than direct public file URLs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-uploads","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose the action is available only","type":"guide"},{"title":"Run a full production verification","summary":"Test linked and standalone requests, public intake, Companies House, every brief type, autosave, upload, signature, emails, status, client portal, exports and permissions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-security-errors-limitations-verify","keywords":"security errors lifecycle limitations troubleshooting admin area administrator or authorised user workspace endpoint purpose","type":"guide"},{"title":"Activate the module","summary":"Run install.php through normal module activation and verify tables, options, menus and routes.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-activate","keywords":"setup access permissions lifecycle admin area modules administrator workspace or endpoint purpose","type":"guide"},{"title":"Open the staff menu","summary":"Use the exact Client Discovery Portal parent menu and its three child workspaces.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-admin-menu","keywords":"setup access permissions lifecycle admin area administrator or authorised workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Understand when clients see Client Briefs","summary":"The client menu is shown only to a signed-in client whose customer account has explicitly linked discovery requests.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-client-menu-rule","keywords":"setup access permissions and lifecycle area authenticated contact workspace or endpoint purpose action available where","type":"guide"},{"title":"Understand Create permission","summary":"Create controls the administrator Create Client Brief workflow.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-create-permission","keywords":"setup access permissions and lifecycle admin area or authorised staff workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Check the CRM requirement","summary":"Confirm the module targets CRM 2.3.* before activation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-crm-requirement","keywords":"setup access permissions and lifecycle admin area modules administrator workspace or endpoint purpose action is available only where supplied exposes it signed-in user api meets","type":"guide"},{"title":"Understand the customer profile tab","summary":"The module adds a customer-profile tab for linked discovery requests.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-customer-tab","keywords":"setup access permissions and lifecycle admin area administrator or authorised staff workspace endpoint purpose action is available only where supplied exposes it","type":"guide"},{"title":"Deactivate without deleting briefs","summary":"Deactivation removes runtime hooks, menus and assets while preserving collected data.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-deactivate","keywords":"setup access permissions lifecycle admin area modules administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand Delete permission","summary":"Delete controls permanent request removal through the supplied administrator action.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-delete-permission","keywords":"setup access permissions and lifecycle admin area or authorised staff workspace endpoint purpose action is available only where","type":"guide"},{"title":"Understand Edit permission","summary":"Edit controls invitation, reminders, status changes, details email and template administration where checked.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-edit-permission","keywords":"setup access permissions lifecycle admin area administrator or authorised staff workspace endpoint purpose the action is available","type":"guide"},{"title":"Understand installed options","summary":"Admin notification email, email from-name, reminder days (default 2) and keep-data-on-uninstall are installed.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-options","keywords":"setup access permissions lifecycle area administrator or authorised staff workspace endpoint purpose the action is available","type":"guide"},{"title":"Understand the Client Discovery & Project Briefing Portal","summary":"Review the complete administrator, client, public intake, template, autosave, upload, signature, notification and export flow.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-overview","keywords":"setup access permissions lifecycle admin area or authorised staff workspace endpoint purpose action","type":"guide"},{"title":"Assign all four permissions","summary":"Grant View, Create, Edit and Delete only to staff who need the corresponding request actions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-permissions","keywords":"setup access lifecycle admin area roles administrator workspace or endpoint purpose action is available where","type":"guide"},{"title":"Understand the seven module tables","summary":"Requests, answers, uploads, activity, email logs, signatures and form templates store the live workflow.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-schema","keywords":"setup access permissions lifecycle admin area administrator or authorised staff workspace endpoint purpose action is available only","type":"guide"},{"title":"Understand signature-table uninstall behaviour","summary":"The supplied uninstall script drops the signature table regardless of the general keep-data option; export required evidence before uninstall.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-signature-uninstall-warning","keywords":"setup access permissions and lifecycle admin area modules administrator workspace or endpoint purpose","type":"guide"},{"title":"Understand the installed source version","summary":"The module header reports 1.0.0 while the runtime source constant identifies build 1.1.1+saassafe20260630; this Help Centre documents the live 1.1.1 flow.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-source-version","keywords":"setup access permissions and lifecycle admin area administrator or authorised staff workspace endpoint purpose","type":"guide"},{"title":"Understand the keep-data uninstall option","summary":"The installed keep-data option defaults to 1; setting it to 0 allows most module tables to be dropped during uninstall.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-uninstall-option","keywords":"setup access permissions and lifecycle database/configuration administrator workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Verify the module after deployment","summary":"Test administrator create/view, public start, secure brief, autosave, upload, signature, client portal and email delivery.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-verify","keywords":"setup access permissions lifecycle admin area or authorised staff workspace endpoint purpose action is","type":"guide"},{"title":"Understand View permission","summary":"View controls the dashboard, request details, customer brief lists and downloads.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-setup-access-permissions-view-permission","keywords":"setup access permissions lifecycle admin area administrator or authorised staff workspace endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Save a status automatically","summary":"Select a current status; the JSON endpoint saves, verifies the persisted value, logs the change and can notify the client.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-autosave","keywords":"statuses notifications top-bar counts admin area request or email actions edit workspace purpose","type":"guide"},{"title":"Understand client status email delivery","summary":"A valid client/contact/company email is selected; the result is recorded as sent or not sent.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-client-email","keywords":"statuses notifications and top-bar counts admin area request actions edit workspace endpoint purpose","type":"guide"},{"title":"Review email evidence","summary":"Use request activity/email evidence to confirm recipient, subject, result and error.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-email-log","keywords":"statuses notifications top-bar counts admin area status or actions edit workspace endpoint purpose","type":"guide"},{"title":"Understand the legacy status action","summary":"The controller change-status action permits draft_created, email_sent, opened_by_client, in_progress, submitted, under_review, approved and archived for compatibility.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-legacy-selector","keywords":"statuses notifications top-bar counts admin area request or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Understand open-application count","summary":"Only Completed & Delivered is excluded from the top-bar count after normalisation.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-open-count","keywords":"statuses notifications and counts admin area request status or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Understand the current status workflow","summary":"Use the enhanced autosave status selector and client notification flow on the administrator request.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-overview","keywords":"statuses notifications top-bar counts admin area request or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Send the initial secure invitation","summary":"Use Send Invite on the request; SMTP and a valid recipient are required.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-send-invite","keywords":"statuses notifications top-bar counts admin area status or email actions edit workspace endpoint purpose action","type":"guide"},{"title":"Send a reminder","summary":"Use Send Reminder for an outstanding request; the installed reminder-days option defaults to 2.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-send-reminder","keywords":"statuses notifications and top-bar counts admin area status or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Resolve failed discovery emails","summary":"Verify global SMTP, from-name, admin notification address and recipient validity.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-smtp","keywords":"statuses notifications top-bar counts area request status or email actions edit workspace endpoint purpose the","type":"guide"},{"title":"Use status: Approved","summary":"Select Approved when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-approved","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: Approved by Client","summary":"Select Approved by Client when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-approved-by-client","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from","type":"guide"},{"title":"Use status: Archived","summary":"Select Archived when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-archived","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: Awaiting Client Information","summary":"Select Awaiting Client Information when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-awaiting-client-information","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes","type":"guide"},{"title":"Use status: Cancelled","summary":"Select Cancelled when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-cancelled","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: Client Changes Requested","summary":"Select Client Changes Requested when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-client-changes-requested","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record","type":"guide"},{"title":"Use status: Completed and Awaiting Client's Approval","summary":"Select Completed and Awaiting Client's Approval when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-completed-awaiting-client-approval","keywords":"statuses notifications top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. delivered only delivery is genuinely complete because it","type":"guide"},{"title":"Use status: Completed & Delivered","summary":"Select Completed & Delivered when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-completed-delivered","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. only delivery is genuinely complete because it removes record","type":"guide"},{"title":"Use status: Details Received","summary":"Select Details Received when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-details-received","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from","type":"guide"},{"title":"Use status: In Process","summary":"Select In Process when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-in-process","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: New","summary":"Select New when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-new","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open count.","type":"guide"},{"title":"Write a professional status note","summary":"Use the available status-notification note where exposed to give the recipient useful context.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-note","keywords":"statuses notifications and top-bar counts admin area request or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Use status: On Hold","summary":"Select On Hold when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-on-hold","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: Received","summary":"Select Received when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-received","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from open","type":"guide"},{"title":"Use status: Signature Received","summary":"Select Signature Received when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-signature-received","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from","type":"guide"},{"title":"Use status: Under Review","summary":"Select Under Review when the request has reached that code-backed state.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-status-under-review","keywords":"statuses notifications and top-bar counts admin area edit enhanced helper normalises labels keys before display/audit. completed delivered only delivery is genuinely complete because it removes record from","type":"guide"},{"title":"Understand the visible legacy status choices","summary":"The supplied request action visibly supports Under Review, Approved and Archived in the legacy control.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-status-notifications-visible-legacy","keywords":"statuses notifications top-bar counts admin area or email actions edit workspace endpoint purpose","type":"guide"},{"title":"Upload brand assets","summary":"Upload logos, guidelines or supporting files during the design-style/content stages.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-brand-assets","keywords":"website design brief every step and field secure recipient link secure-link workspace endpoint purpose action is available only where","type":"guide"},{"title":"Confirm authorised use of the information","summary":"Select the review confirmation allowing the project team to prepare the design and delivery scope.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-confirm-use","keywords":"website brief every step field secure recipient link secure-link workspace or endpoint purpose action is available only","type":"guide"},{"title":"Upload content files","summary":"Add documents, images, spreadsheets or other supported content references.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-content-files","keywords":"website design brief every step and field secure recipient link secure-link workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Move between brief steps","summary":"Use Next and Back; autosave records step answers and current progress.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-navigation","keywords":"website design every field secure recipient link secure-link workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand the ten-step Website Design Brief","summary":"Complete Business Details, Website Type, Design Style, Inspiration, Required Pages, Homepage Flow, Features, Content & Uploads, Technical requirements and Review & Submit.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-overview","keywords":"every step field secure recipient link secure-link workspace or endpoint purpose","type":"guide"},{"title":"Resume a saved website brief","summary":"Open the same secure link and continue from the recorded current step.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-resume","keywords":"design every step field recipient secure-link workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Review the website brief","summary":"Check all ten sections and uploaded-file count before signature.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-review","keywords":"design every step field secure recipient link secure-link workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Analytics requirements","summary":"Describe analytics and reporting needs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-analytics","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Business description","summary":"Explain products, services and positioning.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-business-description","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Business name","summary":"Enter the organisation or trading name.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-business-name","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Colour preferences","summary":"Describe preferred brand or interface colours.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-colour-preference","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Colours to avoid","summary":"List colours that should not be used.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-colours-avoid","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Content and asset notes","summary":"Explain available text, imagery and brand materials.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-content-notes","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits","type":"guide"},{"title":"Complete Content readiness","summary":"Choose Ready, Need rewritten, Need from scratch or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-content-status","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Customer login required","summary":"Choose Yes, No or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-customer-login","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when form permits it fields must","type":"guide"},{"title":"Complete Design style","summary":"Choose Clean corporate, Luxury premium, Modern technology, Minimal and elegant, Bold and creative, Friendly and simple, Dark professional, Light and clean, Startup/SaaS or Formal enterprise.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-design-style","keywords":"website brief every step field secure recipient link secure-link","type":"guide"},{"title":"Complete Domain and hosting","summary":"Describe existing domain/hosting status and access.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-domain-hosting","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Additional pages","summary":"List any page not included in the standard choices.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-extra-pages","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Required website features","summary":"Select forms, booking, callback, job application, upload, payment, catalogue, cart, login, admin, content management, chat, WhatsApp, maps, reviews, newsletter, CRM, email or…","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-features","keywords":"design brief every step and field secure recipient link secure-link or","type":"guide"},{"title":"Complete Homepage hero style","summary":"Choose Large banner, Video, Slider, Static professional, Animation/modern visual, Product showcase or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-hero-style","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set.","type":"guide"},{"title":"Complete Homepage sections","summary":"Select hero, about, services, products, why choose us, process, statistics, logos, testimonials, case studies, FAQs, contact, map or final CTA.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-homepage-sections","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current","type":"guide"},{"title":"Complete Industry","summary":"Describe the business sector.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-industry","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields must pass","type":"guide"},{"title":"Complete What the client dislikes","summary":"Explain unwanted styles or behaviours.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-inspiration-dislike","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Inspiration websites","summary":"Provide websites or products the client likes.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-inspiration-good","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete What the client likes","summary":"Explain useful visual, content or interaction qualities.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-inspiration-likes","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Target launch date","summary":"Enter the desired launch or project date.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-launch-date","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form permits it required","type":"guide"},{"title":"Complete Light, dark or mixed layout","summary":"Choose Light, Dark, Mixed or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-layout-mode","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Main call to action","summary":"Enter the principal homepage action.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-main-cta","keywords":"website design brief every step and field secure recipient link secure-link is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Main website goal","summary":"State the primary commercial or operational outcome.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-main-goal","keywords":"design brief every step and field secure recipient link secure-link is stored as part of current request intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Preferred platform","summary":"Choose Core PHP, Laravel, WordPress, Shopify, Custom CMS or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-platform","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when","type":"guide"},{"title":"Complete Post-submission actions","summary":"Select email admin, email customer, save in admin, create CRM lead, generate reference or redirect to thank-you.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-post-submit","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer","type":"guide"},{"title":"Complete Required pages","summary":"Select Home, About, Services, Products, Pricing, Portfolio, Case Studies, Testimonials, Blog, Careers, Contact, FAQs, Privacy, Terms or Cookie Policy.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-required-pages","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of","type":"guide"},{"title":"Complete SEO requirements","summary":"Describe search-engine requirements.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-seo","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Separate-page requirement","summary":"Choose Yes, No or Not sure.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-separate-pages","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank only when form permits it required fields","type":"guide"},{"title":"Complete Target customers","summary":"Describe intended audiences and customer groups.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-target-customers","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form permits it","type":"guide"},{"title":"Complete Content tone","summary":"Choose Corporate, Premium, Friendly, Technical, Simple, Luxury, Sales-focused or Formal.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-tone","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake answer set. leave an optional blank","type":"guide"},{"title":"Complete Tracking requirements","summary":"Describe pixels, consent and conversion tracking needs.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-tracking","keywords":"website design brief every step field secure recipient link secure-link the is stored as part of current request or intake answer set. leave an optional blank only when form","type":"guide"},{"title":"Complete Desired visitor actions","summary":"Select Call, enquiry, quote, appointment, purchase, account/login, brochure download, application or WhatsApp actions.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-visitor-actions","keywords":"website design brief every step and field secure recipient link secure-link the is stored as part of current request intake","type":"guide"},{"title":"Complete Website type choices","summary":"Select any applicable type: Corporate business, Service-based, Product showcase, E-commerce, Booking, Landing page, Portfolio/projects, Client portal, SaaS/software or Recruitment/careers.","category":"Client Discovery & Project Briefing Portal","url":"https://pixiecrm.com/help-centre/client-discovery-project-briefing-website-design-brief-website-website-types","keywords":"design brief every step and field secure recipient link secure-link","type":"guide"},{"title":"Client portal overview","summary":"Understand the areas a contact can see and how staff permissions differ from contact permissions.","category":"Client portal","url":"https://pixiecrm.com/help-centre/client-portal-overview","keywords":"customer customer-facing customers","type":"guide"},{"title":"Request appointment cancellation as a client","summary":"Submit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/client-request-cancellation","keywords":"portal open customer contacts permission and lead experience client-portal approval britixo booking services providers availability calendar reminders invoices feedback","type":"guide"},{"title":"Request appointment rescheduling as a client","summary":"Propose a new date and time through the client portal without directly overwriting the approved appointment.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/client-request-reschedule","keywords":"reschedule open customer contacts permission lead experience client-portal availability approval britixo booking services providers calendar reminders invoices feedback reports","type":"guide"},{"title":"Close a QuickBooks exception only after verifying both systems","summary":"Detailed client guidance covering close a QuickBooks exception only after verifying both systems, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/close-a-quickbooks-exception-only-after-verifying-both-systems","keywords":"queue exceptions and manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Close a Sage exception only after verifying both systems","summary":"Detailed client guidance covering close a Sage exception only after verifying both systems, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/close-a-sage-exception-only-after-verifying-both-systems","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Close a Xero exception only after verifying both systems","summary":"Detailed client guidance covering close a Xero exception only after verifying both systems, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/close-a-xero-exception-only-after-verifying-both-systems","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Close the company on specific weekdays","summary":"Disable normal booking availability on recurring closed weekdays such as weekends.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/close-company-on-specific-weekdays","keywords":"schedule staff who manage view hours and booking-form britixo services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Close the newsletter page safely","summary":"Leave the browser without cancelling the server-side campaign.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/close-the-newsletter-page-safely","keywords":"1.0.0 admin area letter manager / active campaign progress queue rate limit and cron","type":"guide"},{"title":"Companies House Leads module overview","summary":"Understand saved company searches, public-people refresh, evidence-based internet enrichment, internal lead intelligence, native lead import and Letter Manager tracking.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/companies-house-leads-overview","keywords":"setup searching fresh uk administrator access","type":"guide"},{"title":"Company schedule overview","summary":"Understand the organisation-wide working windows used as the baseline for provider availability and public slot generation.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/company-schedule-overview","keywords":"staff who manage view hours booking-form britixo booking services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Compare quotations for a purchase request","summary":"Open the quotation comparison workspace and compare vendor totals/lines.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/compare-quotations-for-a-purchase-request","keywords":"admin area quotes purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Complete a job with signed POD","summary":"Close the job only when local evidence satisfies the model.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/complete-a-job-with-signed-pod","keywords":"admin area jobs open change status edit stops dispatch and control driver vehicle provider bp fuel finance","type":"guide"},{"title":"Complete the Accounting setup checklist","summary":"Configure the module in a controlled order before converting live transactions or relying on reports.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/complete-accounting-setup-checklist","keywords":"initial settings administrators and finance leads view edit foundations mapping chart-of-accounts tax currency approval britixo how to","type":"guide"},{"title":"Complete applicant identity fields","summary":"Enter first/last name, email, phone, date of birth and nationality.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-applicant-identity-fields","keywords":"public tenant application details invited applications invites v1.0.0","type":"guide"},{"title":"Complete, close or reopen a deposit return case","summary":"Finish the workflow, record closure evidence or reopen a case when a legitimate correction is required.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/complete-close-or-reopen-a-deposit-return-case","keywords":"process / administrators and authorised property staff","type":"guide"},{"title":"Complete current address fields","summary":"Enter address lines, city, postcode, country and years at address.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-current-address-fields","keywords":"public tenant application invited applicant applications invites v1.0.0","type":"guide"},{"title":"Complete Delivery Note fields on a new invoice","summary":"Enter every supported delivery field using the meanings defined in the module form and JavaScript.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/complete-delivery-note-fields-on-a-new-invoice","keywords":"integration creation admin area invoices details staff create set date to actual or planned used by your process.","type":"guide"},{"title":"Complete e-Invoice template fields","summary":"Enter the three values used by validate_and_save.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/complete-e-invoice-template-fields","keywords":"1.0.0 admin area setup settings finance new/edit editor and validation","type":"guide"},{"title":"Complete employment and income fields","summary":"Choose employment status and enter employer, position and gross annual income.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-employment-and-income-fields","keywords":"public tenant application invited applicant applications invites v1.0.0","type":"guide"},{"title":"Complete Employment employee fields","summary":"Enter every employment field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-employment-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete Governance & Declarations employee fields","summary":"Enter every governance & declarations field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-governance-and-declarations-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete HMRC starter preparation","summary":"Record P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-hmrc-starter-preparation","keywords":"resources admin area exact navigation employee onboarding step 4 module v1.3.0 how to","type":"guide"},{"title":"Complete landlord countersignature","summary":"Review agreement and submit the supported signature action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-landlord-countersignature","keywords":"public countersign page valid link tenant onboarding workspace workflow v1.0.0","type":"guide"},{"title":"Complete Letter Manager signer details","summary":"Enter the first name, last name and email collected with the signature.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/complete-letter-manager-signer-details","keywords":"v1.0.0 public signature page sign document e-signature verification pdf correspondence templates read receipt postal tracking client portal","type":"guide"},{"title":"Complete employment particulars","summary":"Record job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-onboarding-employment-particulars","keywords":"resources admin area exact navigation employee onboarding step 2 module v1.3.0 how to","type":"guide"},{"title":"Complete onboarding governance controls","summary":"Confirm privacy information, written statement, health and safety induction, policies and the administrator declaration.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-onboarding-governance-controls","keywords":"resources admin area exact navigation employee step 6 module v1.3.0 how to","type":"guide"},{"title":"Complete onboarding personal identity and contact details","summary":"Record the starter’s identity, contact, address, birth and emergency-contact information.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-onboarding-personal-identity","keywords":"resources admin area exact navigation employee step 1 module v1.3.0 how to","type":"guide"},{"title":"Complete Payroll, Tax & Pension employee fields","summary":"Enter every payroll, tax & pension field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-payroll-tax-and-pension-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete Personal & Contact employee fields","summary":"Enter every personal & contact field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-personal-and-contact-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete previous-landlord fields","summary":"Enter prior landlord name, email and phone when applicable.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-previous-landlord-fields","keywords":"public tenant application previous invited applicant applications invites v1.0.0","type":"guide"},{"title":"Complete property access and parking","summary":"Enter and verify the supported accessibility features, door height, door width, garage, garage door height, garage parking features, parking, lift fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-access-and-parking","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete property equipment and construction","summary":"Enter and verify the supported appliances included, other equipment, computer, foundation, basement, finishing, new construction, building features fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-equipment-and-construction","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete property interior and comfort","summary":"Enter and verify the supported air conditioning, heating, heating and fuel, fireplace, fireplace description, floor covering, ceiling type, furnished, kitchen fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-interior-and-comfort","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete property investment figures","summary":"Enter and verify the supported annual schedule income, annual income type, annual expenses, operating expenses, net operating income, net operating income type, maintenance fee fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-investment-figures","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete property legal and land data","summary":"Enter and verify the supported ownership, easements, disclosures, possession, adjoining property, lot features, lot size acres, other structures fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-legal-and-land-data","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete property media and exterior","summary":"Enter and verify the supported front exposure, front yard, garden, balcony, grill, pool dimensions, pool features, exterior construction, eaves height fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-media-and-exterior","keywords":"admin area operations properties new/edit real_property create or edit core details v1.0.0","type":"guide"},{"title":"Complete property utilities and services","summary":"Enter and verify the supported electrical service, gas included, hydro included, internet, cable TV, water, sewer, utilities fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/complete-property-utilities-and-services","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Complete QR signer fields","summary":"Enter the identity fields accepted by the public form.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/complete-qr-signer-fields","keywords":"2.1.0 page recipient details scanning and signing","type":"guide"},{"title":"Complete receiver e-sign from the public Bilty link","summary":"Use the secure receiver signing page, provide signer details and submit the drawn PNG signature through the dedicated receipt endpoint.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/complete-receiver-e-sign-from-the-public-bilty-link","keywords":"qr verification how to britixo transport logistics","type":"guide"},{"title":"Complete Right to Work & Restrictions employee fields","summary":"Enter every right to work & restrictions field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-right-to-work-and-restrictions-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete Screening & Readiness employee fields","summary":"Enter every screening & readiness field using the exact types, required flags and options defined in HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-screening-and-readiness-employee-fields","keywords":"resources v1.3.0 admin area record centre select current employee-record-centre employee-record-approvals","type":"guide"},{"title":"Complete the initial company setup","summary":"Configure identity, locale, company information, branding and essential operational defaults.","category":"Getting started","url":"https://pixiecrm.com/help-centre/complete-the-initial-company-setup","keywords":"configuration settings administrator","type":"guide"},{"title":"Complete the QuickBooks pre-production readiness checklist","summary":"Detailed client guidance covering complete the QuickBooks pre-production readiness checklist, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/complete-the-quickbooks-pre-production-readiness-checklist","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Complete the Sage pre-production readiness checklist","summary":"Detailed client guidance covering complete the Sage pre-production readiness checklist, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/complete-the-sage-pre-production-readiness-checklist","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Complete the Xero pre-production readiness checklist","summary":"Detailed client guidance covering complete the Xero pre-production readiness checklist, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/complete-the-xero-pre-production-readiness-checklist","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Complete workforce rota header fields","summary":"Enter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-workforce-rota-header-fields","keywords":"resources hrm admin area notifications create/amend workforce-rota-builder","type":"guide"},{"title":"Complete workforce rota shift fields","summary":"Enter every v1.3.0 shift-row value and understand its exact validation.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/complete-workforce-rota-shift-fields","keywords":"resources hrm admin area notifications create/amend rows workforce-rota-builder","type":"guide"},{"title":"Compliance Monitor module overview","summary":"Understand how property, tenancy, safety, licensing, governance, renewal and audit workflows connect in one module.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/compliance-monitor-module-overview","keywords":"dashboard core administrators authorised staff","type":"guide"},{"title":"Compose the newsletter email body","summary":"Create the HTML email body sent after the personalised greeting.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/compose-the-newsletter-email-body","keywords":"1.0.0 admin area letter manager / campaign content and validation","type":"guide"},{"title":"Configure a provider webhook","summary":"Receive authenticated provider events at the module route.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-a-provider-webhook","keywords":"admin area settings providers manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure a receive-only Mailbox Exchange account","summary":"Leave SMTP unconfigured when sending is not required.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-a-receive-only-mailbox-exchange-account","keywords":"accounts credentials and shared access admin area new or edit create users optional. blank host permits operation. compose","type":"guide"},{"title":"Configure account-level AI preferences","summary":"Override global AI writing defaults for one account.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-account-level-ai-preferences","keywords":"accounts credentials and shared access admin area open account edit users enabled language tone length signature mode auto summarise classify style notes","type":"guide"},{"title":"Configure account numbers and default accounts","summary":"Standardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-account-numbers-and-default-accounts","keywords":"settings general chart of finance administrators edit foundations chart-of-accounts mapping double-entry britixo how to","type":"guide"},{"title":"Configure account type details","summary":"Maintain the detailed classifications available beneath the module's main account types and control how accounts group in reports.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-account-type-details","keywords":"settings finance administrators view create edit or delete chart of registers chart-of-accounts report britixo to","type":"guide"},{"title":"Configure allowed Mailbox Exchange attachment extensions","summary":"Define the normal allow-list.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-allowed-mailbox-exchange-attachment-extensions","keywords":"global settings synchronisation and ai defaults admin area administrator users comma-separated input is lowercased spaces are removed. blank restores pdf jpg jpeg png doc docx xls xlsx txt zip. separate","type":"guide"},{"title":"Configure an automatic-reply time window","summary":"Set start/end/timezone.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-an-automatic-reply-time-window","keywords":"templates categories and automatic replies admin area auto new/edit schedule create/edit users start end timezone evaluated before smtp. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Configure an HTTPS structured-data extractor for QuickBooks Document Intake","summary":"Detailed client guidance covering configure an HTTPS structured-data extractor for QuickBooks Document Intake, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-an-https-structured-data-extractor-for-quickbooks-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure an HTTPS structured-data extractor for Sage Document Intake","summary":"Detailed client guidance covering configure an HTTPS structured-data extractor for Sage Document Intake, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-an-https-structured-data-extractor-for-sage-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure an HTTPS structured-data extractor for Xero Document Intake","summary":"Detailed client guidance covering configure an HTTPS structured-data extractor for Xero Document Intake, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-an-https-structured-data-extractor-for-xero-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure and run the Compliance Monitor cron","summary":"Use the protected cron endpoint for property/supplier sync, notification processing and GDPR retention execution.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/configure-and-run-the-compliance-monitor-cron","keywords":"key system compliance-monitor-cron/ administrators authorised property staff","type":"guide"},{"title":"Configure and use the iDEAL payment integration","summary":"Enable the bundled iDEAL integration, configure webhook handling and test payment callbacks.","category":"Enterprise modules and integrations","url":"https://pixiecrm.com/help-centre/configure-and-use-the-ideal-payment-integration","keywords":"gateway settings / customer checkout administrator","type":"guide"},{"title":"Configure API-key authentication","summary":"Send a configured API key/header.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-api-key-authentication","keywords":"admin area settings providers open provider manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure appointment invoice and tax settings","summary":"Choose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-appointment-invoice-and-tax-settings","keywords":"staff who manage administrator access taxes payments payment client-portal britixo booking services providers availability calendar reminders feedback reports how to","type":"guide"},{"title":"Configure appointment email merge fields","summary":"Insert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-appointment-merge-fields","keywords":"setup templates who manage view reminders feedback notifications notification google-meet customer britixo booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Configure appointment SMS triggers","summary":"Choose which appointment events send SMS through the main Pixie CRM SMS gateway, including approval, cancellation, reminders and updates.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-appointment-sms-triggers","keywords":"notifications settings staff who manage view messages feedback notification reminder booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Configure general appointment settings","summary":"Set the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-appointments-general-settings","keywords":"who manage module setup access navigation dashboard-widget booking-form britixo booking services providers reminders invoices feedback reports how to","type":"guide"},{"title":"Configure Accounting approval workflows","summary":"Define approvers and approval steps for claims, project budgets and imprests using staff, manager and department relationships.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-approval-workflows","keywords":"approvals settings finance administrators view/create/edit/delete claim imprest project-budget budget britixo how to","type":"guide"},{"title":"Configure automatic email classification","summary":"Set automatic classification preference.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-email-classification","keywords":"global settings synchronisation and ai defaults admin area administrator users auto classify on/off default enabled. account can override it. the prompt requests no more than three words. open exact","type":"guide"},{"title":"Configure automatic email summarisation","summary":"Set automatic summary preference.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-email-summarisation","keywords":"global settings synchronisation and ai defaults admin area administrator users auto summarise on/off default enabled. account can override the provider/key prerequisites still apply. open exact","type":"guide"},{"title":"Configure automatic-reply sender matching","summary":"Choose wildcard, contains, equals or regex.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-reply-sender-matching","keywords":"templates categories and automatic replies admin area auto new/edit match create/edit users mode value modes regex validated missing required data rejected.","type":"guide"},{"title":"Configure automatic-reply sender scope","summary":"Choose any, only-list or exclude-list.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-reply-sender-scope","keywords":"templates categories and automatic replies admin area auto new/edit create/edit users list scopes only_list exclude_list. entries can be exact domain one per line. open the","type":"guide"},{"title":"Configure automatic-reply subject matching","summary":"Choose any/text/keyword/regex subject logic.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-reply-subject-matching","keywords":"templates categories and automatic replies admin area auto new/edit create/edit users mode value/keywords case-sensitive modes any contains starts_with ends_with equals keywords_any","type":"guide"},{"title":"Configure automatic-reply subject placeholders","summary":"Use original subject in response.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-automatic-reply-subject-placeholders","keywords":"templates categories and automatic replies admin area auto new/edit reply create/edit users blank defaults to re . original_subject are replaced. open the exact","type":"guide"},{"title":"Configure Basic authentication","summary":"Send username/password using Basic authentication.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-basic-authentication","keywords":"admin area settings providers open provider manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure Bearer authentication","summary":"Send a bearer token.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-bearer-authentication","keywords":"admin area settings providers open provider manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure Bilty numbering and new-draft defaults","summary":"Set the issued-number prefix, daily sequence width, default delivery type and default Bilty type for new drafts.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/configure-bilty-numbering-and-new-draft-defaults","keywords":"setup access settings general workflow how to britixo transport logistics","type":"guide"},{"title":"Configure Bilty WhatsApp lifecycle triggers","summary":"Enable or disable the 12 supported events from Bilty issued through dispatch, delivery, POD, exceptions, invoice creation and payment updates.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/configure-bilty-whatsapp-lifecycle-triggers","keywords":"automation settings how to britixo transport logistics","type":"guide"},{"title":"Configure blocked days and holidays","summary":"Remove one-off dates from booking availability without rewriting the normal weekly schedule.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-blocked-days-and-holidays","keywords":"settings / schedule staff who manage view company hours provider booking-form britixo services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Configure broker-staff numbering","summary":"Set real_broker_staff_prefix and real_broker_staff_number.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/configure-broker-staff-numbering","keywords":"admin area settings general prefix administrator permissions roles plans prefixes v1.0.0","type":"guide"},{"title":"Configure business-broker numbering","summary":"Set real_business_broker_prefix and real_business_broker_number.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/configure-business-broker-numbering","keywords":"admin area settings general prefix administrator permissions roles plans prefixes v1.0.0","type":"guide"},{"title":"Configure check layout, bank details and signatures","summary":"Select a supported check style and control the bank address, company logo, numbering and signature presentation.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-check-layout-bank-details-and-signatures","keywords":"configuration checks finance administrators edit bills vendors banking vendor approval britixo how to","type":"guide"},{"title":"Configure company logos and favicon","summary":"Upload production-ready brand assets and verify light and dark interface contexts.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/configure-company-logos-and-favicon","keywords":"logo setup information / branding administrator","type":"guide"},{"title":"Configure company numbering","summary":"Set real_company_prefix and real_company_number.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/configure-company-numbering","keywords":"admin area settings general prefix administrator permissions roles plans prefixes v1.0.0","type":"guide"},{"title":"Configure company working hours","summary":"Set the normal opening and closing windows used when staff inherit the organisation schedule.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-company-working-hours","keywords":"schedule who manage view availability booking-form timezone britixo booking services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Configure contract types","summary":"Create consistent contract classifications for filtering and reporting.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/configure-contract-types","keywords":"agreement type setup administrator","type":"guide"},{"title":"Configure credit note and refund mappings","summary":"Set the accounts used when customer credit notes are created, applied to invoices or refunded.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-credit-note-and-refund-account-mappings","keywords":"settings mapping setup general finance administrators edit automation credit-note invoice payment tax britixo how","type":"guide"},{"title":"Configure Credit Note QR code settings","summary":"Enable or disable QR output, set PDF coordinates and configure legacy content for credit note PDFs.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-credit-note-qr-code-settings","keywords":"2.1.0 admin area setup notes general document","type":"guide"},{"title":"Configure currencies and base currency","summary":"Add supported currencies and understand the restrictions around the system base currency.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/configure-currencies-and-base-currency","keywords":"administrator","type":"guide"},{"title":"Configure Accounting currency rates","summary":"Maintain exchange rates used by supported multi-currency accounting and reporting workflows.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-currency-rates","keywords":"settings finance administrators view/edit/delete advanced invoice payment banking report britixo how to","type":"guide"},{"title":"Configure custom appointment recurrence","summary":"Repeat an appointment every specified number of days, weeks, months or years.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-custom-recurrence","keywords":"staff who manage view recurring recurring-appointment britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Configure customer contact permissions","summary":"Choose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/configure-customer-contact-permissions","keywords":"edit authorised staff","type":"guide"},{"title":"Configure customer markup and VAT defaults","summary":"Maintain commercial defaults for quoting and invoicing.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-customer-markup-and-vat-defaults","keywords":"admin area customers open edit crm synchronisation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Configure customer notification recipients","summary":"Send relevant job or POD communications to the approved list.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-customer-notification-recipients","keywords":"admin area customers open edit and crm synchronisation dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Configure customer payment terms","summary":"Set the due-date default used by commercial workflows.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-customer-payment-terms","keywords":"admin area customers open edit and crm synchronisation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Configure day-rate driver pay","summary":"Use a fixed day amount for each assigned job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-day-rate-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure debit-note numbering","summary":"Set the debit-note prefix used for vendor debit notes.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-debit-note-numbering","keywords":"admin area settings order setting purchase_settings edit pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Configure the default credit-note e-Invoice template","summary":"Choose the template used by credit-note view/download and the configured attachment/export paths.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/configure-default-credit-note-e-invoice-template","keywords":"1.0.0 admin area setup settings finance permissions","type":"guide"},{"title":"Configure default appointment feedback options","summary":"Define the response choices presented when Pixie CRM requests feedback after eligible appointments.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-default-feedback-options","keywords":"settings staff who manage view reminders messages and notifications customer report booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Configure the default invoice e-Invoice template","summary":"Choose the template used by invoice view/download, bulk export and optional email attachment.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/configure-default-invoice-e-invoice-template","keywords":"1.0.0 admin area setup settings finance permissions","type":"guide"},{"title":"Configure default posting mappings in QuickBooks Settings","summary":"Detailed client guidance covering configure default posting mappings in QuickBooks Settings, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-default-posting-mappings-in-quickbooks-settings","keywords":"how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure default posting mappings in Sage Settings","summary":"Detailed client guidance covering configure default posting mappings in Sage Settings, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-default-posting-mappings-in-sage-settings","keywords":"how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure default posting mappings in Xero Settings","summary":"Detailed client guidance covering configure default posting mappings in Xero Settings, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/configure-default-posting-mappings-in-xero-settings","keywords":"how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Configure email and SMS reminders on an appointment","summary":"Set record-level reminder timing and communication choices that the module's cron and notification flows can process.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-email-and-sms-reminder-on-appointment","keywords":"new or edit staff who manage create creating editing viewing britixo booking services providers availability calendar invoices feedback reports how to","type":"guide"},{"title":"Configure email delivery for Letter Manager","summary":"Use the CRM SMTP/company email settings that the module reads when sending.","category":"Letter 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britixo how","type":"guide"},{"title":"Configure fields shown on public Bilty verification","summary":"Independently control issue date, Sender, Receiver, material, weight, delivery type, vehicle and POD status on the public verification page.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/configure-fields-shown-on-public-bilty-verification","keywords":"qr e-sign settings how to britixo transport logistics","type":"guide"},{"title":"Configure the financial year and close books","summary":"Define reporting boundaries and protect completed periods from unauthorised back-dated changes.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-financial-year-and-close-books","keywords":"controls settings general finance administrators edit foundations approval report journal-entry britixo how to","type":"guide"},{"title":"Configure fixed-equipment account mappings","summary":"Map assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-fixed-equipment-account-mappings","keywords":"settings mapping setup finance administrators edit module active automation expense chart-of-accounts report britixo how to","type":"guide"},{"title":"Configure fixed-job driver pay","summary":"Pay a fixed amount per assigned job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-fixed-job-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure GDPR and consent purposes","summary":"Define consent purposes and enable the privacy tools required by the organisation.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/configure-gdpr-and-consent-purposes","keywords":"setup administrator","type":"guide"},{"title":"Configure general Accounting settings","summary":"Set the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-general-accounting-settings","keywords":"finance administrators view edit foundations currency mapping double-entry britixo how to","type":"guide"},{"title":"Configure general Courier settings","summary":"Maintain operational defaults, notifications, reporting and integration behaviour.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-general-courier-settings","keywords":"admin area manage integrations cron automation technical code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Configure general staff-code numbering","summary":"Set staff_code_prefix and staff_code_number used by module staff records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/configure-general-staff-code-numbering","keywords":"admin area settings prefix administrator permissions roles plans prefixes v1.0.0","type":"guide"},{"title":"Configure general system settings","summary":"Manage company, localisation, finance, customers, tasks, support, cron and other application options.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/configure-general-system-settings","keywords":"preferences setup administrator","type":"guide"},{"title":"Configure the Google Calendar date range in the appointment table","summary":"Limit how much remote Google event data is loaded around the current date for useful context and responsive performance.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-google-calendar-date-range-table","keywords":"settings staff who manage view meet outlook ics google-calendar dashboard-widget britixo booking services providers availability reminders invoices feedback reports to","type":"guide"},{"title":"Configure Google Meet recording, waiting and reminder defaults","summary":"Set the module's default meeting options for new eligible Google Meet appointments.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-google-meet-recording-waiting-reminders","keywords":"settings staff who manage view calendar outlook ics google-meet notification britixo booking services providers availability reminders invoices feedback reports how to","type":"guide"},{"title":"Configure hourly driver pay","summary":"Calculate driver pay from planned job duration.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-hourly-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure hybrid driver pay","summary":"Combine a fixed amount with a percentage of job revenue.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-hybrid-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure hybrid web auto-sync limits","summary":"Set browser-request sync constraints.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-hybrid-web-auto-sync-limits","keywords":"global settings synchronisation and ai defaults admin area administrator users enabled stale minutes maximum seconds messages default enabled. threshold 10 1440. runtime 8","type":"guide"},{"title":"Configure invoice legacy Base64 QR content","summary":"Apply the invoice-only Base64 option when compliance mode is disabled.","category":"QR Code 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how","type":"guide"},{"title":"Configure lead email integration","summary":"Create leads from incoming email after mailbox, cron and routing settings are correctly configured.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/configure-lead-email-integration","keywords":"imap setup administrator","type":"guide"},{"title":"Configure lead sources","summary":"Track where prospects originate for attribution and performance reporting.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/configure-lead-sources","keywords":"source setup administrator","type":"guide"},{"title":"Configure lead statuses","summary":"Create and order pipeline stages that match the organisation’s qualification process.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/configure-lead-statuses","keywords":"status setup administrator","type":"guide"},{"title":"Configure company details used in Letter Manager PDFs and 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and for Omni Sales returns and refunds.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-manufacturing-and-omni-sales-mappings","keywords":"optional integration settings mapping setup / finance administrators edit related modules active automation payment warehouse britixo how to","type":"guide"},{"title":"Configure No-authentication provider","summary":"Call a public/allowlisted provider endpoint without credentials.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-no-authentication-provider","keywords":"admin area settings providers open manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure OAuth IMAP authentication","summary":"Use the account OAuth path.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-oauth-imap-authentication","keywords":"accounts credentials and shared access admin area new or edit create users values exposed by form auth type must be oauth. store only","type":"guide"},{"title":"Configure OAuth2 client-credentials authentication","summary":"Obtain and use an access token from a token endpoint.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-oauth2-client-credentials-authentication","keywords":"admin area settings providers open provider manage integrations connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure online payment gateways","summary":"Enable supported gateways, add credentials, select currencies and test checkout before production use.","category":"Subscriptions and recurring revenue","url":"https://pixiecrm.com/help-centre/configure-online-payment-gateways","keywords":"stripe paypal gateway setup settings administrator","type":"guide"},{"title":"Configure order-return numbering","summary":"Set the return-order prefix and next return number.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-order-return-numbering","keywords":"admin area settings order purchase_settings edit pdfs vendor-portal options v1.7.9","type":"guide"},{"title":"Configure Outlook Calendar","summary":"Prepare the Microsoft application connection required for staff Outlook calendar event actions.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/configure-outlook-calendar","keywords":"integration settings who manage view google meet and ics outlook-calendar security provider britixo booking services providers availability reminders invoices feedback reports how to","type":"guide"},{"title":"Configure password-based IMAP authentication","summary":"Connect with username and encrypted password.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/configure-password-based-imap-authentication","keywords":"accounts credentials shared access admin area new or edit account create users password auth type requires username. is","type":"guide"},{"title":"Configure password, session and two-factor security","summary":"Apply strong authentication practices and understand session-clearing controls.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/configure-password-session-and-two-factor-security","keywords":"account / staff profile settings administrator","type":"guide"},{"title":"Configure payment mode account mappings","summary":"Map each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-payment-mode-account-mappings","keywords":"settings mapping setup general finance administrators create edit delete automation banking invoice bill britixo how","type":"guide"},{"title":"Configure payment modes","summary":"Define offline payment methods and control which options are shown to customers.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/configure-payment-modes","keywords":"bank transfer cash administrator","type":"guide"},{"title":"Configure Payment QR code settings","summary":"Enable or disable QR output, set PDF coordinates and configure legacy content for payment PDFs.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-payment-qr-code-settings","keywords":"2.1.0 admin area setup payments general document","type":"guide"},{"title":"Configure payroll and payslip mappings","summary":"Map supported payroll payslip components to wage, liability, tax and cash or payable accounts.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-payroll-account-mappings","keywords":"settings mapping setup payslips finance administrators edit module active automation payment report britixo how","type":"guide"},{"title":"Configure per-mile driver pay","summary":"Calculate driver pay from job distance.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-per-mile-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure percentage driver pay","summary":"Calculate driver pay as a percentage of agreed job revenue.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-percentage-driver-pay","keywords":"admin area drivers open profile edit onboarding and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Configure Plaid bank-feed settings","summary":"Set the environment and connection values used by the optional Plaid integration before connecting bank accounts.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-plaid-bank-feed-settings","keywords":"finance administrators edit banking reconciliation approval currency britixo how to","type":"guide"},{"title":"Configure portal area permissions","summary":"Control document viewing, payslip viewing and HR request submission separately.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/configure-portal-area-permissions","keywords":"resources admin exact navigation governance access module v1.3.0 how to","type":"guide"},{"title":"Configure privacy and terms URLs","summary":"Set the public links displayed with consent text when supported.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/configure-privacy-and-terms-urls","keywords":"admin area settings general application privacy/terms administrator tenant applications invites v1.0.0","type":"guide"},{"title":"Configure project budget categories","summary":"Create the approved category list used to structure project budgets, imprests and claims where applicable.","category":"Accounting & 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Estate Management","url":"https://pixiecrm.com/help-centre/configure-property-owner-numbering","keywords":"admin area settings general prefix administrator permissions roles plans prefixes v1.0.0","type":"guide"},{"title":"Configure Proposal QR code settings","summary":"Enable or disable QR output, set PDF coordinates and configure legacy content for proposal PDFs.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-proposal-qr-code-settings","keywords":"2.1.0 admin area setup proposals general document","type":"guide"},{"title":"Configure provider endpoint paths","summary":"Map live jobs, details, invoices, status, POD and document upload actions.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-provider-endpoint-paths","keywords":"admin area settings providers open manage integrations connections apis webhooks dispatch driver vehicle bp fuel finance","type":"guide"},{"title":"Configure provider mapping JSON","summary":"Map nested provider values into the module’s normalised fields.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-provider-mapping-json","keywords":"admin area settings providers manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure provider polling interval","summary":"Balance feed freshness against provider limits.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/configure-provider-polling-interval","keywords":"admin area settings providers open manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Configure public IP display","summary":"Choose whether the public signed page/stamp shows a full or masked IP address.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-public-ip-display","keywords":"2.1.0 admin area setup settings general and document","type":"guide"},{"title":"Configure public Letter Manager verification fields","summary":"Choose which recipient, delivery and signature details appear on public verification.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/configure-public-letter-verification-fields","keywords":"v1.0.0 admin area settings e-signature pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Configure public verification security limits","summary":"Set e-sign form-token lifetime, failed-attempt threshold and rate-limit window without exposing controls that would bypass core privacy protections.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/configure-public-verification-security-limits","keywords":"administration troubleshooting settings qr how to britixo transport logistics","type":"guide"},{"title":"Configure Purchase module mappings","summary":"Map purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/configure-purchase-account-mappings","keywords":"settings mapping setup finance administrators edit active automation bill vendor payment tax britixo how to","type":"guide"},{"title":"Configure purchase company address and country details","summary":"Set address, city, state, postal code, country text and country code used on purchase output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-company-address-and-country-details","keywords":"admin area settings order setting purchase_settings edit numbering pdfs vendor-portal options v1.7.9","type":"guide"},{"title":"Configure purchase-invoice expiry notice days","summary":"Set how many days before expiry the module should notify selected staff.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-invoice-expiry-notice-days","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Configure purchase-invoice expiry notifications","summary":"Set days and recipient staff.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-invoice-expiry-notifications","keywords":"admin area settings order setting purchase_invoices capability invoice status where applicable invoices payments v1.7.9","type":"guide"},{"title":"Configure purchase-invoice numbering","summary":"Set the purchase-invoice prefix used by module invoices.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-invoice-numbering","keywords":"admin area settings order setting purchase_settings edit pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Configure purchase-order numbering","summary":"Set purchase-order prefix and next number used for new orders.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-order-numbering","keywords":"admin area settings order setting purchase_settings edit pdfs vendor-portal options v1.7.9","type":"guide"},{"title":"Configure purchase-order terms and conditions","summary":"Store default terms displayed or printed according to the enabled option.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-order-terms-and-conditions","keywords":"admin area settings order setting purchase_settings edit numbering pdfs vendor-portal options v1.7.9","type":"guide"},{"title":"Configure purchase-request numbering","summary":"Set purchase-request prefix and next request number.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/configure-purchase-request-numbering","keywords":"admin area settings order setting purchase_settings edit pdfs vendor-portal options v1.7.9","type":"guide"},{"title":"Configure QR Code Compliance general settings","summary":"Set the master compliance, verified-stamp and public-IP behaviour.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-qr-code-compliance-general-settings","keywords":"2.1.0 admin area setup document","type":"guide"},{"title":"Configure QR code dimensions","summary":"Set the width and height passed to the PDF QR renderer.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/configure-qr-code-dimensions","keywords":"2.1.0 admin area setup settings general document","type":"guide"},{"title":"Configure QuickBooks API logging and payload logging","summary":"Detailed client guidance covering configure QuickBooks API logging and payload logging, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting 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Accounting bank account to Plaid and retrieve eligible external bank transactions into the feed review queue.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/connect-and-sync-a-bank-feed","keywords":"connection banking accounts finance administrators edit configured reconciliation payment britixo how","type":"guide"},{"title":"Connect Google Calendar","summary":"Authorise an individual staff Google account so Pixie CRM can create, update, delete or display calendar events for that user.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/connect-google-calendar","keywords":"oauth settings / connection who manage view meet outlook and ics google-calendar provider security booking services providers availability reminders invoices feedback reports how to","type":"guide"},{"title":"Connect Google or Microsoft SMTP OAuth","summary":"Authorise supported providers without storing a normal mailbox password.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/connect-google-or-microsoft-smtp-oauth","keywords":"setup settings / callback administrator","type":"guide"},{"title":"Connect QuickBooks Accounting Automation to the accounting service","summary":"Detailed client guidance covering connect QuickBooks Accounting Automation to the accounting service, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/connect-quickbooks-accounting-automation-to-the-accounting-service","keywords":"connection oauth and organisation identity how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Connect Sage Accounting Automation to the accounting service","summary":"Detailed client guidance covering connect Sage Accounting Automation to the accounting service, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/connect-sage-accounting-automation-to-the-accounting-service","keywords":"connection oauth and organisation identity how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Connect Xero Accounting Automation to the accounting service","summary":"Detailed client guidance covering connect Xero Accounting Automation to the accounting service, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/connect-xero-accounting-automation-to-the-accounting-service","keywords":"connection oauth and organisation identity how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Continue an onboarding draft","summary":"Open the saved draft and resume at its current step.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/continue-an-onboarding-draft","keywords":"admin area requests applications workspace authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Continue newsletter delivery through cron","summary":"Use the module after_cron_run hook so queued campaigns progress after the browser closes.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/continue-newsletter-delivery-through-cron","keywords":"1.0.0 admin area setup job then letter manager / history queue rate limit and","type":"guide"},{"title":"Control attachment downloading during sync","summary":"Choose whether attachments are stored locally.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/control-attachment-downloading-during-sync","keywords":"global settings synchronisation and ai defaults admin area administrator users download on/off default enabled. disabling prevents future local downloads but does not automatically delete existing","type":"guide"},{"title":"Control commercial, QR and POD sections on the Bilty PDF","summary":"Show or hide the commercial summary, secure verification QR and completed POD/e-sign evidence without weakening protected finance rules.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/control-commercial-qr-and-pod-sections-on-the-bilty-pdf","keywords":"bilingual tenant branding settings how to britixo transport logistics","type":"guide"},{"title":"Convert a billable expense to an invoice","summary":"Charge a customer for an eligible expense while preserving the source relationship.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/convert-a-billable-expense-to-an-invoice","keywords":"staff","type":"guide"},{"title":"Convert a broker request to contract","summary":"Create a CRM contract from an eligible request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-a-broker-request-to-contract","keywords":"portal requests open authenticated user with edit/conversion access business brokers and v1.0.0","type":"guide"},{"title":"Convert a broker request to invoice","summary":"Create a CRM invoice from an eligible request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-a-broker-request-to-invoice","keywords":"portal requests open authenticated user with edit/conversion access business brokers and v1.0.0","type":"guide"},{"title":"Convert a buy request to a contract","summary":"Create a core CRM contract from an eligible request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-a-buy-request-to-a-contract","keywords":"admin area requests applications open real_buy_request edit and sales conversion v1.0.0","type":"guide"},{"title":"Convert a buy request to an invoice","summary":"Create a core CRM invoice from an eligible request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-a-buy-request-to-an-invoice","keywords":"admin area requests applications open real_buy_request edit and sales conversion v1.0.0","type":"guide"},{"title":"Convert a lead to a customer","summary":"Create a customer and contact from a qualified lead while carrying forward relevant information.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/convert-a-lead-to-a-customer","keywords":"conversion authorised staff","type":"guide"},{"title":"Convert a proposal to an estimate or invoice","summary":"Reuse accepted proposal information to create the next sales document without retyping items.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice","keywords":"conversion authorised staff","type":"guide"},{"title":"Convert a purchase-order payment","summary":"Use the supplied PO payment conversion action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/convert-a-purchase-order-payment","keywords":"admin area order open purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Convert a rent request to contract or invoice","summary":"Use the shared conversion actions when eligible.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-a-rent-request-to-contract-or-invoice","keywords":"admin area requests applications open real_rent_request edit and renter profiles v1.0.0","type":"guide"},{"title":"Convert an approved application into the next workflow","summary":"Use the supported approval bridge/onboarding action from the application workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/convert-an-approved-application-into-the-next-workflow","keywords":"admin area requests applications tenant authorised reviewer public and invites v1.0.0","type":"guide"},{"title":"Convert an email into a CRM lead","summary":"Create native lead from sender/message.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/convert-an-email-into-a-crm-lead","keywords":"ai assistance conversion read receipts and attachments admin area inbox open message account leads users name company phone source status assigned description include collects","type":"guide"},{"title":"Convert an email into a CRM task","summary":"Create core task from message.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/convert-an-email-into-a-crm-task","keywords":"ai assistance conversion read receipts and attachments admin area inbox open message account tasks users subject/name description start date due priority assignee include collects","type":"guide"},{"title":"Convert an email into a CRM ticket","summary":"Create core support ticket.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/convert-an-email-into-a-crm-ticket","keywords":"ai assistance conversion read receipts and attachments admin area inbox open message account tickets users subject sender email/name department service priority status assigned include collects","type":"guide"},{"title":"Convert an estimate to an invoice","summary":"Generate an invoice from an approved estimate while preserving customer and line-item details.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice","keywords":"conversion authorised staff","type":"guide"},{"title":"Convert an appointment to an invoice","summary":"Create a Pixie CRM invoice manually from a supported customer appointment and retain the link on the appointment record.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/convert-appointment-to-invoice","keywords":"manual conversion open staff who manage access invoices taxes payments service tax booking services providers availability calendar reminders feedback reports how","type":"guide"},{"title":"Convert credit notes, applications and refunds","summary":"Account for customer credits from initial credit note through invoice application or external refund.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-credit-notes-applications-and-refunds","keywords":"transactions sales / applied finance staff view relevant manage permission credit-note payment tax mapping britixo how to","type":"guide"},{"title":"Convert expenses and recurring expenses","summary":"Create accounting entries from manual, imported and automatically generated CRM expenses.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-expenses-and-recurring-expenses","keywords":"expense conversion transactions finance staff view relevant manage permission mapping payment tax banking britixo how to","type":"guide"},{"title":"Convert fixed-equipment events to Accounting","summary":"Post acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-fixed-equipment-events-to-accounting","keywords":"conversion transactions asset finance staff view module active expense mapping chart-of-accounts report britixo how","type":"guide"},{"title":"Convert invoice payments to Accounting","summary":"Post received customer payments to the mapped cash, bank or clearing account and reduce accounts receivable.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-invoice-payments-to-accounting","keywords":"payment conversion transactions sales finance staff view create/edit as applicable banking mapping reconciliation britixo how","type":"guide"},{"title":"Convert manufacturing costs to Accounting","summary":"Post material, labour and production-related costs from eligible Manufacturing orders.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-manufacturing-costs-to-accounting","keywords":"conversion transactions finance staff view module active warehouse mapping chart-of-accounts report britixo how","type":"guide"},{"title":"Convert Omni Sales returns and refunds","summary":"Account separately for goods returned through Omni Sales and the related money refunded to the customer.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-omni-sales-returns-and-refunds","keywords":"conversion transactions retail finance staff view module active payment warehouse mapping credit-note britixo how","type":"guide"},{"title":"Convert payslips to Accounting","summary":"Post eligible Payroll payslip costs, deductions and liabilities when the Payroll integration is active.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-payslips-to-accounting","keywords":"conversion transactions finance staff view module active payment mapping approval report britixo how","type":"guide"},{"title":"Convert Purchase orders, invoices, payments and refunds","summary":"Review every Purchase integration transaction type and post eligible supplier activity using configured mappings.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-purchase-orders-invoices-payments-and-refunds","keywords":"conversion transactions finance staff view module active bill vendor payment tax mapping britixo how to","type":"guide"},{"title":"Convert sales invoices to Accounting","summary":"Create balanced accounting entries from eligible Pixie CRM customer invoices and review the receivable, income and tax lines.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/convert-sales-invoices-to-accounting","keywords":"invoice conversion transactions finance staff view create/edit as applicable mapping chart-of-accounts how","type":"guide"},{"title":"Copy a contract","summary":"Create a new draft from an existing contract.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/copy-a-contract","keywords":"broker portal contracts open authenticated user with access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Copy a letter reference from Internal Full View","summary":"Use the clipboard control with prompt fallback.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/copy-a-letter-reference-from-internal-view","keywords":"v1.0.0 admin area sent letters history ref sent-letter and staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Copy a public purchase-order link","summary":"Obtain the supported public/share link where exposed.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-a-public-purchase-order-link","keywords":"admin area order open purchase_orders capability and status applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Copy a purchase request","summary":"Create a new request using copied source data.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-a-purchase-request","keywords":"admin area open purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Copy a purchase request into a purchase order","summary":"Use the supported conversion/copy flow and choose a vendor where prompted.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-a-purchase-request-into-a-purchase-order","keywords":"admin area open convert/copy to purchase_request capability status applicable requests v1.7.9","type":"guide"},{"title":"Copy a workforce rota to next week","summary":"Clone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/copy-a-workforce-rota-to-next-week","keywords":"resources hrm admin area notifications register workforce-rota-builder","type":"guide"},{"title":"Copy an existing quotation","summary":"Create a new quotation using an existing quotation’s data.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-an-existing-quotation","keywords":"admin area open purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Copy original attachments into a forward","summary":"Copy accessible source files.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/copy-original-attachments-into-a-forward","keywords":"compose reply forwarding and outbox workflows admin area inbox open message include account read send users only source-message are eligible. copied files become removable attachments. the exact","type":"guide"},{"title":"Copy purchase-request lines into a quotation","summary":"Populate quotation lines from a selected request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-purchase-request-lines-into-a-quotation","keywords":"admin area quotations new/edit request purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Copy tasks and manage recurring tasks","summary":"Reuse task structures and automate repeat work without duplicating setup manually.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/copy-tasks-and-manage-recurring-tasks","keywords":"/ settings project manager","type":"guide"},{"title":"Copy the public purchase-request link","summary":"Obtain the supported external link for an authorised request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/copy-the-public-purchase-request-link","keywords":"admin area request open purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Core CRM security hardening release overview","summary":"Understand the complete security overlay, matched migrations and operational checks included in the core CRM update.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/core-crm-security-hardening-release-overview","keywords":"supported britixo deployment database-upgrade process no staff menu route / authority administrators engineers","type":"guide"},{"title":"Courier and Logistics Management module overview","summary":"Understand how drivers, vehicles, customers, jobs, dispatch, POD, finance, provider feeds and automation connect.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/courier-and-logistics-management-module-overview","keywords":"admin area dashboard view setup access navigation driver vehicle bp fuel","type":"guide"},{"title":"Create a bank transfer","summary":"Move value between two owned cash or bank accounts without treating the movement as income or expense.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-a-bank-transfer","keywords":"new treasury and staff journals transfers banking double-entry reconciliation currency britixo how to","type":"guide"},{"title":"Create a Bilty API client","summary":"Create an API client, capture the newly issued bearer token securely and retain only the server-side token hash afterwards.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/create-a-bilty-api-client","keywords":"webhooks clients how to britixo transport logistics","type":"guide"},{"title":"Create a Bilty through the API idempotently","summary":"Use the Bilty creation endpoint with a stable idempotency key so a safe retry does not create a duplicate operational record.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/create-a-bilty-through-the-api-idempotently","keywords":"and webhooks post /bilty_management/api/v1/bilties how to britixo transport logistics","type":"guide"},{"title":"Create a broker portal buy or rent request","summary":"Use Requests or Rent Requests with the selected client/property data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-broker-portal-buy-or-rent-request","keywords":"/ new authenticated user capability business brokers and v1.0.0","type":"guide"},{"title":"Create a business-broker company","summary":"Add broker identity, addresses, contact data, plan/profile and access context.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-business-broker-company","keywords":"admin area property operations business brokers new real_business_broker portal v1.0.0","type":"guide"},{"title":"Create a buy request","summary":"Select customer, property, price, currency, inspection and notes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-buy-request","keywords":"admin area requests applications new real_buy_request sales conversion v1.0.0","type":"guide"},{"title":"Create a buy request from the client portal","summary":"Allow a customer to submit the buy request form.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-buy-request-from-the-client-portal","keywords":"application authenticated contact requests and sales conversion v1.0.0","type":"guide"},{"title":"Create a commodity group","summary":"Add a top-level purchase item group.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-commodity-group","keywords":"admin area settings purchase_items or purchase_vendor_items capability items units groups and vendor v1.7.9","type":"guide"},{"title":"Create a commodity subgroup","summary":"Add a subgroup linked to a commodity group.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-commodity-subgroup","keywords":"admin area settings sub group purchase_items or purchase_vendor_items capability items units groups and vendor v1.7.9","type":"guide"},{"title":"Create a contract","summary":"Create a customer contract record, set its dates and visibility, then prepare the contract content.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/create-a-contract","keywords":"CRM workspace → Contracts → New contract Open Contracts and choose the new-contract action. Select Customer and any relevant Project. Enter Subject, Contract value and Contract type. Set the start and end dates and add the internal Description. Review Hide from customer if the contract should stay internal, then submit the record. Open Contract content to prepare the agreement text or use an available template. Review the complete document before using the separate send or signature actions.","type":"guide"},{"title":"Create a courier customer","summary":"Create the operational customer and synchronise it with the core CRM customer when configured.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-courier-customer","keywords":"admin area customers add synchronisation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Create a courier job","summary":"Create an internal job with collection, delivery, receiver, route, load and commercial details.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-courier-job","keywords":"admin area jobs add stops dispatch status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Create a credit note","summary":"Create a customer credit note with its own date, currency, reference and item totals.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/create-a-credit-note","keywords":"CRM workspace → Credit notes → New credit note Open Credit notes and choose New credit note. Select Customer and any linked Project. Review Date, credit-note Number, Currency and Reference number. Add the credited item descriptions, quantities, rates and tax settings. Review Discount type, discount, Adjustment and the final credited amount. Complete Admin note, Client note and Terms, then save. Use the separate credit-allocation or refund workflow only when you intend that next action.","type":"guide"},{"title":"Create a credit note from an invoice","summary":"Reuse invoice lines when reversing or adjusting all or part of a billed amount.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/create-a-credit-note-from-an-invoice","keywords":"adjustment finance staff","type":"guide"},{"title":"Create a customer","summary":"Create a customer with company details, account defaults and separate billing and shipping addresses.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/create-a-customer","keywords":"CRM workspace → Customers → New customer Open Customers and choose the new-customer action. Enter Company and the available VAT number, phone and website details. Choose customer groups where needed. Review Currency and Default language, then complete Address, City, State, ZIP and Country. Open Billing & shipping and confirm each address independently. Use the copy controls only when the addresses are the same. Choose Save, or Save and create contact to continue with the customer's personal contact record.","type":"guide"},{"title":"Create a customer subscription","summary":"Create a recurring subscription for one of your own customers using the configured Stripe plan and billing settings.","category":"Subscriptions and recurring revenue","url":"https://pixiecrm.com/help-centre/create-a-customer-subscription","keywords":"CRM workspace → Subscriptions → New subscription Open the CRM workspace's Subscriptions area and choose New subscription. Choose the available Stripe plan and review its price and recurrence. Enter Quantity and First billing date as shown. Enter Subscription name and Description, then select Customer and any linked Project. Check Currency, available Stripe tax selections, Terms and the description-on-item option. Save, then review the subscription and use the separate customer invitation or subscription-link action when ready.","type":"guide"},{"title":"Create a debit-note refund","summary":"Record a refund against the debit note.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-debit-note-refund","keywords":"admin area notes open note refunds new purchase_debit_notes capability and statements v1.7.9","type":"guide"},{"title":"Create a Delivery Note from an existing invoice","summary":"Create the note after the invoice already exists.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/create-a-delivery-note-from-an-existing-invoice","keywords":"integration and creation admin area invoices open operations staff target invoice. select note. review snapshot panel default","type":"guide"},{"title":"Create a Delivery Note from the module form","summary":"Use the invoice-linked create controller reached through the module’s invoice resolver.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/create-a-delivery-note-from-the-module-form","keywords":"integration and creation admin area invoices open operations staff start because requires an id.","type":"guide"},{"title":"Create a delivery note manually","summary":"Create a secure POD request for a job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-delivery-note-manually","keywords":"admin area notes proof of and public signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Create a Delivery Note while creating a new invoice","summary":"Create the invoice and its optional delivery note in one supported save flow.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/create-a-delivery-note-while-creating-a-new-invoice","keywords":"integration creation admin area invoices staff with access complete customer dates currency items required","type":"guide"},{"title":"Create a deposit protection intake","summary":"Record a deposit, protection route and supporting evidence against the linked property.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-a-deposit-protection-intake","keywords":"amount scheme workflows manual administrators authorised property staff","type":"guide"},{"title":"Create a driver record","summary":"Onboard an employed or self-employed driver with contact, pay and compliance details.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-driver-record","keywords":"admin area drivers add onboarding dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Create a driver settlement","summary":"Aggregate completed-job driver pay for a date range.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-driver-settlement","keywords":"admin area finance settlements manage expenses and accounting dispatch pod vehicle provider bp fuel","type":"guide"},{"title":"Create a FAF request","summary":"Create a Financial Approval Form request with requester, department, details and lines.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-faf-request","keywords":"admin area new purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Create a fuel card","summary":"Add a masked card alias and allocate it to a driver/vehicle.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-fuel-card","keywords":"admin area settings bp cards manage integrations connection reconciliation dispatch pod driver vehicle provider finance","type":"guide"},{"title":"Create a record in an HR work area","summary":"Use the shared record form to create a structured record in one of the module’s 29 operational section workspaces.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-a-generic-hr-record","keywords":"resources admin exact navigation group new module v1.3.0 how","type":"guide"},{"title":"Create an HR governance review","summary":"Create a retention, archive, data-minimisation or audit-integrity review.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-a-governance-review","keywords":"resources admin area exact navigation archives module v1.3.0 how to","type":"guide"},{"title":"Create a knowledge base article","summary":"Write a knowledge-base article and choose its group, staff-only visibility and active state.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/create-a-knowledge-base-article","keywords":"CRM workspace → Support → Knowledge base → New article Open Knowledge base and choose the new-article action. Enter Subject and select the Article group. Write the article content in the editor with clear headings and task steps. Review Staff article and Disabled. Staff-only content and disabled content have different visibility effects. Submit, then open the article from its group and check the intended reader view.","type":"guide"},{"title":"Create a landlord CRM customer","summary":"Create the customer/contact record required for landlord linking and portal use.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-landlord-crm-customer","keywords":"admin area customers new property owners landlords client links v1.0.0","type":"guide"},{"title":"Create a lead manually","summary":"Capture a lead's source, status, contact details, value and responsible staff member.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/create-a-lead-manually","keywords":"CRM workspace → Leads → New lead Open Leads and choose the new-lead action. Select the lead Status, Source and Assigned staff member shown by the form. Enter Name, Position, Email, Website, Phone, Lead value and Company where available and relevant. Complete the address and Description, add useful Tags, and review Public and contact-date options. Submit, then reopen the lead to confirm its status, source, assigned person and contact details.","type":"guide"},{"title":"Create a lead-related appointment","summary":"Schedule follow-up activity against a lead before that person becomes a customer contact.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-a-lead-related-appointment","keywords":"new staff who manage creating editing and viewing provider reminder britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Create a letter for an existing customer","summary":"Generate and attempt to email official correspondence linked to a CRM customer.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/create-a-letter-for-an-existing-customer","keywords":"v1.0.0 admin area dashboard search clients leads existing-customer pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Create a letter for an external recipient","summary":"Generate correspondence without linking it to a CRM customer.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/create-a-letter-for-an-external-recipient","keywords":"v1.0.0 admin area dashboard manual entry external-recipient pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Create a Letter Manager template","summary":"Save a reusable internal name, letter subject and HTML body.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/create-a-letter-manager-template","keywords":"v1.0.0 admin area templates new content authoring pdf correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Create a Mailbox Exchange automatic-reply rule","summary":"Build account, sender, subject, frequency and schedule conditions.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-a-mailbox-exchange-automatic-reply-rule","keywords":"templates categories automatic replies admin area auto new users name active scope scope/match match case-sensitive reply","type":"guide"},{"title":"Create a Mailbox Exchange category","summary":"Create named coloured classification.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-a-mailbox-exchange-category","keywords":"templates categories and automatic replies admin area new users name colour description active must match #rrggbb when supplied. controls availability. open the exact navigation path shown","type":"guide"},{"title":"Create a Mailbox Exchange email template","summary":"Save reusable content.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-a-mailbox-exchange-email-template","keywords":"templates categories and automatic replies admin area new users name subject body active required. subject/body stored. controls composer availability. open the exact navigation path shown above.","type":"guide"},{"title":"Create a payroll draft period","summary":"Create a weekly, fortnightly, four-weekly or monthly draft period.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-a-payroll-draft-period","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Create a personal Mailbox Exchange account","summary":"Add a staff-owned connection.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-a-personal-mailbox-exchange-account","keywords":"accounts credentials and shared access admin area new users email active imap host/port/encryption authentication type optional smtp signature ai preferences must","type":"guide"},{"title":"Create a pet request intake","summary":"Record the pet request against the correct source tenancy or property.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-a-pet-request-intake","keywords":"requests administrators and authorised property staff","type":"guide"},{"title":"Create a portal HR request","summary":"Create a profile, document, leave, timesheet, payroll or general HR request for an employee.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-a-portal-hr-request","keywords":"resources admin area exact navigation governance module v1.3.0 how to","type":"guide"},{"title":"Create a project","summary":"Set a project's customer, billing method, members, schedule and client-visible settings.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/create-a-project","keywords":"CRM workspace → Projects → New project Open Projects and choose New project. Enter Project name and select the Customer. Choose Billing type and Status. Set Total cost or the hourly rate only where the selected billing method enables that field. Choose Project members, enter Estimated hours where needed, and set Start date and Deadline. Review whether progress comes from tasks, add Tags and Description, and check the project's customer visibility settings. Review Send project created email and contact-notification choices before saving.","type":"guide"},{"title":"Create a property listing","summary":"Open the full property form and complete required ownership, listing and address data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-property-listing","keywords":"admin area operations properties new real_property core details media v1.0.0","type":"guide"},{"title":"Create a property owner","summary":"Add owner code, identity, contact, tax, address, profile and social details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-property-owner","keywords":"admin area operations owners new real_property_owner landlords client links v1.0.0","type":"guide"},{"title":"Create a proposal","summary":"Link a proposal to a lead or customer, confirm the recipient and prepare its priced content.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/create-a-proposal","keywords":"CRM workspace → Proposals → New proposal Open Proposals and choose New proposal. Enter Subject. In Related to, choose Lead or Customer, then select the intended record and any available Project. Set Date and Open till. Review Currency, Discount type, Status, Assigned staff and Allow comments. Check Proposal to, address, email and phone after the related record populates them. Add the proposal content and item pricing, then review totals. Submit to save, or choose Save and send when it is ready for that recipient.","type":"guide"},{"title":"Create a provider connection","summary":"Configure an external job/invoice/POD provider with secure endpoints and mappings.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-provider-connection","keywords":"admin area settings providers add manage integrations connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Create a purchase contract","summary":"Create a vendor agreement linked to purchasing and optional CRM records.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-contract","keywords":"admin area contracts new purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Create a purchase contract template","summary":"Save reusable contract content.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-contract-template","keywords":"admin area contracts templates new purchase_contracts capability and signatures v1.7.9","type":"guide"},{"title":"Create a purchase currency rate","summary":"Add a currency/prefix code and rate.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-currency-rate","keywords":"admin area settings rates new purchase_settings edit v1.7.9","type":"guide"},{"title":"Create a purchase debit note","summary":"Create a vendor debit note with lines and totals.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-debit-note","keywords":"admin area notes new purchase_debit_notes capability refunds statements v1.7.9","type":"guide"},{"title":"Create a purchase invoice","summary":"Create a vendor invoice with source links, lines, tax, totals and due/payment information.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-invoice","keywords":"admin area invoices new purchase_invoices capability status where applicable payments v1.7.9","type":"guide"},{"title":"Create a purchase item","summary":"Add an item master that can be purchased.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-item","keywords":"admin area items new purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Create a purchase order","summary":"Create a vendor commitment from scratch or linked request/quotation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-order","keywords":"admin area new purchase_orders capability and purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Create a purchase order from a purchase request","summary":"Copy request header/lines and select the vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-order-from-a-purchase-request","keywords":"admin area open convert/copy to purchase_orders capability purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Create a purchase order from a quotation","summary":"Copy approved quotation values into an order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-order-from-a-quotation","keywords":"admin area quotations open create/copy purchase_orders capability and purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Create a purchase order return","summary":"Create a purchasing return order from an eligible source.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-order-return","keywords":"admin area returns new purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Create a purchase quotation","summary":"Create a vendor quotation with dates, currency, lines, totals and linked request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-quotation","keywords":"admin area quotations new purchase_quotations capability status where applicable requests for v1.7.9","type":"guide"},{"title":"Create a purchase request","summary":"Create an internal requisition with requester, department/project, items, currency, totals and vendors.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-request","keywords":"admin area new purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Create a purchase unit","summary":"Add a unit type used by purchase items.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-purchase-unit","keywords":"admin area settings units purchase_items or purchase_vendor_items capability items groups and vendor v1.7.9","type":"guide"},{"title":"Create a QR compliance record by generating a PDF","summary":"Trigger get-or-create through the supported PDF close hook.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/create-a-qr-compliance-record-by-generating-a-pdf","keywords":"2.1.0 admin area sales open document view or download creation snapshots and output","type":"guide"},{"title":"Create a Real Estate contract","summary":"Enter client, subject, value, dates/content and linked project/property context.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-real-estate-contract","keywords":"broker portal contracts new authenticated user with access invoices payments pdfs v1.0.0","type":"guide"},{"title":"Create a Real Estate invoice","summary":"Enter client, dates, number, currency, items, taxes, discounts, notes and payment modes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-real-estate-invoice","keywords":"broker portal invoices new authenticated user with access contracts payments pdfs v1.0.0","type":"guide"},{"title":"Create a Real Estate plan","summary":"Define company/freelance plan behaviour, role, rate and monthly listing limit.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-real-estate-plan","keywords":"admin area settings general plans new administrator permissions roles prefixes v1.0.0","type":"guide"},{"title":"Create a Real Estate role","summary":"Add a role name and role type used by module plans/staff.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-real-estate-role","keywords":"admin area settings general roles new administrator permissions plans prefixes v1.0.0","type":"guide"},{"title":"Create a recurring expense","summary":"Schedule repeat costs and understand how cron creates the future expense records.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/create-a-recurring-expense","keywords":"settings staff","type":"guide"},{"title":"Create a recurring supplier bill","summary":"Configure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-a-recurring-supplier-bill","keywords":"bills new/edit options accounts payable staff or edit vendors and checks vendor approval payment britixo how","type":"guide"},{"title":"Create a reminder for a purchase contract","summary":"Use the CRM reminder tab.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-reminder-for-a-purchase-contract","keywords":"admin area contracts open reminders new purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Create a rent increase or bidding intake","summary":"Upload or record the evidence for a rent change or bidding decision.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-a-rent-increase-or-bidding-intake","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Create a rent request","summary":"Select customer, property, rent/price, currency, term, inspection and notes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-rent-request","keywords":"admin area requests applications new real_rent_request renter profiles v1.0.0","type":"guide"},{"title":"Create a rent request from the client portal","summary":"Submit a rental application/request for a visible property.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-a-rent-request-from-the-client-portal","keywords":"application authenticated contact requests and renter profiles v1.0.0","type":"guide"},{"title":"Create a replacement Delivery Note after voiding","summary":"Use the supported replacement branch when an unsigned note must no longer be used.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/create-a-replacement-delivery-note-after-voiding","keywords":"invoice integration and creation admin area void authorised invoices open supervisors delete verify existing","type":"guide"},{"title":"Create a shared Mailbox Exchange account","summary":"Create a team mailbox with members.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-a-shared-mailbox-exchange-account","keywords":"accounts credentials and access admin area new administrator users members can read send delete only configure sharing. at least one member is","type":"guide"},{"title":"Create a signed Bilty webhook","summary":"Register a safe HTTPS webhook endpoint, choose supported event subscriptions and protect the shared signing secret.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/create-a-signed-bilty-webhook","keywords":"api webhooks how to britixo transport logistics","type":"guide"},{"title":"Create a staff account","summary":"Add a CRM staff member with personal contact details, role, departments and the intended permissions.","category":"Staff, roles and organisation","url":"https://pixiecrm.com/help-centre/create-a-staff-account","keywords":"CRM workspace → Setup → Staff → New staff member Open Staff in Setup and choose the new-staff action. Enter First name, Last name, Email and Phone, then review language and any applicable hourly-rate settings. Assign the staff member's Departments and Role. Review the Permissions tab rather than assuming the role is appropriate. Review Administrator and Not staff member options carefully. Configure the password and welcome-email option using your organisation's onboarding process. Submit, reopen the staff profile and confirm the role, department membership and enabled permissions.","type":"guide"},{"title":"Create a staff-only appointment","summary":"Schedule an internal meeting or blocked work item without attaching it to a customer contact or lead.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-a-staff-only-appointment","keywords":"staff new who manage creating editing and viewing provider calendar reminder britixo booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Create a support ticket","summary":"Create a CRM support ticket for a contact with a clear subject, department, priority and message.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/create-a-support-ticket","keywords":"CRM workspace → Support → Tickets → New ticket Open Tickets and choose the new-ticket action. Enter Subject and select Contact. Check the populated recipient name and email. Select Department, Priority and Assigned staff member; choose Service and Project where applicable. Add any CC recipients and useful Tags, then write the Message. Attach only the files needed for this ticket and submit.","type":"guide"},{"title":"Create a survey — Reports, goals and surveys","summary":"Prepare a survey's subject, descriptions, participation settings and ordered questions before distribution.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/create-a-survey","keywords":"CRM workspace → Surveys → New survey Open Surveys and choose New survey. Enter Subject, the public survey description and the separate email description. Set From name and the optional completion Redirect URL. Review Disabled and Only for logged-in participants. Submit the survey details, then use its Questions area to add the supported question types. Set each question's text, answer choices and Required state as applicable; arrange the question order and preview participation before distribution.","type":"guide"},{"title":"Create a task","summary":"Define a task's subject, dates, priority, relationship, assignees and visibility.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/create-a-task","keywords":"CRM workspace → Tasks → New task Open Tasks and choose New task, or add a task from the intended project's Tasks section. Enter Subject. Review Public, Billable and Visible to customer options; enter the hourly rate only when relevant. Set Start date, Due date and Priority. Configure recurrence only if this work should repeat. Select Related to and its record. For project work, choose the available Milestone, Assignees and Followers. Add Description, checklist items and permitted attachments, then submit.","type":"guide"},{"title":"Create a task from a purchase contract","summary":"Use the CRM task relation exposed by the contract view.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-task-from-a-purchase-contract","keywords":"admin area contracts open tasks new purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Create a CRM task from a sent letter","summary":"Open the native task modal with the letter ID as the related record.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/create-a-task-from-a-sent-letter","keywords":"v1.0.0 admin area letters history icon existing-customer correspondence pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Create a tenant fee or permitted-payment log","summary":"Record a fee with amount, charge date, tenant and supporting calculation details.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-a-tenant-fee-or-permitted-payment-log","keywords":"fees / permitted payments administrators authorised property staff","type":"guide"},{"title":"Create a tenant information service log","summary":"Record the property, tenant, document, service date, method and proof of service.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-a-tenant-information-service-log","keywords":"pack prescribed documents administrators authorised staff","type":"guide"},{"title":"Create a vehicle record","summary":"Add a fleet asset with capacity, ownership, allocation and compliance dates.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-a-vehicle-record","keywords":"admin area vehicles dispatch pod driver provider bp fuel finance","type":"guide"},{"title":"Create a vendor","summary":"Add a supplier company and its purchasing details.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-vendor","keywords":"admin area vendors new purchase_vendors capability contacts administrators v1.7.9","type":"guide"},{"title":"Create a vendor category","summary":"Add a vendor category with name, code prefix and description.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-vendor-category","keywords":"admin area settings purchase_vendors capability vendors contacts administrators v1.7.9","type":"guide"},{"title":"Create a vendor statement","summary":"Generate a statement from vendor purchasing records.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-a-vendor-statement","keywords":"admin area debit notes/invoices purchase_debit_notes capability notes refunds and statements v1.7.9","type":"guide"},{"title":"Create a web-to-lead form","summary":"Build an embeddable form that creates leads automatically from a website.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/create-a-web-to-lead-form","keywords":"lead embed setup administrator","type":"guide"},{"title":"Create a workforce rota","summary":"Build one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-a-workforce-rota","keywords":"resources hrm v1.3.0 admin area notifications workforce-rota-builder","type":"guide"},{"title":"Create an HR access review","summary":"Create a periodic review of a role, permission or staff access assignment.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-an-access-review","keywords":"resources admin area exact navigation governance module v1.3.0 how to","type":"guide"},{"title":"Create and manage an Accounting bank account","summary":"Add the bank or cash account used by feeds, registers, checks, transfers and reconciliation.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-an-accounting-bank-account","keywords":"banking accounts finance administrators edit reconciliation chart-of-accounts currency check britixo how to","type":"guide"},{"title":"Create an Accounting budget","summary":"Build a monthly, quarterly or annual ledger budget from scratch or from prior financial-year transactions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-an-accounting-budget","keywords":"creation new finance managers budgets and approvals report chart-of-accounts britixo how to","type":"guide"},{"title":"Create an appointment service","summary":"Add a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-an-appointment-service","keywords":"services who manage assignment availability booking-form britixo booking providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Create an approval workflow","summary":"Add an approval setting for the required purchase transaction type.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-an-approval-workflow","keywords":"admin area settings administrator or relevant status capability permissions and workflows v1.7.9","type":"guide"},{"title":"Create an e-Invoice template","summary":"Add a new module template stored in the core templates table with type einvoice.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/create-an-e-invoice-template","keywords":"1.0.0 admin area setup settings finance editor and validation","type":"guide"},{"title":"Create an employee in People Operations","summary":"Create the implemented employee master record used by the phase-four operational registers.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-an-employee-in-people-operations","keywords":"resources admin area exact navigation module v1.3.0 how to","type":"guide"},{"title":"Create an estate-agent company","summary":"Create a company with identity, contact, address, plan and administrator details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-an-estate-agent-company","keywords":"admin area property operations agents new real_estate_agent companies staff v1.0.0","type":"guide"},{"title":"Create an estate-agent staff member","summary":"Add identity, login, role, department and company-linked metadata.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-an-estate-agent-staff-member","keywords":"admin area property operations my / company real_estate_agent_staff companies v1.0.0","type":"guide"},{"title":"Create an estimate","summary":"Prepare a customer estimate with an expiry date, item pricing, tax, discount and terms.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/create-an-estimate","keywords":"CRM workspace → Estimates → New estimate Open Estimates and choose the new-estimate action. Select Customer and any linked Project. Review the estimate Number and Date, then set Expiry date and Reference number where needed. Check Currency, Status, Sale agent and Discount type. Add item descriptions, quantities, rates and taxes. Review the calculated discount, adjustment and total. Complete Admin note, Client note and Terms. Save for review, or use Save and send only when the customer document is ready.","type":"guide"},{"title":"Create an estimate request form","summary":"Design and publish a request form with the fields needed to qualify work.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/create-an-estimate-request-form","keywords":"setup forms administrator","type":"guide"},{"title":"Create an expense","summary":"Record an expense with its category, date, amount, currency, receipt and customer or project relationship.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/create-an-expense","keywords":"CRM workspace → Expenses → Record expense Open Expenses and choose the record-expense action. Enter Expense name and Reference number, add Note, and select Category. Set Date, Amount and Currency. Review the enabled Tax and Payment mode fields. Choose Customer and Project when the expense belongs to that work. Mark Billable only if it should be available for customer invoicing. Attach the receipt if available, review recurrence if needed, and save.","type":"guide"},{"title":"Create or receive an external contact appointment","summary":"Understand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-an-external-contact-appointment","keywords":"form / portal book customers visitors staff who approve access customer permission creating editing viewing booking-form client-portal approval britixo services providers","type":"guide"},{"title":"Create an HR document category","summary":"Create a reusable active category for protected employee documents.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-an-hr-document-category","keywords":"resources admin area exact navigation secure documents module v1.3.0 how to","type":"guide"},{"title":"Create an HR role profile","summary":"Create a named role and risk level for the HR access-control matrix.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-an-hr-role-profile","keywords":"resources admin area exact navigation access governance module v1.3.0 how to","type":"guide"},{"title":"Create an instant Courier report","summary":"Generate filtered operational/financial results on demand.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-an-instant-courier-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Create an internal customer appointment","summary":"Book an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-an-internal-customer-appointment","keywords":"new who manage creating editing viewing britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Create an invoice","summary":"Create a draft customer invoice with the correct currency, dates, items, taxes and payment methods.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/create-an-invoice","keywords":"CRM workspace → Invoices → New invoice Open Invoices and choose New invoice. Select Customer and, if applicable, the customer's Project. Check the billing and shipping addresses, invoice number, Invoice date and Due date. Review Currency, Allowed payment modes and Sale agent. Set recurring billing only when the invoice should repeat. Select or enter each item, review its description, quantity, unit, rate and tax, and add the item to the invoice table. Check subtotal, discount, adjustment and total. Add Client note and Terms as required; keep internal comments in Admin note. Choose Save as draft to review the invoice first. Use Save and send only after reviewing the customer and document.","type":"guide"},{"title":"Create a taxpayer profile","summary":"Create the business or individual tax profile used to bind VAT, Income Tax, HMRC authority and filing mode.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/create-an-mtd-taxpayer-profile","keywords":"making digital uk accounting accountant agent saas return","type":"guide"},{"title":"Create an onboarding record","summary":"Select property and tenant/client or invite recipient and save the initial draft.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-an-onboarding-record","keywords":"admin area requests applications workspace new authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Create an order-return refund","summary":"Record a refund against a return.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-an-order-return-refund","keywords":"admin area order returns open return refunds new purchase_order_return capability and v1.7.9","type":"guide"},{"title":"Create an overnight workforce rota shift","summary":"Use different end/start times where the v1.3.0 hours and overlap functions treat an end time at or before start as the following day.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-an-overnight-workforce-rota-shift","keywords":"resources hrm admin area notifications create/amend rows workforce-rota-builder","type":"guide"},{"title":"Create and edit a Chart of Accounts account","summary":"Add a ledger account with the correct type, detail classification, number, name and opening information.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-edit-a-chart-of-accounts-account","keywords":"new finance administrators or registers chart-of-accounts double-entry mapping britixo how to","type":"guide"},{"title":"Create and edit a journal entry","summary":"Record a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-edit-a-journal-entry","keywords":"new senior staff or journals transfers journal-entry double-entry chart-of-accounts class approval britixo how to","type":"guide"},{"title":"Create and edit a project budget","summary":"Set a project's budget period, owner and detailed category limits before submitting it for approval.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-edit-a-project-budget","keywords":"budgets new finance staff or approvals project-budget approval britixo how to","type":"guide"},{"title":"Create and edit a recurring invoice","summary":"Configure an invoice template that generates future invoices on a defined schedule.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/create-and-edit-a-recurring-invoice","keywords":"automation sales / settings finance administrator","type":"guide"},{"title":"Create and edit a supplier bill","summary":"Record a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-edit-a-supplier-bill","keywords":"bills new payable staff or vendors checks chart-of-accounts approval britixo how to","type":"guide"},{"title":"Create and edit a vendor","summary":"Add a supplier with unique identity, contact, address and payment information for Accounting workflows.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-edit-a-vendor","keywords":"vendors new accounts payable staff or bills checks bill check britixo how to","type":"guide"},{"title":"Create and manage accounting classes","summary":"Add optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-manage-accounting-classes","keywords":"settings class finance administrators view edit delete chart of accounts registers report journal-entry budget britixo how to","type":"guide"},{"title":"Create and manage goals","summary":"Define a measurable goal with its calculation type, staff scope, target and date range.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/create-and-manage-goals","keywords":"CRM workspace → Goals → New goal Open Goals and choose the new-goal action. Enter Subject and select Goal type. Choose Staff member or the offered all-staff scope, then enter Achievement target. Set Start date and End date. Select Contract type when the selected goal calculation requests it. Add Description, review success/failure notification options, and submit.","type":"guide"},{"title":"Create and manage project milestones","summary":"Break delivery into ordered stages with due dates and visual status.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/create-and-manage-project-milestones","keywords":"milestone manager","type":"guide"},{"title":"Create and manage reminders","summary":"Assign a dated reminder to a staff member and choose whether it also sends an email notification.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/create-and-manage-reminders","keywords":"CRM workspace → Supported record → Reminders → Set reminder Open the record the reminder concerns and choose its reminder action. Set the reminder Date and time using the displayed date/time picker. Choose Set reminder to and enter a Description that identifies the follow-up. Select Notify by email only when the additional email notice is wanted. Submit and check the reminder in the record's reminder list. Edit or remove it using only the actions available to your role.","type":"guide"},{"title":"Create and manage roles","summary":"Define reusable permission sets for CRM modules and sensitive actions.","category":"Staff, roles and organisation","url":"https://pixiecrm.com/help-centre/create-and-manage-roles","keywords":"role based access setup administrator","type":"guide"},{"title":"Create, sign and print a check","summary":"Prepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-print-a-check","keywords":"creation checks new authorised accounts payable staff bills vendors vendor payment banking approval britixo how to","type":"guide"},{"title":"Create and publish an announcement","summary":"Write an announcement and explicitly choose whether staff, customers or both can see it.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/create-and-publish-an-announcement","keywords":"CRM workspace → Announcements → New announcement Open Announcements and choose the new-announcement action. Enter Name and write the Message in the editor. Review Show to staff and Show to customers separately. Select only the intended audiences. Choose whether the publisher's name should be shown. Submit and verify the saved announcement and its audience selections.","type":"guide"},{"title":"Create and restore database backups safely","summary":"Create, download, schedule and retain database backups according to an approved recovery policy.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/create-and-restore-database-backups-safely","keywords":"disaster backup module administrator","type":"guide"},{"title":"Create and submit an imprest request","summary":"Request a controlled staff cash advance with project, category, amount, purpose, accounts and supporting attachments.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-and-submit-an-imprest","keywords":"imprests new authorised budgets approvals approval project-budget payment britixo how to","type":"guide"},{"title":"Create authority or regulator exports","summary":"Generate controlled datasets for an authorised authority or regulator request.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/create-authority-or-regulator-exports","keywords":"export csv pdf zip legal audit / administrators and property staff","type":"guide"},{"title":"Create banking rules","summary":"Automate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-banking-rules","keywords":"settings finance administrators edit and reconciliation mapping expense payment britixo how to","type":"guide"},{"title":"Create billable task time on an invoice","summary":"Select eligible unbilled time and convert it into invoice line items.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/create-billable-task-time-on-an-invoice","keywords":"bill / project billing or finance staff","type":"guide"},{"title":"Create broker staff","summary":"Add a broker portal user with identity, email, password and profile values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-broker-staff","keywords":"admin area property operations business brokers open real_business_broker or authorised v1.0.0","type":"guide"},{"title":"Create custom fields","summary":"Add a field to a supported record type and configure its input, default, validation and visibility.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/create-custom-fields","keywords":"CRM workspace → Setup → Custom fields → New custom field Open Custom fields in Setup and choose New custom field. Select the record area in Field belongs to, enter Name and choose Type. For choice fields, enter the supported Options. Review Default value and the displayed type-specific settings. Set Order and grid width, then review Required, administrator-only, customer editability and active/disabled options. Select the available table, PDF, client-portal or ticket-form visibility options appropriate to that record type, then submit. Open the target record form and confirm the field's position, default value, required behaviour and intended visibility.","type":"guide"},{"title":"Create an email compliance report for legal correspondence","summary":"Search authorised mailboxes and generate a chronological legal email correspondence PDF with sent and received messages, headers, attachments, timestamps and SHA-256 evidence.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/create-email-compliance-report-for-legal-correspondence","keywords":"evidence audit trail admin area tools mailboxai live keyword address subject message-id thread id date range read flagged important trash raw attachment exhibits","type":"guide"},{"title":"Create or allocate a supplier job","summary":"Select maintenance, property/address, tenant, supplier, title, description and amount.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-allocate-a-supplier-job","keywords":"admin area jobs authorised staff suppliers portal invoices v1.0.0","type":"guide"},{"title":"Create or edit a broker portal property listing","summary":"Use the broker property form and all supported attachments/rooms.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-edit-a-broker-portal-property-listing","keywords":"properties new/edit authenticated user with create/edit access business brokers v1.0.0","type":"guide"},{"title":"Create or edit a purchase invoice in the vendor portal","summary":"Maintain an invoice when vendor invoice management is enabled.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-or-edit-a-purchase-invoice-in-the-vendor-portal","keywords":"invoices new/edit authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Create or edit a quotation in the vendor portal","summary":"Submit quotation data when vendor quotation management is enabled.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-or-edit-a-quotation-in-the-vendor-portal","keywords":"quotations new/edit authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Create or update a landlord payout","summary":"Record amount, property address, status, payment mode, transaction ID, paid date and admin notes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-update-a-landlord-payout","keywords":"area customers open payouts add/edit edit owners landlords client links v1.0.0","type":"guide"},{"title":"Create or update a maintenance request in admin","summary":"Set assignee, supplier, priority, status, cost and admin note.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-update-a-maintenance-request-in-admin","keywords":"area jobs open edit authorised staff requests tenant feedback v1.0.0","type":"guide"},{"title":"Create or update a Property Status record","summary":"Select property/owner/landlord values and save status evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-update-a-property-status-record","keywords":"admin area operations add/edit real_property edit account approvals v1.0.0","type":"guide"},{"title":"Create or update a Real Estate permission assignment","summary":"Select staff/role and supported feature capabilities.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/create-or-update-a-real-estate-permission-assignment","keywords":"admin area settings permissions add/edit real_permission edit roles plans prefixes v1.0.0","type":"guide"},{"title":"Create or update employee portal access","summary":"Connect an employee to the implemented portal access role and manager.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/create-or-update-employee-portal-access","keywords":"resources admin area exact navigation governance / module v1.3.0 how","type":"guide"},{"title":"Create products and services","summary":"Maintain a reusable invoice item's descriptions, rates, taxes, unit and group.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/create-products-and-services","keywords":"CRM workspace → Items → New item Open Items and choose New item. Enter Description and Long description so the sales-document wording is clear. Set the standard Rate and any additional currency-specific rates offered by the form. Review Tax, the optional second tax, Unit and Item group. Submit, then select the item in a draft sales document to check how its description and rate populate.","type":"guide"},{"title":"Create a recurring appointment","summary":"Configure a parent appointment to generate future appointments at a supported interval.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/create-recurring-appointment","keywords":"recurrence new staff who manage view recurring-appointment provider britixo booking services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Create, submit and review a claim","summary":"Record a staff reimbursement request with project, category, amount, accounts and evidence before sending it for approval.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/create-submit-and-review-a-claim","keywords":"claims new authorised budgets approvals expense approval project-budget britixo how to","type":"guide"},{"title":"Create the accounting application credentials for QuickBooks","summary":"Detailed client guidance covering create the accounting application credentials for QuickBooks, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-accounting-application-credentials-for-quickbooks","keywords":"connection oauth and organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Create the accounting application credentials for Sage","summary":"Detailed client guidance covering create the accounting application credentials for Sage, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-accounting-application-credentials-for-sage","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Create the accounting application credentials for Xero","summary":"Detailed client guidance covering create the accounting application credentials for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-accounting-application-credentials-for-xero","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Create the core CRM invoice for a job","summary":"Generate or reuse the linked invoice from job commercial values.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/create-the-core-crm-invoice-for-a-job","keywords":"admin area jobs open completed manage finance stops dispatch and status control pod driver vehicle provider bp fuel","type":"guide"},{"title":"Create the corresponding native payment after verified QuickBooks allocation","summary":"Detailed client guidance covering create the corresponding native payment after verified QuickBooks allocation, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-corresponding-native-payment-after-verified-quickbooks-allocation","keywords":"reconciliation and certified how to integration audit troubleshooting","type":"guide"},{"title":"Create the corresponding native payment after verified Sage allocation","summary":"Detailed client guidance covering create the corresponding native payment after verified Sage allocation, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-corresponding-native-payment-after-verified-sage-allocation","keywords":"reconciliation and certified how to integration audit troubleshooting","type":"guide"},{"title":"Create the corresponding native payment after verified Xero allocation","summary":"Detailed client guidance covering create the corresponding native payment after verified Xero allocation, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/create-the-corresponding-native-payment-after-verified-xero-allocation","keywords":"reconciliation and certified how to integration audit troubleshooting","type":"guide"},{"title":"Create vendor-item mappings","summary":"Assign selected purchase items to one or more vendors.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/create-vendor-item-mappings","keywords":"admin area vendor new purchase_items purchase_vendor_items capability units groups and v1.7.9","type":"guide"},{"title":"Configure Main Menu order","summary":"Drag administrator sidebar entries into the required sequence.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-configure-main-menu-order","keywords":"configuration admin area setup position sequence saved in increments of 5 10 15 and so on. maximum depth 2. controller forces dashboard to 1 when it is first posted item at 5.","type":"guide"},{"title":"Configure Setup Menu order","summary":"Drag Setup Menu entries into the required sequence.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-configure-setup-menu-order","keywords":"configuration admin area administrator position sequence 5 10 15 and so on. maximum depth 2. protected items can be reordered but cannot disabled when view omits their checkbox.","type":"guide"},{"title":"Disable a Main Menu child item","summary":"Hide an eligible child entry while retaining its parent.","category":"CRM Menu 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attempt to a safety entry through request manipulation.","type":"guide"},{"title":"Disable an eligible Setup Menu item","summary":"Hide a Setup entry that is not protected.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-disable-an-eligible-setup-menu-item","keywords":"configuration admin area administrator eligibility disabled control omitted for protected slugs and collapsible cases defined by the view. core permissions direct urls remain separate.","type":"guide"},{"title":"Install and activate CRM Menu Builder","summary":"Activate version 2.3.0 and initialise both JSON option records.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-install-and-activate","keywords":"setup access lifecycle admin area modules administrator aside_menu_active initialised to an empty array. setup_menu_active database tables none the module stores in options. activation adds options only when needed through install.php.","type":"guide"},{"title":"Move a Main Menu child item","summary":"Reorder a submenu entry inside its parent.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-move-a-main-menu-child-item","keywords":"configuration admin area setup administrator position saved in increments of 5 within the children are de-duplicated by slug when runtime is rebuilt.","type":"guide"},{"title":"Move a Main Menu item","summary":"Reposition one top-level administrator sidebar entry.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-move-a-main-menu-item","keywords":"configuration admin area setup do not nest it deeper than the supported two levels.","type":"guide"},{"title":"Move a Setup Menu child item","summary":"Reorder a child inside a Setup group.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-move-a-setup-menu-child-item","keywords":"configuration admin area administrator position stored under the parent configuration. maximum depth remains two.","type":"guide"},{"title":"Move a Setup Menu item","summary":"Reposition one top-level Setup entry.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-move-a-setup-menu-item","keywords":"configuration admin area administrator entry in the navigation. global change applies to","type":"guide"},{"title":"Open the Main Menu builder","summary":"Reach the administrator sidebar configuration screen.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-open-main-menu-builder","keywords":"setup access and lifecycle admin area alternative module action modules menu. controller requires status. no custom non-admin capability is registered.","type":"guide"},{"title":"Open the Setup Menu builder","summary":"Reach the administrator Setup Menu configuration screen.","category":"CRM Menu 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original is stored differently from intentionally removed icon.","type":"guide"},{"title":"Reset the Main Menu","summary":"Clear the saved sidebar JSON and return to the runtime default menu.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-reset-the-main-menu","keywords":"configuration admin area setup administrator value aside_menu_active becomes an empty array. hook module fires aside_menu_resetted. removes all customisation.","type":"guide"},{"title":"Reset the Setup Menu","summary":"Clear saved Setup configuration and return to the runtime default.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-reset-the-setup-menu","keywords":"admin area administrator value setup_menu_active becomes an empty json array. hook module fires setup_menu_resetted. removes all customisation.","type":"guide"},{"title":"Set a Main Menu child icon","summary":"Apply an icon override to a submenu item.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-set-a-main-menu-child-icon","keywords":"configuration admin area setup administrator stored with the configuration. use classes supported by crms loaded font awesome version.","type":"guide"},{"title":"Set a Main Menu icon","summary":"Apply a Font Awesome class to a top-level sidebar item.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-set-a-main-menu-icon","keywords":"configuration admin area setup administrator string. the external reference link is supplied for lookup.","type":"guide"},{"title":"Set a Setup Menu child icon","summary":"Apply an icon override to a Setup submenu entry.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-set-a-setup-menu-child-icon","keywords":"configuration admin area administrator stored under the parents children object. clearing original can store explicit no-icon state.","type":"guide"},{"title":"Set a Setup Menu icon","summary":"Apply a Font Awesome class to a Setup entry.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-set-a-setup-menu-icon","keywords":"configuration admin area administrator string. use supported by the current library.","type":"guide"},{"title":"Troubleshoot a missing menu item","summary":"Core permission, module activation, saved disabled state or stale runtime registration may hide it.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-troubleshoot-a-menu-item-that-does-not-appear","keywords":"security limitations and troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Troubleshoot a menu icon that does not render","summary":"The class may be invalid or unsupported by the CRM Font Awesome version.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-troubleshoot-an-icon-that-does-not-render","keywords":"security limitations and troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Troubleshoot an item that returns after saving","summary":"New runtime items absent from saved JSON are appended, and protected items cannot be disabled.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-troubleshoot-an-item-that-returns-after-saving","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Troubleshoot menu order after module updates","summary":"Removed items are ignored and newly added items are appended, which can change the visible order.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-troubleshoot-menu-order-after-module-updates","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand administrator-only access","summary":"Know why staff roles do not receive a CRM Menu Builder capability.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-administrator-only-access","keywords":"setup and lifecycle admin area administrator controller guard uses the check. custom capabilities none registered. expose to non-administrators through navigation changes.","type":"guide"},{"title":"Understand child-menu slug de-duplication","summary":"Know how duplicate child slugs are resolved.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-child-slug-deduplication","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule children de-duplicated by using the array helper.","type":"guide"},{"title":"Understand the collapsible-parent disable rule","summary":"Know why some Main Menu parents do not display a Disabled checkbox.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-collapsible-parent-disable-rule","keywords":"configuration admin area setup administrator collapsible parent no top-level control in supplied view. this is an interface permissions rule.","type":"guide"},{"title":"Understand Dashboard position handling","summary":"Know why Dashboard can remain first.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-dashboard-position-handling","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule when is the first submitted item at 5 controller forces 1.","type":"guide"},{"title":"Understand global menu configuration","summary":"Know that one saved menu definition applies globally.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-global-not-role-specific-configuration","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule the module stores sidebar option it has no per-role or per-user profile.","type":"guide"},{"title":"Understand icon storage states","summary":"Distinguish original, custom and intentionally removed icons.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-icon-storage-states","keywords":"icons ordering rules admin area setup administrator / technical support code-backed rule an unchanged initial is stored as empty string a class text removing the stores false.","type":"guide"},{"title":"Understand new menu items after a CRM or module update","summary":"Know how newly introduced unsaved entries are handled.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-new-menu-items-after-an-update","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule runtime absent from saved json appended rather than discarded.","type":"guide"},{"title":"Understand unsupported arbitrary menu creation","summary":"The module edits existing runtime items and cannot create a new destination.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-no-arbitrary-menu-creation","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand unsupported audit, import, export and user preview","summary":"No module activity log, configuration import/export or preview-as-user workflow is implemented.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-no-audit-import-export-or-preview","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand the absence of client-portal menu control","summary":"Only the administrator sidebar and Setup Menu filters are registered.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-no-client-portal-menu-builder","keywords":"security limitations troubleshooting admin area / technical support verified behaviour","type":"guide"},{"title":"Understand unsupported automation and integrations","summary":"No cron, API or webhook is registered.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-no-cron-api-or-webhook","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand unsupported label and URL editing","summary":"The supplied builder cannot rename labels or change destination URLs.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-no-label-or-url-editing","keywords":"security limitations troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand CRM Menu Builder option storage","summary":"Know how both menu definitions are stored without module tables.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-option-storage","keywords":"setup access and lifecycle admin area administrator / technical support aside_menu_active json for sidebar positions icons disabled states children. setup_menu_active the values application-managed json. there no module-specific database","type":"guide"},{"title":"Understand option persistence after deactivation","summary":"The supplied source registers activation but no deactivation/uninstall cleanup hook.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-options-persist-after-deactivation","keywords":"security limitations and troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Understand saved menu position values","summary":"Know how drag order becomes numerical menu positions.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-position-values","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule the save script assigns top-level child positions in increments of 5.","type":"guide"},{"title":"Understand protected Setup Menu items","summary":"Know which critical Setup entries cannot be disabled by default.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-protected-setup-items","keywords":"configuration admin area administrator default slugs setup-menu-options main-menu-options modules and settings. extension hook setup_menu_no_disable_items can add slugs. protection prevents the from hiding its own access or","type":"guide"},{"title":"Understand removed menu items","summary":"Know how stale saved entries are handled after a module/menu removal.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-removed-menu-items","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule that no longer exist in the runtime ignored.","type":"guide"},{"title":"Understand runtime menu-filter priorities","summary":"Know when options/icons/visibility and positions are applied.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-runtime-filter-priorities","keywords":"icons ordering storage rules admin area setup administrator / technical support code-backed rule custom options filters run at priority 999 position 998 for sidebar menus.","type":"guide"},{"title":"Understand the two-level nesting limit","summary":"Keep drag-and-drop hierarchy within the supported depth.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-two-level-nesting","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule both builders initialise nestable with maxdepth 2.","type":"guide"},{"title":"Understand why menu visibility is not permission","summary":"A disabled menu entry is hidden from navigation but the module does not revoke route or record permissions.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-understand-visibility-is-not-permission","keywords":"security limitations and troubleshooting admin area setup administrator / technical support verified behaviour","type":"guide"},{"title":"Use the Font Awesome icon reference","summary":"Find a compatible icon class for a menu item.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-use-font-awesome-reference","keywords":"icons ordering and storage rules admin area setup administrator / technical support code-backed rule links to external catalogue installed library determines which classes render.","type":"guide"},{"title":"Verify CRM Menu Builder after deployment","summary":"Run a controlled Main Menu and Setup Menu change/reset test.","category":"CRM Menu Builder","url":"https://pixiecrm.com/help-centre/crm-menu-builder-verify-after-deployment","keywords":"security limitations troubleshooting admin area administrator / technical support verified behaviour","type":"guide"},{"title":"Activate Theme Style","summary":"Activate the module and verify the Setup menu action.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-activate","keywords":"access saved options admin area modules administrator workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Set administrator content background","summary":"Choose the main work-area background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-content-bg","keywords":"and customer-area styling admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Add administrator-only custom CSS","summary":"Enter CSS in the administrator-area box and save.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-css","keywords":"reset operational control admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Understand administrator-area injection","summary":"Admin, general, tabs, buttons, modals, tags and tables render in the admin head.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-head","keywords":"logo selection external forms area administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Set the administrator header background","summary":"Choose the top header background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-header-bg","keywords":"and customer-area styling admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Set administrator header link colour","summary":"Choose header link/icon colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-header-link","keywords":"and customer-area styling admin area setup workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Set administrator login background","summary":"Choose the admin authentication background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-login-bg","keywords":"buttons modals tables and general styles area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand administrator login styling","summary":"General and button styles are injected into admin authentication pages.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-login-injection","keywords":"tags logo selection external forms workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand administrator-only access","summary":"The menu and controller require an administrator; no staff capability matrix is registered.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-only","keywords":"setup saved options admin area workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Set active sidebar background","summary":"Choose the active menu background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-sidebar-active-bg","keywords":"administrator and customer-area styling admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Set active sidebar text and icon colours","summary":"Choose active text/icon values.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-sidebar-active-text","keywords":"administrator customer-area styling admin area setup workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Set the administrator sidebar background","summary":"Choose the sidebar background colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-sidebar-bg","keywords":"and customer-area styling admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Set administrator sidebar link colours","summary":"Choose normal link colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-admin-sidebar-link","keywords":"and customer-area styling admin area setup workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand button border colours","summary":"Generated button borders follow their background states.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-border","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to visible","type":"guide"},{"title":"Style danger buttons","summary":"Set danger button colours.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-danger","keywords":"modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Style default buttons","summary":"Set the default button background/text colours.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-default","keywords":"modals tables and general styles admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Style information buttons","summary":"Set info button colours.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-info","keywords":"modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style primary buttons","summary":"Set primary button colours.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-primary","keywords":"modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Resolve unexpected button hover or disabled colours","summary":"Remember interaction colours are generated from the base value.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-state","keywords":"limitations and troubleshooting admin area setup administrator workspace action only controls rendered by supplied module documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Understand generated button states","summary":"Hover, focus, active and disabled variants are generated by brightness adjustment of approximately ±50.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-states","keywords":"buttons modals tables general styles admin area setup administrator workspace action only controls rendered the supplied module documented","type":"guide"},{"title":"Style success buttons","summary":"Set success button colours.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-button-success","keywords":"modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Resolve cached theme styles","summary":"Hard-refresh and clear approved application/browser cache.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-cache","keywords":"limitations troubleshooting admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Clear custom CSS explicitly","summary":"Remove content from all relevant CSS boxes and Save.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-clear-custom","keywords":"reset operational control admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Add client-only custom CSS","summary":"Enter CSS in the client-area box and save.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-client-css","keywords":"reset operational control admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand client-area injection","summary":"General, tabs, buttons, customers, modals and tables render in the client head.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-client-head","keywords":"tags logo selection external forms portal administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand client login styling","summary":"Customer-area styles are injected into client authentication pages.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-client-login-injection","keywords":"tags logo selection and external forms portal administrator workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Add shared administrator and client CSS","summary":"Enter CSS in the combined box and save.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-combined-css","keywords":"custom reset operational control admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Recover from invalid custom CSS","summary":"Remove or correct the CSS in the relevant stored scope.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-css-breakage","keywords":"limitations and troubleshooting admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand custom CSS output","summary":"Stored CSS is inserted into a style element after line-break normalisation.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-css-output","keywords":"reset and operational control admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Apply custom CSS security controls","summary":"Only trusted administrators should enter CSS because it is injected into application pages.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-css-security","keywords":"reset and operational control admin area setup administrator workspace action rendered by the supplied module are documented hidden","type":"guide"},{"title":"Understand the three custom-CSS options","summary":"Admin, client, and combined CSS are stored separately.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-custom-options","keywords":"setup access saved area custom administrator workspace action only controls rendered by supplied module documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Set client portal footer background","summary":"Choose footer background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-customer-footer-bg","keywords":"administrator and customer-area styling admin area setup customers workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Set client portal footer text colour","summary":"Choose footer text/link colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-customer-footer-text","keywords":"administrator and customer-area styling admin area setup customers workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Set client navigation background","summary":"Choose the client portal navigation background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-customer-nav-bg","keywords":"administrator and customer-area styling admin area setup customers workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Set client navigation link colours","summary":"Choose client navigation link values.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-customer-nav-link","keywords":"administrator and customer-area styling admin area setup customers workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Understand external-form styling","summary":"General and button styles are injected into CRM external forms.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-external-form","keywords":"tags logo selection forms form administrator workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped to their visible parent workflow. core record permissions","type":"guide"},{"title":"Style general link hover","summary":"Set hover colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-general-hover","keywords":"buttons modals tables and styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style general links","summary":"Set normal link colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-general-link","keywords":"buttons modals tables and styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style item-table headings","summary":"Set item heading background and text.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-items-heading","keywords":"buttons modals tables general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Understand automatic header-logo selection","summary":"The module filters the header logo URL based on configured background colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-logo-filter","keywords":"tags and external forms admin area setup administrator workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Resolve an unexpected header logo","summary":"Check administrator header background and the logo filter result.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-logo-wrong","keywords":"limitations troubleshooting admin area setup workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Style modal close controls","summary":"Set close icon/text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-modal-close","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Style modal headers","summary":"Set modal header background.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-modal-header","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Style other modal text","summary":"Set additional modal text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-modal-other","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Style modal title text","summary":"Set modal title colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-modal-title","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Open Theme Style from the module action","summary":"Use Settings on the Theme Style row.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-module-settings-link","keywords":"setup access and saved options admin area modules administrator workspace only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand the version-history limitation","summary":"The module does not retain style revisions or rollback snapshots.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-no-history","keywords":"limitations and troubleshooting admin area setup administrator workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Understand import/export limitations","summary":"The module has no theme import or export function.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-no-import","keywords":"and troubleshooting admin area setup administrator workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand the preview limitation","summary":"The module has no preview-as-user workspace; saved styles apply to live areas.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-no-preview","keywords":"limitations and troubleshooting admin area setup administrator action only controls rendered by supplied are documented hidden ajax helpers mapped their visible parent","type":"guide"},{"title":"Understand scheduling limitations","summary":"The module cannot schedule themes by date or time.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-no-schedule","keywords":"and troubleshooting admin area setup administrator workspace action only controls rendered supplied are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand CRM Theme & Brand Style Manager","summary":"Learn every implemented styling tab and scope.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-overview","keywords":"setup access saved options admin area administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Check Theme Style v2.3.0 requirements","summary":"Confirm CRM 2.3.* compatibility.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-requirements","keywords":"setup access and saved options admin area modules administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record permissions","type":"guide"},{"title":"Reset generated theme values","summary":"Use Reset to set theme_style to an empty JSON array.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-reset","keywords":"custom css and operational control admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent","type":"guide"},{"title":"Resolve custom CSS remaining after Reset","summary":"Clear the three custom CSS boxes manually and Save.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-reset-custom","keywords":"limitations troubleshooting admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand what Reset does not clear","summary":"Reset does not clear the three separately stored custom-CSS options.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-reset-limit","keywords":"custom css and operational control admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Save Theme Style settings","summary":"Choose values, submit Save and verify the interface after refresh.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-save","keywords":"setup access saved options admin area administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Review Theme Style security","summary":"Restrict administrator access and audit custom CSS changes operationally.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-security","keywords":"limitations troubleshooting admin area setup workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand the theme_style option","summary":"Most visual values are stored together as JSON.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-stored-json","keywords":"setup access and saved options admin area administrator workspace action only controls rendered by supplied module documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Resolve a style that is not applied","summary":"Check Save, page scope, selector precedence, cache and conflicting custom CSS.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-style-not-applied","keywords":"limitations troubleshooting admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Style table headings","summary":"Set heading text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-table-heading","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style table row hover","summary":"Set hover background or text behaviour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-table-hover","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Style table links","summary":"Set links inside tables.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-table-link","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Understand the available tabs","summary":"Admin, Customers, Buttons, Modals, Tables, General, conditional Tags and Custom CSS are implemented.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-tabs","keywords":"setup access saved options area administrator workspace action only controls rendered by supplied module documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand the empty Tabs implementation","summary":"The render group exists, but the supplied settings view contains no tab-style controls.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-tabs-limit","keywords":"tags logo selection and external forms admin area setup administrator workspace action only controls rendered by module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Set a tag colour","summary":"Choose the style value for an existing CRM tag.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-tag-colour","keywords":"tags logo selection and external forms admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Resolve a missing tag style control","summary":"Confirm the CRM tag exists before opening Theme Style.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-tag-missing","keywords":"limitations and troubleshooting admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Use the Tags tab when CRM tags exist","summary":"The tab is generated dynamically from CRM tag records.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-tag-tab","keywords":"logo selection and external forms admin area setup administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Test a theme change safely","summary":"Use a controlled browser/session and verify admin, client, login and external-form pages.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-test","keywords":"custom css reset operational control area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Style danger text","summary":"Set danger text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-text-danger","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style information text","summary":"Set info text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-text-info","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style muted text","summary":"Set muted text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-text-muted","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style success text","summary":"Set success text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-text-success","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Style warning text","summary":"Set warning text colour.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-text-warning","keywords":"buttons modals tables and general styles admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Resolve low colour contrast","summary":"Restore readable foreground/background combinations and test accessibility.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-unreadable","keywords":"limitations troubleshooting admin area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Verify Theme Style after deployment","summary":"Test representative admin, login, client, external-form, button, modal and table pages.","category":"CRM Theme & Brand Style Manager","url":"https://pixiecrm.com/help-centre/crm-theme-brand-style-manager-verify","keywords":"limitations troubleshooting area setup administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Change the CSV export batch size through the filter","summary":"Use the csv_export_batch_size filter in a controlled extension to change the default batch of 100.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-change-the-csv-export-batch-size-through-the-filter","keywords":"format extensibility and security developer / administrator 100 rows per category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-format-security/ test memory execution time database load before","type":"guide"},{"title":"Export a custom date range","summary":"Select Custom and complete Start Date and Stop Date.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-a-custom-date-range","keywords":"periods filename rules admin area utilities period administrator required start_date stop_date type _ _-_ .csv category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ client-side validation requires both dates. review that","type":"guide"},{"title":"Export all-time data","summary":"Select All Time to remove the date filter.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-all-time-data","keywords":"periods and filename rules admin area utilities period administrator type .csv filter none category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ eligible rows for selected feature are streamed.","type":"guide"},{"title":"Export contacts to CSV","summary":"Create a contacts CSV using the selected period and the module’s exact joins, exclusions and formatting.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-contacts-to-csv","keywords":"contact exports admin area utilities type administrator date filter column contacts.datecreated included database fields linked customer company custom excluded/changed password password-change/ip verification new-password key derived values","type":"guide"},{"title":"Export customers to CSV","summary":"Create a customers CSV using the selected period and the module’s exact joins, exclusions and formatting.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-customers-to-csv","keywords":"customer exports admin area utilities type administrator date filter column clients.datecreated included fields custom company name primary contact groups related display values excluded/changed leadid addedfrom raw company/show_primary_contact/default_language","type":"guide"},{"title":"Export expenses to CSV","summary":"Create a expenses CSV using the selected period and the module’s exact joins, exclusions and formatting.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-expenses-to-csv","keywords":"expense exports admin area utilities type administrator date filter column expenses.dateadded included fields custom joined invoice/payment/category/currency/tax/project/staff/customer data excluded/changed internal recurring/id excluded by service derived values","type":"guide"},{"title":"Export last month","summary":"Select Last Month to use the previous calendar month.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-last-month","keywords":"date periods and filename rules admin area utilities period administrator range start end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ selected features source column is used.","type":"guide"},{"title":"Export leads to CSV","summary":"Create a leads CSV using the selected period and the module’s exact joins, exclusions and formatting.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-leads-to-csv","keywords":"lead exports admin area utilities type administrator date filter column leads.dateadded included fields custom derived status/source/web-form/staff/company values excluded/changed hashes internal linkage/import/code excluded by service country name default","type":"guide"},{"title":"Export payments to CSV","summary":"Create a payments CSV using the selected period and the module’s exact joins, exclusions and formatting.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-payments-to-csv","keywords":"payment exports admin area utilities type administrator date filter column invoicepaymentrecords.daterecorded included records joined invoice currency mode excluded/changed no custom-field join is implemented for derived values formatted number base","type":"guide"},{"title":"Export the last six months","summary":"Select Last 6 Months to include the current month and previous five months.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-the-last-six-months","keywords":"date periods filename rules admin area utilities period administrator range first day ago through end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ uses full boundaries.","type":"guide"},{"title":"Export the last three months","summary":"Select Last 3 Months to include the current month and previous two months.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-the-last-three-months","keywords":"date periods filename rules admin area utilities period administrator range first day ago through end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ uses full boundaries.","type":"guide"},{"title":"Export the last twelve months","summary":"Select Last 12 Months to include the current month and previous eleven months.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-the-last-twelve-months","keywords":"date periods filename rules admin area utilities period administrator range first day ago through end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ uses full boundaries.","type":"guide"},{"title":"Export this month","summary":"Select This Month to use the first and last day of the current month.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-this-month","keywords":"date periods filename rules admin area utilities period administrator range start end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ selected features source column is used.","type":"guide"},{"title":"Export this year","summary":"Select This Year to use 1 January through 31 December of the current year.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-export-this-year","keywords":"date periods and filename rules admin area utilities period administrator range start end category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-periods/ selected features source column is used.","type":"guide"},{"title":"Extend the list of CSV export features","summary":"Use the csv_export_features filter and a compatible export service.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-extend-the-list-of-csv-export-features","keywords":"format extensibility security developer extension requirement matching service implementing exporter contract category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-format-security/ do not add feature label without","type":"guide"},{"title":"Generate a CSV export","summary":"Select type, date period and any custom dates, then submit the export form.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-generate-a-csv-export","keywords":"setup access workflow admin area utilities administrator button memory/time settings 512m memory 360-second execution limit set by exporter category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-setup-access/ module streams rows in batches rather than","type":"guide"},{"title":"Install and activate CSV Export Manager","summary":"Activate version 1.0.0 and expose the Utilities child menu to administrators.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-install-and-activate-csv-export-manager","keywords":"setup access workflow admin area modules administrator required crm 2.9.3 or later category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-setup-access/ module registers an admin_init hook. no table","type":"guide"},{"title":"Open CSV Export Manager","summary":"Open the export form and select a supported feature and period.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-open-csv-export-manager","keywords":"setup access workflow admin area utilities administrator required fields type period conditional start date stop when custom is selected category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-setup-access/ controller exports immediately","type":"guide"},{"title":"Protect downloaded CSV files","summary":"Store, transfer and delete exports under the organisation’s data-handling policy.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-protect-downloaded-csv-files","keywords":"format extensibility security admin area utilities administrator / technical support exact action navigation module version 1.0.0 access rule category /help-centre/category/csv-export-manager/ topic","type":"guide"},{"title":"Review derived and joined values in the Contacts export","summary":"Customer company; profile image URL when a small image exists; direction falls back to RTL/LTR setting","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-derived-and-joined-values-in-the-contacts-export","keywords":"contact exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-contacts/","type":"guide"},{"title":"Review derived and joined values in the Customers export","summary":"Country short name, base/default currency, active language, creator, lead source and primary contact","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-derived-and-joined-values-in-the-customers-export","keywords":"customer exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-customers/","type":"guide"},{"title":"Review derived and joined values in the Expenses export","summary":"Formatted invoice number, base currency fallback and payment gateway display name","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-derived-and-joined-values-in-the-expenses-export","keywords":"expense exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-expenses/","type":"guide"},{"title":"Review derived and joined values in the Leads export","summary":"Country name, default language, assigned and created-by staff; renamed date headings","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-derived-and-joined-values-in-the-leads-export","keywords":"lead exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-leads/","type":"guide"},{"title":"Review derived and joined values in the Payments export","summary":"Formatted invoice number, base currency fallback and gateway display name","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-derived-and-joined-values-in-the-payments-export","keywords":"payment exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-payments/","type":"guide"},{"title":"Review excluded or replaced fields in the Contacts export","summary":"Password, password-change/IP, verification and new-password key fields","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-excluded-or-replaced-fields-in-the-contacts-export","keywords":"contact exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-contacts/","type":"guide"},{"title":"Review excluded or replaced fields in the Customers export","summary":"leadid, addedfrom, raw company/show_primary_contact/default_language fields are replaced or omitted as coded","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-excluded-or-replaced-fields-in-the-customers-export","keywords":"customer exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-customers/","type":"guide"},{"title":"Review excluded or replaced fields in the Expenses export","summary":"Internal recurring/ID fields excluded by the service","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-excluded-or-replaced-fields-in-the-expenses-export","keywords":"expense exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-expenses/","type":"guide"},{"title":"Review excluded or replaced fields in the Leads export","summary":"Hashes, internal linkage/import/code fields excluded by the service","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-excluded-or-replaced-fields-in-the-leads-export","keywords":"lead exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-leads/","type":"guide"},{"title":"Review excluded or replaced fields in the Payments export","summary":"No custom-field join is implemented for payments","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-excluded-or-replaced-fields-in-the-payments-export","keywords":"payment exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-payments/ reconcile a","type":"guide"},{"title":"Review included columns in the Contacts export","summary":"Contact database fields, linked customer company and contact custom fields","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-included-columns-in-the-contacts-export","keywords":"exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-contacts/","type":"guide"},{"title":"Review included columns in the Customers export","summary":"Customer fields, customer custom fields, company name, primary contact, groups and related display values","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-included-columns-in-the-customers-export","keywords":"exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-customers/","type":"guide"},{"title":"Review included columns in the Expenses export","summary":"Expense fields, expense custom fields and joined invoice/payment/category/currency/tax/project/staff/customer data","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-included-columns-in-the-expenses-export","keywords":"exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-expenses/","type":"guide"},{"title":"Review included columns in the Leads export","summary":"Lead fields, lead custom fields and derived status/source/web-form/staff/company values","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-included-columns-in-the-leads-export","keywords":"exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-leads/","type":"guide"},{"title":"Review included columns in the Payments export","summary":"Payment records joined to invoice, currency and payment mode","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-review-included-columns-in-the-payments-export","keywords":"exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-payments/","type":"guide"},{"title":"Run the CSV Export Manager production checklist","summary":"Test every type, period, custom range, columns, custom fields, large batches and access denial.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-run-the-csv-export-manager-production-checklist","keywords":"format extensibility security admin area utilities administrator / data protection reviewer verification open in a safe viewer reconcile row count/columns with crm category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-format-security/ treat exports as","type":"guide"},{"title":"Troubleshoot a CSV export form validation error","summary":"Select an export type and period; for Custom also provide both dates.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-troubleshoot-a-csv-export-form-validation-error","keywords":"format extensibility security admin area utilities administrator / technical support exact action navigation module version 1.0.0 access rule category /help-centre/category/csv-export-manager/","type":"guide"},{"title":"Troubleshoot a large CSV export timeout","summary":"Use a narrower range or a tested batch-size filter value.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-troubleshoot-a-large-csv-export-timeout","keywords":"format extensibility and security admin area utilities administrator / technical support exact action navigation module version 1.0.0 access rule category /help-centre/category/csv-export-manager/ topic","type":"guide"},{"title":"Troubleshoot an empty CSV export","summary":"Verify source records, the exact feature date column and selected date range.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-troubleshoot-an-empty-csv-export","keywords":"format extensibility security admin area utilities administrator / technical support action navigation module version 1.0.0 access rule category /help-centre/category/csv-export-manager/ topic","type":"guide"},{"title":"Understand CSV Export Manager","summary":"Use an administrator-only utility that streams selected CRM data directly as CSV.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-understand-csv-export-manager","keywords":"setup access and workflow admin area utilities administrator supported types customers contacts leads expenses payments output immediate http download category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-setup-access/ the controller blocks all non-administrators.","type":"guide"},{"title":"Understand CSV output formatting","summary":"Review delimiter, enclosure, line ending, headings and response headers.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-understand-csv-output-formatting","keywords":"format extensibility security admin area utilities download administrator comma double quote embedded quotes doubled crlf content type application/csv database/custom labels with underscores changed to spaces category /help-centre/category/csv-export-manager/ topic","type":"guide"},{"title":"Understand the Last Year period defect","summary":"Recognise that supplied code uses the same month last year rather than the complete prior calendar year.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-understand-the-last-year-period-defect","keywords":"date periods and filename rules admin area utilities administrator actual result start/end of produced after subtracting one label expectation a full previous would normally be expected category /help-centre/category/csv-export-manager/ topic","type":"guide"},{"title":"Understand unsupported CSV Export Manager functions","summary":"Avoid expecting scheduled exports, background queues, email delivery, ZIP/PDF, API endpoints or stored export history.","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-understand-unsupported-csv-export-manager-functions","keywords":"format extensibility and security admin area utilities administrator not supplied role capability queue zip pdf webhook file retention category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-format-security/ only administrators can access the","type":"guide"},{"title":"Verify the date-range column in the Contacts export","summary":"contacts.datecreated","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-verify-the-date-range-column-in-the-contacts-export","keywords":"contact exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-contacts/ reconcile a controlled row against source crm record before distributing","type":"guide"},{"title":"Verify the date-range column in the Customers export","summary":"clients.datecreated","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-verify-the-date-range-column-in-the-customers-export","keywords":"customer exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-customers/ reconcile a controlled row against source crm record before","type":"guide"},{"title":"Verify the date-range column in the Expenses export","summary":"expenses.dateadded","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-verify-the-date-range-column-in-the-expenses-export","keywords":"expense exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-expenses/ reconcile a controlled row against source crm record before distributing","type":"guide"},{"title":"Verify the date-range column in the Leads export","summary":"leads.dateadded","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-verify-the-date-range-column-in-the-leads-export","keywords":"lead exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-leads/ reconcile a controlled row against source crm record before distributing export.","type":"guide"},{"title":"Verify the date-range column in the Payments export","summary":"invoicepaymentrecords.daterecorded","category":"CSV Export Manager","url":"https://pixiecrm.com/help-centre/csv-export-manager-verify-the-date-range-column-in-the-payments-export","keywords":"payment exports admin area utilities download administrator category /help-centre/category/csv-export-manager/ topic /help-centre/topic/csv-export-manager-payments/ reconcile a controlled row against source","type":"guide"},{"title":"Use Income by Customer and Deposit Detail reports","summary":"Analyse revenue by customer and trace bank deposits back to the payments or transactions that produced them.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/customer-income-and-deposit-reports","keywords":"reporting summary / finance account managers view report invoice payment sales banking britixo how","type":"guide"},{"title":"Activate the Surveys module","summary":"Activate the module and verify its tables and Utilities menu.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-activate","keywords":"setup access permissions admin area modules administrator workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Understand active-state access","summary":"Inactive surveys are not available to normal public respondents.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-active-check","keywords":"participation and response rules survey link recipient workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped their visible parent workflow. core crm record","type":"guide"},{"title":"Send to active staff","summary":"Select the active staff source.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-active-staff","keywords":"recipients crm audiences and mailing lists admin area utilities survey create or edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped their","type":"guide"},{"title":"Add a survey description box","summary":"Insert supplementary explanatory content between questions.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-add-description-box","keywords":"design and questions admin area utilities designer create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Add one email to a mailing list","summary":"Enter the email and custom values shown by the list.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-add-list-email","keywords":"recipients crm audiences lists admin area utilities mail create or edit workspace action only controls rendered supplied module are","type":"guide"},{"title":"Add a survey question","summary":"Choose question type, text, required state and choices.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-add-question","keywords":"design questions admin area utilities designer create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Send to active customer contacts","summary":"Select all active contacts with valid email addresses.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-all-contacts","keywords":"recipients crm audiences and mailing lists admin area utilities survey create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Send to eligible leads","summary":"Select all non-lost eligible leads with valid email addresses.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-all-leads","keywords":"recipients crm audiences and mailing lists admin area utilities survey create or edit workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Assign survey creation permission","summary":"Grant Create to staff who design and queue surveys.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-assign-create","keywords":"setup access permissions admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm record","type":"guide"},{"title":"Assign survey deletion permission","summary":"Grant Delete only to staff authorised to remove surveys or lists.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-assign-delete","keywords":"setup access and permissions admin area roles administrator workspace action controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm","type":"guide"},{"title":"Assign survey editing permission","summary":"Grant Edit to staff who change surveys, questions, audiences or status.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-assign-edit","keywords":"setup access and permissions admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core","type":"guide"},{"title":"Assign survey viewing permission","summary":"Grant View global to staff who need survey lists or results.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-assign-view","keywords":"setup access and permissions admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm record","type":"guide"},{"title":"Understand the per-run email batch","summary":"The installed default is 100 attempted queue messages per run.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-batch-limit","keywords":"send delivery and cron admin area setup settings create or edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Configure emails per cron run","summary":"Set survey_send_emails_per_cron_run; the installed default is 100.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-batch-setting","keywords":"setup access and permissions admin area settings administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Create a checkbox question","summary":"Use Checkbox when respondents may select multiple choices.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-checkbox-question","keywords":"survey design and questions admin area utilities designer or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Add answer choices and descriptions","summary":"Create the option rows used by checkbox or radio questions.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-choice-descriptions","keywords":"survey design questions admin area utilities designer edit workspace action only controls rendered supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the company-name fallback","summary":"The sending library can fall back to the CRM company name when required.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-company-fallback","keywords":"send queue email delivery and cron admin area utilities survey create or edit workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Answer checkbox and radio questions","summary":"Select permitted choices and satisfy required questions.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-complete-choice","keywords":"public participation response rules survey link recipient workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Answer free-text questions","summary":"Complete single-line and textarea responses.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-complete-input","keywords":"public participation response rules survey link recipient workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Filter contacts by consent purpose","summary":"Select contact consent purposes when the source supports it.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-contact-consent","keywords":"recipients crm audiences and mailing lists admin area utilities survey send create or edit workspace action only controls rendered supplied module are documented hidden ajax","type":"guide"},{"title":"Understand contact deletion cleanup","summary":"Contact deletion removes queued survey email rows for that contact email.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-contact-delete","keywords":"results reporting and privacy admin area customers delete view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Create a survey","summary":"Enter subject and configured public behaviour.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-create","keywords":"design questions admin area utilities new or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Create a custom mailing list","summary":"Enter a list name and save it.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-create-mail-list","keywords":"recipients crm audiences lists admin area utilities mail new or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand automatic survey sending","summary":"The module runs after_cron_run and sends up to the configured batch.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-cron-process","keywords":"send queue email delivery cron admin area setup settings job create or edit workspace action only controls rendered by supplied are documented hidden ajax helpers mapped","type":"guide"},{"title":"Use mailing-list custom fields","summary":"Create or import fields whose slugs can become invitation merge values.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-custom-list-field","keywords":"recipients crm audiences and mailing lists admin area utilities mail list edit workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand the custom redirect after submission","summary":"The respondent is sent to the configured redirect_url when present.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-custom-redirect","keywords":"public participation and response rules survey link recipient workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm","type":"guide"},{"title":"Send to contacts in customer groups","summary":"Select one or more customer groups; contacts are deduplicated within the group-list path.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-customer-group","keywords":"recipients crm audiences and mailing lists admin area utilities survey create edit workspace action only controls rendered by supplied module","type":"guide"},{"title":"Understand recipient deduplication limits","summary":"Customer-group selection deduplicates contacts; combining different source types can still create duplicate queue rows.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-deduplication","keywords":"recipients crm audiences and mailing lists admin area utilities survey send or edit workspace action only controls","type":"guide"},{"title":"Understand the default success page","summary":"Without a custom URL, the module uses its default English success response.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-default-success","keywords":"public participation and response rules survey link recipient workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Delete a custom mailing list","summary":"Delete the list with the required permission.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-delete-mail-list","keywords":"recipients crm audiences and lists admin area utilities mail create or edit workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Investigate survey email delivery failures","summary":"Check valid recipient email, SMTP, cron execution and send-log progress.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-delivery-failure","keywords":"send queue admin area utilities history create or edit workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Write the internal or introduction description","summary":"Enter the survey description and control whether it is shown.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-description","keywords":"design questions admin area utilities new/edit create edit workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Disable or reactivate a survey","summary":"Use the Disabled control or status action to change active state.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-disable","keywords":"design and questions admin area utilities create edit workspace only controls rendered by supplied module are documented hidden ajax helpers mapped their","type":"guide"},{"title":"Investigate duplicate invitations","summary":"Review combined audience sources and list membership.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-duplicate-recipients","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Edit a survey question","summary":"Update text, type, requirement and choice values.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-edit-question","keywords":"design questions admin area utilities designer create or workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand survey result export limitations","summary":"The supplied module does not expose a dedicated CSV/PDF result export controller.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-export-limit","keywords":"results reporting and privacy admin area utilities view workspace action only controls rendered by are documented hidden","type":"guide"},{"title":"Understand GDPR response deletion","summary":"When GDPR logic runs, result records can be identified by last_ip for removal.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-gdpr-delete","keywords":"results reporting and privacy admin area data / view workspace action only controls rendered the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Resolve mailing-list import errors","summary":"Check XLS/XLSX, email in column one, custom columns and PHPSpreadsheet requirements.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-import-error","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Prepare a mailing-list spreadsheet","summary":"Use email as column one and valid custom-field columns after it.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-import-format","keywords":"recipients crm audiences mailing lists admin area utilities mail import create or edit workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Import a mailing list from XLS or XLSX","summary":"Upload a spreadsheet with email in the first column and custom values in later columns.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-import-list","keywords":"recipients crm audiences lists admin area utilities mail create edit workspace action only controls rendered by","type":"guide"},{"title":"Read mailing-list import counts","summary":"Review added, duplicate, failed and invalid totals.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-import-result","keywords":"recipients crm audiences mailing lists admin area utilities mail create or edit workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Review individual response evidence","summary":"Use the result view where the module exposes respondent entries.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-individual-response","keywords":"results reporting and privacy admin area utilities survey workspace action only controls rendered by supplied are documented hidden ajax helpers","type":"guide"},{"title":"Create a single-line input question","summary":"Use Input for a short free-text answer.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-input-question","keywords":"survey design and questions admin area utilities designer or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Understand one-response-per-IP behaviour","summary":"When enabled, a repeated IP receives a 404 response.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-ip-block","keywords":"public participation and response rules survey link recipient workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Understand stored IP response evidence","summary":"IP values support the one-response rule and privacy deletion behaviour.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-ip-evidence","keywords":"results reporting admin area utilities survey view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Limit one response per IP address","summary":"Enable IP Restrict to return 404 after an IP has already responded.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-ip-restriction","keywords":"survey design and questions admin area utilities new/edit create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the last survey-send cron value","summary":"Use last_survey_send_cron for operational verification rather than manual editing.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-last-cron","keywords":"setup access and permissions admin area settings administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Filter leads by consent purpose","summary":"Apply supported lead consent criteria.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-lead-consent","keywords":"recipients crm audiences and mailing lists admin area utilities survey send create or edit workspace action only controls rendered the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Send to selected lead statuses","summary":"Choose one or more lead statuses.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-lead-status","keywords":"recipients crm audiences and mailing lists admin area utilities survey create edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their","type":"guide"},{"title":"Use the survey register","summary":"Search, open, edit, send, view results, change status or delete a survey.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-list","keywords":"design and questions admin area utilities create workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Use mailing-list custom-field merge values","summary":"Use the stored custom-field slug for list-recipient personalisation.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-list-merge-fields","keywords":"send queue email delivery and cron admin area setup templates create or edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Resolve login-only survey access","summary":"Confirm the contact is authenticated and uses the original survey link.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-login-loop","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Require a logged-in contact","summary":"Enable Only for Logged-in Users to redirect anonymous visitors to client login.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-login-only","keywords":"survey design and questions admin area utilities new/edit create or edit workspace action controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Complete a login-only survey","summary":"Anonymous visitors are redirected to client login when Only for Logged-in Users is enabled.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-login-redirect","keywords":"public participation and response rules portal link authenticated contact workspace action controls rendered by the supplied module documented hidden","type":"guide"},{"title":"Use the custom mailing-list register","summary":"Create, open or delete imported/manual email lists.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-mail-list-register","keywords":"recipients crm audiences and mailing lists admin area utilities mail edit workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand manual send processing","summary":"The library can process when last send is blank, older than one hour, or invoked manually by the workflow.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-manual-trigger","keywords":"queue email delivery and cron admin area utilities survey create edit workspace action only controls rendered supplied","type":"guide"},{"title":"Resolve a missing Surveys menu","summary":"Check activation and View permission.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-missing-menu","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Resolve missing survey results","summary":"Confirm a successful submission and the correct survey record.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-missing-results","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand public survey indexing protection","summary":"The participation page is marked noindex and disables normal navigation.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-noindex","keywords":"response rules link recipient workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Open a mailing list","summary":"Review email rows and custom fields.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-open-mail-list","keywords":"recipients crm audiences lists admin area utilities mail create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Open a public survey link","summary":"Use the survey ID and hash route generated by the application.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-open-public","keywords":"participation response rules /surveys/survey/ / recipient workspace action only controls rendered supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Open survey results","summary":"Review collected responses from the survey row.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-open-results","keywords":"reporting and privacy admin area utilities view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand Customer Surveys & Feedback Management","summary":"Learn the exact administrator, public and cron workflows.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-overview","keywords":"setup access permissions admin area utilities applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand Surveys permissions","summary":"Use separate View global, Create, Edit and Delete capabilities.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-permissions","keywords":"setup access admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Preview an inactive survey as staff","summary":"Staff with View permission can preview where the controller permits.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-preview","keywords":"public participation and response rules admin area utilities workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Resolve a public survey 404","summary":"Check ID/hash, active state, IP restriction and URL integrity.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-public-404","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Resolve question validation problems","summary":"Check question text, supported type, choices and required state.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-question-error","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Reorder survey questions","summary":"Drag or use the displayed order controls and save question order.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-question-order","keywords":"design admin area utilities designer create edit workspace action only rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Review answers by question","summary":"Inspect input, textarea, checkbox and radio results.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-question-results","keywords":"results reporting privacy admin area utilities survey view workspace action only controls rendered the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Queue survey invitations","summary":"Select recipient sources, confirm the audience and submit the send action.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-queue-invitations","keywords":"email delivery cron admin area utilities create or edit workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Resolve a survey queue that is not processing","summary":"Check cron, batch option, last-run timing, SMTP and queue rows.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-queue-not-moving","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand queue-row removal after processing","summary":"Processed queue rows are removed and the send log is updated.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-queue-removal","keywords":"email delivery cron admin area utilities survey history create or edit workspace action only controls rendered by supplied module documented","type":"guide"},{"title":"Create a survey from the quick action","summary":"Use the Survey quick action where displayed.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-quick-action","keywords":"setup access and permissions admin area applicable capability workspace only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Create a radio-button question","summary":"Use Radio when respondents must select one choice.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-radio-question","keywords":"survey design and questions admin area utilities designer or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand all supported recipient sources","summary":"Use staff, contacts, customer groups, contact consent, leads, lead statuses, lead consent or custom lists.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-recipient-overview","keywords":"recipients crm audiences and mailing lists admin area utilities survey send create edit workspace action only controls rendered by the","type":"guide"},{"title":"Resolve an invalid post-submit redirect","summary":"Use a complete, reachable redirect URL or remove it.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-redirect-error","keywords":"limitations and troubleshooting admin area utilities staff technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Set a post-submission redirect URL","summary":"Enter a custom redirect or leave blank for the default success page.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-redirect-url","keywords":"survey design and questions admin area utilities new/edit create edit workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Remove a survey description box","summary":"Delete an eligible descriptive block.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-remove-description-box","keywords":"design and questions admin area utilities designer create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Remove an email from a mailing list","summary":"Delete a selected list row.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-remove-list-email","keywords":"recipients crm audiences and lists admin area utilities mail create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Remove a mailing-list custom field","summary":"Delete the field and understand that associated list values are no longer available.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-remove-list-field","keywords":"recipients crm audiences mailing lists admin area utilities mail create or edit workspace action only controls rendered by supplied","type":"guide"},{"title":"Remove a survey question","summary":"Delete the question and understand the effect on existing survey structure.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-remove-question","keywords":"design questions admin area utilities designer create or edit workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Remove an eligible survey send record","summary":"Use the supplied remove action for a send/log entry.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-remove-send","keywords":"queue email delivery and cron admin area utilities history create or edit workspace only controls rendered by module are documented hidden ajax","type":"guide"},{"title":"Make a question required","summary":"Enable Required and verify public validation before submission.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-required-question","keywords":"survey design questions admin area utilities designer create or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Resolve required-question validation","summary":"Complete every required answer before resubmitting.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-required-validation","keywords":"public participation and response rules survey link recipient workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Check Surveys v2.3.0 requirements","summary":"Confirm CRM 2.3.* and PHP dependency compatibility.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-requirements","keywords":"setup access permissions admin area modules administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record","type":"guide"},{"title":"Read survey response totals","summary":"Use result counts to understand participation volume.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-response-count","keywords":"results reporting and privacy admin area utilities view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Resolve a survey save error","summary":"Check subject and displayed survey fields.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-save-error","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Apply survey privacy and security controls","summary":"Use consent-aware audiences, least privilege, valid redirects and data-retention review.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-security","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Read survey send logs","summary":"Review queued, processed and finished send activity.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-send-log","keywords":"queue email delivery cron admin area utilities history create or edit workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Open the survey send workspace","summary":"Choose recipients and create queue rows.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-send-workspace","keywords":"email delivery cron admin area utilities or edit action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Set the invitation sender name","summary":"Enter the From Name used by survey invitation email.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-sender-name","keywords":"design and questions admin area utilities new/edit create or edit workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Set or review the survey slug","summary":"Store the searchable slug used by the survey record.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-slug","keywords":"design and questions admin area utilities new/edit create edit workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Configure SMTP for survey invitations","summary":"Use global CRM email settings; the module does not provide a separate SMTP account.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-smtp","keywords":"send queue delivery and cron admin area setup create or edit workspace action only controls rendered by supplied are documented hidden ajax helpers","type":"guide"},{"title":"Set the survey subject","summary":"Enter the title shown in administration and invitations.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-subject","keywords":"design questions admin area utilities new/edit create or edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Submit a survey response","summary":"Review answers, submit once and wait for the success/redirect result.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-submit","keywords":"public participation rules link recipient workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Use the survey link merge field","summary":"Insert {survey_link} in the invitation template or content.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-survey-link-merge","keywords":"send queue email delivery and cron admin area setup templates create edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Create a long-text question","summary":"Use Textarea for a longer written response.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-textarea-question","keywords":"survey design and questions admin area utilities designer or edit workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand recipient email validation","summary":"Lead emails are checked with FILTER_VALIDATE_EMAIL; invalid addresses are excluded.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-valid-email","keywords":"recipients crm audiences and mailing lists admin area utilities survey send create or edit workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Verify Surveys after deployment","summary":"Create a test survey, question, list, queued invitation, public response and result.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-verify","keywords":"limitations troubleshooting admin area utilities staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Show or hide the survey description","summary":"Use View Description to control public display.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-view-description","keywords":"design and questions admin area utilities new/edit create edit workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped their","type":"guide"},{"title":"Understand a zero-recipient send","summary":"A send with no queue email can be marked finished without delivery.","category":"Customer Surveys & Feedback Management","url":"https://pixiecrm.com/help-centre/customer-surveys-feedback-management-zero-recipient","keywords":"delivery and cron admin area utilities survey history create or edit workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Customise the booking form heading and description","summary":"Present clear Pixie CRM-branded instructions above the public scheduling form without changing booking logic.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/customise-booking-form-heading-description","keywords":"content / settings staff who manage view website embedding booking-form appointment customer britixo services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Customise dashboard widgets","summary":"Show, hide, reorder and reset personal dashboard widgets without changing other users.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/customise-dashboard-widgets","keywords":"layout widget controls staff","type":"guide"},{"title":"Customise the main and setup menus","summary":"Reorder, hide or reset supported admin menu items through the menu setup module.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/customise-the-main-and-setup-menus","keywords":"navigation options administrator","type":"guide"},{"title":"Customise theme and interface styling","summary":"Apply supported visual settings and reset them without editing core application files.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/customise-theme-and-interface-styling","keywords":"branding appearance setup style administrator","type":"guide"},{"title":"Deactivate a fuel card","summary":"Stop future active matching without deleting reconciliation history.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/deactivate-a-fuel-card","keywords":"admin area settings bp cards open manage integrations connection and dispatch pod driver vehicle provider finance","type":"guide"},{"title":"Deactivate OpenAI Integration safely","summary":"Disable the provider module without assuming its stored options are deleted.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/deactivate-openai-integration-safely","keywords":"admin area setup modules administrator access and model configuration v1.0.0","type":"guide"},{"title":"Deactivate or delete a customer safely","summary":"Understand the difference between status changes and deletion, including linked-record restrictions.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/deactivate-or-delete-a-customer-safely","keywords":"open actions administrator","type":"guide"},{"title":"Deactivate or remove Letter Manager safely","summary":"Preserve required correspondence evidence before disabling or manually removing the module.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/deactivate-or-remove-letter-manager-safely","keywords":"v1.0.0 admin area setup modules version access and architecture pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Deactivate or replace Bilty Management safely","summary":"Deactivate or replace the module without deleting operational and audit data, then reactivate and revalidate tenant settings and integrations.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/deactivate-or-replace-bilty-management-safely","keywords":"administration security troubleshooting setup modules how to britixo transport logistics","type":"guide"},{"title":"Deactivate or replace the MTD module safely","summary":"Deactivate or replace code without deleting historic tax records; preserve filings, approvals, audit evidence and Accounting data.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/deactivate-or-replace-the-mtd-module-safely","keywords":"making digital uk vat income accountant agent saas return","type":"guide"},{"title":"Deactivate or soft-delete a customer","summary":"Remove an inactive customer from new work while preserving linked jobs.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/deactivate-or-soft-delete-a-customer","keywords":"admin area customers open edit/delete and crm synchronisation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Deactivate Purchase Management safely","summary":"Disable the module after reviewing vendor, financial, file and portal dependencies.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/deactivate-purchase-management-safely","keywords":"admin area setup modules administrator version access navigation v1.7.9","type":"guide"},{"title":"Deactivate QR Code Manager without deleting evidence","summary":"Disable version 2.1.1 reversibly while preserving options, signatures, compliance records, audit events and evidence.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/deactivate-qr-code-compliance-with-data-loss-warning","keywords":"2.1.0 admin area setup modules installation access lifecycle","type":"guide"},{"title":"Deactivate QR Code Manager without deleting evidence","summary":"Disable the module while preserving settings, signatures, compliance records, events and evidence.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/deactivate-qr-code-manager-without-deleting-evidence","keywords":"admin area setup modules administrator version 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Deactivate Real Estate Management safely","summary":"Disable the module only after checking portal, hook and automation dependencies.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/deactivate-real-estate-management-safely","keywords":"admin area setup modules administrator navigation lifecycle v1.0.0","type":"guide"},{"title":"Deactivate staff access safely","summary":"Remove login access while preserving ownership history and reassigning active work.","category":"Staff, roles and organisation","url":"https://pixiecrm.com/help-centre/deactivate-staff-access-safely","keywords":"offboarding setup change status administrator","type":"guide"},{"title":"Deactivate the Delivery Note module","summary":"Disable hooks and invoice integration without dropping module tables.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/deactivate-the-delivery-note-module","keywords":"setup access architecture admin area modules administrators administrator confirm no active operation depends on immediate access. from modules. verify","type":"guide"},{"title":"Approve or reject People Operations leave","summary":"Record the approval decision for a phase-four leave request.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/decide-people-operations-leave","keywords":"resources admin area exact navigation request and queue module v1.3.0 how to","type":"guide"},{"title":"Declare pets","summary":"Set pets_requested and describe pets where required.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/declare-pets","keywords":"public tenant application household invited applicant applications invites v1.0.0","type":"guide"},{"title":"Declare smoker, benefits and children flags","summary":"Answer smoker_flag, benefits_recipient_flag and has_children_flag accurately.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/declare-smoker-benefits-and-children-flags","keywords":"public tenant application household invited applicant applications invites v1.0.0","type":"guide"},{"title":"Delete a broker portal property listing","summary":"Remove a broker-owned property after checking requests and files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-broker-portal-property-listing","keywords":"properties authenticated user with access business brokers v1.0.0","type":"guide"},{"title":"Delete a broker request","summary":"Remove an obsolete property-broker request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-broker-request","keywords":"admin area property operations properties open requests real_request_broker core details and media v1.0.0","type":"guide"},{"title":"Delete a business-broker company","summary":"Remove an unused broker only after checking staff and property requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-business-broker-company","keywords":"admin area operations business brokers real_business_broker portal v1.0.0","type":"guide"},{"title":"Delete a buy request","summary":"Remove an unused request after checking contract/invoice conversions and PDFs/emails.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-buy-request","keywords":"admin area requests applications real_buy_request sales conversion v1.0.0","type":"guide"},{"title":"Delete a client buy request","summary":"Use the portal delete action only when the request state permits it.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-client-buy-request","keywords":"application authenticated owning contact requests and sales conversion v1.0.0","type":"guide"},{"title":"Delete a client-uploaded Real Estate attachment","summary":"Remove a file only when the portal exposes the supported action and ownership allows it.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-client-uploaded-real-estate-attachment","keywords":"client relevant profile/request files authenticated owning contact landlord portals v1.0.0","type":"guide"},{"title":"Delete a commodity group","summary":"Remove an unused group.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-commodity-group","keywords":"admin area settings purchase_items or purchase_vendor_items capability items units groups and vendor v1.7.9","type":"guide"},{"title":"Delete a commodity subgroup","summary":"Remove an unused subgroup.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-commodity-subgroup","keywords":"admin area settings sub group purchase_items or purchase_vendor_items capability items units groups and vendor v1.7.9","type":"guide"},{"title":"Delete a contract","summary":"Delete only after reviewing signatures, requests, invoices, files and activity.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-contract","keywords":"broker portal contracts open authenticated user with access payments pdfs v1.0.0","type":"guide"},{"title":"Delete a contract renewal","summary":"Remove an incorrect renewal entry.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-contract-renewal","keywords":"broker portal contracts open renewals authenticated user with edit access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Delete a debit-note refund","summary":"Remove a refund record.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-debit-note-refund","keywords":"admin area debit notes open note refunds purchase_debit_notes capability and statements v1.7.9","type":"guide"},{"title":"Delete a FAF attachment","summary":"Remove a FAF file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-faf-attachment","keywords":"admin area request open files purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Delete a FAF request","summary":"Remove a FAF request through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-faf-request","keywords":"admin area purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Delete a Letter Manager template","summary":"Remove a reusable template without deleting letters already created from it.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/delete-a-letter-manager-template","keywords":"v1.0.0 admin area templates icon and content authoring pdf correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Delete a Mailbox Exchange account and owned data","summary":"Remove the account and module-owned dependants.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-a-mailbox-exchange-account-and-owned-data","keywords":"accounts credentials shared access admin area users deletion removes members folders threads messages attachments outbox records related files. use","type":"guide"},{"title":"Delete a Mailbox Exchange category","summary":"Remove through supported model action.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-a-mailbox-exchange-category","keywords":"templates categories and automatic replies admin area users use controller/model so message references are handled. no direct sql. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Delete a Mailbox Exchange email template","summary":"Remove an owned template.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-a-mailbox-exchange-email-template","keywords":"templates categories and automatic replies admin area users previously created messages remain. open the exact navigation path shown above. select authorised message or configuration record.","type":"guide"},{"title":"Delete a Mailbox Exchange message locally","summary":"Remove local module record through access checks.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-a-mailbox-exchange-message-locally","keywords":"inbox folders search and actions admin area select view plus account users the code flow documents deletion only. do not claim mail server was expunged. open","type":"guide"},{"title":"Delete a Mailbox Exchange outbox item","summary":"Delete only permitted owned states.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-a-mailbox-exchange-outbox-item","keywords":"compose reply forwarding and workflows admin area drafts or scheduled account send owner users allowed statuses draft canceled failed. queued sending sent cannot be deleted here. dependent attachment files are","type":"guide"},{"title":"Delete a pcrm-owned fine-tuned model","summary":"Remove a module-owned provider model from the list.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/delete-a-pcrm-owned-fine-tuned-model","keywords":"admin area setup settings ai advanced features fine tuning tuned models edit management v1.0.0","type":"guide"},{"title":"Delete a pet request intake safely","summary":"Remove an incorrect or duplicate request without losing a genuine decision history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-a-pet-request-intake-safely","keywords":"requests administrators and authorised property staff","type":"guide"},{"title":"Delete a property attachment","summary":"Remove only the selected property file.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-property-attachment","keywords":"admin area operations properties open files real_property edit core details and media v1.0.0","type":"guide"},{"title":"Delete a property listing","summary":"Delete only after checking requests, contracts, tenancy, maintenance, compliance and files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-property-listing","keywords":"admin area operations properties real_property core details media v1.0.0","type":"guide"},{"title":"Delete a property owner","summary":"Remove an owner only after reassigning properties and preserving evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-property-owner","keywords":"admin area operations owners real_property_owner landlords client links v1.0.0","type":"guide"},{"title":"Delete a property-status entry with a reason","summary":"Use the status screen’s delete action and provide delete_reason when prompted.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-property-status-entry-with-a-reason","keywords":"admin area property operations real_property edit/delete account approvals v1.0.0","type":"guide"},{"title":"Delete a purchase contract","summary":"Remove a contract through the supported action after reviewing evidence and links.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-contract","keywords":"admin area contracts purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Delete a purchase-contract attachment","summary":"Remove a contract file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-contract-attachment","keywords":"admin area contracts open files purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Delete a purchase contract template","summary":"Remove an unused template.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-contract-template","keywords":"admin area contracts templates purchase_contracts capability and signatures v1.7.9","type":"guide"},{"title":"Delete a purchase currency rate","summary":"Remove an unused rate.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-currency-rate","keywords":"admin area settings rates purchase_settings edit v1.7.9","type":"guide"},{"title":"Delete a purchase debit note","summary":"Remove a debit note through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-debit-note","keywords":"admin area notes purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Delete a purchase invoice","summary":"Remove an invoice through the supported action after reviewing payments/debits.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-invoice","keywords":"admin area invoices purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Delete a purchase-invoice attachment","summary":"Remove an invoice file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-invoice-attachment","keywords":"admin area invoices open files purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Delete a purchase-invoice file in the vendor portal","summary":"Remove an invoice attachment through the portal route.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-invoice-file-in-the-vendor-portal","keywords":"invoices open authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Delete a purchase invoice in the vendor portal","summary":"Remove an invoice through the portal action when enabled and authorised.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-invoice-in-the-vendor-portal","keywords":"invoices authenticated active contact authentication v1.7.9","type":"guide"},{"title":"Delete a purchase-invoice payment","summary":"Remove a payment through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-invoice-payment","keywords":"admin area invoices open invoice payments purchase_invoices capability and status where applicable v1.7.9","type":"guide"},{"title":"Delete a purchase item","summary":"Remove an item through the supported action after checking linked purchase records.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-item","keywords":"admin area items purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Delete a purchase item attachment","summary":"Remove an item attachment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-item-attachment","keywords":"admin area items open files purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Delete a purchase order","summary":"Remove an order through the supported action after reviewing payments and delivery.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-order","keywords":"admin area purchase_orders capability purchase-order status where applicable orders delivery v1.7.9","type":"guide"},{"title":"Delete a purchase-order attachment","summary":"Remove an order file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-order-attachment","keywords":"admin area open files purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Delete a purchase-order file in the vendor portal","summary":"Remove an authorised portal-uploaded order file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-order-file-in-the-vendor-portal","keywords":"orders open files authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Delete a purchase-order payment","summary":"Remove a recorded PO payment through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-order-payment","keywords":"admin area order open payments purchase_orders capability and status where applicable orders delivery v1.7.9","type":"guide"},{"title":"Delete a purchase quotation","summary":"Remove a quotation through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-quotation","keywords":"admin area quotations purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Delete a purchase request","summary":"Remove a request through the supported action after checking quotations and orders.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-request","keywords":"admin area purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Delete a purchase-request attachment","summary":"Remove a request file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-request-attachment","keywords":"admin area open files purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Delete a purchase-request file in the vendor portal","summary":"Remove an authorised request file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-request-file-in-the-vendor-portal","keywords":"open authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Delete a purchase unit","summary":"Remove an unused unit type.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-purchase-unit","keywords":"admin area settings units purchase_items or purchase_vendor_items capability items groups and vendor v1.7.9","type":"guide"},{"title":"Delete a quotation attachment","summary":"Remove a quotation file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-quotation-attachment","keywords":"admin area quotations open files purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Delete a quotation file in the vendor portal","summary":"Remove a portal quotation attachment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-quotation-file-in-the-vendor-portal","keywords":"quotations open authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Delete a Real Estate permission assignment","summary":"Remove an obsolete module-specific permission record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-real-estate-permission-assignment","keywords":"admin area settings permissions real_permission roles plans and prefixes v1.0.0","type":"guide"},{"title":"Delete a Real Estate role","summary":"Remove a role only after checking plans and staff links.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-real-estate-role","keywords":"admin area settings general roles administrator permissions prefixes v1.0.0","type":"guide"},{"title":"Delete a rent increase or bidding intake safely","summary":"Remove an incorrect intake while preserving legitimate historical records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-a-rent-increase-or-bidding-intake-safely","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Delete a rent request","summary":"Remove an unused rental request after checking application/onboarding/contracts/invoices.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-a-rent-request","keywords":"admin area requests applications real_rent_request and renter profiles v1.0.0","type":"guide"},{"title":"Delete a Right to Rent intake safely","summary":"Remove an incorrect or duplicate intake with the appropriate permission and audit reason.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-a-right-to-rent-intake-safely","keywords":"administrators authorised property staff","type":"guide"},{"title":"Delete a saved company search","summary":"Delete the module search and its saved result rows without deleting native Pixie CRM leads.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/delete-a-saved-company-search","keywords":"searches registers fresh uk recent lead administrator access","type":"guide"},{"title":"Delete a staff-specific Purchase permission assignment","summary":"Remove a module-specific assignment without changing unrelated role permissions.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-a-staff-specific-purchase-permission-assignment","keywords":"admin area settings permissions administrator or relevant status capability and approval workflows v1.7.9","type":"guide"},{"title":"Delete a supplier job","summary":"Remove an incorrect job only after preserving work/invoice/evidence.","category":"Real Estate 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Management","url":"https://pixiecrm.com/help-centre/delete-an-address-history-record","keywords":"client portal profile history authenticated owning contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Delete an appointment safely","summary":"Remove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/delete-an-appointment-safely","keywords":"open staff who manage statuses approval lifecycle security britixo booking services providers availability reminders invoices reports how to","type":"guide"},{"title":"Delete an approval workflow","summary":"Remove an unused approval setting after checking open records.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-an-approval-workflow","keywords":"admin area settings administrator or relevant status capability permissions and workflows v1.7.9","type":"guide"},{"title":"Delete an automatic-reply rule","summary":"Remove through permission-checked action.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/delete-an-automatic-reply-rule","keywords":"templates categories and automatic replies admin area auto users supported handles account links/dependent data. open the exact navigation path shown above. select authorised message or","type":"guide"},{"title":"Delete an e-Invoice template","summary":"Remove a template from the settings list using the standard delete link.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/delete-an-e-invoice-template","keywords":"1.0.0 admin area setup finance templates editor and validation","type":"guide"},{"title":"Delete an estate-agent company","summary":"Remove an unused company after checking staff, properties, requests and files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-estate-agent-company","keywords":"admin area property operations agents real_estate_agent companies v1.0.0","type":"guide"},{"title":"Delete an HR record safely","summary":"Remove one shared workspace record using the HR delete capability while retaining the appropriate audit evidence.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/delete-an-hr-record-safely","keywords":"resources admin area exact navigation work module v1.3.0 how to","type":"guide"},{"title":"Delete an income source","summary":"Remove an obsolete/incorrect income row.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-income-source","keywords":"client portal renter profile sources authenticated owning contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Delete an incorrect property activity entry","summary":"Remove only the selected activity record when the UI exposes it.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-incorrect-property-activity-entry","keywords":"admin area relevant property/request authorised edit/delete access dashboard reports notifications and search v1.0.0","type":"guide"},{"title":"Delete an invoice","summary":"Delete only when core status/payment rules permit it.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-invoice","keywords":"broker portal invoices open authenticated user with access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Delete an invoice payment","summary":"Remove an incorrect payment and recheck invoice status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-invoice-payment","keywords":"broker portal invoices open payments authenticated user with access contracts pdfs v1.0.0","type":"guide"},{"title":"Delete an occupant","summary":"Remove an occupant who should no longer be included.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-occupant","keywords":"client portal renter profile occupants authenticated owning contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Delete an onboarding draft","summary":"Delete only an unneeded draft through the supported action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-an-onboarding-draft","keywords":"admin area requests applications workspace authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Delete an order return","summary":"Remove a return through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-an-order-return","keywords":"admin area returns purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Delete an order-return activity entry","summary":"Remove an activity-log row through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-an-order-return-activity-entry","keywords":"admin area order returns open return purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Delete an order-return refund","summary":"Remove a refund record.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/delete-an-order-return-refund","keywords":"admin area order returns open return refunds purchase_order_return capability and v1.7.9","type":"guide"},{"title":"Delete Asbestos Management intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-asbestos-management-intake-evidence-safely","keywords":"reason safety certificates administrators and authorised property staff","type":"guide"},{"title":"Delete Building Safety / Higher-Risk Buildings intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-building-safety-intake-evidence-safely","keywords":"reason certificates administrators and authorised property staff","type":"guide"},{"title":"Delete CMP / Client Money intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-cmp-client-money-intake-evidence-safely","keywords":"reason agency governance scheme administrators and authorised property staff","type":"guide"},{"title":"Delete EICR intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance 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safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-epc-mees-intake-evidence-safely","keywords":"reason safety certificates tracking administrators and authorised property staff","type":"guide"},{"title":"Delete estate-agent staff","summary":"Remove a staff record only after transferring owned records and assignments.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/delete-estate-agent-staff","keywords":"admin area property operations my real_estate_agent_staff companies v1.0.0","type":"guide"},{"title":"Delete Fire Risk Assessment intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance 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staff","type":"guide"},{"title":"Delete HMRC / MTD intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-hmrc-mtd-intake-evidence-safely","keywords":"reason agency governance workflows administrators and authorised property staff","type":"guide"},{"title":"Delete Legionella Risk Assessment intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-legionella-risk-assessment-intake-evidence-safely","keywords":"reason safety certificates administrators and authorised property staff","type":"guide"},{"title":"Delete Northern Ireland Landlord Registration intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-northern-ireland-landlord-registration-intake-evidence-safely","keywords":"reason licensing gov administrators and authorised property staff","type":"guide"},{"title":"Delete Scotland Letting Agent Register intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-scotland-letting-agent-register-intake-evidence-safely","keywords":"reason licensing gov administrators and authorised property staff","type":"guide"},{"title":"Delete Selective / Additional Licensing intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance 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service","summary":"Remove a service only after confirming it is not needed for appointment history, reporting or future bookings.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/delete-unused-service","keywords":"services staff who manage and provider assignment report security britixo booking providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Delete Wales Licensing / Registration intake evidence safely","summary":"Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/delete-wales-licensing-registration-intake-evidence-safely","keywords":"reason gov administrators and authorised property staff","type":"guide"},{"title":"Delivery Note module overview","summary":"Understand how invoice-linked delivery notes, secure recipient signing, PDFs and compliance events connect.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/delivery-note-module-overview","keywords":"setup access architecture admin area administrators authorised operations staff view open the register. use invoice actions to create or a note. send","type":"guide"},{"title":"Delivery Note technical endpoint reference","summary":"List the live controller actions, permission gates and principal side effects for support and integration review.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/delivery-note-technical-endpoint-reference","keywords":"configuration lifecycle troubleshooting controllers routes developers administrators advanced authorised access use","type":"guide"},{"title":"Deny a client reschedule request","summary":"Reject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.","category":"Appointments & 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covering disconnect QuickBooks without deleting mappings or evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/disconnect-quickbooks-without-deleting-mappings-or-evidence","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Disconnect Sage without deleting mappings or evidence","summary":"Detailed client guidance covering disconnect Sage without deleting mappings or evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/disconnect-sage-without-deleting-mappings-or-evidence","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Disconnect Xero without deleting mappings or evidence","summary":"Detailed client guidance covering disconnect Xero without deleting mappings or evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/disconnect-xero-without-deleting-mappings-or-evidence","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Dispatch a job","summary":"Create the assignment, POD and operational side effects atomically.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/dispatch-a-job","keywords":"admin area assign jobs stops status control driver vehicle provider bp fuel finance","type":"guide"},{"title":"Distinguish PDF content from the email cover note","summary":"Place formal correspondence and informal delivery instructions in the correct fields.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/distinguish-pdf-content-from-email-cover-note","keywords":"v1.0.0 admin area dashboard / message attachments read receipts templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Download a compliance record PDF safely","summary":"Use the supported record-PDF endpoint instead of copying an internal filesystem path.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/download-a-compliance-record-pdf-safely","keywords":"safe path records open administrators and authorised property staff","type":"guide"},{"title":"Download a credit-note e-Invoice","summary":"Download the rendered default credit-note template.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/download-a-credit-note-e-invoice","keywords":"1.0.0 admin area sales credit notes open note single-document output and email","type":"guide"},{"title":"Download a FAF attachment","summary":"Open an authorised FAF file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/download-a-faf-attachment","keywords":"admin area request files purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Download a linked compliance certificate","summary":"Open a compliance certificate for a linked record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/download-a-linked-compliance-certificate","keywords":"client portal property authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Download a Mailbox Exchange attachment securely","summary":"Use protected download controller.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/download-a-mailbox-exchange-attachment-securely","keywords":"ai assistance crm conversion read receipts and attachments admin area inbox open message account users verifies message/account access. uses nosniff/private headers. does not expose filesystem path.","type":"guide"},{"title":"Download a payslip draft","summary":"Download the protected PDF-ready draft document.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-a-payslip-draft","keywords":"resources admin area exact navigation controls register module v1.3.0 how to","type":"guide"},{"title":"Download a People Operations employee document","summary":"Use the protected module endpoint to download an employee document.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-a-people-operations-document","keywords":"resources admin area exact navigation documents v1.3.0 how","type":"guide"},{"title":"Download a protected driver document","summary":"Review retained evidence through the authorised endpoint.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/download-a-protected-driver-document","keywords":"admin area drivers open documents manage compliance onboarding pay and dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Download a protected HR export","summary":"Download a completed export job and increment its controlled download record.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-a-protected-hr-export","keywords":"resources admin area exact navigation reporting exports history module v1.3.0 how to","type":"guide"},{"title":"Download a purchase-contract attachment","summary":"Open an authorised contract file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/download-a-purchase-contract-attachment","keywords":"admin area contracts files purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Download a purchase-invoice attachment","summary":"Open an authorised invoice file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/download-a-purchase-invoice-attachment","keywords":"admin area invoices files 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entry.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-a-secure-hr-document","keywords":"resources admin area exact navigation documents register module v1.3.0 how to","type":"guide"},{"title":"Download a vendor attachment","summary":"Open an authorised vendor file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/download-a-vendor-attachment","keywords":"admin area vendors files purchase_vendors capability contacts and administrators v1.7.9","type":"guide"},{"title":"Download an authorised vendor-portal file","summary":"Use the folder indicator and attachment ID route exposed by the portal.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/download-an-authorised-vendor-portal-file","keywords":"vendor portal relevant record authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Download an employee document version","summary":"Download the current or historical v1.3.0 document file through the permission-protected version endpoint.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-an-employee-document-version","keywords":"resources hrm admin area record centre select documents history employee-document-versioning","type":"guide"},{"title":"Download an HR archive snapshot","summary":"Download a completed protected archive job.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/download-an-hr-archive-snapshot","keywords":"resources admin area exact navigation retention archives jobs module v1.3.0 how to","type":"guide"},{"title":"Download an instant report PDF","summary":"Create a portable report from the same filters.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/download-an-instant-report-pdf","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Download an invoice e-Invoice","summary":"Download the rendered default invoice template.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/download-an-invoice-e-invoice","keywords":"1.0.0 admin area sales invoices open single-document output and email","type":"guide"},{"title":"Download and review an issued Bilty PDF","summary":"Open the generated PDF and verify tenant identity, both language pages, parties, transport data, commercial rules, QR and POD evidence as applicable.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/download-and-review-an-issued-bilty-pdf","keywords":"bilingual branding bilties how to britixo logistics","type":"guide"},{"title":"Download an appointment ICS calendar file","summary":"Export appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/download-appointment-ics-file","keywords":"detail staff customers participants permission to view the meet calendar-file timezone client-portal britixo booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Draw and clear a QR handwritten signature","summary":"Use mouse, touch or stylus input and clear/retry before submission.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/draw-and-clear-a-qr-handwritten-signature","keywords":"2.1.0 public page box scanning signing","type":"guide"},{"title":"Draw, clear and submit a letter signature","summary":"Use the signature pad and send the base64 PNG to the acceptance endpoint.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/draw-clear-and-submit-a-letter-signature","keywords":"v1.0.0 public page accept sign document e-signature verification pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"e-Invoice module overview","summary":"Understand template creation, output, email attachment and bulk-export flows implemented in version 1.0.0.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/e-invoice-module-overview","keywords":"1.0.0 admin area setup settings finance permissions","type":"guide"},{"title":"Accept checkout terms","summary":"Tick the required terms acceptance control.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-accept-checkout-terms","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Activate or deactivate a category","summary":"Control public/category selection visibility.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-activate-or-deactivate-a-category","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Activate or deactivate a location","summary":"Control whether a location is available for active operational selection.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-activate-or-deactivate-a-location","keywords":"e-commerce point of sale shop checkout locations registers and shift","type":"guide"},{"title":"Activate or disable a promotion","summary":"Control eligibility without deleting history.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-activate-or-disable-a-promotion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Activate or disable a register","summary":"Control register availability while respecting open-shift protection.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-activate-or-disable-a-register","keywords":"e-commerce point of sale shop checkout locations registers and shift","type":"guide"},{"title":"Add a non-weighed item to the cart","summary":"Use a whole-number quantity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-a-non-weighed-item-to-the-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Add a POS sale note","summary":"Store up to the supported note length.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-a-pos-sale-note","keywords":"e-commerce point of shop checkout register basket and tendered sales","type":"guide"},{"title":"Add a product to the POS basket","summary":"Add one valid product and quantity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-a-product-to-the-pos-basket","keywords":"e-commerce point of sale shop checkout register tendered sales","type":"guide"},{"title":"Add a weighed item to the cart","summary":"Use up to the supported decimal precision.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-a-weighed-item-to-the-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Add an item to the cart","summary":"Submit a product and valid quantity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-an-item-to-the-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing","type":"guide"},{"title":"Add checkout order notes","summary":"Provide optional notes up to 1,000 characters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-checkout-order-notes","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Add purchase receipt notes","summary":"Record operational context without sensitive data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-add-purchase-receipt-notes","keywords":"e-commerce point of sale shop checkout suppliers and receipts","type":"guide"},{"title":"Apply a coupon at the POS","summary":"Enter an eligible code before totals are committed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-apply-a-coupon-at-the-pos","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Apply a coupon in the cart","summary":"Recalculate eligible promotions using the submitted code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-apply-a-coupon-in-the-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Assign a register to a location","summary":"Select an existing tenant location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-a-register-to-a-location","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Assign the Enterprise POS Manage catalogue permission","summary":"Grant or withhold the capability needed to manage products, categories and promotions.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-manage-catalogue-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Manage inventory permission","summary":"Grant or withhold the capability needed to view and post stock adjustments.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-manage-inventory-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Manage orders permission","summary":"Grant or withhold the capability needed to search, open and fulfil orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-manage-orders-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Manage purchases permission","summary":"Grant or withhold the capability needed to create suppliers and receive purchases.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-manage-purchases-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Manage settings permission","summary":"Grant or withhold the capability needed to manage locations, registers, store settings, API keys and webhooks.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-manage-settings-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Refund permission","summary":"Grant or withhold the capability needed to create full compensating returns.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-refund-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Assign the Enterprise POS Sell permission","summary":"Grant or withhold the capability needed to use Register and Shifts.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-sell-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS View audit permission","summary":"Grant or withhold the capability needed to review the audit event register.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-view-audit-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Assign the Enterprise POS View permission","summary":"Grant or withhold the capability needed to open the parent menu and dashboard.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-view-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Assign the Enterprise POS View reports permission","summary":"Grant or withhold the capability needed to run the supplied sales reports.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-assign-the-enterprise-pos-view-reports-permission","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Audit store settings after a deployment","summary":"Compare saved options, public HTML, checkout methods and default location without changing orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-audit-store-settings-after-a-deployment","keywords":"e-commerce point of sale shop branding legal content controls","type":"guide"},{"title":"Authenticate with a Bearer token","summary":"Send Authorization: Bearer {secret}.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-authenticate-with-a-bearer-token","keywords":"e-commerce point of sale shop checkout read-only api credentials and endpoints","type":"guide"},{"title":"Browse public product categories","summary":"Open active category routes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-browse-public-product-categories","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Call the API health endpoint","summary":"GET /britixo-pos/api/v1/health without a business scope.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-call-the-api-health-endpoint","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Change a POS basket quantity","summary":"Use a positive compatible quantity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-change-a-pos-basket-quantity","keywords":"e-commerce point of sale shop checkout register and tendered sales","type":"guide"},{"title":"Check module action links","summary":"Use Open and Settings links exposed on the module listing when permitted.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-check-module-action-links","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Checkout as a guest","summary":"Use bank transfer or cash on delivery when guest checkout is enabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-checkout-as-a-guest","keywords":"e-commerce point of sale shop client invoices orders and email","type":"guide"},{"title":"Checkout as a signed-in client","summary":"Use saved client/contact identity and eligible native invoice payment.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-checkout-as-a-signed-in-client","keywords":"e-commerce point of sale shop invoices guest orders email","type":"guide"},{"title":"Choose a location code","summary":"Use an uppercase A–Z, 0–9 and hyphen identifier that is unique in the tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-a-location-code","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Choose a location timezone","summary":"Use a valid PHP timezone so date-based reporting and operations are consistent.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-a-location-timezone","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Choose a register code","summary":"Use the same uppercase code rule and avoid duplicates.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-a-register-code","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Choose a supplier for a receipt","summary":"Select an existing active tenant supplier.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-a-supplier-for-a-receipt","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Choose API key expiry","summary":"Set an optional datetime after which authentication fails.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-api-key-expiry","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Choose bank-transfer checkout","summary":"Create an unpaid order and follow configured instructions.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-bank-transfer-checkout","keywords":"e-commerce point of sale shop client invoices guest orders email","type":"guide"},{"title":"Choose cash on delivery or collection","summary":"Create an unpaid order for operational collection.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-cash-on-delivery-or-collection","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Choose native invoice payment","summary":"Use the host invoice payment flow when available to a signed-in client.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-native-invoice-payment","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Choose the purchased product","summary":"Select an active stock-tracked tenant product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-the-purchased-product","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Choose the receipt location","summary":"Select the tenant location receiving stock.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-the-receipt-location","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Choose webhook events","summary":"Subscribe only to events the receiver processes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-choose-webhook-events","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Clear the current POS basket","summary":"Discard the browser-side basket before commit.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-clear-the-current-pos-basket","keywords":"e-commerce point of sale shop checkout register and tendered sales","type":"guide"},{"title":"Close a register shift","summary":"Enter the blind counted amount and an optional handover reason.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-close-a-register-shift","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Complete an external tender refund","summary":"Use the original card terminal, bank or host gateway outside the POS module and retain evidence.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-complete-an-external-tender-refund","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Configure a category description","summary":"Explain the category for public browsing.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-a-category-description","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure a category name","summary":"Use a clear customer-facing label.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-a-category-name","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure a category slug","summary":"Use a tenant-unique SEO route segment or let the module generate it.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-a-category-slug","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure bank-transfer checkout safely","summary":"Publish clear instructions without exposing sensitive banking administration data beyond what customers need.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-bank-transfer-checkout-safely","keywords":"e-commerce point of sale shop store settings branding legal content and controls","type":"guide"},{"title":"Configure cash on delivery or collection expectations","summary":"Explain the supported cash option operationally; there is no separate enable toggle in version 1.0.0.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-cash-on-delivery-or-collection-expectations","keywords":"e-commerce point of sale shop checkout store settings branding legal content and controls","type":"guide"},{"title":"Configure category SEO","summary":"Use category slug, meta title, meta description and active status.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-category-seo","keywords":"e-commerce point of sale shop checkout sitemaps pwa public routes","type":"guide"},{"title":"Configure category SEO metadata","summary":"Set optional meta title and description.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-category-seo-metadata","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Configure category sort order","summary":"Control category ordering with an integer value.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-category-sort-order","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure checkout terms and privacy links","summary":"Add optional external URLs that open safely in a new tab while acceptance remains mandatory.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-checkout-terms-and-privacy-links","keywords":"e-commerce point of sale shop store settings branding legal content controls","type":"guide"},{"title":"Configure internal new-order notifications","summary":"Set one valid internal recipient and verify the module-created email template.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-internal-new-order-notifications","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure order confirmation email behaviour","summary":"Use the module toggle and the host email template/SMTP service together.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-order-confirmation-email-behaviour","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure product SEO","summary":"Use product slug, meta title, meta description and noindex control.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-product-seo","keywords":"e-commerce point of sale shop checkout sitemaps pwa public routes","type":"guide"},{"title":"Configure supplier payment terms","summary":"Enter a non-negative number of days.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-supplier-payment-terms","keywords":"e-commerce point sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Configure supplier phone and address","summary":"Store optional contact details.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-supplier-phone-and-address","keywords":"e-commerce point of sale shop checkout suppliers purchase receipts","type":"guide"},{"title":"Configure supplier tax ID","summary":"Store the optional tax reference.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-supplier-tax-id","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Configure the accent colour","summary":"Set the accent colour and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-accent-colour","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the active control","summary":"Set the active control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-active-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the allow backorder control","summary":"Set the allow backorder control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-allow-backorder-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the bank-transfer instructions","summary":"Set the bank-transfer instructions and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-bank-transfer-instructions","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the barcode","summary":"Set the barcode correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-barcode","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the currency","summary":"Set the currency and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-currency","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the default online-stock location","summary":"Set the default online-stock location and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-default-online-stock-location","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the default SEO description","summary":"Set the default SEO description and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-default-seo-description","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the featured control","summary":"Set the featured control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-featured-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the flat shipping charge","summary":"Set the flat shipping charge and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-flat-shipping-charge","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the full description","summary":"Set the full description correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-full-description","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the guest checkout toggle","summary":"Set the guest checkout toggle and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-guest-checkout-toggle","keywords":"e-commerce point of sale shop store settings branding legal content controls","type":"guide"},{"title":"Configure the image URL","summary":"Set the image URL correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-image-url","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the internal new-order email","summary":"Set the internal new-order email and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-internal-new-order-email","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the meta description","summary":"Set the meta description correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-meta-description","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the meta title","summary":"Set the meta title correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-meta-title","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the native invoice payment toggle","summary":"Set the native invoice payment toggle and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-native-invoice-payment-toggle","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the order confirmation email toggle","summary":"Set the order confirmation email toggle and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-order-confirmation-email-toggle","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the privacy URL","summary":"Set the privacy URL and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-privacy-url","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the product category","summary":"Set the product category correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-product-category","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the product name","summary":"Set the product name correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-product-name","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the product slug","summary":"Set the product slug correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-product-slug","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the product type","summary":"Set the product type correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-product-type","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the public store before launch","summary":"Complete all live branding, stock, legal, delivery and checkout settings in one controlled review.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-public-store-before-launch","keywords":"e-commerce point of sale shop content controls","type":"guide"},{"title":"Configure the public-store control","summary":"Set the public-store control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-public-store-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the public store toggle","summary":"Set the public store toggle and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-public-store-toggle","keywords":"e-commerce point of sale shop checkout settings branding legal content controls","type":"guide"},{"title":"Configure the reserve online stock toggle","summary":"Set the reserve online stock toggle and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-reserve-online-stock-toggle","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the selling price","summary":"Set the selling price correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-selling-price","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the SEO noindex control","summary":"Set the SEO noindex control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-seo-noindex-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the shop SEO title and description","summary":"Use store title/tagline/default meta description.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-shop-seo-title-and-description","keywords":"e-commerce point of sale checkout sitemaps pwa public routes","type":"guide"},{"title":"Configure the short description","summary":"Set the short description correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-short-description","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the SKU","summary":"Set the SKU correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-sku","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the store tagline","summary":"Set the store tagline and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-store-tagline","keywords":"e-commerce point of sale shop checkout settings branding legal content controls","type":"guide"},{"title":"Configure the store title","summary":"Set the store title and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-store-title","keywords":"e-commerce point of sale shop checkout settings branding legal content controls","type":"guide"},{"title":"Configure the supplier email","summary":"Enter a valid required email address.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-supplier-email","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Configure the supplier name","summary":"Use the required legal/trading name.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-supplier-name","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Configure the tax rate","summary":"Set the tax rate correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-tax-rate","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the terms URL","summary":"Set the terms URL and verify its effect in the public store.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-terms-url","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Configure the track stock control","summary":"Set the track stock control correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-track-stock-control","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the unit cost","summary":"Set the unit cost correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-unit-cost","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Configure the weight in grams","summary":"Set the weight in grams correctly on a POS product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-configure-the-weight-in-grams","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Confirm the module package name and root folder","summary":"Verify the installable archive structure before upload.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-confirm-the-module-package-name-and-root-folder","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Copy the one-time API secret","summary":"Store the full secret immediately because it is not shown again.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-copy-the-one-time-api-secret","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Copy the one-time webhook secret","summary":"Store the full secret immediately.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-copy-the-one-time-webhook-secret","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Create a coupon promotion","summary":"Set a tenant-unique coupon code customers can enter.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-coupon-promotion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Create a fixed-amount promotion","summary":"Set a valid fixed discount in the store currency.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-fixed-amount-promotion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Create a full order return","summary":"Enter a reason and create the compensating return.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-full-order-return","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Create a percentage promotion","summary":"Set a valid percentage value.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-percentage-promotion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Create a POS API key","summary":"Name the credential, select read scopes and optionally set expiry.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-pos-api-key","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Create a POS location","summary":"Add a tenant-scoped operating location with name, code, address and timezone.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-pos-location","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Create a POS register","summary":"Add a register with a tenant-unique code and assigned location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-pos-register","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Create a product","summary":"Complete the product form and save a tenant-scoped catalogue item.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-product","keywords":"e-commerce point of sale shop checkout categories products management","type":"guide"},{"title":"Create a product category","summary":"Add a category with public content, SEO and ordering fields.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-product-category","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Create a signed POS webhook","summary":"Set a name, safe public HTTPS endpoint and one or more events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-signed-pos-webhook","keywords":"e-commerce point of sale shop checkout webhooks retries cron processing","type":"guide"},{"title":"Create a supplier","summary":"Add a supplier with required identity and optional commercial details.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-a-supplier","keywords":"e-commerce point of sale shop checkout suppliers purchase receipts","type":"guide"},{"title":"Create an automatic promotion","summary":"Leave coupon code blank so qualifying baskets can receive the rule automatically.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-create-an-automatic-promotion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Deactivate the eCommerce & POS Module safely","summary":"Disable module execution while preserving operational and audit records.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-deactivate-the-ecommerce-and-pos-module-safely","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Disable a webhook","summary":"Stop future event queueing from the settings list.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-disable-a-webhook","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Edit a product","summary":"Update a product while preserving its transaction snapshots on existing orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-edit-a-product","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Edit a product category","summary":"Update the category within the current tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-edit-a-product-category","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Enter a walk-in customer","summary":"Use the default walk-in identity where permitted.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-a-walk-in-customer","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Enter POS customer contact details","summary":"Record valid customer name/email/phone values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-pos-customer-contact-details","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Enter purchase quantity","summary":"Use a positive quantity compatible with the product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-purchase-quantity","keywords":"e-commerce point of sale shop checkout suppliers and receipts","type":"guide"},{"title":"Enter purchase unit cost","summary":"Use a valid positive money amount.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-purchase-unit-cost","keywords":"e-commerce point of sale shop checkout suppliers and receipts","type":"guide"},{"title":"Enter the checkout email address","summary":"Provide a valid required email up to 191 characters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-the-checkout-email-address","keywords":"e-commerce point of sale shop client invoices guest orders and","type":"guide"},{"title":"Enter the checkout full name","summary":"Provide the required name up to 191 characters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-the-checkout-full-name","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Enter the checkout phone number","summary":"Provide an optional phone up to 60 characters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-the-checkout-phone-number","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Enter the shipping address","summary":"Provide optional delivery details up to 5,000 characters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-enter-the-shipping-address","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Filter API orders","summary":"Use supported status/channel/search/pagination filters.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-filter-api-orders","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Filter API products","summary":"Use supported query/status/pagination values exposed by the controller/model.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-filter-api-products","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Filter orders by channel","summary":"Show POS or e-commerce orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-filter-orders-by-channel","keywords":"point of sale shop checkout fulfilment payments and returns","type":"guide"},{"title":"Filter orders by order status","summary":"Use the exact stored status values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-filter-orders-by-order-status","keywords":"e-commerce point of sale shop checkout fulfilment payments and returns","type":"guide"},{"title":"Filter orders by payment status","summary":"Review unpaid, paid and refund-related states.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-filter-orders-by-payment-status","keywords":"e-commerce point of sale shop checkout fulfilment payments returns","type":"guide"},{"title":"Fulfil an e-commerce order","summary":"Commit reserved stock or finalise an already-deducted online order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-fulfil-an-e-commerce-order","keywords":"point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Get one order through the API","summary":"GET /britixo-pos/api/v1/orders/{reference} with orders:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-get-one-order-through-the-api","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Get one product through the API","summary":"GET /britixo-pos/api/v1/products/{id} with catalogue:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-get-one-product-through-the-api","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Grant catalogue:read","summary":"Allow product list and product detail reads.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-grant-catalogue-read","keywords":"e-commerce point of sale shop checkout read-only api credentials endpoints","type":"guide"},{"title":"Grant inventory:read","summary":"Allow stock list reads.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-grant-inventory-read","keywords":"e-commerce point of sale shop checkout read-only api credentials and endpoints","type":"guide"},{"title":"Grant orders:read","summary":"Allow order list and detail reads.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-grant-orders-read","keywords":"e-commerce point of sale shop checkout read-only api credentials endpoints","type":"guide"},{"title":"Handle a webhook signature failure","summary":"Reject the request without processing and verify secret/raw-body handling.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-a-webhook-signature-failure","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron","type":"guide"},{"title":"Handle an API missing-token response","summary":"Supply a valid Bearer credential.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-api-missing-token-response","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Handle an API rate-limit response","summary":"Back off until the current rate window expires.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-api-rate-limit-response","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Handle an API record-not-found response","summary":"Verify tenant and identifier.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-api-record-not-found-response","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Handle an API scope-denied response","summary":"Grant only the required read scope or use another key.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-api-scope-denied-response","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Handle an API validation response","summary":"Correct limit, offset or filter values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-api-validation-response","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Handle an invalid, revoked or expired API key","summary":"Replace or reactivate integration credentials through authorised settings.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-an-invalid-revoked-or-expired-api-key","keywords":"e-commerce point of sale shop checkout read-only and endpoints","type":"guide"},{"title":"Handle duplicate webhook delivery safely","summary":"Make receiver logic idempotent by event ID.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-handle-duplicate-webhook-delivery-safely","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Install and activate the eCommerce & POS Module","summary":"Use the host module lifecycle to install the supplied package safely.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-install-and-activate-the-ecommerce-and-pos-module","keywords":"e-commerce point of sale shop checkout overview installation","type":"guide"},{"title":"Link a POS sale to a CRM client and contact","summary":"Submit tenant-valid client/contact IDs when the workflow supplies them.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-link-a-pos-sale-to-a-crm-client-and-contact","keywords":"e-commerce point of shop checkout register basket tendered sales","type":"guide"},{"title":"List orders through the API","summary":"GET /britixo-pos/api/v1/orders with orders:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-list-orders-through-the-api","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"List products through the API","summary":"GET /britixo-pos/api/v1/products with catalogue:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-list-products-through-the-api","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"List stock through the API","summary":"GET /britixo-pos/api/v1/stock with inventory:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-list-stock-through-the-api","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"eCommerce & POS Module overview","summary":"Understand how POS sales, e-commerce, stock, purchasing, reporting, API access, webhooks and audit evidence connect in the supplied module.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-module-overview","keywords":"point of sale shop checkout installation lifecycle","type":"guide"},{"title":"Open a public category page","summary":"Use /shop/category/{slug}.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-a-public-category-page","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Open a public product page","summary":"Use /shop/product/{slug}.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-a-public-product-page","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Open a register shift","summary":"Select an active register and enter a non-negative opening float.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-a-register-shift","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Open an order detail page","summary":"Review the complete order snapshot and available actions.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-an-order-detail-page","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Open checkout terms and privacy links","summary":"Use optional configured links with safe new-tab behaviour.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-checkout-terms-and-privacy-links","keywords":"e-commerce point of sale shop client invoices guest orders email","type":"guide"},{"title":"Open paged product sitemaps","summary":"Use /shop/sitemap-products-{page}.xml.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-paged-product-sitemaps","keywords":"e-commerce point of sale shop checkout seo pwa and public routes","type":"guide"},{"title":"Open the Audit work area","summary":"Use the Audit page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-audit-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Categories work area","summary":"Use the Categories page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-categories-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Dashboard work area","summary":"Use the Dashboard page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-dashboard-work-area","keywords":"e-commerce point of sale shop checkout navigation and staff permissions","type":"guide"},{"title":"Open the Inventory work area","summary":"Use the Inventory page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-inventory-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Locations work area","summary":"Use the Locations page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-locations-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the native invoice payment URL","summary":"Use the host invoice hash route from the public order page.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-native-invoice-payment-url","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Open the offline fallback page","summary":"Use /shop/offline.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-offline-fallback-page","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Open the Orders work area","summary":"Use the Orders page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-orders-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the POS audit register","summary":"Review the most recent 200 tenant events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-pos-audit-register","keywords":"e-commerce point of sale shop checkout reports evidence and security controls","type":"guide"},{"title":"Open the POS register","summary":"Start the staff selling interface with the Sell capability.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-pos-register","keywords":"e-commerce point of sale shop checkout basket and tendered sales","type":"guide"},{"title":"Open the Products work area","summary":"Use the Products page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-products-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Promotions work area","summary":"Use the Promotions page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-promotions-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the public checkout","summary":"Move from a valid cart to /shop/checkout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-public-checkout","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Open the public shop","summary":"Browse /shop when the store is enabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-public-shop","keywords":"e-commerce point of sale checkout catalogue browsing and cart","type":"guide"},{"title":"Open the Purchases work area","summary":"Use the Purchases page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-purchases-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the PWA manifest","summary":"Use /shop/manifest.webmanifest.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-pwa-manifest","keywords":"e-commerce point of sale shop checkout seo sitemaps and public routes","type":"guide"},{"title":"Open the Register work area","summary":"Use the Register page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-register-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Reports work area","summary":"Use the Reports page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-reports-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Settings work area","summary":"Use the Settings page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-settings-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the Shifts work area","summary":"Use the Shifts page with the correct Enterprise POS permission.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-shifts-work-area","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Open the shop category sitemap","summary":"Use /shop/sitemap-categories.xml.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-shop-category-sitemap","keywords":"e-commerce point of sale checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Open the shop service worker","summary":"Use /shop/service-worker.js.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-shop-service-worker","keywords":"e-commerce point of sale checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Open the shop sitemap index","summary":"Use /shop/sitemap.xml.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-open-the-shop-sitemap-index","keywords":"e-commerce point of sale checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Perform a blind cash count","summary":"Count the drawer before comparing it with the expected value.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-perform-a-blind-cash-count","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Plan a safe production activation","summary":"Prepare permissions, currency, locations, products, stock, SMTP and checkout settings before the first live transaction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-plan-a-safe-production-activation","keywords":"e-commerce point of sale shop overview installation lifecycle","type":"guide"},{"title":"POS administrator endpoint reference","summary":"Map every live Britixo_pos controller method and capability gate.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-pos-administrator-endpoint-reference","keywords":"e-commerce point of sale shop checkout technical architecture tables","type":"guide"},{"title":"POS API endpoint reference","summary":"Map every live read-only Api_v1 route and scope.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-pos-api-endpoint-reference","keywords":"e-commerce point of sale shop checkout technical architecture tables","type":"guide"},{"title":"POS public endpoint reference","summary":"Map every live Pos_shop route.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-pos-public-endpoint-reference","keywords":"e-commerce point of sale shop checkout technical architecture tables and","type":"guide"},{"title":"Post a manual stock adjustment","summary":"Change on-hand stock with a non-zero delta, approved reason and mandatory note.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-post-a-manual-stock-adjustment","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Print or retain a POS order reference","summary":"Use the committed order reference for support, fulfilment and reconciliation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-print-or-retain-a-pos-order-reference","keywords":"e-commerce point of sale shop checkout register basket tendered sales","type":"guide"},{"title":"Reactivate the eCommerce & POS Module safely","summary":"Run the idempotent activation flow and verify retained data returns.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-reactivate-the-ecommerce-and-pos-module-safely","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Receive purchased goods","summary":"Commit a one-product stock receipt.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-receive-purchased-goods","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Reconcile a POS order with a native invoice payment","summary":"Verify invoice payment totals update paid and due values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-reconcile-a-pos-order-with-a-native-invoice-payment","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Record a lot or batch number","summary":"Store an optional lot/batch reference on the receipt line.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-record-a-lot-or-batch-number","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Record a purchase expiry date","summary":"Store an optional expiry date on the receipt line.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-record-a-purchase-expiry-date","keywords":"e-commerce point of sale shop checkout suppliers and receipts","type":"guide"},{"title":"Remove a POS basket line","summary":"Remove the selected line before checkout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-remove-a-pos-basket-line","keywords":"e-commerce point of sale shop checkout register and tendered sales","type":"guide"},{"title":"Remove an item from the cart","summary":"Delete the selected product from the session cart.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-remove-an-item-from-the-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Return a successful webhook response","summary":"Respond 2xx promptly after safe validation/queueing.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-return-a-successful-webhook-response","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Review API key last-used information","summary":"Use prefix, scopes and last_used_at for credential governance.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-api-key-last-used-information","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Review cart subtotal, discount, tax and shipping","summary":"Use server-calculated totals.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-cart-subtotal-discount-tax-and-shipping","keywords":"e-commerce point of sale shop checkout public store catalogue browsing","type":"guide"},{"title":"Review existing locations","summary":"Use the location register to compare code, timezone and status.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-existing-locations","keywords":"e-commerce point of sale shop checkout registers shift control","type":"guide"},{"title":"Review least-privilege role examples","summary":"Separate cashier, inventory, purchasing, manager, integration and auditor responsibilities.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-least-privilege-role-examples","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Review order customer details","summary":"Use the immutable checkout snapshot rather than assuming current CRM contact data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-order-customer-details","keywords":"e-commerce point of sale shop orders fulfilment payments and returns","type":"guide"},{"title":"Review order line snapshots","summary":"Inspect SKU, name, type, quantity, unit price, discount, tax, total and unit cost captured at sale time.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-order-line-snapshots","keywords":"e-commerce point of shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Review order payment rows","summary":"Inspect method, amount, status, reference, provider and captured/refunded times.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-order-payment-rows","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Review order totals","summary":"Reconcile subtotal, discount, tax, shipping, rounding, total, paid and due minor values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-order-totals","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Review purchase history","summary":"Use the purchase register to verify supplier, location, quantity, cost and status.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-purchase-history","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Review return and return-line evidence","summary":"Inspect the compensating records linked to the source order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-return-and-return-line-evidence","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Review sales by channel","summary":"Compare POS and e-commerce order totals.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-sales-by-channel","keywords":"point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Review shift history","summary":"Inspect opening, closing, expected, counted and variance details.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-shift-history","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Review the native invoice link","summary":"Open the connected core invoice when invoice_id is present.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-the-native-invoice-link","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Review the top-products report","summary":"See up to 20 products by reported sales activity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-the-top-products-report","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Review total sales and collected values","summary":"Compare order total and captured payment aggregates.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-review-total-sales-and-collected-values","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Revoke an API key","summary":"Use Settings to invalidate a credential immediately.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-revoke-an-api-key","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Run a public catalogue smoke test","summary":"Test home, category, product, search, pagination, cart add/update/remove and unavailable paths.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-a-public-catalogue-smoke-test","keywords":"e-commerce point of sale shop checkout store browsing","type":"guide"},{"title":"Run an end-to-end guest checkout test","summary":"Test cart, identity, terms, bank/cash method, tokenised order page and email.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-an-end-to-end-guest-checkout-test","keywords":"e-commerce point of sale shop client invoices orders email","type":"guide"},{"title":"Run an end-to-end signed-in client checkout test","summary":"Test native invoice creation, payment URL, payment reconciliation and email.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-an-end-to-end-signed-in-client-checkout-test","keywords":"e-commerce point of sale shop invoices guest orders email","type":"guide"},{"title":"Run an inventory reconciliation checklist","summary":"Compare balances, movement history, open reservations, purchases, sales and returns by location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-an-inventory-reconciliation-checklist","keywords":"e-commerce point of sale shop checkout availability immutable movements","type":"guide"},{"title":"Run an order fulfilment checklist","summary":"Verify eligibility, stock path, status, audit and customer operations.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-an-order-fulfilment-checklist","keywords":"e-commerce point of sale shop checkout orders payments returns","type":"guide"},{"title":"Run an order return checklist","summary":"Verify full-return scope, reason, stock, refund_due marker and external refund responsibility.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-an-order-return-checklist","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Run the API integration checklist","summary":"Verify HTTPS, secret storage, scopes, expiry, pagination, rate handling and revocation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-api-integration-checklist","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Run the cashier sale checklist","summary":"Verify shift, product, quantity, customer, tender, total, reference and resulting order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-cashier-sale-checklist","keywords":"e-commerce point of shop checkout register basket tendered sales","type":"guide"},{"title":"Run the complete finance reconciliation test","summary":"Test POS tenders, public payment methods, native invoice hooks, fulfilment and return/refund_due handling.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-finance-reconciliation-test","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the complete integration acceptance test","summary":"Test API scopes/rates and webhook signing/retries/dead-letter behaviour.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-integration-acceptance-test","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the complete inventory acceptance test","summary":"Test adjustment reasons, purchase receipt, POS deduction, online reservation/fulfilment and return restoration.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-inventory-acceptance-test","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the complete POS administrator acceptance test","summary":"Test activation, permissions, settings, locations, registers, shifts, catalogue, stock, purchases, POS, orders, reports, audit and integrations.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-pos-administrator-acceptance-test","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the complete public-store acceptance test","summary":"Test shop, category, product, cart, checkout, order token, email, SEO, sitemap, PWA and disabled state.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-public-store-acceptance-test","keywords":"e-commerce point of sale troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the complete security acceptance test","summary":"Test least privilege, tenant isolation, CSRF, tokens, hashes, encryption, SSRF controls, headers, rate limits and audit.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-complete-security-acceptance-test","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the end-of-shift checklist","summary":"Close the till, review variance and retain the handover note without altering historical transactions.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-end-of-shift-checklist","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Run the module replacement verification checklist","summary":"Verify archive root, hashes, permissions, activation state, routes, assets and retained data after replacing code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-module-replacement-verification-checklist","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the POS sales report","summary":"Choose a date range and review the supplied summary.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-pos-sales-report","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Run the POS security checklist","summary":"Verify least privilege, HTTPS, tokens, API scopes, webhook endpoints, SMTP and audit evidence.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-pos-security-checklist","keywords":"e-commerce point of sale shop checkout reports evidence controls","type":"guide"},{"title":"Run the post-go-live daily checklist","summary":"Review open shifts, failed orders, low stock, purchase exceptions, refund_due items, email/webhook failures and audit anomalies.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-post-go-live-daily-checklist","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the post-install readiness checklist","summary":"Verify menu access, permissions, settings, location, register, shift, product, stock, email, checkout and integrations before go-live.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-post-install-readiness-checklist","keywords":"e-commerce point of sale shop overview installation lifecycle","type":"guide"},{"title":"Run the production go-live checklist","summary":"Verify approved configuration, staff training, opening stock, SMTP, payments, legal pages, HTTPS, cron, integrations and rollback process.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-production-go-live-checklist","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Run the purchase receipt checklist","summary":"Verify supplier, product, location, stock movement, latest cost and audit event.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-purchase-receipt-checklist","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Run the SEO and PWA checklist","summary":"Verify canonical, metadata, structured data, robots, sitemaps, manifest, worker and offline behaviour.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-seo-and-pwa-checklist","keywords":"e-commerce point of sale shop checkout public routes","type":"guide"},{"title":"Run the webhook receiver checklist","summary":"Verify HTTPS, public DNS, signature, replay protection, idempotency, timeouts and 2xx response.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-run-the-webhook-receiver-checklist","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Scan a barcode at the register","summary":"Use an exact barcode match to add the intended product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-scan-a-barcode-at-the-register","keywords":"e-commerce point of sale shop checkout basket and tendered sales","type":"guide"},{"title":"Scope a promotion to all products","summary":"Leave both product and category scopes at All products.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-scope-a-promotion-to-all-products","keywords":"e-commerce point of sale shop checkout pricing tax promotions","type":"guide"},{"title":"Scope a promotion to one category","summary":"Select a tenant category.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-scope-a-promotion-to-one-category","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Scope a promotion to one product","summary":"Select a tenant product; product scope is more specific.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-scope-a-promotion-to-one-product","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Search by SKU at the register","summary":"Use an exact SKU code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-by-sku-at-the-register","keywords":"e-commerce point of sale shop checkout basket and tendered sales","type":"guide"},{"title":"Search inventory by location and product","summary":"Filter the live inventory list without changing balances.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-inventory-by-location-and-product","keywords":"e-commerce point of sale shop checkout availability immutable movements","type":"guide"},{"title":"Search or scan products at the register","summary":"Use exact barcode/SKU lookup or product-name search during a sale.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-or-scan-products-at-the-register","keywords":"e-commerce point of sale shop checkout categories and catalogue management","type":"guide"},{"title":"Search products by name at the register","summary":"Use the product search endpoint to find active products.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-products-by-name-at-the-register","keywords":"e-commerce point of sale shop checkout basket and tendered sales","type":"guide"},{"title":"Search the order register","summary":"Filter by reference, customer or email.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-the-order-register","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Search the product catalogue","summary":"Find products by name, SKU or barcode in the staff product list.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-the-product-catalogue","keywords":"e-commerce point of sale shop checkout categories and management","type":"guide"},{"title":"Search the public catalogue","summary":"Search eligible products by the supported query.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-search-the-public-catalogue","keywords":"e-commerce point of sale shop checkout store browsing and cart","type":"guide"},{"title":"Select a register for a sale","summary":"Choose an active register with an open shift for the current staff member.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-select-a-register-for-a-sale","keywords":"e-commerce point of shop checkout basket and tendered sales","type":"guide"},{"title":"Sell a non-weighed product","summary":"Use an integer quantity; fractional quantities are rejected.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-sell-a-non-weighed-product","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Sell a weighed product","summary":"Use a decimal quantity supported by the product type.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-sell-a-weighed-product","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Set a location address","summary":"Store the operational address displayed to authorised staff.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-set-a-location-address","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Set a promotion usage limit","summary":"Use zero for unlimited or a non-negative limit.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-set-a-promotion-usage-limit","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Set promotion start and end dates","summary":"Use a valid active date range.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-set-promotion-start-and-end-dates","keywords":"e-commerce point of sale shop checkout pricing tax promotions","type":"guide"},{"title":"Set the promotion minimum line value","summary":"Require each candidate line to meet the configured threshold.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-set-the-promotion-minimum-line-value","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Set the report from and to dates","summary":"Submit valid dates; reversed values are normalised by swapping them.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-set-the-report-from-and-to-dates","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Subscribe to order.created","summary":"Receive new order events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-order-created","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to order.returned","summary":"Receive full return events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-order-returned","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to order.updated","summary":"Receive fulfilment/payment/order change events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-order-updated","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to payment.updated","summary":"Receive payment reconciliation events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-payment-updated","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to product.created","summary":"Receive new-product events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-product-created","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to product.updated","summary":"Receive changed-product events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-product-updated","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to purchase.received","summary":"Receive purchase receipt events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-purchase-received","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Subscribe to stock.changed","summary":"Receive stock balance events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-subscribe-to-stock-changed","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Take a bank-transfer POS payment","summary":"Record bank as the tender method and appropriate reference.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-take-a-bank-transfer-pos-payment","keywords":"e-commerce point of sale shop checkout register basket tendered sales","type":"guide"},{"title":"Take a cash payment","summary":"Record cash as the tender method.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-take-a-cash-payment","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Take an external card terminal payment","summary":"Record card_terminal and an approved terminal reference without card data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-take-an-external-card-terminal-payment","keywords":"e-commerce point of sale shop checkout register basket tendered sales","type":"guide"},{"title":"Test guest checkout settings","summary":"Verify anonymous checkout is allowed or redirected to sign in as configured.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-test-guest-checkout-settings","keywords":"e-commerce point of sale shop store branding legal content and controls","type":"guide"},{"title":"Test signed-in client invoice payment availability","summary":"Confirm the client is signed in, auto invoicing is enabled and the host has an active payment mode.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-test-signed-in-client-invoice-payment-availability","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Test the public store enable and disable control","summary":"Verify enabled access and the deliberate 404 response when disabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-test-the-public-store-enable-and-disable-control","keywords":"e-commerce point of sale shop checkout settings branding legal content controls","type":"guide"},{"title":"Troubleshoot a blank or unstyled public shop","summary":"Verify module assets and generated URLs without changing the host theme.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-blank-or-unstyled-public-shop","keywords":"e-commerce point of sale checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot a checkout processing response","summary":"Search for the existing order created by the same key.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-checkout-processing-response","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Troubleshoot a dead webhook delivery","summary":"Correct the receiver; version 1.0.0 has no delivery replay UI, so use a controlled integration recovery plan.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-dead-webhook-delivery","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Troubleshoot a duplicate barcode","summary":"Remove or replace a barcode already assigned in the tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-barcode","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Troubleshoot a duplicate category slug","summary":"Choose a unique slug in the current tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-category-slug","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Troubleshoot a duplicate coupon code","summary":"Choose a tenant-unique code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-coupon-code","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Troubleshoot a duplicate location code","summary":"Choose a different tenant-unique code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-location-code","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Troubleshoot a duplicate register code","summary":"Choose a different tenant-unique register code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-register-code","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Troubleshoot a duplicate SKU","summary":"Use a tenant-unique SKU and retain the original product identity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicate-sku","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Troubleshoot a duplicated checkout concern","summary":"Search orders by reference/idempotency before any retry.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-duplicated-checkout-concern","keywords":"e-commerce point of sale shop troubleshooting limitations and operational checklists","type":"guide"},{"title":"Troubleshoot a low-stock dashboard warning","summary":"Compare available quantity, threshold and reorder data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-low-stock-dashboard-warning","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot a missing default location or register","summary":"Rerun the supported idempotent activation flow only after confirming tenant defaults are genuinely absent.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-default-location-or-register","keywords":"e-commerce point of sale shop checkout troubleshooting limitations and operational checklists","type":"guide"},{"title":"Troubleshoot a missing Enterprise POS menu","summary":"Check module activation, View capability and administrator status without editing unrelated navigation code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-enterprise-pos-menu","keywords":"e-commerce point of sale shop checkout dashboard staff permissions","type":"guide"},{"title":"Troubleshoot a missing Enterprise POS submenu item","summary":"Check the exact capability required by the hidden work area.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-enterprise-pos-submenu-item","keywords":"e-commerce point of sale shop checkout navigation dashboard and staff permissions","type":"guide"},{"title":"Troubleshoot a missing internal notification","summary":"Check the internal email setting, template and host mail delivery.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-internal-notification","keywords":"e-commerce point of sale shop checkout client invoices guest orders","type":"guide"},{"title":"Troubleshoot a missing order confirmation email","summary":"Check the toggle, template, recipient and host SMTP/mail logs.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-order-confirmation-email","keywords":"e-commerce point of sale shop checkout client invoices guest orders","type":"guide"},{"title":"Troubleshoot a missing product image","summary":"Verify the saved external image URL and browser policy.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-missing-product-image","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot a module activation error","summary":"Inspect the exact install exception, required PHP/database support and missing table/option creation without direct destructive cleanup.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-module-activation-error","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot a POS checkout already processing","summary":"Wait for the original transaction result and search orders before retrying.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-pos-checkout-already-processing","keywords":"e-commerce point of sale shop register basket tendered sales","type":"guide"},{"title":"Troubleshoot a POS checkout failure","summary":"Verify no order was committed before retrying the same intended transaction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-pos-checkout-failure","keywords":"e-commerce point of sale shop register basket and tendered sales","type":"guide"},{"title":"Troubleshoot a product missing from the public store","summary":"Check store status, product active/public flags, category and stock/backorder availability.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-product-missing-from-the-public-store","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Troubleshoot a product that cannot be adjusted","summary":"Confirm it is active, stock-tracked and belongs to the tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-product-that-cannot-be-adjusted","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Troubleshoot a product unavailable message","summary":"Check active/public, stock, reservation and backorder conditions.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-product-unavailable-message","keywords":"e-commerce point of sale shop checkout public store catalogue browsing cart","type":"guide"},{"title":"Troubleshoot a public shop 404","summary":"Check the saved store-enabled toggle and route deployment.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-public-shop-404","keywords":"e-commerce point of sale checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot a purchase stock exception","summary":"Review why the purchase record could not update stock and resolve without duplicating the receipt.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-purchase-stock-exception","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Troubleshoot a register sale blocked by shift state","summary":"Open an active shift for the selected register/current staff member.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-register-sale-blocked-by-shift-state","keywords":"e-commerce point of shop checkout troubleshooting limitations and operational checklists","type":"guide"},{"title":"Troubleshoot a register that cannot be disabled","summary":"Close its current open shift before disabling it.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-register-that-cannot-be-disabled","keywords":"e-commerce point of sale shop checkout locations registers and control","type":"guide"},{"title":"Troubleshoot a rejected currency change","summary":"Check whether the tenant already has an order and retain the historical currency.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-rejected-currency-change","keywords":"e-commerce point of sale shop checkout store settings branding legal content controls","type":"guide"},{"title":"Troubleshoot a shift that will not close","summary":"Confirm a current shift exists and the counted amount is valid.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-shift-that-will-not-close","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Troubleshoot a shift that will not open","summary":"Confirm the register is active and has no current open shift.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-shift-that-will-not-open","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Troubleshoot a stock transaction failure","summary":"Retain the pre-transaction balance and inspect the exact validation/audit outcome.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-stock-transaction-failure","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Troubleshoot a suspected audit inconsistency","summary":"Preserve evidence and perform a controlled technical verification without rewriting rows.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-suspected-audit-inconsistency","keywords":"e-commerce point of sale shop checkout reports security controls","type":"guide"},{"title":"Troubleshoot a webhook endpoint rejected as unsafe","summary":"Use a publicly resolvable HTTPS endpoint with only public IPs.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-a-webhook-endpoint-rejected-as-unsafe","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Troubleshoot an access denied response","summary":"Compare the route with its controller permission gate and the current staff role.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-access-denied-response","keywords":"e-commerce point of sale shop checkout navigation dashboard permissions","type":"guide"},{"title":"Troubleshoot an email template issue","summary":"Review the two module-created templates and host SMTP without altering unrelated templates.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-email-template-issue","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot an empty cart","summary":"Add an eligible product before checkout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-empty-cart","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Troubleshoot an empty or missing sitemap entry","summary":"Check store/category/product eligibility and slug.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-empty-or-missing-sitemap-entry","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa public routes","type":"guide"},{"title":"Troubleshoot an empty POS basket","summary":"Add at least one valid product.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-empty-pos-basket","keywords":"e-commerce point of sale shop checkout register and tendered sales","type":"guide"},{"title":"Troubleshoot an idempotency conflict","summary":"Do not reuse one key for different cart/customer/payment data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-idempotency-conflict","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Troubleshoot an incorrect online stock location","summary":"Check the default location setting and product stock row.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-incorrect-online-stock-location","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot an incorrect paid or due amount","summary":"Reconcile payment rows and any linked invoice payments.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-incorrect-paid-or-due-amount","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot an invalid cart quantity","summary":"Correct positivity, maximum, integer or weighed precision rules.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-cart-quantity","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Troubleshoot an invalid category","summary":"Correct the required name/slug and tenant relation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-category","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Troubleshoot an invalid idempotency key","summary":"Use the generated checkout request identifier unchanged.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-idempotency-key","keywords":"e-commerce point of sale shop register basket and tendered sales","type":"guide"},{"title":"Troubleshoot an invalid location","summary":"Correct the name, code, timezone or tenant relation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-location","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Troubleshoot an invalid POS customer","summary":"Correct required identity/email validation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-pos-customer","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Troubleshoot an invalid POS payment","summary":"Choose a supported tender and valid amount.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-pos-payment","keywords":"e-commerce point of sale shop checkout register basket tendered sales","type":"guide"},{"title":"Troubleshoot an invalid POS product or quantity","summary":"Refresh product data and use integer/decimal rules correctly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-pos-product-or-quantity","keywords":"e-commerce point of sale shop checkout register basket tendered sales","type":"guide"},{"title":"Troubleshoot an invalid product form","summary":"Check name, SKU, money, tax, slug, category and URL validation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-product-form","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Troubleshoot an invalid promotion scope","summary":"Select a product/category belonging to the current tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-promotion-scope","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Troubleshoot an invalid promotion value","summary":"Correct type-specific percent/fixed values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-promotion-value","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Troubleshoot an invalid public order link","summary":"Check the exact reference/token pair and whether the order belongs to the tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-public-order-link","keywords":"e-commerce point of sale shop checkout client invoices guest orders email","type":"guide"},{"title":"Troubleshoot an invalid purchase receipt","summary":"Check supplier, product, location, quantity and cost.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-purchase-receipt","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Troubleshoot an invalid register","summary":"Correct the name, code, location or tenant relation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-register","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Troubleshoot an invalid stock adjustment","summary":"Use a non-zero delta, approved reason and required note.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-stock-adjustment","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Troubleshoot an invalid supplier","summary":"Correct the required name and email.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invalid-supplier","keywords":"e-commerce point of sale shop checkout suppliers purchase receipts","type":"guide"},{"title":"Troubleshoot an invoice payment not reflected on the order","summary":"Confirm invoice linkage and allow the registered payment hook to reconcile.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-invoice-payment-not-reflected-on-the-order","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Troubleshoot an order status mismatch","summary":"Compare payment, fulfilment and return evidence separately.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-order-status-mismatch","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot an order that cannot be fulfilled","summary":"Check channel, status and current fulfilment state.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-order-that-cannot-be-fulfilled","keywords":"e-commerce point of sale shop checkout orders payments returns","type":"guide"},{"title":"Troubleshoot an order that cannot be returned","summary":"Check current status, existing returns and reason length.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-order-that-cannot-be-returned","keywords":"e-commerce point of sale shop checkout orders fulfilment payments","type":"guide"},{"title":"Troubleshoot an unavailable payment method","summary":"Refresh eligibility and choose bank transfer or cash when native invoice is unavailable.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-unavailable-payment-method","keywords":"e-commerce point of sale shop checkout client invoices guest orders email","type":"guide"},{"title":"Troubleshoot an unavailable promotion at checkout","summary":"Refresh the basket after status, date, limit or stock changes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-an-unavailable-promotion-at-checkout","keywords":"e-commerce point of sale shop pricing tax and promotions","type":"guide"},{"title":"Troubleshoot API authentication","summary":"Check Bearer format, hash match, expiry, revocation and tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-api-authentication","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot API permission scope","summary":"Use the minimum correct read scope.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-api-permission-scope","keywords":"e-commerce point of sale shop checkout troubleshooting limitations and operational checklists","type":"guide"},{"title":"Troubleshoot checkout after stock changed","summary":"Refresh the basket and accept the recalculated availability/totals.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-checkout-after-stock-changed","keywords":"e-commerce point of sale shop client invoices guest orders email","type":"guide"},{"title":"Troubleshoot concurrent stock changes","summary":"Refresh the cart/register and honour locked transaction results.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-concurrent-stock-changes","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot cron backlog","summary":"Confirm host cron runs and processes up to 25 webhook deliveries per run.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-cron-backlog","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot guest checkout disabled","summary":"Sign in as a client or enable guest checkout through authorised settings.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-guest-checkout-disabled","keywords":"e-commerce point of sale shop invoices orders and email","type":"guide"},{"title":"Troubleshoot incorrect public branding","summary":"Check tenant company options and saved store title/tagline/accent.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-incorrect-public-branding","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot insufficient stock","summary":"Review available quantity, backorder control, location and concurrent reservations.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-insufficient-stock","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Troubleshoot PWA installation","summary":"Check HTTPS, manifest, icons/metadata and service-worker response.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-pwa-installation","keywords":"e-commerce point of sale shop checkout seo sitemaps public routes","type":"guide"},{"title":"Troubleshoot repeated webhook retries","summary":"Inspect receiver response codes and signature handling.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-repeated-webhook-retries","keywords":"e-commerce point of sale shop checkout signed webhooks cron processing","type":"guide"},{"title":"Troubleshoot stale public content","summary":"Refresh service-worker/browser cache without caching sensitive responses.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-stale-public-content","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa and routes","type":"guide"},{"title":"Troubleshoot stale rate-limit or idempotency records","summary":"Allow cron cleanup after expiry; do not delete active protective records.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-stale-rate-limit-or-idempotency-records","keywords":"e-commerce point of sale shop checkout troubleshooting limitations and operational checklists","type":"guide"},{"title":"Troubleshoot tender totals that do not settle","summary":"Correct the captured amount to equal the sale total.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-tender-totals-that-do-not-settle","keywords":"e-commerce point of shop checkout register basket and tendered sales","type":"guide"},{"title":"Troubleshoot terms-required validation","summary":"Return to checkout and explicitly accept the terms.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-terms-required-validation","keywords":"e-commerce point of sale shop client invoices guest orders email","type":"guide"},{"title":"Troubleshoot the open-shift-required message","summary":"Open a shift for the selected register before checkout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-the-open-shift-required-message","keywords":"e-commerce point of sale shop checkout locations registers and control","type":"guide"},{"title":"Troubleshoot too many checkout attempts","summary":"Wait for the rate window rather than bypassing the limiter.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-too-many-checkout-attempts","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Troubleshoot unexpected report totals","summary":"Check date/timezone, status exclusions, channel and payment state.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-unexpected-report-totals","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Troubleshoot webhook delivery timeouts","summary":"Reduce receiver latency and return before the module timeout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-webhook-delivery-timeouts","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Troubleshoot webhook DNS changes","summary":"Ensure all newly resolved endpoint addresses remain public and safe.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-webhook-dns-changes","keywords":"e-commerce point of sale shop checkout troubleshooting limitations operational checklists","type":"guide"},{"title":"Troubleshoot webhook encryption unavailable","summary":"Restore OpenSSL/module encryption-key support before creating a secret.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-troubleshoot-webhook-encryption-unavailable","keywords":"e-commerce point of sale shop checkout troubleshooting limitations and operational checklists","type":"guide"},{"title":"Understand activation, deactivation and reactivation","summary":"Use supported lifecycle actions without assuming deactivation deletes data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-activation-deactivation-and-reactivation","keywords":"e-commerce point of sale shop checkout overview installation","type":"guide"},{"title":"Understand API JSON and cache headers","summary":"Handle structured JSON and no-store/security headers.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-json-and-cache-headers","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Understand API limitations","summary":"Read-only GET routes; no report route despite selectable reports:read.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand API pagination","summary":"Use limit 1–100 and non-negative offset.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-pagination","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Understand API rate limits","summary":"Use 600 requests/hour per key+IP for business endpoints and 120/hour/IP for health.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-rate-limits","keywords":"e-commerce point of sale shop checkout read-only credentials","type":"guide"},{"title":"Understand API secret hashing","summary":"Know full API credentials are shown once and only hashes are retained.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-secret-hashing","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Understand API tenant isolation","summary":"Know all returned records are restricted to the authenticated tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-tenant-isolation","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Understand API write limitations","summary":"Know there are no create/update/delete routes in version 1.0.0.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-api-write-limitations","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Understand audit-chain verification limitations","summary":"Know the supplied UI displays hashes but does not expose a one-click full-chain verifier/export.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-chain-verification-limitations","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand audit correlation IDs","summary":"Trace related business events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-correlation-ids","keywords":"e-commerce point of sale shop checkout reports evidence and security controls","type":"guide"},{"title":"Understand audit event actors","summary":"Distinguish staff/system actor IDs.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-event-actors","keywords":"e-commerce point of sale shop checkout reports evidence and security controls","type":"guide"},{"title":"Understand audit reasons and summaries","summary":"Use structured redacted context rather than secrets.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-reasons-and-summaries","keywords":"e-commerce point of sale shop checkout reports evidence security controls","type":"guide"},{"title":"Understand audit tenant isolation","summary":"Know event queries and chain predecessors are tenant-scoped.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-tenant-isolation","keywords":"e-commerce point of sale shop checkout reports evidence security controls","type":"guide"},{"title":"Understand audit UI limitations","summary":"Most recent 200 display; no full verifier or export control.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-audit-ui-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand available stock","summary":"Computed quantity used for availability checks.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-available-stock","keywords":"e-commerce point of sale shop checkout inventory and immutable movements","type":"guide"},{"title":"Understand backorder behaviour","summary":"Allow a tracked product to pass negative-availability checks only when its backorder control is enabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-backorder-behaviour","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand cancelled, void, refunded and returned orders","summary":"Know which states reports exclude and which actions are blocked.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-cancelled-void-refunded-and-returned-orders","keywords":"e-commerce point of sale shop checkout fulfilment payments returns","type":"guide"},{"title":"Understand canonical shop URLs","summary":"Use clean /shop, /shop/category/{slug} and /shop/product/{slug} routes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-canonical-shop-urls","keywords":"e-commerce point of sale checkout seo sitemaps pwa public routes","type":"guide"},{"title":"Understand cart recalculation after catalogue changes","summary":"Know unavailable products/promotions can be removed or rejected during recalculation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-cart-recalculation-after-catalogue-changes","keywords":"e-commerce point of sale shop checkout public store browsing and","type":"guide"},{"title":"Understand cash-on-delivery configuration limitations","summary":"The method is available without its own enable/disable setting.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-cash-on-delivery-configuration-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand category parent records","summary":"Know the table has parent_id, while version 1.0.0 exposes a flat category form.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-category-parent-records","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Understand checkout CSRF and input validation","summary":"Know staff/public POST actions use host form/CSRF and server validation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-checkout-csrf-and-input-validation","keywords":"e-commerce point of sale shop reports audit evidence security controls","type":"guide"},{"title":"Understand checkout rate limiting","summary":"Know checkout allows 20 attempts per hour per IP.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-checkout-rate-limiting","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Understand combo and recipe products in version 1.0.0","summary":"Know that classifications exist, but component explosion/recipe stock logic is not exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-combo-and-recipe-products-in-version-1-0-0","keywords":"e-commerce point of sale shop checkout categories catalogue management","type":"guide"},{"title":"Understand compatibility controller behaviour","summary":"Know Britixo_enterprise_pos.php is present alongside the active Britixo_pos controller naming convention.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-compatibility-controller-behaviour","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand correlation IDs","summary":"Trace related audit, inventory, order and webhook records.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-correlation-ids","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand counted cash and variance","summary":"Compare the blind count with expected cash.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-counted-cash-and-variance","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Understand cron and payment hooks","summary":"Use after_cron_run and payment add/update/delete events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-cron-and-payment-hooks","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand cron webhook processing","summary":"Know after_cron_run processes up to 25 queued deliveries per run.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-cron-webhook-processing","keywords":"e-commerce point of sale shop checkout signed webhooks retries and","type":"guide"},{"title":"Understand customer order confirmation email","summary":"Use the module-created template and saved enable toggle.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-customer-order-confirmation-email","keywords":"e-commerce point of sale shop checkout client invoices guest orders","type":"guide"},{"title":"Understand damaged stock","summary":"Quantity excluded from available stock.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-damaged-stock","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand dashboard totals and time windows","summary":"Interpret today, current-month, order and stock indicators using the module’s tenant and location rules.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-dashboard-totals-and-time-windows","keywords":"e-commerce point of sale shop checkout navigation staff permissions","type":"guide"},{"title":"Understand data retention boundaries","summary":"Preserve module data on deactivation and plan any deletion as a separately authorised process.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-data-retention-boundaries","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand database transaction boundaries","summary":"Know order, stock, purchase, shift and return writes are committed or rolled back together.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-database-transaction-boundaries","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand decimal-to-minor conversion","summary":"Avoid floating-point storage by converting user-entered money to integer minor units.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-decimal-to-minor-conversion","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand default settings after activation","summary":"Review the initial Shop title, tagline, SEO description, teal accent, host currency, zero shipping and enabled checkout defaults.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-default-settings-after-activation","keywords":"e-commerce point of sale store branding legal content controls","type":"guide"},{"title":"Understand digital entitlement limitations","summary":"The table exists but no delivery/entitlement administration screen is exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-digital-entitlement-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand digital products in version 1.0.0","summary":"Know that the type and entitlement table exist, but no digital-delivery management screen is exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-digital-products-in-version-1-0-0","keywords":"e-commerce point of sale shop checkout categories catalogue","type":"guide"},{"title":"Understand exact tender settlement","summary":"Ensure captured tender amounts equal the order total exactly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-exact-tender-settlement","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Understand expected cash","summary":"Calculate opening float plus captured cash plus paid-in minus paid-out minus cash-drop values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-expected-cash","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Understand external-refund limitations","summary":"No card, bank or gateway refund is executed by the return action.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-external-refund-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand features intentionally outside the supplied module","summary":"Avoid promising external card refunds, write APIs, advanced recipe/serial workflows or screens that the code does not expose.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-features-intentionally-outside-the-supplied-module","keywords":"e-commerce point of sale shop checkout overview installation and lifecycle","type":"guide"},{"title":"Understand fulfilment for immediately deducted stock","summary":"Avoid a second stock deduction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-fulfilment-for-immediately-deducted-stock","keywords":"e-commerce point of sale shop checkout orders payments and returns","type":"guide"},{"title":"Understand fulfilment for reserved online stock","summary":"Decrease reserved and on hand when fulfilment commits.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-fulfilment-for-reserved-online-stock","keywords":"e-commerce point of sale shop checkout orders payments returns","type":"guide"},{"title":"Understand full-return-only limitations","summary":"No partial return screen is supplied.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-full-return-only-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand gift-card limitations","summary":"Gift card and ledger tables exist but no management/checkout UI is exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-gift-card-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting operational checklists","type":"guide"},{"title":"Understand guest payment limitations","summary":"Know guests do not receive native invoice online payment in the supplied flow.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-guest-payment-limitations","keywords":"e-commerce point of sale shop checkout client invoices orders and email","type":"guide"},{"title":"Understand host email integration","summary":"Use create_email_template and the host mail classes/SMTP.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-host-email-integration","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand host invoice integration","summary":"Link native invoices through invoice_id and payment hooks without changing core invoice tables.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-host-invoice-integration","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand host menu and capability hooks","summary":"Use admin_init, clients_init and registered staff capabilities.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-host-menu-and-capability-hooks","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand host SMTP dependency","summary":"Know both module emails use the host mail service and templates.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-host-smtp-dependency","keywords":"e-commerce point of sale shop checkout client invoices guest orders email","type":"guide"},{"title":"Understand immediate online stock deduction","summary":"Deduct on hand during order creation when reservation is disabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-immediate-online-stock-deduction","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand immutable inventory history","summary":"Treat movement rows as append-only evidence.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-immutable-inventory-history","keywords":"e-commerce point of sale shop checkout availability and movements","type":"guide"},{"title":"Understand immutable order snapshots","summary":"Know line/customer/money values are retained independently of later catalogue changes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-immutable-order-snapshots","keywords":"e-commerce point sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand in-transit stock","summary":"Stored quantity that is not currently subtracted by the available formula.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-in-transit-stock","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand initial stock rows","summary":"Know how the model creates a zeroed stock row when a tracked product/location pair first needs one.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-initial-stock-rows","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand internal new-order email","summary":"Send one module email to the configured internal address.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-internal-new-order-email","keywords":"e-commerce point of sale shop checkout client invoices guest orders and","type":"guide"},{"title":"Understand internal order notification timing","summary":"Know the configured internal recipient is notified for public orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-internal-order-notification-timing","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand inventory availability","summary":"Use the exact available = on hand − reserved − quarantined − damaged formula.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-inventory-availability","keywords":"e-commerce point of sale shop checkout and immutable movements","type":"guide"},{"title":"Understand inventory editor limitations","summary":"No direct UI edits reserved, in-transit, quarantined, damaged or reorder quantities.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-inventory-editor-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand inventory screen limitations","summary":"Know that version 1.0.0 does not expose direct editors for reserved, in transit, quarantined, damaged or reorder values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-inventory-screen-limitations","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Understand invoice payment reconciliation hooks","summary":"Know payment add/update/delete hooks recalculate the POS order payment status.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-invoice-payment-reconciliation-hooks","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand latest-cost updates","summary":"Know that a successful receipt updates the product unit cost.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-latest-cost-updates","keywords":"e-commerce point of sale shop checkout suppliers and purchase receipts","type":"guide"},{"title":"Understand lot and serial products in version 1.0.0","summary":"Know that types/tables support stored values, but no full serial/lot allocation workflow is exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-lot-and-serial-products-in-version-1-0-0","keywords":"e-commerce point of sale shop checkout categories catalogue management","type":"guide"},{"title":"Understand mixed tender support","summary":"Know the service accepts multiple payment entries, while the supplied browser register submits one.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-mixed-tender-support","keywords":"e-commerce point of sale shop checkout basket and tendered sales","type":"guide"},{"title":"Understand module release audit evidence","summary":"Use docs/RELEASE-AUDIT.md and archive hashes as package evidence.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-module-release-audit-evidence","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand module upgrade and rollback boundaries","summary":"Restore prior code through the approved deployment process while retaining data unless a separate authorised migration says otherwise.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-module-upgrade-and-rollback-boundaries","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Understand native invoice availability","summary":"Require signed-in client, enabled auto invoicing and active host payment modes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-native-invoice-availability","keywords":"e-commerce point of sale shop checkout invoices guest orders email","type":"guide"},{"title":"Understand native invoice creation","summary":"Know the module creates a connected core invoice for eligible checkout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-native-invoice-creation","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Understand no-store and security headers","summary":"Know sensitive public/API responses apply restrictive caching/security behaviour.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-no-store-and-security-headers","keywords":"e-commerce point of sale shop checkout reports audit evidence controls","type":"guide"},{"title":"Understand noindex search pages","summary":"Prevent indexing of internal search result combinations.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-noindex-search-pages","keywords":"e-commerce point sale shop checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Understand offline checkout safety","summary":"Know an offline browser cannot commit an order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-offline-checkout-safety","keywords":"e-commerce point of sale shop seo sitemaps pwa and public routes","type":"guide"},{"title":"Understand on-hand stock","summary":"Physical quantity currently recorded at the location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-on-hand-stock","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand one best promotion per line","summary":"Know the calculator compares eligible discounts and selects the highest one.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-one-best-promotion-per-line","keywords":"e-commerce point of sale shop checkout pricing tax promotions","type":"guide"},{"title":"Understand one-line purchase receipt limitations","summary":"Know the supplied UI receives one product per submission rather than a multi-line purchase order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-one-line-purchase-receipt-limitations","keywords":"e-commerce point of sale shop checkout suppliers and receipts","type":"guide"},{"title":"Understand one open shift per register","summary":"Prevent overlapping shift ownership and reconciliation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-one-open-shift-per-register","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Understand online stock reservation","summary":"Increase reserved stock when configured online orders are created.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-online-stock-reservation","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand order audit correlation","summary":"Trace order, stock, payment and return events together.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-audit-correlation","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Understand order confirmation email timing","summary":"Know the customer email is sent after public order creation when enabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-confirmation-email-timing","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand order-created, updated and returned webhooks","summary":"Know which lifecycle actions queue integration events.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-created-updated-and-returned-webhooks","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Understand order idempotency records","summary":"Know request hash, response and expiry protect checkout commits.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-idempotency-records","keywords":"e-commerce point of sale shop orders fulfilment payments returns","type":"guide"},{"title":"Understand order public access tokens","summary":"Use the reference/token route without exposing the stored token hash.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-public-access-tokens","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand order references and UUIDs","summary":"Use the human reference for support and UUID for durable identity.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-order-references-and-uuids","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Understand paid fulfilment status","summary":"Move an eligible paid order to completed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-paid-fulfilment-status","keywords":"e-commerce point of sale shop checkout orders payments and returns","type":"guide"},{"title":"Understand paid-in, paid-out and cash-drop limitations","summary":"Know that the expected formula includes these values, but version 1.0.0 has no UI to post them.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-paid-in-paid-out-and-cash-drop-limitations","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Understand payment-card data boundaries","summary":"Know the module never requests or stores raw card data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-payment-card-data-boundaries","keywords":"e-commerce point of sale shop checkout client invoices guest orders and email","type":"guide"},{"title":"Understand pending, processing and completed orders","summary":"Interpret normal progression states.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pending-processing-and-completed-orders","keywords":"e-commerce point of sale shop checkout fulfilment payments returns","type":"guide"},{"title":"Understand POS and e-commerce channels","summary":"Distinguish staff register sales from public-store orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-and-e-commerce-channels","keywords":"point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Understand POS audit and webhook events","summary":"Trace sale, payment and stock events from one correlation ID.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-audit-and-webhook-events","keywords":"e-commerce point of shop checkout register basket tendered sales","type":"guide"},{"title":"Understand POS idempotency keys","summary":"Prevent a double sale when the same request is submitted again.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-idempotency-keys","keywords":"e-commerce point of shop checkout register basket and tendered sales","type":"guide"},{"title":"Understand POS money calculations","summary":"Follow integer minor-unit storage for prices, discounts, tax, shipping and totals.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-money-calculations","keywords":"e-commerce point of sale shop checkout pricing promotions","type":"guide"},{"title":"Understand POS order statuses","summary":"Know a successful register sale is completed, fulfilled and paid.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-order-statuses","keywords":"e-commerce point of shop checkout basket tendered sales","type":"guide"},{"title":"Understand POS payment references","summary":"Use a terminal/bank reference for operational traceability.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-payment-references","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Understand POS stock commitment","summary":"Deduct tracked on-hand stock in the order transaction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-stock-commitment","keywords":"e-commerce point of sale shop checkout register basket and tendered sales","type":"guide"},{"title":"Understand POS stock deduction","summary":"Deduct on hand immediately when a POS sale commits.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pos-stock-deduction","keywords":"e-commerce point of shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand product availability messages","summary":"Distinguish available now, available to order and unavailable.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-product-availability-messages","keywords":"e-commerce point of sale shop checkout public store catalogue browsing cart","type":"guide"},{"title":"Understand product noindex","summary":"Exclude an individual public product from indexing while keeping it accessible.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-product-noindex","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa and routes","type":"guide"},{"title":"Understand product tax calculation","summary":"Apply the saved tax rate to the discounted line basis.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-product-tax-calculation","keywords":"e-commerce point of sale shop checkout pricing and promotions","type":"guide"},{"title":"Understand product-type limitations","summary":"Advanced combo/recipe/variant/lot/serial/digital workflows are not implemented as full screens.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-product-type-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand promotion limitations","summary":"One best promotion per line; no active stacking despite schema capability.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-promotion-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand promotion non-stacking","summary":"Do not expect multiple discounts on the same line in version 1.0.0.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-promotion-non-stacking","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand promotion usage counting","summary":"Know one use is recorded per applied promotion per order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-promotion-usage-counting","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand public catalogue pagination","summary":"Browse 24 products per page.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-catalogue-pagination","keywords":"e-commerce point of sale shop checkout store browsing and cart","type":"guide"},{"title":"Understand public category eligibility","summary":"Require an active tenant category.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-category-eligibility","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Understand public checkout idempotency","summary":"Use checkout_key to prevent duplicate order commits.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-checkout-idempotency","keywords":"e-commerce point of sale shop client invoices guest orders and email","type":"guide"},{"title":"Understand public navigation and breadcrumbs","summary":"Use shop, category, product, cart and checkout links generated by the module.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-navigation-and-breadcrumbs","keywords":"e-commerce point of sale store catalogue browsing","type":"guide"},{"title":"Understand public order references and tokens","summary":"Open /shop/order/{reference}/{token} without exposing the stored hash.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-order-references-and-tokens","keywords":"e-commerce point of sale shop checkout client invoices guest orders email","type":"guide"},{"title":"Understand public product eligibility","summary":"Require active, public and availability-compatible product records.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-product-eligibility","keywords":"e-commerce point of sale shop checkout categories products catalogue management","type":"guide"},{"title":"Understand public product structured data","summary":"Know the product page emits code-backed product/offer metadata.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-product-structured-data","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Understand public search noindex behaviour","summary":"Know search results use noindex,follow to avoid indexing result combinations.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-search-noindex-behaviour","keywords":"e-commerce point of sale shop checkout store catalogue browsing and cart","type":"guide"},{"title":"Understand public security headers","summary":"Review CSP/HSTS/no-store behaviour from the supplied controller/layout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-security-headers","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa and routes","type":"guide"},{"title":"Understand public store company branding","summary":"Use the current tenant company identity and saved store content.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-store-company-branding","keywords":"e-commerce point of sale shop checkout catalogue browsing cart","type":"guide"},{"title":"Understand public-store product eligibility","summary":"Require active/public product and supported stock/backorder state.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-store-product-eligibility","keywords":"e-commerce point of sale shop checkout public store catalogue browsing cart","type":"guide"},{"title":"Understand public token hashing","summary":"Know only a SHA-256 hash is stored for public order access.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-public-token-hashing","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand purchase numbering and status","summary":"Trace the committed purchase and its receipt state.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-purchase-numbering-and-status","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Understand purchase stock receipts","summary":"Increase on hand and create a purchase movement when goods are received.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-purchase-stock-receipts","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Understand purchase tax and landed-cost limitations","summary":"Know the schema contains additional monetary fields, but the supplied form does not expose tax/landed-cost allocation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-purchase-tax-and-landed-cost-limitations","keywords":"e-commerce point of sale shop checkout suppliers receipts","type":"guide"},{"title":"Understand purchase workflow limitations","summary":"One product line per receipt; no full purchase-order approval/payment UI.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-purchase-workflow-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand PWA names and accent colours","summary":"Use tenant store title/company identity and safe accent values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-pwa-names-and-accent-colours","keywords":"e-commerce point of sale shop checkout seo sitemaps public routes","type":"guide"},{"title":"Understand quarantined stock","summary":"Quantity excluded from available stock.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-quarantined-stock","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand rate-limit records","summary":"Know checkout/API windows are tenant-scoped and expired rows are cleaned by cron.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-rate-limit-records","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Understand refund-due payment records","summary":"Know a paid return marks money as due for external refund.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-refund-due-payment-records","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand reorder level","summary":"Threshold used by low-stock indicators.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-reorder-level","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand report export limitations","summary":"Know version 1.0.0 exposes on-screen reports but no CSV/PDF export action.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-report-export-limitations","keywords":"e-commerce point of sale shop checkout audit evidence and security controls","type":"guide"},{"title":"Understand report limitations","summary":"Current supplied summaries only; no export or formal accounting statements.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-report-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand report timezone handling","summary":"Interpret date boundaries using the default location timezone.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-report-timezone-handling","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand reports:read in version 1.0.0","summary":"Know the scope is selectable but no reports endpoint is routed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-reports-read-in-version-1-0-0","keywords":"e-commerce point of sale shop checkout read-only api credentials and endpoints","type":"guide"},{"title":"Understand reserved stock","summary":"Quantity committed to unfulfilled online orders when reservation is enabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-reserved-stock","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand return stock restoration","summary":"Release reserved quantity or restore on hand according to the original order path.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-return-stock-restoration","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand rounding behaviour","summary":"Know where minor-unit rounding is captured in the order.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-rounding-behaviour","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand sales report exclusions","summary":"Know cancelled, void, refunded and returned orders are excluded.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-sales-report-exclusions","keywords":"e-commerce point of sale shop checkout reports audit evidence security controls","type":"guide"},{"title":"Understand service products","summary":"Use a non-stock service classification where stock tracking is not required.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-service-products","keywords":"e-commerce point of sale shop checkout categories and catalogue management","type":"guide"},{"title":"Understand service-worker scope and caching","summary":"Keep caching confined to safe public shop assets/content.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-service-worker-scope-and-caching","keywords":"e-commerce point of sale checkout seo sitemaps pwa routes","type":"guide"},{"title":"Understand settings not exposed in the live form","summary":"Identify low-stock threshold and generated security keys that exist as options but have no direct setting field.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-settings-not-exposed-in-the-live-form","keywords":"e-commerce point of sale shop checkout store branding legal content controls","type":"guide"},{"title":"Understand shift cash-event limitations","summary":"Expected formula stores paid-in/out/drop values, but no UI posts them.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-shift-cash-event-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand shift HMAC evidence","summary":"Know that the close snapshot is signed to make later tampering detectable.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-shift-hmac-evidence","keywords":"e-commerce point of sale shop checkout locations registers and control","type":"guide"},{"title":"Understand shipping calculation","summary":"Add the configured flat shipping amount to online orders.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-shipping-calculation","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand sitemap product eligibility","summary":"Include active/public/indexable products supported by the sitemap query.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-sitemap-product-eligibility","keywords":"e-commerce point of sale shop checkout seo sitemaps pwa and public routes","type":"guide"},{"title":"Understand stale idempotency and rate-limit cleanup","summary":"Know the same cron hook removes expired protective records.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stale-idempotency-and-rate-limit-cleanup","keywords":"e-commerce point of sale shop checkout signed webhooks retries processing","type":"guide"},{"title":"Understand standard products","summary":"Use the general product classification with normal integer quantity unless otherwise configured.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-standard-products","keywords":"e-commerce point of sale shop checkout categories and catalogue management","type":"guide"},{"title":"Understand stock handling for non-tracked products","summary":"Skip stock balance enforcement for services or products with tracking disabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stock-handling-for-non-tracked-products","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand stock movement correlation IDs","summary":"Connect related stock and audit events across one transaction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stock-movement-correlation-ids","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Understand stock movement source types","summary":"Trace adjustments, sales, returns and purchases through source_type and source_id.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stock-movement-source-types","keywords":"e-commerce point of sale shop checkout inventory availability immutable movements","type":"guide"},{"title":"Understand stock restoration during an order return","summary":"Release a reservation or restore on hand based on original stock handling.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stock-restoration-during-an-order-return","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand stock row locking","summary":"Know that stock updates lock the balance inside a database transaction.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stock-row-locking","keywords":"e-commerce point of sale shop checkout inventory availability and immutable movements","type":"guide"},{"title":"Understand stored API key hashes","summary":"Know the database stores prefix/hash rather than the full credential.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-stored-api-key-hashes","keywords":"e-commerce point of sale shop checkout read-only credentials and endpoints","type":"guide"},{"title":"Understand tamper-evident audit chaining","summary":"Know each event hash incorporates the previous hash and an HMAC key.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-tamper-evident-audit-chaining","keywords":"e-commerce point of sale shop checkout reports evidence security controls","type":"guide"},{"title":"Understand tenant keys","summary":"Know how bpos_tenant_key identifies the current SaaS tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-tenant-keys","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand tenant-safe queries","summary":"Know operational reads/writes include the current tenant key.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-tenant-safe-queries","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand the 100,000 quantity limit","summary":"Keep each submitted quantity at or below the enforced maximum.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-100-000-quantity-limit","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and cart","type":"guide"},{"title":"Understand the 100-product cart limit","summary":"Keep no more than 100 distinct product IDs in one session cart.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-100-product-cart-limit","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Understand the api_keys table","summary":"Map the module-owned api_keys records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-api-keys-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the audit_events table","summary":"Map the module-owned audit_events records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-audit-events-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the bpos_ API secret format","summary":"Use the bpos_ prefix and generated hexadecimal secret.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-bpos-api-secret-format","keywords":"e-commerce point of sale shop checkout read-only credentials endpoints","type":"guide"},{"title":"Understand the bpos_ table prefix","summary":"Identify the 25 module-owned table suffixes without confusing them with core CRM tables.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-bpos-table-prefix","keywords":"e-commerce point of sale shop checkout overview installation and lifecycle","type":"guide"},{"title":"Understand the categories table","summary":"Map the module-owned categories records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-categories-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the client Shop menu","summary":"Know why signed-in clients see or do not see the Shop navigation item.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-client-shop-menu","keywords":"e-commerce point of sale checkout dashboard and staff permissions","type":"guide"},{"title":"Understand the default Main Location","summary":"Know how activation creates and selects the first default online-stock location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-default-main-location","keywords":"e-commerce point of sale shop checkout locations registers shift control","type":"guide"},{"title":"Understand the default Main Register","summary":"Know how activation creates REG-01 against the first location.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-default-main-register","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Understand the default report period","summary":"Use the current calendar month in the relevant location timezone.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-default-report-period","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand the digital_entitlements table","summary":"Map the module-owned digital_entitlements records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-digital-entitlements-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the disabled-store 404 response","summary":"Know the module deliberately hides all public shop actions when disabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-disabled-store-404-response","keywords":"e-commerce point of sale checkout store catalogue browsing and cart","type":"guide"},{"title":"Understand the eight-attempt limit","summary":"Know a delivery becomes dead after its final failed attempt.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-eight-attempt-limit","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand the Enterprise POS menu","summary":"Map all 13 live administrator work areas and their permission gates.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-enterprise-pos-menu","keywords":"e-commerce point of sale shop checkout navigation dashboard staff permissions","type":"guide"},{"title":"Understand the General default category","summary":"Know what activation creates for an empty tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-general-default-category","keywords":"e-commerce point of sale shop checkout categories products and catalogue management","type":"guide"},{"title":"Understand the gift_cards table","summary":"Map the module-owned gift_cards records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-gift-cards-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the gift_ledger table","summary":"Map the module-owned gift_ledger records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-gift-ledger-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the idempotency table","summary":"Map the module-owned idempotency records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-idempotency-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the idempotent installer","summary":"Know what happens when install.php runs again on an existing installation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-idempotent-installer","keywords":"e-commerce point of sale shop checkout overview installation and lifecycle","type":"guide"},{"title":"Understand the inventory_movements table","summary":"Map the module-owned inventory_movements records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-inventory-movements-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the locations table","summary":"Map the module-owned locations records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-locations-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the maximum supported money value","summary":"Know the helper rejects amounts beyond 100 billion minor units.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-maximum-supported-money-value","keywords":"e-commerce point of sale shop checkout pricing tax and promotions","type":"guide"},{"title":"Understand the model and service responsibilities","summary":"Separate persistence/integration operations from cart/order calculation and commit logic.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-model-and-service-responsibilities","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand the module-owned email templates","summary":"Identify the order confirmation and internal new-order notification templates created on activation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-module-owned-email-templates","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Understand the module version and host compatibility","summary":"Confirm the version declaration and supported host convention before deployment.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-module-version-and-host-compatibility","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Understand the on-account label","summary":"Know the language key exists, but the register select in version 1.0.0 exposes cash, external card terminal and bank only.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-on-account-label","keywords":"e-commerce point of sale shop checkout basket tendered sales","type":"guide"},{"title":"Understand the OpenAPI document","summary":"Use docs/openapi.yaml as the supplied read-only API contract and verify it against routes.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-openapi-document","keywords":"e-commerce point of sale shop checkout technical architecture tables endpoint reference","type":"guide"},{"title":"Understand the opening float","summary":"Record the cash present before sales begin.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-opening-float","keywords":"e-commerce point of sale shop checkout locations registers and shift control","type":"guide"},{"title":"Understand the order_lines table","summary":"Map the module-owned order_lines records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-order-lines-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the orders table","summary":"Map the module-owned orders records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-orders-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the payments table","summary":"Map the module-owned payments records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-payments-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the POS controller architecture","summary":"Map Britixo_pos, Pos_shop, Api_v1 and the compatibility controller.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-pos-controller-architecture","keywords":"e-commerce point of sale shop checkout technical tables endpoint reference","type":"guide"},{"title":"Understand the products table","summary":"Map the module-owned products records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-products-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the promotions table","summary":"Map the module-owned promotions records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-promotions-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the public shop route map","summary":"Map shop home, categories, products, cart, checkout, orders, sitemaps and PWA endpoints.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-public-shop-route-map","keywords":"e-commerce point of sale seo routes","type":"guide"},{"title":"Understand the public store base route","summary":"Know how /shop connects to catalogue, cart, checkout, order, sitemap and PWA endpoints.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-public-store-base-route","keywords":"e-commerce point of sale shop overview installation lifecycle","type":"guide"},{"title":"Understand the purchase_lines table","summary":"Map the module-owned purchase_lines records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-purchase-lines-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the purchases table","summary":"Map the module-owned purchases records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-purchases-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the rate_limits table","summary":"Map the module-owned rate_limits records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-rate-limits-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the read-only API base route","summary":"Know where scoped GET endpoints are exposed and what they do not permit.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-read-only-api-base-route","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Understand the registers table","summary":"Map the module-owned registers records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-registers-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the return_lines table","summary":"Map the module-owned return_lines records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-return-lines-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the returns table","summary":"Map the module-owned returns records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-returns-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the shifts table","summary":"Map the module-owned shifts records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-shifts-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the stock table","summary":"Map the module-owned stock records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-stock-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the suppliers table","summary":"Map the module-owned suppliers records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-suppliers-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the tenant-scoped data model","summary":"Learn how tenant_key confines module records to the current tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-tenant-scoped-data-model","keywords":"e-commerce point of sale shop checkout overview installation and lifecycle","type":"guide"},{"title":"Understand the webhook_deliveries table","summary":"Map the module-owned webhook_deliveries records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-webhook-deliveries-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand the webhooks table","summary":"Map the module-owned webhooks records without editing them directly.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-the-webhooks-table","keywords":"e-commerce point of sale shop checkout technical architecture tables and endpoint reference","type":"guide"},{"title":"Understand unfulfilled and fulfilled states","summary":"Interpret delivery/stock completion separately from payment.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-unfulfilled-and-fulfilled-states","keywords":"e-commerce point of sale shop checkout orders fulfilment payments returns","type":"guide"},{"title":"Understand uninstall limitations","summary":"No destructive automatic uninstall is supplied; data deletion requires separate authorisation.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-uninstall-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting and operational checklists","type":"guide"},{"title":"Understand unpaid fulfilment status","summary":"Keep an eligible unpaid fulfilled order in processing.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-unpaid-fulfilment-status","keywords":"e-commerce point of sale shop checkout orders payments and returns","type":"guide"},{"title":"Understand unpaid, paid and refund-due payments","summary":"Interpret payment state separately from fulfilment.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-unpaid-paid-and-refund-due-payments","keywords":"e-commerce point of sale shop checkout orders fulfilment returns","type":"guide"},{"title":"Understand variant products in version 1.0.0","summary":"Know that the type exists, but no variant matrix management screen is exposed.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-variant-products-in-version-1-0-0","keywords":"e-commerce point of sale shop checkout categories and catalogue","type":"guide"},{"title":"Understand webhook administration limitations","summary":"Create and disable only; no edit/re-enable/delete/delivery browser/replay screen.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-administration-limitations","keywords":"e-commerce point of sale shop checkout troubleshooting operational checklists","type":"guide"},{"title":"Understand webhook connection timeouts","summary":"Design receivers for 5-second connect and 10-second total timeout.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-connection-timeouts","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Understand webhook delivery uniqueness","summary":"Know one webhook/event pair is queued once.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-delivery-uniqueness","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand webhook DNS validation and IP pinning","summary":"Know every resolved address is checked and delivery pins a validated public IP.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-dns-validation-and-ip-pinning","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Understand webhook encryption requirements","summary":"Know OpenSSL and a valid generated module key are required.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-encryption-requirements","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Understand webhook endpoint SSRF protection","summary":"Know private/reserved/localhost/.local targets are rejected.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-endpoint-ssrf-protection","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand webhook event IDs","summary":"Use the unique event identifier for receiver idempotency.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-event-ids","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand webhook management limitations","summary":"Know the supplied UI creates and disables webhooks but does not edit, re-enable, delete or browse deliveries.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-management-limitations","keywords":"e-commerce point of sale shop checkout signed retries cron processing","type":"guide"},{"title":"Understand webhook payload timestamps","summary":"Use the supplied timestamp in signature verification and replay policy.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-payload-timestamps","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Understand webhook redirect blocking","summary":"Know outbound delivery does not follow redirects.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-redirect-blocking","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand webhook request headers","summary":"Read X-Pixie CRM-Event, X-Pixie CRM-Event-Id, X-Pixie CRM-Timestamp and X-Pixie CRM-Signature.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-request-headers","keywords":"e-commerce point of sale shop checkout signed webhooks retries cron processing","type":"guide"},{"title":"Understand webhook retry scheduling","summary":"Use exponential delay with a six-hour cap.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-retry-scheduling","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand webhook secret encryption","summary":"Know webhook secrets are protected with AES-256-GCM using a generated module key.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-secret-encryption","keywords":"e-commerce point of sale shop checkout reports audit evidence and security controls","type":"guide"},{"title":"Understand webhook secret encryption at rest","summary":"Know secrets are encrypted with AES-256-GCM at rest.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-webhook-secret-encryption-at-rest","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"Understand weighed products","summary":"Allow decimal quantities up to the supported precision for weighed items.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-weighed-products","keywords":"e-commerce point of sale shop checkout categories and catalogue management","type":"guide"},{"title":"Understand what the module stores about payments","summary":"Distinguish tender records and invoice references from raw card data.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-what-the-module-stores-about-payments","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Understand whole-order return limitations","summary":"Know version 1.0.0 does not expose partial line/quantity returns.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-whole-order-return-limitations","keywords":"e-commerce point of sale shop checkout orders fulfilment payments and returns","type":"guide"},{"title":"Understand why checkout requires sign-in","summary":"Know anonymous users are redirected when guest checkout is disabled.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-why-checkout-requires-sign-in","keywords":"e-commerce point of sale shop client invoices orders and email","type":"guide"},{"title":"Understand why currency becomes locked","summary":"Preserve historical financial consistency after the first order is created.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-understand-why-currency-becomes-locked","keywords":"e-commerce point of sale shop checkout store settings branding legal content and controls","type":"guide"},{"title":"Update cart quantities","summary":"Recalculate the cart after changing values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-update-cart-quantities","keywords":"e-commerce point of sale shop checkout public store catalogue browsing and","type":"guide"},{"title":"Use the correction inventory reason","summary":"Record a manual or system stock movement with the correction reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-correction-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the count inventory reason","summary":"Record a manual or system stock movement with the count reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-count-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the damage inventory reason","summary":"Record a manual or system stock movement with the damage reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-damage-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the Enterprise POS dashboard","summary":"Review sales, orders, low-stock indicators and recent activity for the current tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-enterprise-pos-dashboard","keywords":"e-commerce point of sale shop checkout navigation staff permissions","type":"guide"},{"title":"Use the opening inventory reason","summary":"Record a manual or system stock movement with the opening reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-opening-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the purchase inventory reason","summary":"Record a manual or system stock movement with the purchase reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-purchase-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the return inventory reason","summary":"Record a manual or system stock movement with the return reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-return-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the sale inventory reason","summary":"Record a manual or system stock movement with the sale reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-sale-inventory-reason","keywords":"e-commerce point of shop checkout availability and immutable movements","type":"guide"},{"title":"Use the Shifts page","summary":"Open, close and review shift history under the Sell capability.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-shifts-page","keywords":"e-commerce point of sale shop checkout locations registers control","type":"guide"},{"title":"Use the shrinkage inventory reason","summary":"Record a manual or system stock movement with the shrinkage reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-shrinkage-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the transfer in inventory reason","summary":"Record a manual or system stock movement with the transfer_in reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-transfer-in-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Use the transfer out inventory reason","summary":"Record a manual or system stock movement with the transfer_out reason code.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-use-the-transfer-out-inventory-reason","keywords":"e-commerce point of sale shop checkout availability and immutable movements","type":"guide"},{"title":"Verify promotion totals on an order","summary":"Compare line snapshots, discount, tax and total minor values.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-verify-promotion-totals-on-an-order","keywords":"e-commerce point of sale shop checkout pricing promotions","type":"guide"},{"title":"Verify required PHP extensions and services","summary":"Confirm OpenSSL, cURL for webhooks, MySQL or MariaDB InnoDB, and HTTPS for production.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-verify-required-php-extensions-and-services","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Verify the first activation defaults","summary":"Check the default category, location, register, options and email templates created for an empty tenant.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-verify-the-first-activation-defaults","keywords":"e-commerce point of sale shop checkout overview installation lifecycle","type":"guide"},{"title":"Verify the webhook HMAC signature","summary":"Calculate SHA-256 HMAC over timestamp + dot + raw payload.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-verify-the-webhook-hmac-signature","keywords":"e-commerce point of sale shop checkout signed webhooks retries and cron processing","type":"guide"},{"title":"View a public order confirmation page","summary":"Review status, lines, totals, payment guidance and invoice link.","category":"eCommerce & POS Module","url":"https://pixiecrm.com/help-centre/ecommerce-pos-view-a-public-order-confirmation-page","keywords":"e-commerce point of sale shop checkout client invoices guest orders email","type":"guide"},{"title":"Edit a business-broker company","summary":"Update profile, contact, address and related access details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/edit-a-business-broker-company","keywords":"admin area property operations business brokers open broker real_business_broker portal v1.0.0","type":"guide"},{"title":"Edit a buy request","summary":"Update an eligible request without breaking linked conversion records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/edit-a-buy-request","keywords":"admin area requests applications open real_buy_request and sales v1.0.0","type":"guide"},{"title":"Edit a commodity group","summary":"Update a commodity group.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/edit-a-commodity-group","keywords":"admin area settings purchase_items or purchase_vendor_items capability items units groups and vendor 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admin area centre select employee-record-centre employee-record-approvals","type":"guide"},{"title":"Edit a debit-note refund","summary":"Update refund amount, mode or note.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/edit-a-debit-note-refund","keywords":"admin area debit notes open note refunds purchase_debit_notes capability and statements v1.7.9","type":"guide"},{"title":"Edit a draft invoice","summary":"Correct customer details, line items, dates and terms before the invoice is finalised or paid.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/edit-a-draft-invoice","keywords":"sales open finance staff","type":"guide"},{"title":"Edit a draft or pre-dispatch job","summary":"Correct operational details before assignment.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/edit-a-draft-or-pre-dispatch-job","keywords":"admin area jobs open stops dispatch and status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Edit a draft or queued outbox item","summary":"Change editable owned mail.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/edit-a-draft-or-queued-outbox-item","keywords":"compose reply forwarding and workflows admin area drafts scheduled account send owner users only draft/queued are editable. sending/sent/failed/canceled locked for normal edit. must remain accessible. open the exact","type":"guide"},{"title":"Edit a driver safely","summary":"Update driver details without losing document or assignment history.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/edit-a-driver-safely","keywords":"admin area drivers open onboarding pay and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Edit a FAF request","summary":"Update an editable FAF request.","category":"Purchase 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ownership/permission enforced. existing sent/draft messages are not rewritten. the exact navigation path shown above. select","type":"guide"},{"title":"Edit a personal Mailbox Exchange account safely","summary":"Update an owned connection without revealing secrets.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/edit-a-personal-mailbox-exchange-account-safely","keywords":"accounts credentials and shared access admin area open users non-admin can only their own account. blank secret fields retain encrypted","type":"guide"},{"title":"Edit a property listing","summary":"Update an existing property without breaking owner, company, request or portal links.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/edit-a-property-listing","keywords":"admin area operations properties open real_property core details and media v1.0.0","type":"guide"},{"title":"Edit a property owner","summary":"Update owner identity, addresses and linked company/customer 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seller street/address line.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-address-line-1","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_address_line_1 purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax ASP client ID","summary":"Provider client identifier.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-asp-client-id","keywords":"seller document and settings admin area administrator field stored option emaratax_einvoicing_asp_client_id purpose category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-seller-settings/ the","type":"guide"},{"title":"Configure EmaraTax ASP client secret","summary":"Sensitive provider secret.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-asp-client-secret","keywords":"seller document and settings admin area administrator field stored option emaratax_einvoicing_asp_client_secret purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax ASP endpoint","summary":"External service endpoint stored for future/provider use.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-asp-endpoint","keywords":"seller document and settings admin area administrator field option emaratax_einvoicing_asp_endpoint purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax ASP name","summary":"External provider name; an empty value produces a readiness warning.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-asp-name","keywords":"seller document and settings admin area administrator field stored option emaratax_einvoicing_asp_name purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Automatic queueing","summary":"Enables invoice-added/status and credit-note-status queue hooks.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-automatic-queueing","keywords":"seller document asp settings admin area administrator field stored option emaratax_einvoicing_auto_queue purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Business process type","summary":"PINT/Peppol business process identifier.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-business-process-type","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_business_process_type purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Country code","summary":"Required country code; default AE.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-country-code","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_country_code purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Electronic identifier","summary":"Electronic address scheme/identifier; default 0235.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-electronic-identifier","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_electronic_identifier purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Emirate or subdivision","summary":"Required seller country subdivision/emirate.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-emirate-or-subdivision","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_country_subdivision purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Invoice and credit-note QR","summary":"Controls preview/PDF QR generation.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-invoice-and-credit-note-qr","keywords":"seller document asp settings admin area administrator field stored option emaratax_einvoicing_qr_enabled purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Legal registration identifier","summary":"Seller legal registration identifier.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-legal-registration-identifier","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_registration_identifier purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Payment means type code","summary":"Payment means code; default 30.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-payment-means-type-code","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_payment_means_type_code purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Registration type","summary":"One of TL, EID, PAS or CD.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-registration-type","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_registration_type purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Seller city","summary":"Required seller city.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-seller-city","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_city purpose category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-seller-settings/ the controller saves","type":"guide"},{"title":"Configure EmaraTax Seller legal name","summary":"Required seller identity used in invoice and credit-note readiness.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-seller-legal-name","keywords":"document asp settings admin area administrator field stored option emaratax_einvoicing_seller_name purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Seller TIN","summary":"Required 10-digit Tax Identification Number; helper may derive the first 10 TRN digits.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-seller-tin","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_tin purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure EmaraTax Seller TRN","summary":"Required 15-digit Tax Registration Number.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-seller-trn","keywords":"document and asp settings admin area administrator field stored option emaratax_einvoicing_seller_trn purpose category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-seller-settings/ the","type":"guide"},{"title":"Configure EmaraTax Specification identifier","summary":"PINT-AE specification identifier.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-emaratax-specification-identifier","keywords":"seller document and asp settings admin area administrator field stored option emaratax_einvoicing_specification_identifier purpose category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Configure sandbox or production environment","summary":"Choose the environment label used by module settings and operational review.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-configure-sandbox-or-production-environment","keywords":"asp readiness integrations admin area administrator choices default category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-production-asp/ selecting does not create an accredited","type":"guide"},{"title":"Correct the EmaraTax at least one invoice line check","summary":"Correct the source invoice data used by the at least one invoice line readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-at-least-one-invoice-line-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must contain item. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax buyer billing city check","summary":"Correct the source invoice data used by the buyer billing city readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-buyer-billing-city-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement is required. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax buyer billing country check","summary":"Correct the source invoice data used by the buyer billing country readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-buyer-billing-country-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement is required. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax buyer billing state check","summary":"Correct the source invoice data used by the buyer billing state readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-buyer-billing-state-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement state/subdivision is required. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax buyer billing street check","summary":"Correct the source invoice data used by the buyer billing street readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-buyer-billing-street-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement is required. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax buyer company check","summary":"Correct the source invoice data used by the buyer company readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-buyer-company-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement linked customer must be present. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax invoice amount due check","summary":"Correct the source invoice data used by the invoice amount due readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-amount-due-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be available. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Correct the EmaraTax invoice currency check","summary":"Correct the source invoice data used by the invoice currency readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-currency-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement a name/code must resolve module falls back to aed only after its lookup path. recheck","type":"guide"},{"title":"Correct the EmaraTax invoice date check","summary":"Correct the source invoice data used by the invoice date readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-date-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be present. recheck after saving category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Correct the EmaraTax invoice due date check","summary":"Correct the source invoice data used by the invoice due date readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-due-date-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be present. recheck after saving category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Correct the EmaraTax invoice number check","summary":"Correct the source invoice data used by the invoice number readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-number-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be present. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Correct the EmaraTax invoice subtotal check","summary":"Correct the source invoice data used by the invoice subtotal readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-subtotal-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be available. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Correct the EmaraTax invoice tax total check","summary":"Correct the source invoice data used by the invoice tax total readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-tax-total-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be available. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Correct the EmaraTax invoice total check","summary":"Correct the source invoice data used by the invoice total readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-invoice-total-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement must be available. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Correct the EmaraTax line description check","summary":"Correct the source invoice data used by the line description readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-line-description-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement every requires a description. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax line quantity check","summary":"Correct the source invoice data used by the line quantity readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-line-quantity-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement every must be greater than zero. recheck after saving category","type":"guide"},{"title":"Correct the EmaraTax line rate check","summary":"Correct the source invoice data used by the line rate readiness check.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-correct-the-emaratax-line-rate-check","keywords":"qr and xml admin area sales invoices open edit save more compliance / access code-backed requirement every must contain a value. recheck after saving category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Deactivate EmaraTax eInvoicing safely","summary":"Disable the module while preserving document and audit tables.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-deactivate-emaratax-einvoicing-safely","keywords":"setup access lifecycle admin area modules administrator automatic option changes enabled auto queue are set to 0 preserved data setting records remain unless uninstall runs category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Download a credit-note XML draft","summary":"Download the currently stored credit-note XML payload.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-download-a-credit-note-xml-draft","keywords":"readiness qr and admin area sales credit notes open note more compliance / access filename emaratax-credit_note- id .xml fallback minimal emarataxdraft when no payload is category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Download an invoice XML draft","summary":"Download the latest stored XML after forcing an invoice readiness validation.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-download-an-invoice-xml-draft","keywords":"qr and admin area sales invoices open more compliance / access filename emaratax-invoice- id .xml content type application/xml charset utf-8 category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Install and activate EmaraTax eInvoicing","summary":"Activate version 1.0.0 and allow the installer/runtime guard to create its document and audit structures.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-install-and-activate-emaratax-einvoicing","keywords":"setup access lifecycle admin area modules administrator required crm 2.3. or compatible installed structures documents table settings qr upload directory category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Interpret EmaraTax readiness statuses","summary":"Distinguish draft, queued, incomplete and ready processing states.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-interpret-emaratax-readiness-statuses","keywords":"dashboard queue audit admin area open document view initial/default record state automatic requested one or more required checks failed all coded passed category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Interpret the EmaraTax readiness score","summary":"Understand how missing checks reduce the invoice or credit-note score.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-interpret-the-emaratax-readiness-score","keywords":"dashboard queue and audit admin area open document view formula 100 minus 4 points for each check minimum 0 completed required divided by 20 capped 0100 category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Open credit-note EmaraTax compliance","summary":"Run credit-note validation and review readiness, missing items, warnings and QR output.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-open-credit-note-emaratax-compliance","keywords":"xml admin area sales credit notes note more / access controller route admin/emaratax_einvoicing/credit_note/ credit_note_id audit an opened event is added when a module document exists category","type":"guide"},{"title":"Open invoice EmaraTax compliance","summary":"Run invoice validation from the supported invoice action and inspect missing fields, score, QR and XML.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-open-invoice-emaratax-compliance","keywords":"readiness xml admin area sales invoices more / access controller route admin/emaratax_einvoicing/invoice/ invoice_id output document list warnings payload category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Open the EmaraTax eInvoicing dashboard","summary":"Review the latest 100 readiness documents, their type, status, score and update time.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-open-the-emaratax-einvoicing-dashboard","keywords":"setup access lifecycle admin area view or administrator limit ordered by updated time displayed values document category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Protect ASP client credentials","summary":"Handle the ASP client secret and endpoint settings as privileged integration credentials.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-protect-asp-client-credentials","keywords":"security limitations troubleshooting admin area accredited service provider administrator sensitive values id storage behaviour stored in crm options by supplied module category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review an EmaraTax audit trail","summary":"Use the stored actions, details, staff ID, IP and timestamps to reconstruct module activity.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-an-emaratax-audit-trail","keywords":"dashboard queue admin area open document view common created validated opened workflow-specific events evidence address time category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review Finance dashboard compatibility enhancements","summary":"Understand the conditional admin-footer scripts that merge EmaraTax metrics into compatible finance layouts.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-finance-dashboard-compatibility-enhancements","keywords":"asp production readiness and integrations admin area administrator / staff behaviour dom/table/graph enhancement core accounting effect no tax-authority submission or native financial posting is created category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax buyer billing city warning","summary":"Use the credit-note source record to satisfy or understand the buyer billing city warning.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-buyer-billing-city-warning","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule a missing is recorded as category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax buyer billing street warning","summary":"Use the credit-note source record to satisfy or understand the buyer billing street warning.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-buyer-billing-street-warning","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule a missing is recorded as category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note currency","summary":"Use the credit-note source record to satisfy or understand the credit-note currency.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-currency","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule a must resolve. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note customer","summary":"Use the credit-note source record to satisfy or understand the credit-note customer.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-customer","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule a must be linked. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note date","summary":"Use the credit-note source record to satisfy or understand the credit-note date.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-date","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule must be present. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note line description","summary":"Use the credit-note source record to satisfy or understand the credit-note line description.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-line-description","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule every requires a category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note line items","summary":"Use the credit-note source record to satisfy or understand the credit-note line items.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-line-items","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule at least one item is required. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note line quantity","summary":"Use the credit-note source record to satisfy or understand the credit-note line quantity.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-line-quantity","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule every must be greater than zero. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note line rate","summary":"Use the credit-note source record to satisfy or understand the credit-note line rate.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-line-rate","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule every must be zero greater. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note number","summary":"Use the credit-note source record to satisfy or understand the credit-note number.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-number","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule must be present. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax credit-note total","summary":"Use the credit-note source record to satisfy or understand the credit-note total.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-credit-note-total","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule must be greater than zero. category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax invoice QR payload fields","summary":"Understand the exact local evidence fields encoded in the generated invoice QR payload.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-invoice-qr-payload-fields","keywords":"readiness and xml admin area sales invoices open more compliance / access product/module version document type number date seller tin/trn buyer currency total tax status timestamp display locations","type":"guide"},{"title":"Review the EmaraTax source reference warning","summary":"Use the credit-note source record to satisfy or understand the source reference warning.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-source-reference-warning","keywords":"readiness qr and xml admin area sales credit notes open note edit save more compliance / access check code-backed rule a missing number is recorded as category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Review the EmaraTax XML draft contents and limitations","summary":"Inspect the locally generated invoice or credit-note XML draft before any external provider integration.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-emaratax-xml-draft-contents-and-limitations","keywords":"readiness qr admin area sales credit note open more compliance / download access purpose local representation assembled from crm settings fallback a minimal emarataxdraft element is returned when stored absent","type":"guide"},{"title":"Review the invoice preview readiness card","summary":"Read the compact score, missing checks and QR card embedded in the invoice preview.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-review-the-invoice-preview-readiness-card","keywords":"xml admin area sales invoices open access display first eight plus remaining count shown only when is enabled a payload exists category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-invoice-readiness/","type":"guide"},{"title":"Run the EmaraTax production-readiness checklist","summary":"Verify seller identity, buyer data, line items, totals, QR/XML output, ASP onboarding, regulatory schemas and controlled testing.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-run-the-emaratax-production-readiness-checklist","keywords":"security limitations troubleshooting admin area settings test documents administrator / finance compliance technical reviewer local readiness all required coded checks pass external accredited pint-ae schema/code-list validation fta end-to-end tests category","type":"guide"},{"title":"Troubleshoot a missing EmaraTax QR code","summary":"Check module enablement, QR option, payload creation, TCPDF barcode support and writable cache storage.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-troubleshoot-a-missing-emaratax-qr-code","keywords":"security limitations troubleshooting admin area settings affected invoice/credit note administrator / technical directory modules/emaratax_einvoicing/uploads/qrcodes allowed helper size clamped to 80300 category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Troubleshoot an incomplete readiness result","summary":"Use the missing list to correct seller, buyer, document, totals or line-item source data and then reopen compliance.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-troubleshoot-an-incomplete-readiness-result","keywords":"security limitations troubleshooting admin area open affected authorised finance/compliance staff correction location crm invoice/credit-note record settings revalidation compliance a relevant send/status hook category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Understand automatic credit-note queueing","summary":"Know when a credit-note status change creates or updates a queued readiness record.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-automatic-credit-note-queueing","keywords":"dashboard queue and audit admin area sales credit notes access plus enabled required options module auto trigger note changed category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-dashboard-audit/ the","type":"guide"},{"title":"Understand automatic invoice queueing","summary":"Know when a newly added invoice or later invoice status change enters the module queue.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-automatic-invoice-queueing","keywords":"dashboard queue and audit admin area sales invoices create update access plus enabled required options auto triggers after changed category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Understand EmaraTax before-send validation and its limits","summary":"Distinguish the module’s before-send readiness validation from message blocking or external transmission.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-emaratax-before-send-validation-and-its-limits","keywords":"dashboard queue audit admin area sales invoice credit note send workflow credit-note access plus enabled hook behaviour runs local before supported actions possible records status score missing fields warnings qr/xml payload evidence not implemented accredited","type":"guide"},{"title":"Understand EmaraTax document and audit storage","summary":"Identify the data retained for invoices, credit notes, readiness output and activity evidence.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-emaratax-document-and-audit-storage","keywords":"setup access lifecycle admin area open administrator or authorised compliance staff fields relation type/id status score missing qr payload xml asp reference error timestamps document/action/details/staff/ip/timestamp category","type":"guide"},{"title":"Understand EmaraTax uninstall data loss","summary":"Review the destructive uninstall path before removing the module.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-emaratax-uninstall-data-loss","keywords":"setup access and lifecycle admin area modules administrator dropped tables document audit deleted settings options beginning emaratax_einvoicing_ category /help-centre/category/emaratax-einvoicing/ topic /help-centre/topic/emaratax-einvoicing-setup-lifecycle/","type":"guide"},{"title":"Understand the accredited ASP requirement","summary":"Prepare the external Accredited Service Provider dependency not implemented by this module.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-the-accredited-asp-requirement","keywords":"production readiness and integrations admin area settings administrator / compliance lead module support stores name endpoint client id secret outbound submission acknowledgement polling tax-authority status category","type":"guide"},{"title":"Understand the block-submission setting limitation","summary":"Recognise that the option is installed and accepted by the controller but is not presented in the supplied settings view or enforced as a transmission block.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-the-block-submission-setting-limitation","keywords":"security limitations troubleshooting admin area administrator / developer emaratax_einvoicing_block_submission_if_incomplete default 1 visible field present category /help-centre/category/emaratax-einvoicing/ topic","type":"guide"},{"title":"Understand the EmaraTax credit-note currency resolution limitation","summary":"Recognise the supplied credit-note currency lookup path and verify the resolved code before production use.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-the-emaratax-credit-note-currency-resolution-limitation","keywords":"readiness qr xml admin area sales credit notes open note more compliance / access validation resolves a value through helper operational check confirm displayed generated against","type":"guide"},{"title":"Understand the EmaraTax UAE eInvoicing module","summary":"Identify what the module validates, stores and deliberately does not submit to the UAE tax authority.","category":"EmaraTax UAE eInvoicing","url":"https://pixiecrm.com/help-centre/emaratax-einvoicing-understand-the-emaratax-uae-einvoicing-module","keywords":"setup access lifecycle admin area view or administrator scope readiness validation qr xml draft queue state audit evidence production submission implemented an accredited asp final pint-ae remain required category /help-centre/category/emaratax-einvoicing/","type":"guide"},{"title":"Embed the appointment booking form on a website","summary":"Place the standalone Pixie CRM booking experience inside an external website through the module's iframe-ready public URL.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/embed-booking-form-on-website","keywords":"staff who manage view and embedding booking-form customer security services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Use employee and time-activity reports","summary":"Review employee contact information and time-activity changes where the underlying Pixie CRM features provide the data.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/employee-and-time-activity-reports","keywords":"time / activity finance authorised managers view report payroll staff project how to","type":"guide"},{"title":"Employee Record Centre complete field reference","summary":"Review all 117 code-defined fields, required flags, sensitive controls and select options in v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/employee-record-centre-field-reference","keywords":"resources hrm v1.3.0 admin area current employee-record-centre","type":"guide"},{"title":"Enable Accounting access and permissions","summary":"Assign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/enable-accounting-access-and-permissions","keywords":"setup staff roles administrators administrator to foundations approval report banking britixo how","type":"guide"},{"title":"Enable Appointments permissions","summary":"Grant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-appointments-permissions","keywords":"setup roles administrators administrator access to module navigation appointment approval report provider britixo booking services providers availability calendar reminders invoices feedback how","type":"guide"},{"title":"Enable Bilty WhatsApp automation","summary":"Turn on Bilty WhatsApp automation only when the existing Pixie CRM WhatsApp Enterprise module is active and a connected account is available.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enable-bilty-whatsapp-automation","keywords":"settings how to transport logistics","type":"guide"},{"title":"Enable the client-area booking link","summary":"Show eligible logged-in customer contacts a Pixie CRM Appointments entry and booking action in the client portal.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-client-area-booking-link","keywords":"settings / contact permissions staff who manage view public form website embedding client-portal booking-form appointment services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Enable Compliance Monitor permissions","summary":"Assign the module permission group so staff see only the actions they are authorised to perform.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/enable-compliance-monitor-permissions","keywords":"view create edit delete role setup roles or administrators and property","type":"guide"},{"title":"Enable credit-note e-Invoice email attachments","summary":"Understand and test the supplied credit-note attachment hook before production use.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/enable-credit-note-e-invoice-email-attachments","keywords":"1.0.0 admin area setup settings finance permissions","type":"guide"},{"title":"Enable Google Meet automatically","summary":"Create online meeting details for eligible appointments according to Pixie CRM's Google Meet defaults and connected Google account.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-google-meet-automatically","keywords":"automatic settings staff who manage view calendar outlook ics google-meet google-calendar appointment provider booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Enable Human Resource Management permissions","summary":"Assign the nine Human Resource Management v1.3.0 capabilities through the staff role controls and verify the resulting menu and action access.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/enable-human-resource-management-permissions","keywords":"resources admin area setup roles module how to","type":"guide"},{"title":"Enable invoice e-Invoice email attachments","summary":"Attach rendered XML/JSON to the normal invoice email immediately before sending.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/enable-invoice-e-invoice-email-attachments","keywords":"1.0.0 admin area setup settings finance permissions and","type":"guide"},{"title":"Enable Mailbox Exchange AI features","summary":"Control availability of AI actions.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/enable-mailbox-exchange-ai-features","keywords":"global settings synchronisation and defaults admin area administrator users enabled on/off account a decryptable key appropriate access are all required. open the exact navigation path shown above. select","type":"guide"},{"title":"Enable Mailbox Exchange read receipts","summary":"Control tracking-pixel generation.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/enable-mailbox-exchange-read-receipts","keywords":"global settings synchronisation and ai defaults admin area administrator users on/off default enabled. read-receipt events prove a pixel request not guaranteed human reading. recipients can block or proxy images. open the","type":"guide"},{"title":"Enable Making Tax Digital for Income Tax on a profile","summary":"Enable the Income Tax regime on the correct taxpayer profile before syncing HMRC business sources.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/enable-making-tax-digital-for-income-tax-on-a-profile","keywords":"uk vat accounting accountant agent saas return","type":"guide"},{"title":"Enable or disable email templates","summary":"Control individual messages or entire template groups without deleting content.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/enable-or-disable-email-templates","keywords":"automation setup administrator","type":"guide"},{"title":"Enable or disable high-confidence automatic native invoice creation for QuickBooks","summary":"Detailed client guidance covering enable or disable high-confidence automatic native invoice creation for QuickBooks, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/enable-or-disable-high-confidence-automatic-native-invoice-creation-for-quickbooks","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Enable or disable high-confidence automatic native invoice creation for Sage","summary":"Detailed client guidance covering enable or disable high-confidence automatic native invoice creation for Sage, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/enable-or-disable-high-confidence-automatic-native-invoice-creation-for-sage","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Enable or disable high-confidence automatic native invoice creation for Xero","summary":"Detailed client guidance covering enable or disable high-confidence automatic native invoice creation for Xero, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/enable-or-disable-high-confidence-automatic-native-invoice-creation-for-xero","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Enable or disable Mailbox Exchange globally","summary":"Control module processing without deleting records.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/enable-or-disable-mailbox-exchange-globally","keywords":"global settings synchronisation and ai defaults admin area administrator users enabled on/off option mailboxai_enabled to enabled. outbox cron exits when disabled. disabling does not delete accounts","type":"guide"},{"title":"Enable or disable the Bilty REST API and webhooks","summary":"Use separate tenant-level master switches for the REST API and outbound webhooks before creating integration credentials.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enable-or-disable-the-bilty-rest-api-and-webhooks","keywords":"settings how to britixo transport logistics","type":"guide"},{"title":"Enable or disable the broker portal setting","summary":"Control whether the dedicated broker portal is shown/used.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/enable-or-disable-the-broker-portal-setting","keywords":"admin area settings general show administrator setup navigation and lifecycle v1.0.0","type":"guide"},{"title":"Enable or disable use of fine tuning","summary":"Toggle whether normal chat chooses the selected fine-tuned model.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/enable-or-disable-use-of-fine-tuning","keywords":"admin area setup settings ai advanced features edit model management v1.0.0","type":"guide"},{"title":"Enable or keep disabled the client Tax Centre","summary":"Understand the client Tax Centre option, its read-oriented view and why it is disabled by default.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/enable-or-keep-disabled-the-client-tax-centre","keywords":"making digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Enable the public booking language selector","summary":"Allow visitors to switch supported interface language on the public appointment form.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-public-language-selector","keywords":"form / settings staff who manage view and website embedding booking-form customer britixo services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Enable reCAPTCHA on the public booking form","summary":"Reduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-recaptcha","keywords":"/ settings and setup staff who manage view website embedding booking-form security customer britixo services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Enable receiver e-sign and proof of delivery","summary":"Enable public verification first, then enable receiver e-sign/POD so issued Bilties can expose the secure signing capability.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enable-receiver-e-sign-and-proof-of-delivery","keywords":"qr settings how to britixo transport logistics","type":"guide"},{"title":"Enable recipient autosuggestions","summary":"Control CRM address suggestions.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/enable-recipient-autosuggestions","keywords":"global settings synchronisation and ai defaults admin area administrator users autosuggest on/off default enabled. sources active staff contacts customers with email leads. non-admins see only assigned blank query","type":"guide"},{"title":"Enable SMS for new vendor registration","summary":"Enable the new-vendor registration SMS option and verify the CRM SMS service.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/enable-sms-for-new-vendor-registration","keywords":"admin area settings options purchase_settings edit numbering pdfs vendor-portal v1.7.9","type":"guide"},{"title":"Enable SMS when a vendor signs a contract","summary":"Enable sms_notification_when_vendor_sign_contract and verify the CRM SMS service.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/enable-sms-when-a-vendor-signs-a-contract","keywords":"admin area settings options purchase_settings edit numbering pdfs vendor-portal v1.7.9","type":"guide"},{"title":"Enable booking terms and conditions","summary":"Require visitors to accept the organisation's booking terms before an external appointment is submitted.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-terms-conditions","keywords":"acceptance form / settings staff who manage view public website embedding booking-form security customer britixo services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Enable the vendor portal","summary":"Allow authenticated vendor contacts to use the vendor-facing workspaces.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/enable-the-vendor-portal","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Enable the Today's Appointments widget","summary":"Show a compact list of appointments scheduled for the current day on the staff dashboard.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-todays-appointments-widget","keywords":"settings dashboard widgets who manage view reports history and troubleshooting dashboard-widget appointment provider britixo booking services providers availability calendar reminders invoices feedback how to","type":"guide"},{"title":"Enable the Upcoming Appointments widget","summary":"Display near-future appointment workload on the staff dashboard using the configured upcoming range.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/enable-upcoming-appointments-widget","keywords":"settings widgets who manage view reports history and troubleshooting dashboard-widget provider britixo booking services providers availability calendar reminders invoices feedback how to","type":"guide"},{"title":"Enable Workforce Rota & Notifications permissions","summary":"Assign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/enable-workforce-rota-permissions","keywords":"resources v1.3.0 admin area setup staff roles workforce-rota-builder","type":"guide"},{"title":"Enforce Cash-only Labour, TT and Other charges","summary":"Keep Labour, TT and Other charges available only for Cash Bilties; Credit and To Pay inputs are discarded at server and API boundaries.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enforce-cash-only-labour-tt-and-other-charges","keywords":"finance payments dashboard step 2 how britixo transport logistics","type":"guide"},{"title":"Enforce production TLS certificate verification","summary":"Understand mandatory certificate and hostname verification for production outbound connections.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/enforce-production-tls-certificate-verification","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers chain validity period trusted ca","type":"guide"},{"title":"Enhance CRM editor text with OpenAI","summary":"Use the host AI enhancement action to request a more polite, formal or friendly result.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/enhance-crm-editor-text-with-openai","keywords":"open an ai-enabled tinymce select permission of record chat and text-enhancement flow v1.0.0","type":"guide"},{"title":"Enrich an entire company search","summary":"Process all saved rows through the module’s own public-evidence enrichment workflow.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/enrich-an-entire-company-search","keywords":"internet and evidence fresh uk administrator access lead","type":"guide"},{"title":"Enrich and verify importer candidates before outreach","summary":"Use the existing Companies House people refresh, internet enrichment, evidence and internal-intelligence workflow before importing or contacting an importer candidate.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/enrich-and-verify-importer-candidates-before-outreach","keywords":"prospects by sic code fresh uk found how to britixo","type":"guide"},{"title":"Enrich one company result","summary":"Refresh the public website and contact evidence for one saved result row.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/enrich-one-company-result","keywords":"internet enrichment fresh uk row administrator access lead","type":"guide"},{"title":"Enter a client-letter subject","summary":"Provide the required subject used in the PDF box, email subject and history row.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/enter-a-client-letter-subject","keywords":"v1.0.0 admin area dashboard search clients leads existing-customer correspondence templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Enter an external recipient address","summary":"Store the postal address rendered into the PDF receiver window and exposed only when allowed on public verification.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/enter-an-external-recipient-address","keywords":"v1.0.0 admin area dashboard manual entry external-recipient correspondence templates email e-signature verification read receipt tracking client portal","type":"guide"},{"title":"Enter bank account, payment date and reference evidence for QuickBooks reconciliation","summary":"Detailed client guidance covering enter bank account, payment date and reference evidence for QuickBooks reconciliation, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/enter-bank-account-payment-date-and-reference-evidence-for-quickbooks-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Enter bank account, payment date and reference evidence for Sage reconciliation","summary":"Detailed client guidance covering enter bank account, payment date and reference evidence for Sage reconciliation, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/enter-bank-account-payment-date-and-reference-evidence-for-sage-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Enter bank account, payment date and reference evidence for Xero reconciliation","summary":"Detailed client guidance covering enter bank account, payment date and reference evidence for Xero reconciliation, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/enter-bank-account-payment-date-and-reference-evidence-for-xero-reconciliation","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Enter Bilty weight details","summary":"Record the shipment weight description in the flexible weight field used by the Bilty, PDF and API resource.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enter-bilty-weight-details","keywords":"creation drafts dashboard step 1 how to britixo transport logistics","type":"guide"},{"title":"Enter collection and delivery addresses","summary":"Maintain the endpoints used to create default stops.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/enter-collection-and-delivery-addresses","keywords":"admin area jobs add/edit job create/edit stops dispatch status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Enter external recipient name and company","summary":"Provide the person and organisation used for salutation and PDF receiver formatting.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/enter-external-recipient-name-and-company","keywords":"v1.0.0 admin area dashboard manual entry / external-recipient correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Enter external recipient phone and email","summary":"Store contact details and provide the target address for email delivery.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/enter-external-recipient-phone-and-email","keywords":"v1.0.0 admin area dashboard manual entry number / external-recipient correspondence pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Enter job distance and duration","summary":"Supply the values used by routing, driver pay and reports.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/enter-job-distance-and-duration","keywords":"admin area jobs add/edit create/edit stops dispatch status control pod vehicle provider bp fuel finance","type":"guide"},{"title":"Enter number of occupants","summary":"Complete number_of_occupants for the proposed tenancy.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/enter-number-of-occupants","keywords":"public tenant application household invited applicant applications and invites v1.0.0","type":"guide"},{"title":"Enter receiver details correctly","summary":"Provide the identity and contact needed for dispatch and POD.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/enter-receiver-details-correctly","keywords":"admin area jobs add/edit job create/edit stops status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Enter the approved freight cost","summary":"Record the quoted or approved freight amount that forms the base commercial value of the Bilty.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/enter-the-approved-freight-cost","keywords":"creation and drafts dashboard step 1 how to britixo transport logistics","type":"guide"},{"title":"Enter the OpenAI API key","summary":"Store the provider credential used to construct the OpenAI client.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/enter-the-openai-api-key","keywords":"admin area setup settings ai edit access and model configuration v1.0.0","type":"guide"},{"title":"Enter the property address","summary":"Complete address, city and country values used by lists, PDFs, reports and maps.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/enter-the-property-address","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Enter the purchase-order name and number","summary":"Set pur_order_name and pur_order_number according to numbering options.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/enter-the-purchase-order-name-and-number","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Enter the purchase-request code and name","summary":"Set pur_rq_code and pur_rq_name according to numbering/edit settings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/enter-the-purchase-request-code-and-name","keywords":"admin area request new/edit purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Enter the right-to-rent share code","summary":"Provide right_to_rent_share_code when applicable.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/enter-the-right-to-rent-share-code","keywords":"public tenant application eligibility invited applicant applications and invites v1.0.0","type":"guide"},{"title":"Enter To, Cc and Bcc recipients","summary":"Address outgoing mail using supported separators.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/enter-to-cc-and-bcc-recipients","keywords":"compose reply forwarding outbox workflows admin area inbox account send users comma semicolon separators are accepted. addresses normalised before storage. the flow requires valid deliverable","type":"guide"},{"title":"Execute GDPR retention actions","summary":"Run approved anonymisation or deletion actions after reviewing the dry-run results.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/execute-gdpr-retention-actions","keywords":"delete administrators and authorised property staff","type":"guide"},{"title":"Review expense and finance results","summary":"Analyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/expense-and-finance-reports","keywords":"reporting reports transactions staff view report bill tax profit-and-loss britixo how to","type":"guide"},{"title":"Export a Bilty report to PDF","summary":"Generate a professional PDF export from the current report definition and dataset.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/export-a-bilty-report-to-pdf","keywords":"reports exports how britixo transport logistics","type":"guide"},{"title":"Export a Bilty report to XLS","summary":"Generate the spreadsheet-compatible XLS export from the current report definition and dataset.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/export-a-bilty-report-to-xls","keywords":"reports exports how britixo transport logistics","type":"guide"},{"title":"Export a project budget","summary":"Create an Excel output of project budget details for controlled review, approval evidence or project reporting.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/export-a-project-budget","keywords":"budgets open finance staff view and approvals project-budget report britixo how to","type":"guide"},{"title":"Export a QuickBooks report as PDF, XLS, CSV, JSON or HTML","summary":"Detailed client guidance covering export a QuickBooks report as PDF, XLS, CSV, JSON or HTML, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/export-a-quickbooks-report-as-pdf-xls-csv-json-or-html","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Export a Sage report as PDF, XLS, CSV, JSON or HTML","summary":"Detailed client guidance covering export a Sage report as PDF, XLS, CSV, JSON or HTML, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/export-a-sage-report-as-pdf-xls-csv-json-or-html","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Export a saved company search to CSV","summary":"Download the saved company, research, intelligence and import fields for one search.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/export-a-saved-company-search","keywords":"searches registers fresh uk administrator access","type":"guide"},{"title":"Export a Xero report as PDF, XLS, CSV, JSON or HTML","summary":"Detailed client guidance covering export a Xero report as PDF, XLS, CSV, JSON or HTML, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/export-a-xero-report-as-pdf-xls-csv-json-or-html","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Export an audit evidence ZIP","summary":"Package supported source evidence and reports into a controlled ZIP.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/export-an-audit-evidence-zip","keywords":"pack builder administrators authorised property staff","type":"guide"},{"title":"Export an audit pack PDF","summary":"Create a printable audit pack using the supported workspace and filter token.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/export-an-audit-pack-pdf","keywords":"builder administrators authorised property staff","type":"guide"},{"title":"Export an audit register to CSV","summary":"Create a filtered CSV from an allowed audit workspace.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/export-an-audit-register-to-csv","keywords":"workspace administrators and authorised property staff","type":"guide"},{"title":"Export an HR section to CSV","summary":"Download the implemented shared record fields for one HR work area.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/export-an-hr-section-csv","keywords":"resources admin area exact navigation module v1.3.0 how","type":"guide"},{"title":"Export CRM data","summary":"Generate supported data exports for portability, audit or controlled analysis.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/export-crm-data","keywords":"administrator","type":"guide"},{"title":"Export, delete and bulk-manage journal entries","summary":"Use journal export and bulk actions carefully while protecting approved ledger history.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/export-delete-and-bulk-manage-journals","keywords":"management entry finance managers view/delete as applicable journals transfers journal-entry report approval britixo how to","type":"guide"},{"title":"Export deposit return cases to CSV","summary":"Create a controlled CSV export of deposit-return workflow records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/export-deposit-return-cases-to-csv","keywords":"returns / deductions administrators and authorised property staff","type":"guide"},{"title":"Export, edit and re-import banking feeds","summary":"Use the supported Excel round trip to review or update feed fields in bulk without changing the original bank statement values carelessly.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/export-edit-and-reimport-banking-feeds","keywords":"spreadsheet editing senior staff reconciliation report britixo how","type":"guide"},{"title":"Export an Employee 360 CSV","summary":"Generate structured CSV rows for the whole dossier or one implemented section.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/export-employee-360-csv","keywords":"resources admin area exact navigation record module v1.3.0 how to","type":"guide"},{"title":"Export an Employee 360 PDF","summary":"Generate a professional PDF for the whole dossier or one implemented section.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/export-employee-360-pdf","keywords":"resources admin area exact navigation record module v1.3.0 how to","type":"guide"},{"title":"Export invoices and sales PDFs","summary":"Download individual or grouped invoice documents for audit, customer service or archiving.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/export-invoices-and-sales-pdfs","keywords":"pdf list / utilities bulk exporter authorised staff","type":"guide"},{"title":"Export, print and filter Accounting reports","summary":"Produce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/export-print-and-filter-accounting-reports","keywords":"report output open finance staff view approval britixo how","type":"guide"},{"title":"Expose Purchase custom fields on supported PDF output","summary":"Enable the PDF option and populate supported custom fields.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/expose-purchase-custom-fields-on-supported-pdf-output","keywords":"admin area settings options capability of related record files notes comments crm links v1.7.9","type":"guide"},{"title":"Extend AI text enhancement with the before_ai_tickets_enhance_text filter","summary":"Alter the source text through the registered filter before it is sent.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/extend-ai-text-enhancement-with-the-before-ai-tickets-enhance-text-filter","keywords":"development hook developer chat and text-enhancement flow v1.0.0","type":"guide"},{"title":"Extend eligible knowledge-base sources with the openai_fine_tuning_knowledge_base filter","summary":"Adjust the collected public article array through the supported hook.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/extend-eligible-knowledge-base-sources-with-the-openai-fine-tuning-knowledge-base-filter","keywords":"development hook developer fine-tuning data and eligibility v1.0.0","type":"guide"},{"title":"Extend fine-tuning base models with the openai_fine_tuning_models filter","summary":"Add an allowed base-model option without editing the provider.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/extend-fine-tuning-base-models-with-the-openai-fine-tuning-models-filter","keywords":"development hook developer fine-tuned model management v1.0.0","type":"guide"},{"title":"Extend predefined-reply sources with the openai_fine_tuning_predefined_replies filter","summary":"Adjust the predefined-reply training array through the supported hook.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/extend-predefined-reply-sources-with-the-openai-fine-tuning-predefined-replies-filter","keywords":"development hook developer fine-tuning data and eligibility v1.0.0","type":"guide"},{"title":"Extend the standard model list with the openai_models filter","summary":"Add supported model entries without editing the provider class.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/extend-the-standard-model-list-with-the-openai-models-filter","keywords":"development hook developer setup access and configuration v1.0.0","type":"guide"},{"title":"Fetch all purchase currency rates online","summary":"Use the bulk online retrieval action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/fetch-all-purchase-currency-rates-online","keywords":"admin area settings get purchase_settings edit v1.7.9","type":"guide"},{"title":"Fetch one purchase currency rate online","summary":"Retrieve an online value for one rate.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/fetch-one-purchase-currency-rate-online","keywords":"admin area settings rates row action purchase_settings edit v1.7.9","type":"guide"},{"title":"Filter all Mailbox Exchange messages","summary":"Clear specialised filters.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-all-mailbox-exchange-messages","keywords":"inbox folders search and message actions admin area view users shows the folder without unread/star/attachment restriction. open exact navigation path shown above. select authorised or","type":"guide"},{"title":"Filter and export account registers","summary":"Narrow register activity by account and transaction attributes, then retain a controlled output for review or audit.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/filter-and-export-account-registers","keywords":"audit staff view chart of accounts report chart-of-accounts banking britixo how to","type":"guide"},{"title":"Filter and page QR Compliance Records","summary":"Use All, Pending or Signed and the fixed 50-record page size.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/filter-and-page-qr-compliance-records","keywords":"2.1.0 admin area audit","type":"guide"},{"title":"Filter appointment reports by date range","summary":"Apply a defined reporting period and compare like-for-like appointment performance.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/filter-appointment-reports-date-range","keywords":"report staff who manage view history widgets troubleshooting timezone britixo booking services providers availability calendar reminders invoices feedback how to","type":"guide"},{"title":"Filter appointments by status, date and source","summary":"Find the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/filter-appointments-by-status-date-source","keywords":"table filters list staff who manage view dashboard tables customer lead recurring-appointment britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Filter companies by incorporation date","summary":"Use incorporated-from and incorporated-to dates to focus the saved search.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/filter-companies-by-incorporation-date","keywords":"module setup searching fresh uk search administrator access","type":"guide"},{"title":"Filter companies by location and status","summary":"Use optional location and active, dissolved, liquidation or administration status filters.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/filter-companies-by-location-and-status","keywords":"module setup searching fresh uk search administrator access","type":"guide"},{"title":"Filter debit notes","summary":"Use vendor/status/list filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-debit-notes","keywords":"admin area purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Filter document items by vendor","summary":"Use vendor-item filtering when item_by_vendor is enabled.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-document-items-by-vendor","keywords":"admin area open transaction form select item selector purchase_items or purchase_vendor_items capability units groups and v1.7.9","type":"guide"},{"title":"Filter e-Invoice Bulk Export by status","summary":"Use All, numeric invoice/credit-note statuses or invoice Not sent.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/filter-e-invoice-bulk-export-by-status","keywords":"1.0.0 admin area utilities and operational limitations","type":"guide"},{"title":"Filter flagged Mailbox Exchange messages","summary":"Show flagged only.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-flagged-mailbox-exchange-messages","keywords":"inbox folders search and message actions admin area view users is a distinct supported filter. open the exact navigation path shown above. select authorised or configuration record. complete","type":"guide"},{"title":"Filter Mailbox Exchange messages by category","summary":"Show one selected category.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-mailbox-exchange-messages-by-category","keywords":"inbox folders search and message actions admin area view plus account read users only available staff categories are offered. assignment/clearing uses actions. open the exact navigation path shown above.","type":"guide"},{"title":"Filter messages with attachments","summary":"Show messages with attachment records.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-messages-with-attachments","keywords":"inbox folders search and message actions admin area view users availability depends on download option size/extension rules access. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Filter properties by accessibility features","summary":"Choose the supported accessibility value.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-accessibility-features","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by air conditioning and appliances","summary":"Use the service/equipment filter choices.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-air-conditioning-and-appliances","keywords":"admin area property operations filters features real_property view or own search maps visibility v1.0.0","type":"guide"},{"title":"Filter properties by bedrooms and bathrooms","summary":"Set min/max bedroom and bathroom criteria.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-bedrooms-and-bathrooms","keywords":"admin area property operations filters beds/baths real_property view or own search maps visibility v1.0.0","type":"guide"},{"title":"Filter properties by electrical service","summary":"Select a supported electrical_service value.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-electrical-service","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by garage","summary":"Choose the garage filter.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-garage","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by land size and floors","summary":"Use land minimum/maximum and minimum total floors where shown.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-land-size-and-floors","keywords":"admin area property operations filters size/floors real_property view or own search maps visibility v1.0.0","type":"guide"},{"title":"Filter properties by listing type","summary":"Select a listing type in the advanced filter.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-listing-type","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by minimum and maximum price","summary":"Enter a valid numeric price range.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-minimum-and-maximum-price","keywords":"admin area property operations filters real_property view or own search maps visibility v1.0.0","type":"guide"},{"title":"Filter properties by property style","summary":"Choose a stored property_style value.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-property-style","keywords":"admin area operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by security features","summary":"Choose security_features values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-security-features","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by sewer, water and utilities","summary":"Use service filters to narrow results.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-sewer-water-and-utilities","keywords":"admin area property operations real_property view or own search maps visibility v1.0.0","type":"guide"},{"title":"Filter properties by status","summary":"Choose a listing/property status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-status","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter properties by transaction type","summary":"Select the sale/rent transaction filter.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-properties-by-transaction-type","keywords":"admin area property operations filters real_property view or own search maps and visibility v1.0.0","type":"guide"},{"title":"Filter purchase contracts","summary":"Filter by vendor, department, project and purchase order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-purchase-contracts","keywords":"admin area purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Filter Purchase invoice reports by payment status","summary":"Select Unpaid, Partially paid or Paid.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-purchase-invoice-reports-by-payment-status","keywords":"admin area report purchase_reports view dashboard and analysis v1.7.9","type":"guide"},{"title":"Filter Purchase reports by currency","summary":"Choose report currency and reconcile converted values.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-purchase-reports-by-currency","keywords":"admin area purchase_reports view dashboard analysis v1.7.9","type":"guide"},{"title":"Filter Purchase reports by period","summary":"Choose month, year, custom date range or report-time option where exposed.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-purchase-reports-by-period","keywords":"admin area purchase_reports view dashboard and analysis v1.7.9","type":"guide"},{"title":"Filter QuickBooks reports by date, status, client, staff, amount or score","summary":"Detailed client guidance covering filter QuickBooks reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/filter-quickbooks-reports-by-date-status-client-staff-amount-or-score","keywords":"and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Filter Sage reports by date, status, client, staff, amount or score","summary":"Detailed client guidance covering filter Sage reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/filter-sage-reports-by-date-status-client-staff-amount-or-score","keywords":"and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Filter starred Mailbox Exchange messages","summary":"Show starred only.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-starred-mailbox-exchange-messages","keywords":"inbox folders search and message actions admin area view users star state supports individual bulk actions. open the exact navigation path shown above. select authorised or configuration record.","type":"guide"},{"title":"Filter tenant applications","summary":"Use status, property and search filters.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-tenant-applications","keywords":"admin area requests authorised application reviewer public invites v1.0.0","type":"guide"},{"title":"Filter the FAF request table","summary":"Use list/status filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-faf-request-table","keywords":"admin area purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Filter the order-return register","summary":"Use return status and list filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-order-return-register","keywords":"admin area order returns purchase_order_return capability refunds v1.7.9","type":"guide"},{"title":"Filter the purchase-invoice table","summary":"Use vendor, payment-status and list filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-purchase-invoice-table","keywords":"admin area invoices purchase_invoices capability invoice status where applicable payments v1.7.9","type":"guide"},{"title":"Filter the purchase-order table","summary":"Use vendor, status and related list filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-purchase-order-table","keywords":"admin area order purchase_orders capability where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Filter the purchase-quotation table","summary":"Use list filters and vendor context.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-purchase-quotation-table","keywords":"admin area quotations purchase_quotations capability quotation status where applicable requests for v1.7.9","type":"guide"},{"title":"Filter the purchase-request table","summary":"Use department and status/list filters.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-the-purchase-request-table","keywords":"admin area request purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Filter the Real Estate dashboard by period","summary":"Use month/custom from/to fields where displayed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/filter-the-real-estate-dashboard-by-period","keywords":"admin area property operations date real_dashboard view reports notifications and search v1.0.0","type":"guide"},{"title":"Filter unread Mailbox Exchange messages","summary":"Show unread only.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/filter-unread-mailbox-exchange-messages","keywords":"inbox folders search and message actions admin area view users topbar account links use the filter. read state can change individually/bulk. open exact navigation path shown above. select authorised","type":"guide"},{"title":"Filter vendor-item mappings","summary":"Filter by vendor or item group.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/filter-vendor-item-mappings","keywords":"admin area items purchase_items purchase_vendor_items capability units groups and v1.7.9","type":"guide"},{"title":"Filter Xero reports by date, status, client, staff, amount or score","summary":"Detailed client guidance covering filter Xero reports by date, status, client, staff, amount or score, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/filter-xero-reports-by-date-status-client-staff-amount-or-score","keywords":"and exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Find importer prospects by Business or Product SIC code","summary":"Enter one or more comma-separated UK SIC codes for the business or product sector and run the importer-prospect search.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/find-importer-prospects-by-business-or-product-sic-code","keywords":"fresh importers how to britixo","type":"guide"},{"title":"Find QR Code Manager under General settings","summary":"Open the correctly registered child settings section after the 2.1.1 settings fix.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/find-qr-code-manager-under-general-settings","keywords":"admin area setup administrator version update and safety hardening v2.1.1","type":"guide"},{"title":"Fix a missing or stale QuickBooks reference selector","summary":"Detailed client guidance covering fix a missing or stale QuickBooks reference selector, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-a-missing-or-stale-quickbooks-reference-selector","keywords":"data posting mappings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Fix a missing or stale Sage reference selector","summary":"Detailed client guidance covering fix a missing or stale Sage reference selector, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-a-missing-or-stale-sage-reference-selector","keywords":"data posting mappings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Fix a missing or stale Xero reference selector","summary":"Detailed client guidance covering fix a missing or stale Xero reference selector, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-a-missing-or-stale-xero-reference-selector","keywords":"data posting mappings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Fix an invoice that is waiting for its QuickBooks customer mapping","summary":"Detailed client guidance covering fix an invoice that is waiting for its QuickBooks customer mapping, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-an-invoice-that-is-waiting-for-its-quickbooks-customer-mapping","keywords":"customers and contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Fix an invoice that is waiting for its Sage customer mapping","summary":"Detailed client guidance covering fix an invoice that is waiting for its Sage customer mapping, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-an-invoice-that-is-waiting-for-its-sage-customer-mapping","keywords":"customers and contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Fix an invoice that is waiting for its Xero customer mapping","summary":"Detailed client guidance covering fix an invoice that is waiting for its Xero customer mapping, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/fix-an-invoice-that-is-waiting-for-its-xero-customer-mapping","keywords":"customers and contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Forward a Mailbox Exchange message","summary":"Create a forward linked to source.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/forward-a-mailbox-exchange-message","keywords":"compose reply forwarding and outbox workflows admin area inbox open account read send users type source ids retained. fwd added if absent. original attachments can be copied when selected. the exact","type":"guide"},{"title":"Complete Concerned authority","summary":"Record the local authority or compliance body handling the work.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-authority-name","keywords":"case fields dates priority and professional notes admin area new application edit create optional text. saving an records updated state notification/audit behaviour","type":"guide"},{"title":"Complete Authority reference","summary":"Record the authority-issued application or case reference.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-authority-reference","keywords":"fields dates priority and professional notes admin area new edit create optional text. saving an records updated state notification/audit behaviour","type":"guide"},{"title":"Complete the Landlord field","summary":"Select the required CRM client who owns the application.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-client-id","keywords":"case fields dates priority and professional notes admin area new application or edit create existing stored as client_id. saving an records updated state notification/audit","type":"guide"},{"title":"Complete Compliance service","summary":"Describe the certificate, inspection, audit, document review or other compliance requirement.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-compliance-service","keywords":"case fields dates priority and professional notes admin area new application edit create optional free text stored as compliance/licence type. saving an records","type":"guide"},{"title":"Understand the linked contact","summary":"Recognise when an active client contact is linked for proposal delivery and public-intake ownership.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-contact-link","keywords":"case fields dates priority professional notes admin area view must belong to selected be recipient selection. action available only supplied module exposes it signed-in user has required core crm access.","type":"guide"},{"title":"Understand date and overdue logic","summary":"Use Expected due date for operational overdue reporting and Renewal due date for future renewal planning.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-dates-overdue","keywords":"case fields dates priority professional notes admin area new application or edit create used to calculate the kpi. stored action. a is only when before today its status not in","type":"guide"},{"title":"Set Expected due date","summary":"Enter the expected completion or authority-response date.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-expected-date","keywords":"case fields dates priority and professional notes admin area new application edit create optional used by overdue kpi. saving an records updated state","type":"guide"},{"title":"Choose the initial status","summary":"Select one of the active installed case statuses.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-initial-status","keywords":"fields dates priority and professional notes admin area new application or edit create defaults to started. saving an records updated state notification/audit behaviour implemented","type":"guide"},{"title":"Write internal consultant notes","summary":"Record private operational or consultant information.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-internal-notes","keywords":"case fields dates priority and professional admin area new application edit create administrator-only not exposed in the client portal. saving an records updated state","type":"guide"},{"title":"Write landlord-visible notes","summary":"Enter information that the client is permitted to read in the portal.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-landlord-notes","keywords":"case fields dates priority and professional admin area new application or edit create client-visible do not place internal commentary here. saving an records updated state","type":"guide"},{"title":"Separate client-visible and internal notes","summary":"Keep landlord-visible updates separate from private consultant commentary.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-notes-visibility","keywords":"case fields dates priority professional admin area new application or edit create may be displayed to the authenticated client. remain in administrator context. never place privileged security-sensitive third-party","type":"guide"},{"title":"Choose the case priority","summary":"Select Normal, Urgent, High or Low.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-priority","keywords":"fields dates and professional notes admin area new application edit create defaults to normal. saving an records updated state notification/audit behaviour implemented by module.","type":"guide"},{"title":"Complete the Linked property field","summary":"Select an available linked property or leave it empty.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-property-id","keywords":"case fields dates priority and professional notes admin area new application edit create optional stored as property_id. saving records updated state notification/audit behaviour","type":"guide"},{"title":"Set Renewal due date","summary":"Record the future renewal date.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-renewal-date","keywords":"case fields dates priority and professional notes admin area new application or edit create optional retained on case. saving an records updated state notification/audit behaviour implemented by","type":"guide"},{"title":"Complete Service type","summary":"Enter the required service heading; the form defaults to Full Compliance Application.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-service-type","keywords":"case fields dates priority and professional notes admin area new application or edit create text value. saving an records updated state","type":"guide"},{"title":"Write the professional compliance summary","summary":"Describe the requirement, scope and intended outcome.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-case-fields-dates-priority-summary","keywords":"case fields dates priority notes admin area new application or edit create stored with used in context. saving an records updated state","type":"guide"},{"title":"Assign the active compliance manager","summary":"Choose an active staff member and save the journey foundation.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-assign-manager","keywords":"six-stage client onboarding admin area case edit list only. changing records auditable update.","type":"guide"},{"title":"Review journey audit evidence","summary":"Use the case audit/timeline to confirm manager and journey-foundation changes.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-audit","keywords":"six-stage client onboarding admin area view workspace action is available only when supplied module exposes it signed-in user has","type":"guide"},{"title":"Stage 3: Initial Consultation","summary":"Record the consultation as Pending, Scheduled, Completed or Not required.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-consultation","keywords":"six-stage client journey and onboarding admin area case view edit workspace action is available only when supplied module","type":"guide"},{"title":"Write the consultation note","summary":"Explain the scheduled, completed or not-required outcome in language suitable for the client portal.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-consultation-note","keywords":"six-stage journey and onboarding admin area case edit workspace action is available only when","type":"guide"},{"title":"Update consultation status","summary":"Choose Pending, Scheduled, Completed or Not required and add a client-visible note.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-consultation-status","keywords":"six-stage client journey onboarding admin area case edit required. note maximum 5 000 characters. the action is available only when supplied module exposes it","type":"guide"},{"title":"Stage 2: Appointed Compliance Manager","summary":"Assign an active staff member to own the pre-onboarding journey.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-manager","keywords":"six-stage client journey and onboarding admin area case view or edit workspace action is available only when supplied module exposes","type":"guide"},{"title":"Understand unchanged journey submissions","summary":"Recognise when submitting identical journey values produces no material update.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-no-op","keywords":"six-stage client and onboarding admin area case edit workspace action the is available only supplied module","type":"guide"},{"title":"Stage 6: Onboarding","summary":"Complete onboarding only after an accepted proposal passes signature verification.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-onboarding","keywords":"six-stage client journey and admin area case view or edit workspace action the is available when","type":"guide"},{"title":"Pass the onboarding verification gate","summary":"Allow stage 6 only after the linked native proposal is accepted and signature identity evidence is verified.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-onboarding-gate","keywords":"six-stage client journey admin area case edit workspace action available when","type":"guide"},{"title":"Understand the six-stage client journey","summary":"Use the pre-onboarding journey separately from the operational case status.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-overview","keywords":"and onboarding admin area view workspace action is available only when supplied module","type":"guide"},{"title":"Stage 4: Portfolio Review","summary":"Record the portfolio review as Pending, Completed or Not required.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-portfolio","keywords":"six-stage client journey and onboarding admin area case view edit workspace action is available only when supplied module exposes","type":"guide"},{"title":"Write the portfolio-review note","summary":"Explain the review outcome in client-visible language.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-portfolio-note","keywords":"six-stage client journey and onboarding admin area case edit workspace action is available only when supplied module exposes it","type":"guide"},{"title":"Update portfolio-review status","summary":"Choose Pending, Completed or Not required after the consultation gate is satisfied.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-portfolio-status","keywords":"six-stage client journey and onboarding admin area case edit required. client-visible note maximum 5 000 characters. portfolio review cannot be marked until","type":"guide"},{"title":"Stage 5: Proposal","summary":"Prepare and deliver the immutable proposal after the portfolio gate is complete.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-proposal","keywords":"six-stage client journey onboarding admin area case view or edit workspace action available only when supplied","type":"guide"},{"title":"Pass the proposal readiness gate","summary":"Complete or waive consultation and portfolio review before proposal upload becomes available.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-proposal-gate","keywords":"six-stage client journey onboarding admin area case edit workspace action is available only when","type":"guide"},{"title":"Stage 1: Request Received","summary":"The request exists and is acknowledged automatically.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-request-received","keywords":"six-stage client journey onboarding admin area case view or edit workspace action available only when supplied module exposes it","type":"guide"},{"title":"Save journey foundation changes","summary":"Submit manager, consultation and portfolio fields as one validated transaction.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-save-foundation","keywords":"six-stage client onboarding admin area case edit workspace action the is available","type":"guide"},{"title":"Separate journey stage from operational status","summary":"Do not use operational case status as a substitute for the six-stage onboarding journey.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-separate-status","keywords":"client and admin area view workspace action is available only when supplied module exposes it","type":"guide"},{"title":"Understand journey timestamps","summary":"Retain completion timestamps for unchanged completed stages and record timestamps when a stage first completes.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-stage-timestamps","keywords":"six-stage client onboarding admin area case view workspace action the is available","type":"guide"},{"title":"Resolve journey validation errors","summary":"Correct inactive staff, invalid statuses, premature portfolio completion, excessive notes or missing workflow tables.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-journey-onboarding-validation","keywords":"six-stage client and onboarding admin area case edit workspace action the is","type":"guide"},{"title":"Write additional notes","summary":"Provide client-visible information for the compliance team.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-additional","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document is returned.","type":"guide"},{"title":"Enter the property address or reference","summary":"Provide the free-text property reference used in the compiled application summary.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-address","keywords":"landlord and client portal workflows clients area new authenticated contact action customer must own application. only landlord-visible timeline document","type":"guide"},{"title":"Enter the concerned authority","summary":"Add the authority name when known.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-authority","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Choose preferred contact method","summary":"Select No preference, Email, Phone, Portal updates or WhatsApp if available.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-contact-method","keywords":"landlord and client workflows clients area new application authenticated action the customer must own application. only landlord-visible timeline document","type":"guide"},{"title":"Read landlord-visible documents","summary":"See documents permitted for the client plus files uploaded by the client.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-documents","keywords":"landlord and portal workflows clients area case authenticated contact action customer must own application. only timeline document","type":"guide"},{"title":"Download an authorised client document","summary":"Open a document only when the case belongs to the authenticated customer and visibility permits it.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-download","keywords":"landlord portal workflows clients area contact action must own application. landlord-visible","type":"guide"},{"title":"Read the client case list","summary":"Review reference, service, authority, status, last update and landlord-action indicator.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-list","keywords":"landlord portal workflows clients area authenticated contact action customer must own application. only landlord-visible timeline document information","type":"guide"},{"title":"Start a new client application","summary":"Open New Application and complete the portal intake form.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-new","keywords":"landlord workflows clients area authenticated contact action customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Describe the required outcome","summary":"State what approval, certificate, review or resolution is needed.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-outcome","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information","type":"guide"},{"title":"Use the Full Compliance Applications client portal","summary":"View owned cases and start a new authenticated application.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-overview","keywords":"landlord workflows clients area contact action customer must own only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Resolve portal access denial","summary":"Confirm the application belongs to the authenticated client and the contact is logged in.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-ownership","keywords":"landlord workflows clients area action customer must own application. only landlord-visible timeline document information","type":"guide"},{"title":"Describe previous compliance history","summary":"Select Not sure/not applicable, No previous, Continuing existing, Authority already contacted or Previous refused/queried.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-previous","keywords":"landlord and client portal workflows clients area new application authenticated contact action the customer must own application. only","type":"guide"},{"title":"Choose the linked property","summary":"Select an eligible property or leave it unlinked when none is available.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-property","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information","type":"guide"},{"title":"Enter property or room details","summary":"Add room, unit or property configuration details relevant to the work.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-rooms","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information","type":"guide"},{"title":"Complete client Compliance service","summary":"Describe the certificate, inspection, audit, review or other service needed.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-service","keywords":"landlord and portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document","type":"guide"},{"title":"Complete client Service type","summary":"Use the required service heading, which defaults to Full Compliance Application.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-service-type","keywords":"landlord and portal workflows clients area new application authenticated contact action customer must own only landlord-visible timeline document","type":"guide"},{"title":"Submit the client application","summary":"Send the form and allow the module to compile the supplied fields into the case summary.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-submit","keywords":"landlord portal workflows clients area new authenticated contact action customer must own application. only landlord-visible timeline","type":"guide"},{"title":"Write the full application summary","summary":"Complete the required description of the work needed.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-summary","keywords":"landlord and client portal workflows clients area new authenticated contact action customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Write supporting-document notes","summary":"List evidence available or still to be supplied.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-support-notes","keywords":"landlord and client portal workflows clients area new application authenticated contact action the customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Set the target submission date","summary":"Provide the desired authority or compliance submission date.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-target-date","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Read the landlord-visible timeline","summary":"See only events marked visible to the landlord.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-timeline","keywords":"landlord and client portal workflows clients area case authenticated contact action customer must own application. document information is returned.","type":"guide"},{"title":"Upload supporting evidence","summary":"Enter Document type, select one file, add notes and submit.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-upload","keywords":"landlord client portal workflows clients area case authenticated contact action the customer must own application. only landlord-visible timeline information is","type":"guide"},{"title":"Use supported client file types","summary":"Upload PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX or TXT files up to 15 MB.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-upload-types","keywords":"landlord and portal workflows clients area case document authenticated contact action the customer must own application. only landlord-visible timeline","type":"guide"},{"title":"Explain urgency or deadline","summary":"Provide the reason for any deadline or urgent handling.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-urgency","keywords":"landlord and client portal workflows clients area new application authenticated contact action customer must own application. only landlord-visible timeline document information is returned.","type":"guide"},{"title":"Open an owned client case","summary":"Select a case and review landlord-visible status, journey, timeline and documents.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-client-portal-view","keywords":"landlord portal workflows clients area authenticated contact action the customer must own application. only document information","type":"guide"},{"title":"Distinguish client evidence uploads","summary":"Recognise client-upload ownership and visibility when reviewing case documents.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-client-upload","keywords":"documents certificates monitor synchronisation admin area edit or delete document workflow the file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Delete a case document","summary":"Use the document delete action, confirm the permanent record/file removal and retain timeline/audit evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-delete","keywords":"documents certificates monitor synchronisation admin area edit or workflow file must pass module upload checks belong to","type":"guide"},{"title":"Download a case document as staff","summary":"Use the document row download action with View permission.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-download-admin","keywords":"documents certificates and monitor synchronisation admin area edit or delete workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Set document Expiry date","summary":"Record the certificate or evidence expiry date where applicable.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-expiry","keywords":"documents certificates and monitor synchronisation admin area case edit delete workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Resolve a missing stored file","summary":"Recognise a document record whose physical upload is unavailable and avoid presenting it as downloadable.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-missing-file","keywords":"documents certificates monitor synchronisation admin area case edit or delete workflow the must pass module checks belong to","type":"guide"},{"title":"Upload multiple files in one action","summary":"Use the Case record files input to select multiple files.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-multiple","keywords":"documents certificates and monitor synchronisation admin area edit or delete document workflow file must pass module checks belong selected application.","type":"guide"},{"title":"Write document notes","summary":"Record useful context for the uploaded files.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-notes","keywords":"documents certificates and monitor synchronisation admin area case edit or delete workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Use the case documents workspace","summary":"Review document type, status, expiry, file, notes and client visibility.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-overview","keywords":"certificates monitor synchronisation admin area edit or delete workflow must pass module upload checks belong to selected application.","type":"guide"},{"title":"Resolve missing property for synchronisation","summary":"Link the case to an eligible property before selecting a compliance target.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-property-required","keywords":"documents certificates and monitor admin area edit or delete document workflow file must pass module upload checks belong selected application.","type":"guide"},{"title":"Retain evidence safely","summary":"Apply organisational retention and deletion policy to uploaded files and audit records.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-retention","keywords":"documents certificates monitor synchronisation admin area case edit or delete document workflow the file must pass module upload checks belong selected application.","type":"guide"},{"title":"Understand stored filenames","summary":"Recognise that uploaded files use generated storage names rather than trusting the original filename.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-secure-name","keywords":"documents certificates and monitor synchronisation admin area case edit or delete document workflow file must pass module upload checks belong to selected","type":"guide"},{"title":"Choose Document status","summary":"Select the displayed document status for the uploaded evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-status","keywords":"documents certificates and monitor synchronisation admin area case edit or delete workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Link a final certificate to property compliance","summary":"Choose an eligible target and synchronise the selected final certificate.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-sync-final","keywords":"documents certificates monitor synchronisation admin area case edit or delete document workflow file must pass module upload checks belong application.","type":"guide"},{"title":"Understand final certificate status changes","summary":"Recognise that successful synchronisation may set the document status to final issued.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-sync-status","keywords":"documents certificates and monitor admin area case edit or delete workflow file must pass module upload checks belong selected application.","type":"guide"},{"title":"Review final-certificate sync evidence","summary":"Confirm the landlord-visible timeline event and audit record created after synchronisation.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-sync-timeline","keywords":"documents certificates monitor synchronisation admin area case edit or delete document workflow file must pass module upload checks belong to selected","type":"guide"},{"title":"Resolve unavailable compliance targets","summary":"Confirm the connected property/compliance tables and eligible target exist.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-target-required","keywords":"documents certificates monitor synchronisation admin area case edit or delete document workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"List available property compliance targets","summary":"Load eligible property compliance record types for the linked property.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-targets","keywords":"documents certificates and monitor synchronisation admin area case edit or delete document workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Complete Document type","summary":"Describe the evidence, certificate, authority record or other case file.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-type","keywords":"documents certificates and monitor synchronisation admin area edit delete workflow file must pass module upload checks belong to selected application.","type":"guide"},{"title":"Upload case documents","summary":"Select one or more case files and submit them with shared metadata.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-upload","keywords":"certificates monitor synchronisation admin area edit delete document workflow the file must pass module checks belong to selected application.","type":"guide"},{"title":"Understand document visibility","summary":"Recognise that administrator uploads in the supplied view are forced to landlord-visible.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-documents-certificates-sync-visibility","keywords":"documents certificates and monitor synchronisation admin area case edit or delete workflow file must pass module upload checks belong selected application.","type":"guide"},{"title":"Read central case audit records","summary":"Review actor type, actor ID, action, entity context, metadata, IP and timestamp evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-audit","keywords":"notifications evidence stored data admin area view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only","type":"guide"},{"title":"Review new-case notifications","summary":"Confirm creation messages use the generated reference and appropriate recipient links.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-case-created","keywords":"audit evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Review case-update notifications","summary":"Confirm updates are communicated only where the notification method is called.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-case-updated","keywords":"audit evidence and stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries created by","type":"guide"},{"title":"Understand customer and property ownership","summary":"Protect client, contact, property, document and proposal relationships during review and export.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-data-ownership","keywords":"notifications audit evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are","type":"guide"},{"title":"Review document-deletion notifications","summary":"Confirm removal of client-visible evidence is recorded and notified where implemented.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-document-delete","keywords":"audit stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Review document-upload notifications","summary":"Confirm visible document changes can notify the client.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-document-upload","keywords":"audit evidence and stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by corresponding code path.","type":"guide"},{"title":"Understand professional notifications","summary":"Recognise the case, status, document, proposal and journey triggers that can send client or administrator emails.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-overview","keywords":"audit evidence stored data admin area view email delivery depends on valid global mail configuration recipients. audit/timeline","type":"guide"},{"title":"Review accepted-proposal notifications","summary":"Confirm onboarding completion creates the expected client/staff evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-proposal-accepted","keywords":"audit evidence and stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Review declined-proposal notifications","summary":"Confirm the declined state and client action are communicated.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-proposal-declined","keywords":"audit evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries created only by corresponding code","type":"guide"},{"title":"Review proposal-delivery notifications","summary":"Confirm the selected recipient receives the PDF and secure native proposal link.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-proposal-sent","keywords":"audit evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Understand the six module tables","summary":"Recognise applications, statuses, timeline, documents, audit and proposal-version storage.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-six-tables","keywords":"notifications evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only","type":"guide"},{"title":"Resolve email delivery failures","summary":"Check global CRM email configuration, recipient validity and module delivery status.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-smtp","keywords":"notifications audit evidence stored data admin area case view or administrator depends on valid mail recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Understand soft-deleted case retention","summary":"Recognise that a soft-deleted application remains stored for evidence and is excluded from active lists.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-soft-delete-retention","keywords":"notifications audit data admin area view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries","type":"guide"},{"title":"Review status-update notifications","summary":"Confirm the landlord receives the visible status note and portal link.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-status","keywords":"audit evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by","type":"guide"},{"title":"Distinguish timeline from audit","summary":"Use timeline for case/landlord history and audit for operational evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-timeline-v-audit","keywords":"notifications evidence stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries are created only by the","type":"guide"},{"title":"Review proposal-verification failure notifications","summary":"Confirm administrators are warned when signature identity cannot be verified.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-notifications-audit-data-verification-failed","keywords":"audit evidence and stored data admin area case view or administrator email delivery depends on valid global mail configuration recipients. audit/timeline entries created only by the","type":"guide"},{"title":"Complete accepted-proposal onboarding","summary":"Mark the proposal/document accepted, advance journey to stage 6 and add onboarding timeline/audit evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-accepted","keywords":"proposal versions delivery verified signatures admin area case edit workflow belongs selected client contact. superseded","type":"guide"},{"title":"Understand Awaiting client signature","summary":"Recognise the active version state after successful client delivery.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-awaiting","keywords":"proposal versions delivery and verified signatures admin area case edit workflow belongs to selected contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"List eligible proposal contacts","summary":"Load active contacts belonging to the case client and containing a valid email address.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-contacts","keywords":"versions delivery verified signatures admin area edit workflow belongs selected contact. accepted superseded evidence remains","type":"guide"},{"title":"Understand native CRM proposal creation","summary":"Recognise that the module creates and links a native CRM proposal for delivery and acceptance.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-core-proposal","keywords":"versions verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded evidence","type":"guide"},{"title":"Process a declined proposal","summary":"Record the declined version/document, timeline event, landlord action and professional notifications.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-declined","keywords":"versions delivery verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded","type":"guide"},{"title":"Send the proposal to the client","summary":"Deliver the exact PDF and secure proposal/signature link to the selected recipient.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-delivery","keywords":"versions delivery verified signatures admin area case edit workflow belongs contact. accepted superseded evidence remains","type":"guide"},{"title":"Resolve Email delivery failed","summary":"Correct SMTP or recipient issues and use Resend where the version remains eligible.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-delivery-failed","keywords":"proposal versions verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded evidence","type":"guide"},{"title":"Download an immutable proposal version","summary":"Open the exact stored PDF associated with a proposal version.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-download","keywords":"versions delivery and verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"Understand immutable proposal hashing","summary":"Recognise that each uploaded PDF receives a SHA-256 hash for version evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-hash","keywords":"versions delivery and verified signatures admin area case edit workflow the belongs to selected client contact. accepted superseded evidence remains","type":"guide"},{"title":"Review all proposal versions","summary":"Inspect status, version, recipient, hashes and timestamps without losing superseded evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-history","keywords":"delivery verified signatures admin area case edit workflow the belongs to selected client contact. accepted evidence","type":"guide"},{"title":"Complete proposal identity confirmation","summary":"Require the client to provide identity details on linked native proposal acceptance pages.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-identity","keywords":"versions delivery and verified signatures admin area case edit workflow belongs selected contact. accepted superseded evidence remains","type":"guide"},{"title":"Understand proposal PDF validation","summary":"Use a valid PDF no larger than 15 MB; non-PDF content is rejected.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-pdf-validation","keywords":"versions delivery and verified signatures admin area case edit workflow the belongs to selected client contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"Confirm portfolio completion before upload","summary":"Ensure portfolio review is Completed or Not required and the journey has reached stage 5.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-portfolio-gate","keywords":"proposal versions delivery verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded evidence remains","type":"guide"},{"title":"Check proposal workflow readiness","summary":"Verify that required core proposal and file tables/fields are available before using the workflow.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-readiness","keywords":"versions delivery verified signatures admin area case edit belongs to selected client contact. accepted superseded evidence","type":"guide"},{"title":"Review the selected proposal recipient","summary":"Confirm name and email before upload or resend.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-recipient","keywords":"versions delivery verified signatures admin area case edit workflow belongs to client contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"Reconcile linked native proposals","summary":"Allow the case view to reconcile current native proposal states before displaying versions.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-reconcile","keywords":"versions delivery and verified signatures admin area edit workflow belongs selected client contact. accepted superseded evidence remains","type":"guide"},{"title":"Resend a proposal version","summary":"Use Resend on an eligible non-accepted, non-verification-failed version.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-resend","keywords":"versions delivery and verified signatures admin area case edit workflow the belongs to selected client contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"Select the verified proposal signatory","summary":"Choose the exact active client contact who must receive and sign the proposal.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-select-contact","keywords":"versions delivery signatures admin area case edit workflow belongs to selected contact. accepted superseded evidence remains","type":"guide"},{"title":"Understand proposal supersession","summary":"Recognise that a replacement marks the previous active version and document as superseded and requires a fresh signature.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-supersede","keywords":"versions delivery verified signatures admin area case edit workflow belongs to selected client contact. accepted","type":"guide"},{"title":"Upload a proposal PDF","summary":"Upload one real PDF file through the proposal panel.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-upload","keywords":"versions delivery and verified signatures admin area case edit workflow belongs to selected client contact. accepted superseded evidence remains version-specific.","type":"guide"},{"title":"Resolve Signature verification failed","summary":"Review mismatched or incomplete signer evidence; onboarding remains incomplete until corrected by an authorised workflow.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-verification-failed","keywords":"proposal versions delivery and verified signatures admin area case edit workflow the belongs to selected client contact. accepted","type":"guide"},{"title":"Understand signature verification","summary":"Verify accepted status, signature file, first name, last name, email, date and IP against the selected recipient.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-verify","keywords":"proposal versions delivery verified signatures admin area case edit workflow belongs to client contact.","type":"guide"},{"title":"Create a new proposal version","summary":"Upload a replacement as a new immutable version rather than overwriting accepted evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-proposals-signatures-version","keywords":"versions delivery and verified signatures admin area case edit workflow the belongs to selected client contact. superseded evidence remains","type":"guide"},{"title":"Create the case from website intake","summary":"Create a Case started application and compiled summary from validated website fields.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-case-create","keywords":"deployment-specific public form visitor or system administrator endpoint is post-only protected tenant-scoped deployment-specific.","type":"guide"},{"title":"Match or create the CRM customer","summary":"Reuse an existing active contact by email where possible, otherwise create the client/contact records supported by the current schema.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-customer-match","keywords":"deployment-specific public website intake application form visitor system administrator endpoint is post-only protected","type":"guide"},{"title":"Review deployment-specific values before reuse","summary":"Review tenant path, website domain, email identities, success URL and external wording before deploying elsewhere.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-deployment-review","keywords":"public intake application form visitor or system administrator the endpoint is post-only protected tenant-scoped","type":"guide"},{"title":"Send website-intake emails","summary":"Send an administrator notification and customer confirmation when the email address is valid.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-emails","keywords":"deployment-specific public website intake application form visitor or system endpoint post-only protected tenant-scoped deployment-specific.","type":"guide"},{"title":"Complete public intake fields","summary":"Provide name, company, email, phone, property address, compliance service, authority, deadline, priority and message as applicable.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-fields","keywords":"deployment-specific website application form visitor or system administrator the endpoint is post-only protected tenant-scoped","type":"guide"},{"title":"Use the honeypot spam check","summary":"Leave the hidden website field empty; populated submissions are filtered.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-honeypot","keywords":"deployment-specific public intake application form visitor or system administrator endpoint is post-only protected tenant-scoped and deployment-specific.","type":"guide"},{"title":"Use the required POST submission","summary":"Submit the website form by POST to the configured protected endpoint.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-method","keywords":"deployment-specific public intake application visitor or system administrator endpoint is post-only tenant-scoped and deployment-specific.","type":"guide"},{"title":"Use supported public priorities","summary":"Use Normal, Urgent or High; unsupported values fall back to Normal.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-priority","keywords":"deployment-specific website intake application form visitor system administrator the endpoint is post-only protected tenant-scoped and deployment-specific.","type":"guide"},{"title":"Return the generated reference","summary":"Redirect to the configured success page with the new case reference.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-redirect","keywords":"deployment-specific public website intake application form visitor or system administrator endpoint is post-only protected tenant-scoped and deployment-specific.","type":"guide"},{"title":"Meet public intake validation","summary":"Provide name, property address and at least one of email or phone.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-required","keywords":"deployment-specific website application form visitor system administrator the endpoint is post-only protected tenant-scoped deployment-specific.","type":"guide"},{"title":"Understand the deployment-specific public intake","summary":"Recognise that the supplied endpoint is hard-restricted to one tenant path and is not a generic public form builder.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-scope","keywords":"website application visitor or system administrator post-only protected tenant-scoped","type":"guide"},{"title":"Record the website-submission timeline event","summary":"Add a landlord-visible event identifying website intake.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-timeline","keywords":"deployment-specific public intake application form visitor or system administrator endpoint is post-only protected tenant-scoped and deployment-specific.","type":"guide"},{"title":"Protect the private intake token","summary":"Keep the server-side intake token secret and never expose it in Help Centre content or client-side logs.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-public-website-intake-token","keywords":"deployment-specific public website application form visitor system administrator endpoint is post-only protected tenant-scoped deployment-specific.","type":"guide"},{"title":"Edit a compliance case","summary":"Open Edit, update permitted case fields and retain the same reference and linked evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-edit-case","keywords":"application register kpis management admin area row workspace action is available only when supplied","type":"guide"},{"title":"Read the Completed KPI","summary":"Identify approved, completed, case-completed and renewal-reminder cases.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-kpi-completed","keywords":"application register kpis case management admin area view workspace action is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Read the Overdue KPI","summary":"Identify cases whose expected due date has passed and are not in a completed or renewal state.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-kpi-overdue","keywords":"application register kpis case management admin area view workspace action is available only when supplied module exposes it signed-in","type":"guide"},{"title":"Read the Total KPI","summary":"Count all active, non-deleted compliance applications.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-kpi-total","keywords":"application register kpis and case management admin area view workspace action is available only when supplied module exposes it signed-in user has required core","type":"guide"},{"title":"Read the Waiting Landlord KPI","summary":"Identify cases whose current status requires landlord action.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-kpi-waiting-landlord","keywords":"application register kpis and case management admin area view workspace action is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Read the With Authority KPI","summary":"Identify submitted, acknowledged, authority-review and authority-query cases.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-kpi-with-authority","keywords":"application register kpis case management admin area view workspace action is available only when supplied module exposes it signed-in user has","type":"guide"},{"title":"Link the correct landlord","summary":"Select an existing CRM client as the required case owner.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-landlord-link","keywords":"application register kpis and management admin area new or edit create workspace action is available only when supplied module","type":"guide"},{"title":"Create a compliance case","summary":"Open New Application and submit the landlord, service and professional case information.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-new-case","keywords":"register kpis management admin area workspace action is available only when supplied","type":"guide"},{"title":"Open a compliance case","summary":"Select View from the case row to open status, journey, proposal, documents, timeline and audit-linked information.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-open-case","keywords":"application register kpis management admin area workspace action is available","type":"guide"},{"title":"Understand client ownership","summary":"Recognise that client-portal access is limited to applications whose client ID matches the authenticated customer.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-ownership","keywords":"application register kpis and case management admin area view workspace action available only when supplied","type":"guide"},{"title":"Link an optional property","summary":"Choose an available property record or leave the case unlinked until one is available.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-property-link","keywords":"application register kpis and management admin area new edit create workspace action only","type":"guide"},{"title":"Understand register columns","summary":"Read Reference, Landlord, Service/Requirement, Authority, Status, Last Update and Action.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-read-columns","keywords":"application kpis case management admin area view workspace action the is available only when supplied module exposes it signed-in user","type":"guide"},{"title":"Understand generated case references","summary":"Recognise the generated FCA date-and-random-suffix reference attached to a new case.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-reference","keywords":"application register kpis and management admin area create workspace action is available only when supplied module","type":"guide"},{"title":"Use the compliance application register","summary":"Review all active cases in the professional register.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-register","keywords":"kpis and case management admin area view workspace action is available only when supplied module exposes it signed-in user has required core","type":"guide"},{"title":"Save a new or edited case","summary":"Submit the case form and handle required-field validation or successful redirection.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-save-case","keywords":"application register kpis management admin area edit create workspace action is","type":"guide"},{"title":"Search the register","summary":"Search by case reference, landlord, service, authority or status using the browser search field.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-search-register","keywords":"application kpis and management admin area view workspace action is available only when supplied module exposes it","type":"guide"},{"title":"Soft-delete a case","summary":"Use Delete from the case view, confirm the action and retain the historical record with a deleted timestamp.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-soft-delete","keywords":"application register kpis management admin area workspace is available only when","type":"guide"},{"title":"Understand tenant-aware administrator links","summary":"Use links generated for the active tenant path when the CRM is served from a tenant subdirectory.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-register-case-management-tenant-admin-url","keywords":"application register kpis and case management admin area view workspace action available only supplied module exposes it","type":"guide"},{"title":"Resolve a missing case","summary":"Confirm the record exists, is not inaccessible and the numeric ID is correct.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-case-not-found","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve missing client summary validation","summary":"Complete the required application summary before client submission.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-client-summary-required","keywords":"security limitations and troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve document download errors","summary":"Confirm record ownership/visibility and physical file availability.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-document-download","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve case document upload errors","summary":"Use a permitted file, valid case and writable protected upload area.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-document-upload","keywords":"security limitations troubleshooting admin area administrator or authorised user issue the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve invalid journey order","summary":"Complete or waive consultation before completing or waiving portfolio review.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-journey-order","keywords":"security limitations and troubleshooting admin area administrator authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve missing landlord validation","summary":"Select an existing CRM client before saving an administrator case.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-landlord-required","keywords":"security limitations and troubleshooting admin area or authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve a missing client portal link","summary":"Confirm the contact is authenticated and customer navigation hooks run.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-missing-client-menu","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve a missing administrator menu","summary":"Confirm activation, language loading and View permission.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-missing-menu","keywords":"security limitations troubleshooting admin area or authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Understand integration limitations","summary":"Recognise that the supplied module has no general public REST API, webhook framework or generic form builder.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-no-api","keywords":"security and troubleshooting admin area administrator authorised user issue use displayed error actual code prerequisites rather than bypassing ownership","type":"guide"},{"title":"Understand automation limitations","summary":"Recognise that no dedicated module cron process automatically progresses cases or sends renewal reminders.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-no-cron","keywords":"security and troubleshooting admin area administrator authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission","type":"guide"},{"title":"Understand case deletion limitations","summary":"Recognise that case deletion is soft; individual document deletion is the destructive file action.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-no-hard-delete","keywords":"security and troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve access denied errors","summary":"Assign the exact View, Create, Edit or Delete capability required for the attempted action.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-permission","keywords":"security limitations and troubleshooting admin area administrator authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve proposal email delivery failure","summary":"Correct SMTP or recipient details and resend the eligible version.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-proposal-delivery","keywords":"security limitations troubleshooting admin area administrator authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve proposal upload errors","summary":"Use one valid PDF no larger than 15 MB.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-proposal-file","keywords":"security limitations and troubleshooting admin area administrator or authorised user issue the displayed error actual code prerequisites rather bypassing ownership permission checks.","type":"guide"},{"title":"Resolve unavailable proposal workflow","summary":"Confirm core proposal schema, selected contact and completed portfolio stage.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-proposal-not-ready","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve invalid proposal recipient","summary":"Choose an active contact belonging to the case client with a valid email.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-proposal-recipient","keywords":"security limitations and troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve proposal signature verification failure","summary":"Review native proposal signer file, name, email, date and IP against the selected recipient.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-signature","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Resolve final certificate synchronisation errors","summary":"Link an eligible property, select a supported compliance target and use an existing document.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-sync","keywords":"security limitations troubleshooting admin area administrator or authorised user issue the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Verify Full Compliance Applications after deployment","summary":"Test administrator creation, client submission, status, journey, proposal, document, portal and notification flows with controlled records.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-verify","keywords":"security limitations troubleshooting admin area or authorised user issue use the displayed error actual code prerequisites rather than","type":"guide"},{"title":"Resolve public intake rejection","summary":"Check tenant path, POST method, private token, honeypot and required applicant fields.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-security-limitations-troubleshooting-website","keywords":"security limitations troubleshooting admin area administrator or authorised user issue use the displayed error actual code prerequisites rather than bypassing ownership permission checks.","type":"guide"},{"title":"Activate Full Compliance Applications","summary":"Run the module installer through normal module activation and verify that its menu and records are available.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-activate","keywords":"setup access permissions structure admin area modules administrator workspace action is available only when supplied exposes it signed-in","type":"guide"},{"title":"Open the administrator workspace","summary":"Use the installed administrator menu to open the case register.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-admin-menu","keywords":"setup access permissions and module structure admin area view action is available only when supplied exposes it signed-in user has required","type":"guide"},{"title":"Assign Create permission","summary":"Allow staff to create a new compliance case.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-assign-create","keywords":"setup access permissions and module structure admin area roles role administrator workspace action the is available only when supplied exposes it","type":"guide"},{"title":"Assign Delete permission","summary":"Allow staff to soft-delete cases and delete individual document records/files.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-assign-delete","keywords":"setup access permissions module structure admin area roles role administrator workspace action the is available only when","type":"guide"},{"title":"Assign Edit permission","summary":"Allow staff to update cases, statuses, journeys, proposal workflows and documents.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-assign-edit","keywords":"setup access permissions module structure admin area roles role administrator workspace action the is available only when","type":"guide"},{"title":"Assign View permission","summary":"Allow staff to open the register and case details without edit controls.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-assign-view","keywords":"setup access permissions module structure admin area roles role administrator workspace action is available only when supplied","type":"guide"},{"title":"Open the client portal workspace","summary":"Use the Full Compliance Applications link added to the authenticated client navigation.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-client-menu","keywords":"setup access permissions and module structure clients area contact action is available only when supplied","type":"guide"},{"title":"Use the Compliance Monitor shortcut","summary":"Use the administrator shortcut injected on Compliance Monitor pages to move into Full Compliance Applications.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-compliance-shortcut","keywords":"setup access permissions and module structure admin area workspace action","type":"guide"},{"title":"Deactivate the module safely","summary":"Disable the module through the CRM without presenting deactivation as record deletion.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-deactivate","keywords":"setup access permissions and structure admin area modules administrator workspace action is available only when supplied exposes it signed-in user has required","type":"guide"},{"title":"Understand Full Compliance Applications","summary":"Review the complete administrator, client-portal, proposal, document, notification and authority workflow implemented in version 1.0.0.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-overview","keywords":"setup access permissions module structure admin area workspace action is available only","type":"guide"},{"title":"Understand the four module capabilities","summary":"Distinguish View, Create, Edit and Delete access and how each controller action enforces it.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-permissions","keywords":"setup permissions structure admin area roles administrator open register case records. submit a new case. cases statuses journeys proposals uploads. soft-delete permanently remove individual documents. is","type":"guide"},{"title":"Understand client portal routing","summary":"Recognise that the working portal is rendered through the existing Clients page with module query parameters rather than relying on standalone public module routes.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-portal-route","keywords":"setup access permissions and structure area authenticated contact workspace action","type":"guide"},{"title":"Check the CRM requirement","summary":"Confirm that the module targets CRM version 2.3.* before activation.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-requirements","keywords":"setup access permissions and structure admin area modules administrator workspace action is available only when supplied exposes it signed-in user has required core","type":"guide"},{"title":"Understand installed data records","summary":"Understand the applications, status, timeline, document, audit and proposal records created by the installer.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-setup-access-permissions-tables","keywords":"setup access permissions module structure admin area modules administrator workspace action is","type":"guide"},{"title":"Understand authority submission timestamps","summary":"Recognise when the first authority-submission timestamp is recorded.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-authority-timestamp","keywords":"statuses timeline and progression admin area case update status edit workspace action available only supplied module exposes it","type":"guide"},{"title":"Understand completion timestamps","summary":"Recognise when a final status records the case completion time.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-completion-timestamp","keywords":"statuses timeline and authority progression admin area update edit workspace action is available only supplied module exposes it","type":"guide"},{"title":"Understand landlord-action flags","summary":"Recognise statuses that require documents, missing information or an authority-query response from the client.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-landlord-action","keywords":"timeline and authority progression admin area case view workspace action requested more required","type":"guide"},{"title":"Use status: Compliance work being prepared","summary":"The authority pack or compliance work is being prepared.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-application-preparation","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label to landlord.","type":"guide"},{"title":"Use status: Case started","summary":"The case is opened and awaiting initial review.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-application-started","keywords":"statuses timeline authority progression admin area update edit note explain specific for this case. visible label started. to landlord.","type":"guide"},{"title":"Use status: Authority acknowledgement received","summary":"The authority has confirmed receipt.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-authority-acknowledged","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label is received. to landlord.","type":"guide"},{"title":"Use status: Authority query received","summary":"The authority has requested clarification or evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-authority-query","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label is received. to landlord. sets landlord action","type":"guide"},{"title":"Use status: Authority review in progress","summary":"The authority is reviewing the submission.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-authority-review","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label progress. to landlord.","type":"guide"},{"title":"Use status: Case completed","summary":"The application is complete.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-case-completed","keywords":"statuses timeline and authority progression admin area update edit note explain specific for this case. visible label completed. to landlord. final records timestamp","type":"guide"},{"title":"Use status: Compliance approved","summary":"The case has received approval.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-compliance-approved","keywords":"statuses timeline and authority progression admin area update edit note explain specific for this case. visible label is approved. to landlord.","type":"guide"},{"title":"Use status: Compliance completed","summary":"The compliance work has been completed.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-compliance-completed","keywords":"statuses timeline and authority progression admin area case update edit note explain specific for this case. visible label is to landlord.","type":"guide"},{"title":"Use status: Documents under review","summary":"Consultants are checking evidence.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-document-review","keywords":"statuses timeline and authority progression admin area case update edit note explain the specific for this case. visible label is review. to landlord.","type":"guide"},{"title":"Use status: Documents received","summary":"Uploaded evidence is ready for review.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-documents-received","keywords":"statuses timeline and authority progression admin area case update edit note explain the specific this case. visible label received. to landlord.","type":"guide"},{"title":"Use status: Documents requested from landlord","summary":"Required evidence has been requested.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-documents-requested","keywords":"statuses timeline and authority progression admin area case update edit note explain the specific for this case. visible label is landlord. to sets","type":"guide"},{"title":"Use status: Inspection completed","summary":"The scheduled inspection is complete.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-inspection-completed","keywords":"statuses timeline and authority progression admin area case update edit note explain specific for this case. visible label completed. to landlord.","type":"guide"},{"title":"Use status: Inspection scheduled","summary":"An inspection has been arranged where applicable.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-inspection-scheduled","keywords":"statuses timeline and authority progression admin area case update edit note explain the specific for this case. visible label is scheduled. to landlord.","type":"guide"},{"title":"Use status: Landlord details received","summary":"Landlord details are received and added.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-landlord-details-received","keywords":"statuses timeline authority progression admin area case update edit note explain the specific for this case. visible label is received. to landlord.","type":"guide"},{"title":"Understand all installed status choices","summary":"Use the complete 19-status progression without inventing additional statuses.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-list","keywords":"statuses timeline and authority admin area case edit workspace action is available only when supplied module exposes it","type":"guide"},{"title":"Use status: More information required","summary":"Additional information is required.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-missing-information","keywords":"statuses timeline and authority progression admin area case update edit note explain the specific for this case. visible label to landlord. sets landlord action","type":"guide"},{"title":"Use status: Property details received","summary":"Property information is received and linked.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-property-details-received","keywords":"statuses timeline authority progression admin area case update edit note explain the specific for this case. visible label received. to landlord.","type":"guide"},{"title":"Use status: Response submitted to authority","summary":"A response to the authority query has been sent.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-query-response","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label is authority. landlord.","type":"guide"},{"title":"Use status: Renewal reminder active","summary":"The completed case is retained for future renewal action.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-renewal-reminder","keywords":"statuses timeline and authority progression admin area update edit note explain specific this case. visible label active. to landlord. final records","type":"guide"},{"title":"Use status: Compliance submission sent to authority","summary":"The submission has been sent to the relevant authority.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-status-submitted-authority","keywords":"statuses timeline and progression admin area case update edit note explain specific for this case. visible label is landlord. applying","type":"guide"},{"title":"Read the case timeline","summary":"Review status, document, proposal, journey and system events in chronological case history.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-timeline","keywords":"statuses authority progression admin area view workspace action is available only when supplied","type":"guide"},{"title":"Update a case status","summary":"Select a new installed status, enter the status note and save a landlord-visible timeline event.","category":"Full Compliance Applications","url":"https://pixiecrm.com/help-centre/full-compliance-applications-status-timeline-authority-update-status","keywords":"statuses authority progression admin area edit one of 19 active statuses. description saved in timeline. visibility forced to by administrator form. updates are always","type":"guide"},{"title":"Use General Ledger, Journal and Trial Balance reports","summary":"Trace every posted debit and credit, review journal sequence and confirm total debits equal total credits.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/general-ledger-journal-and-trial-balance-reports","keywords":"core / staff auditors view report journal-entry double-entry chart-of-accounts britixo how to","type":"guide"},{"title":"Generate a buy-request PDF","summary":"Create the request PDF from the saved record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-buy-request-pdf","keywords":"admin area requests applications buy open real_buy_request view or own and sales conversion v1.0.0","type":"guide"},{"title":"Generate a contract PDF","summary":"Create the PDF from the current saved contract.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-contract-pdf","keywords":"broker portal contracts open authenticated user with view access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Generate a Delivery Note PDF from the admin area","summary":"Stream the module-generated PDF for an authorised delivery note.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/generate-a-delivery-note-pdf-from-the-admin-area","keywords":"qr email and audit evidence view operations staff open required select pdf. allow document to or download according browser. verify","type":"guide"},{"title":"Generate a deposit protection PDF","summary":"Create the system PDF from an approved deposit protection record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-a-deposit-protection-pdf","keywords":"certificate workflows record administrators and authorised property staff","type":"guide"},{"title":"Generate a driver report","summary":"Review one driver’s completed-job and pay data for a period.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/generate-a-driver-report","keywords":"admin area open manage finance instant reports scheduled summaries dispatch pod vehicle provider bp fuel","type":"guide"},{"title":"Generate a FAF PDF","summary":"Render the Financial Approval Form PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-faf-pdf","keywords":"admin area request open purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Generate a maintenance PDF","summary":"Create the supported maintenance record/work-order PDF.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-maintenance-pdf","keywords":"admin area jobs open request authorised staff requests and tenant feedback v1.0.0","type":"guide"},{"title":"Generate a notification PDF","summary":"Create the PDF evidence associated with a notification log.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-a-notification-pdf","keywords":"log / intimation engine administrators and authorised property staff","type":"guide"},{"title":"Generate a possession notice PDF","summary":"Create the standard or detailed module report for approved notice evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-a-possession-notice-pdf","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Generate a Property Status PDF","summary":"Create the supported PDF for a status record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-property-status-pdf","keywords":"admin area operations open record real_property view or own account and approvals v1.0.0","type":"guide"},{"title":"Generate a property-status PDF — Email, PDF branding and integrations","summary":"Create status evidence from the saved status record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-property-status-pdf-email-pdf-branding-and-integrations","keywords":"admin area property operations real_property view v1.0.0","type":"guide"},{"title":"Generate a protected HR export","summary":"Create a CSV export job for an implemented HR report source.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/generate-a-protected-hr-export","keywords":"resources admin area exact navigation reporting exports module v1.3.0 how to","type":"guide"},{"title":"Generate a purchase-contract PDF","summary":"Render the contract PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-contract-pdf","keywords":"admin area contracts open purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Generate a purchase debit-note PDF","summary":"Render the debit-note PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-debit-note-pdf","keywords":"admin area debit notes open note purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Generate a purchase-invoice PDF","summary":"Render the module invoice PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-invoice-pdf","keywords":"admin area invoices open purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Generate a purchase-order PDF","summary":"Render the configured PO PDF template.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-order-pdf","keywords":"admin area order open purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Generate a purchase-quotation PDF","summary":"Render the quotation PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-quotation-pdf","keywords":"admin area quotations open purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Generate a purchase-request PDF","summary":"Create the module PDF for the request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-purchase-request-pdf","keywords":"admin area request open purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Generate a Right to Rent PDF certificate","summary":"Create the system PDF from the approved Right to Rent record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-a-right-to-rent-pdf-certificate","keywords":"record administrators and authorised property staff","type":"guide"},{"title":"Generate a supplier job PDF","summary":"Create the job/work-order PDF.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-supplier-job-pdf","keywords":"admin area maintenance jobs open authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Generate a supplier job report","summary":"Open the supplier-facing job report.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-a-supplier-job-report","keywords":"portal authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Generate a tenant information service certificate","summary":"Create the PDF certificate recording what was served, when, how and to whom.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-a-tenant-information-service-certificate","keywords":"pack administrators authorised property staff","type":"guide"},{"title":"Generate a vendor statement PDF","summary":"Render the statement PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-a-vendor-statement-pdf","keywords":"admin area purchase_debit_notes capability debit notes refunds and statements v1.7.9","type":"guide"},{"title":"Generate an AI suggested reply","summary":"Create an unsent reply suggestion.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/generate-an-ai-suggested-reply","keywords":"assistance crm conversion read receipts and attachments admin area inbox open message suggest account enabled users action suggest_reply. required. applies effective tone/length/language/style. returns body only","type":"guide"},{"title":"Generate an AML / KYC PDF","summary":"Create the approved AML/KYC evidence PDF and open it through the supported route.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/generate-an-aml-kyc-pdf","keywords":"record administrators authorised property staff","type":"guide"},{"title":"Generate an external PDF without emailing","summary":"Create the external history record and PDF when no recipient email is supplied.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/generate-an-external-pdf-without-emailing","keywords":"v1.0.0 admin area dashboard manual entry leave blank external-recipient correspondence templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Generate an HR archive snapshot","summary":"Create a protected CSV snapshot for one implemented governance area.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/generate-an-hr-archive-snapshot","keywords":"resources admin area exact navigation retention archives module v1.3.0 how to","type":"guide"},{"title":"Generate an invoice PDF","summary":"Create the current invoice PDF.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-an-invoice-pdf","keywords":"broker portal invoices open authenticated user with view access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Generate an order-return PDF","summary":"Render the return PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-an-order-return-pdf","keywords":"admin area order returns open purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Generate an unread email AI summary","summary":"Summarise newest unread incoming messages.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/generate-an-unread-email-ai-summary","keywords":"assistance crm conversion read receipts and attachments admin area inbox account enabled users limit 10 default 20 max maximum 20. only non-trash in selected folder.","type":"guide"},{"title":"Generate and email a rent-request PDF","summary":"Create the PDF and send it through the supported request email form.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-and-email-a-rent-request-pdf","keywords":"admin area requests applications rent open / real_rent_request view/edit renter profiles v1.0.0","type":"guide"},{"title":"Generate and export an e-invoice","summary":"Validate the configured template and create the supported electronic invoice output.","category":"Enterprise modules and integrations","url":"https://pixiecrm.com/help-centre/generate-and-export-an-e-invoice","keywords":"actions on sales records finance administrator","type":"guide"},{"title":"Generate and verify the QuickBooks reconciliation evidence PDF","summary":"Detailed client guidance covering generate and verify the QuickBooks reconciliation evidence PDF, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/generate-and-verify-the-quickbooks-reconciliation-evidence-pdf","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Generate and verify the Sage reconciliation evidence PDF","summary":"Detailed client guidance covering generate and verify the Sage reconciliation evidence PDF, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/generate-and-verify-the-sage-reconciliation-evidence-pdf","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Generate and verify the Xero reconciliation evidence PDF","summary":"Detailed client guidance covering generate and verify the Xero reconciliation evidence PDF, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/generate-and-verify-the-xero-reconciliation-evidence-pdf","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Generate contract, invoice and payment PDFs","summary":"Use the supported core-derived outputs in broker workflows.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-contract-invoice-and-payment-pdfs","keywords":"portal open contract/invoice/payment pdf relevant access email branding integrations v1.0.0","type":"guide"},{"title":"Generate maintenance and supplier-job PDFs","summary":"Use admin/supplier actions to produce work evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-maintenance-and-supplier-job-pdfs","keywords":"admin area jobs open request/job pdf authorised staff email branding integrations v1.0.0","type":"guide"},{"title":"Generate or review a commodity barcode","summary":"Use the module barcode/code action for the item.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-or-review-a-commodity-barcode","keywords":"admin area items item form purchase_items purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Generate request PDFs","summary":"Create buy/rent request output.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/generate-request-pdfs","keywords":"admin area/broker portal/client portal pdf relevant view access email branding and integrations v1.0.0","type":"guide"},{"title":"Generate the bilingual English and Urdu Bilty PDF","summary":"Generate one professional A4 PDF with English on page 1 and Urdu on page 2 when bilingual output is enabled.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/generate-the-bilingual-english-and-urdu-bilty-pdf","keywords":"tenant branding bilties open how to britixo transport logistics","type":"guide"},{"title":"Generate the quotation-comparison PDF","summary":"Export the comparison output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/generate-the-quotation-comparison-pdf","keywords":"admin area request compare quotes purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Customer Notes, Files and Labels","summary":"Keep customer context organised while controlling the visibility of notes, attachments and classification data.","category":"Help Centre","url":"https://pixiecrm.com/help-centre/getting-started/how-to-add-and-manage-notes-files-and-tags-for-clients","keywords":"","type":"guide"},{"title":"Assign Goals permissions","summary":"Control who can view, create, edit and delete goals.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-assign-goals-permissions","keywords":"setup access navigation admin area staff roles open role administrator capabilities manual notification requires or category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-setup-access/ the list goal form require view. are","type":"guide"},{"title":"Complete the Goals Achievement field","summary":"Required numeric target.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-achievement-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it to confirm stored value","type":"guide"},{"title":"Complete the Goals Contract type field","summary":"Required only for contract goal types 5 and 7.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-contract-type-field","keywords":"form fields ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save","type":"guide"},{"title":"Complete the Goals Description field","summary":"Optional searchable supporting detail.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-description-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it to","type":"guide"},{"title":"Complete the Goals End date field","summary":"Required end of period and notification threshold.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-end-date-field","keywords":"goal form fields ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save","type":"guide"},{"title":"Complete the Goals Notify when achieved field","summary":"Controls automatic success message.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-notify-when-achieved-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save","type":"guide"},{"title":"Complete the Goals Notify when failed field","summary":"Controls automatic failure message.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-notify-when-failed-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it","type":"guide"},{"title":"Complete the Goals Staff member field","summary":"Optional owner/filter; blank stores 0.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-staff-member-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it to","type":"guide"},{"title":"Complete the Goals Start date field","summary":"Required beginning of source period.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-start-date-field","keywords":"goal form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it to confirm","type":"guide"},{"title":"Complete the Goals Subject field","summary":"Required goal title shown in lists/search.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-complete-the-goals-subject-field","keywords":"form fields and ownership admin area utilities new/edit create or edit use category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ save reopen it to","type":"guide"},{"title":"Configure goal success and failure notifications","summary":"Enable either or both automatic notification branches.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-configure-goal-success-and-failure-notifications","keywords":"form fields ownership admin area utilities new/edit checkboxes create edit notify when achieved default enabled failed category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ if a branch is disabled cron marks the","type":"guide"},{"title":"Create a goal from quick create","summary":"Open the Goal quick action and complete a new target.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-create-a-goal-from-quick-create","keywords":"setup access navigation admin area view redirect after save newly created category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-setup-access/ item appears only when is available. server-side creation checks both","type":"guide"},{"title":"Create a new goal","summary":"Enter subject, type, target, dates, owner, notifications and any required contract type.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-create-a-new-goal","keywords":"form fields ownership admin area utilities view achievement start date end optional blank staff means all / organisation-wide conditional field for types 5 7 category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Delete a goal","summary":"Remove a goal definition after reviewing reporting and notification 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search","summary":"Search goal subject or description and open the result.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-find-goals-with-global-search","keywords":"dashboard lifecycle admin area enter view fields result type category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-dashboard-search/ module adds both query output filters. results are ordered by","type":"guide"},{"title":"Install and activate Goals","summary":"Activate the module and create its goals table.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-install-and-activate-goals","keywords":"setup access navigation admin area modules administrator required crm 2.3. or compatible installed table category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-setup-access/ activation installs no separate settings page is registered.","type":"guide"},{"title":"Interpret achieved, close and failed goal 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100.","type":"guide"},{"title":"Open the Goals workspace","summary":"Review goal subject, owner, target, dates, type and progress.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-open-the-goals-workspace","keywords":"setup access navigation admin area utilities view columns staff achievement start date end progress display table with circle support category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-setup-access/ can be returned through ajax","type":"guide"},{"title":"Run automatic goal notifications through cron","summary":"Allow the CRM cron to evaluate unnotified goals after each cron run.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-run-automatic-goal-notifications-through-cron","keywords":"and admin area setup settings job utilities administrator / staff hook after_cron_run scope only category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-notifications-cron/ success percent 100 current date end date. failure","type":"guide"},{"title":"Run the Goals production verification checklist","summary":"Test all permissions, goal types, progress, dashboard/search, cron and staff-transfer behaviour.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-run-the-goals-production-verification-checklist","keywords":"limitations troubleshooting admin area utilities administrator / authorised staff exact action navigation module version 2.3.0 access rule category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Send a manual goal notification","summary":"Use the goal notification action for the chosen success/failure type.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-send-a-manual-goal-notification","keywords":"notifications and cron admin area utilities open notify staff edit or create recipients all active organisation otherwise selected delivery crm pusher event when available category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Set a staff-specific goal","summary":"Select one active staff member to filter the supported source query and notification recipient.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-set-a-staff-specific-goal","keywords":"form fields ownership admin area utilities new/edit create or edit selectable records where is_not_staff 0 recipient selected category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ each type applies its","type":"guide"},{"title":"Set an organisation-wide goal","summary":"Leave Staff member blank so the target applies across supported CRM records and all active staff receive eligible notifications.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-set-an-organisation-wide-goal","keywords":"form fields ownership admin area utilities new/edit create or edit id 0 when no is selected notification recipients category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ goal-type queries omit staff-specific filter","type":"guide"},{"title":"Set goal start and end dates","summary":"Define the inclusive source-data period and the date used by success/failure notification logic.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-set-goal-start-and-end-dates","keywords":"form fields ownership admin area utilities new/edit / create or edit required defaults to today for a new category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ source queries use stored range. cron","type":"guide"},{"title":"Set the achievement target","summary":"Enter the numeric total against which calculated achievement is divided.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-set-the-achievement-target","keywords":"goal form fields and ownership admin area utilities new/edit create or edit field recommended rule use a number greater than zero category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-fields/ progress calculation caps at 100 . can cause","type":"guide"},{"title":"Track contracts added by type","summary":"Count non-trash contracts of the selected type by dateadded; staff uses addedfrom.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-contracts-added-by-type","keywords":"goal types and source-record rules admin area utilities new/edit create or edit code 5 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Track contracts starting by type","summary":"Count non-trash contracts of the selected type by datestart; staff uses addedfrom.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-contracts-starting-by-type","keywords":"goal types and source-record rules admin area utilities new/edit create or edit code 7 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Track converted leads","summary":"Count leads converted in range with status=1 and a linked client; staff uses assigned or addedfrom.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-converted-leads","keywords":"goal types source-record rules admin area utilities new/edit type create edit code 2 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Track customers created in the period","summary":"The implementation counts all customers created in range; staff uses addedfrom despite the label referring to lead conversions.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-customers-created-in-the-period","keywords":"goal types and source-record rules admin area utilities new/edit type create or edit code 4 calculated source category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Track estimates converted to invoices","summary":"Count estimates with invoiceid and invoiced_date in range, excluding linked invoices with status 5; staff uses estimate addedfrom or sale_agent.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-estimates-converted-to-invoices","keywords":"goal types source-record rules admin area utilities new/edit type create edit code 6 calculated source category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Track invoiced amount","summary":"Sum invoice totals by invoice date; staff-specific goals filter invoice sale_agent.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-invoiced-amount","keywords":"goal types and source-record rules admin area utilities new/edit type create or edit code 8 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Track new customers without lead conversion","summary":"Count customers created in range where leadid is null; staff uses addedfrom.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-new-customers-without-lead-conversion","keywords":"goal types and source-record rules admin area utilities new/edit type create or edit code 3 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Track total income","summary":"Sum payment records in the date range; staff-specific goals filter linked invoice sale_agent.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-track-total-income","keywords":"goal types and source-record rules admin area utilities new/edit type create or edit code 1 calculated source category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-goal-types/","type":"guide"},{"title":"Transfer goals when a staff member is deleted","summary":"Understand automatic reassignment to the selected transfer-data staff member.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-transfer-goals-when-a-staff-member-is-deleted","keywords":"dashboard search and lifecycle admin area setup delete data administrator hook staff_member_deleted updated field goals.staff_id category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-dashboard-search/ all owned by id are changed transfer_data_to.","type":"guide"},{"title":"Troubleshoot a missing Goals menu","summary":"Check module activation and Goals: View permission.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-troubleshoot-a-missing-goals-menu","keywords":"limitations troubleshooting admin area utilities administrator / authorised staff exact action navigation version 2.3.0 access rule category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Troubleshoot an incorrect goal total","summary":"Reconcile date fields, status filters, owner filters and source records for the selected goal type.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-troubleshoot-an-incorrect-goal-total","keywords":"limitations troubleshooting admin area utilities administrator / authorised staff exact action navigation module version 2.3.0 access rule category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Troubleshoot goal notifications not sending","summary":"Check cron execution, end date, progress, notified state, active recipients and enabled notification checkbox.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-troubleshoot-goal-notifications-not-sending","keywords":"limitations troubleshooting admin area utilities administrator / authorised staff exact action navigation module version 2.3.0 access rule category /help-centre/category/goals-management/ topic","type":"guide"},{"title":"Understand one-time goal notification state","summary":"Know how the notified flag prevents repeated automatic messages.","category":"Goals","url":"https://pixiecrm.com/help-centre/goals-management-understand-one-time-goal-notification-state","keywords":"notifications and cron admin area utilities open view 0 pending 1 completed/handled category /help-centre/category/goals-management/ topic /help-centre/topic/goals-management-notifications-cron/ loads unnotified only. editing a with future end date resets it for later evaluation.","type":"guide"},{"title":"Understand the Goals 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create or edit an hmo agreement template workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-agreement-template","keywords":"rules and e-signatures admin area new/edit fields title template_type status body types agreement_rules house_rules compliance_acknowledgement statuses active draft category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Create or edit an HMO booking","summary":"Follow the code-backed create or edit an hmo booking workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-booking","keywords":"bookings prices invoices and availability admin area new/edit tenant tenant_name tenant_email tenant_phone client_id property/room property_id room_id dates booking_start_date booking_end_date move_in_date move_out_date money price_amount deposit_amount holding_amount","type":"guide"},{"title":"Create or edit an HMO document","summary":"Follow the code-backed create or edit an hmo document workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-document","keywords":"property compliance documents admin area new/edit fields document_type title reference status notes issue_date expiry_date document_file upload pdf/jpg/jpeg/png/doc/docx/xls/xlsx up to 15 mb category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Create or edit an HMO inspection","summary":"Follow the code-backed create or edit an hmo inspection workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-inspection","keywords":"inspections risk and audit packs admin area new/edit fields property inspection_type status risk_rating inspected_by summary inspection_date next_due_date category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-inspections-audit/","type":"guide"},{"title":"Create or edit an HMO property","summary":"Follow the code-backed create or edit an hmo property workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-property","keywords":"properties licensing and compliance profile admin area new/edit identity property_name reference address city postcode authority/licence local_authority licence_number issue/expiry dates licence_mode licence_status safety counts fire doors smoke/heat/co alarms emergency","type":"guide"},{"title":"Create or edit an HMO room","summary":"Follow the code-backed create or edit an hmo room workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-hmo-room","keywords":"rooms occupancy and availability admin area properties open property add/edit fields room_reference room_name floor_level room_type area_sqm max_occupants current_occupants notes licence_compliant category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Create or edit an internal occupant KYC record","summary":"Follow the code-backed create or edit an internal occupant kyc record workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-create-or-edit-an-internal-occupant-kyc-record","keywords":"tenant and checks admin area new/edit identity tenant_name email phone nationality date_of_birth documents id_document_type id_document_reference id_document_expiry kyc_file right to rent share code reference method check/expiry dates next review","type":"guide"},{"title":"Delete an HMO booking","summary":"Follow the code-backed delete an hmo booking workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-hmo-booking","keywords":"bookings prices invoices and availability admin area trigger booking_deleted downstream room refresh operational email alert category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-bookings/ only after confirming retention invoice","type":"guide"},{"title":"Delete an HMO document","summary":"Follow the code-backed delete an hmo document workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-hmo-document","keywords":"property compliance documents admin area risk stored file and evidence category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-documents/ confirm retention replacement audit requirements before deletion.","type":"guide"},{"title":"Delete an HMO inspection","summary":"Follow the code-backed delete an hmo inspection workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-hmo-inspection","keywords":"inspections risk and audit packs admin area associated compliance evidence category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-inspections-audit/ preserve required regulatory before deleting.","type":"guide"},{"title":"Delete an HMO property","summary":"Follow the code-backed delete an hmo property workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-hmo-property","keywords":"properties licensing and compliance profile admin area risk linked room occupant booking document relationships must be reviewed category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-properties-licensing/ do not a with live","type":"guide"},{"title":"Delete an occupant","summary":"Follow the code-backed delete an occupant workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-occupant","keywords":"rooms occupancy and availability admin area properties open property occupants effect removes record through module controller/model category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-rooms-occupancy/ review booking kyc agreement termination","type":"guide"},{"title":"Delete an online KYC submission","summary":"Follow the code-backed delete an online kyc submission workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-delete-an-online-kyc-submission","keywords":"secure and onboarding admin area risk files compliance evidence category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-online/ retention legal-hold requirements before deletion.","type":"guide"},{"title":"Download the online KYC submission PDF","summary":"Follow the code-backed download the online kyc submission pdf workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-download-the-online-kyc-submission-pdf","keywords":"secure and onboarding admin area view output branded record category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-online/ verify contains final submitted evidence signature trail.","type":"guide"},{"title":"Generate a tenancy termination PDF","summary":"Follow the code-backed generate a tenancy termination pdf workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-generate-a-tenancy-termination-pdf","keywords":"terminations and acknowledgement admin area bookings booking row terminate records open record view output branded with reference/status financial/handover details category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-terminations/","type":"guide"},{"title":"Generate an HMO property audit pack","summary":"Follow the code-backed generate an hmo property audit pack workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-generate-an-hmo-property-audit-pack","keywords":"inspections risk and packs admin area properties open view included areas rooms occupants documents kyc logs category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-inspections-audit/ verify all source records before relying","type":"guide"},{"title":"Install and activate HMO Manager","summary":"Run the portable installer and runtime foundation checks for all required HMO structures.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-install-and-activate-hmo-manager","keywords":"setup access dashboard lifecycle admin area modules administrator crm 2.3. or compatible version 2.0.1 guard creates missing foundations/upload directories when controller loads category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-setup-access/","type":"guide"},{"title":"Interpret HMO room availability statuses","summary":"Follow the code-backed interpret hmo room availability statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-interpret-hmo-room-availability-statuses","keywords":"rooms occupancy and admin area properties open property view vacant reserved occupied unavailable maintenance active booking override confirmed checked_in bookings category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-rooms-occupancy/","type":"guide"},{"title":"Open an HMO property record","summary":"Follow the code-backed open an hmo property record workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-open-an-hmo-property-record","keywords":"properties licensing and compliance profile admin area view related data rooms occupants bookings documents inspections kyc audit evidence category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-properties-licensing/ is operational","type":"guide"},{"title":"Open the HMO Manager dashboard","summary":"Review dashboard data, clickable KPI cards and property/room onboarding shortcuts.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-open-the-hmo-manager-dashboard","keywords":"setup access lifecycle admin area administrator or authorised direct-route staff footer enhancements bar onboard second header enquiry icon model-provided main totals operational lists category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Open the public HMO property status board","summary":"Follow the code-backed open the public hmo property status board workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-open-the-public-hmo-property-status-board","keywords":"and room website /hmo-property-status visitor routes hmo-property-status optional / property_id multiple module/tenant aliases visible statuses vacant reserved occupied maintenance unavailable category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-status/","type":"guide"},{"title":"Open the public HMO room listing","summary":"Follow the code-backed open the public hmo room listing workflow.","category":"HMO 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clients and tenants","summary":"Follow the code-backed review hmo clients and tenants workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-review-hmo-clients-and-tenants","keywords":"crm links admin area clients/tenants view workspace registered customers/tenants available to workflows category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-clients-tenants/ use this before assigning bookings kyc agreements or terminations.","type":"guide"},{"title":"Review HMO document expiry and due records","summary":"Follow the code-backed review hmo document expiry and due records workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-review-hmo-document-expiry-and-due-records","keywords":"property compliance documents admin area view dates issue date status category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-documents/ reminder configuration alone is not proof an email was sent email-alert log/workflow.","type":"guide"},{"title":"Review HMO operational email alerts","summary":"Follow the code-backed review hmo operational email alerts workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-review-hmo-operational-email-alerts","keywords":"settings and configuration admin area relevant booking enquiry kyc inspection room or termination workflow authorised staff alert log records trigger recipient/status timestamp where model uses email-alert foundation possible result sent failed category /help-centre/category/hmo-manager/","type":"guide"},{"title":"Review public HMO booking enquiries","summary":"Follow the code-backed review public hmo booking enquiries workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-review-public-hmo-booking-enquiries","keywords":"room listings and admin area administrator or authorised direct-route staff filters status search statuses new under_review approved converted rejected expired category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ under","type":"guide"},{"title":"Run the HMO Manager production verification checklist","summary":"Test permissions, records, public routes, email, PDFs, signatures, invoices, status transitions, uploads and preserved uninstall behaviour.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-run-the-hmo-manager-production-verification-checklist","keywords":"security storage limitations admin area controlled links administrator / operations compliance technical reviewer scope all workspaces evidence save screenshots/logs/pdfs/emails for category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Search for an existing tenant while booking","summary":"Follow the code-backed search for an existing tenant while booking workflow.","category":"HMO 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termination e-sign link workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-send-a-termination-e-sign-link","keywords":"tenancy terminations and acknowledgement admin area bookings booking row terminate records open record edit recipient tenant email public route hmo_manager/termination/sign/ token category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-terminations/ sending","type":"guide"},{"title":"Send agreement rules to a client","summary":"Follow the code-backed send agreement rules to a client workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-send-agreement-rules-to-a-client","keywords":"and e-signatures admin area create/edit fields client_id template_id initial outcome sent or email_failed category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-agreements/ record receives secure token rendered content. confirm","type":"guide"},{"title":"Sign HMO agreement rules online","summary":"Follow the code-backed sign hmo agreement rules online workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-sign-hmo-agreement-rules-online","keywords":"and e-signatures secure link review enter name draw signature submit recipient with valid token fields signature_name signature_data statuses sent viewed signed email_failed void category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-agreements/ opening can change to viewed.","type":"guide"},{"title":"Submit a public HMO reservation request","summary":"Follow the code-backed submit a public hmo reservation request workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-submit-a-public-hmo-reservation-request","keywords":"room listings and booking enquiries website available visitor fields full_name email phone preferred_move_in_date expected_stay occupants_count message recorded evidence ip address user agent category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Understand automatic HMO booking invoices","summary":"Follow the code-backed understand automatic hmo booking invoices workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-understand-automatic-hmo-booking-invoices","keywords":"bookings prices and availability admin area save create or edit plus invoice prerequisites function proplix_hmo_create_native_invoice_for_booking_v49 condition is created only for statuses/conditions supported by model category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Understand HMO booking statuses","summary":"Follow the code-backed understand hmo booking statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-understand-hmo-booking-statuses","keywords":"bookings prices invoices and availability admin area open view all reserved confirmed checked_in cancelled completed active category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-bookings/","type":"guide"},{"title":"Understand HMO document upload controls","summary":"Use only allowed file types and remain within the 15 MB size limit.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-understand-hmo-document-upload-controls","keywords":"security storage limitations admin area documents / kyc inspections create or edit pdf jpg jpeg png doc docx xls xlsx maximum category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-security-lifecycle/ filenames are","type":"guide"},{"title":"Understand HMO Manager automation limitations","summary":"Distinguish immediate controller/model hooks from scheduled cron behaviour.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-understand-hmo-manager-automation-limitations","keywords":"security storage and admin area administrator / technical reviewer registered main init admin-footer ui module hook none in the supplied hmo_manager.php category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-security-lifecycle/ bookings kyc agreements","type":"guide"},{"title":"Understand HMO Manager safe uninstall","summary":"Remove module options while preserving operational HMO records.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-understand-hmo-manager-safe-uninstall","keywords":"setup access dashboard and lifecycle admin area modules administrator deleted country/profile/currency/measurement/label/reminder/custom-profile preserved data tables are not dropped category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-setup-access/","type":"guide"},{"title":"Understand HMO Manager v2.0.1","summary":"Use the standalone property, licensing, occupancy, inspection, document, booking and audit workspaces.","category":"HMO 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status","summary":"Follow the code-backed update a public enquiry status workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-update-a-public-enquiry-status","keywords":"room listings and booking enquiries admin area open edit allowed new under_review approved converted rejected expired category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ invalid statuses are normalised to by","type":"guide"},{"title":"Update tenancy termination status","summary":"Follow the code-backed update tenancy termination status workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-update-tenancy-termination-status","keywords":"terminations and acknowledgement admin area bookings booking row terminate records open record edit allowed draft notice_served in_review approved completed cancelled category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-terminations/ invalid","type":"guide"},{"title":"Use HMO KYC workflow statuses","summary":"Follow the code-backed use hmo kyc workflow statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-hmo-kyc-workflow-statuses","keywords":"internal tenant and checks admin area open record create or edit choices pending in_review more_info_required approved rejected expired category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-internal/ status changes trigger corresponding audit/email logic where implemented.","type":"guide"},{"title":"Use KYC identity and address statuses","summary":"Follow the code-backed use kyc identity and address statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-kyc-identity-and-address-statuses","keywords":"internal tenant checks admin area open record create or edit choices pending verified failed not_required expired category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-internal/ evidence review date supporting chosen result.","type":"guide"},{"title":"Use KYC PEP statuses","summary":"Follow the code-backed use kyc pep statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-kyc-pep-statuses","keywords":"internal tenant and checks admin area open record create or edit choices not_checked not_pep possible_pep pep_confirmed not_required category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-internal/ apply organisations enhanced due-diligence process where required.","type":"guide"},{"title":"Use KYC sanctions statuses","summary":"Follow the code-backed use kyc sanctions statuses workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-kyc-sanctions-statuses","keywords":"internal tenant and checks admin area open record create or edit choices not_checked clear possible_match confirmed_match not_required category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-internal/ possible/confirmed matches require controlled escalation documented","type":"guide"},{"title":"Use the HMO Add Tenant controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::add_tenant and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-add-tenant-controller-action","keywords":"clients tenants crm links admin area clients/tenants view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Agreement Rules controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::agreement_rules and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-agreement-rules-controller-action","keywords":"e-signatures admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Agreement Template controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::agreement_template and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-agreement-template-controller-action","keywords":"rules e-signatures admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Approve Online KYC Submission controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::approve_online_kyc_submission and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-approve-online-kyc-submission-controller-action","keywords":"secure onboarding admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Audit Pack controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::audit_pack and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-audit-pack-controller-action","keywords":"inspections risk packs admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Booking controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::booking and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-booking-controller-action","keywords":"bookings prices invoices availability admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Booking Tenant Search controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::booking_tenant_search and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-booking-tenant-search-controller-action","keywords":"bookings prices invoices availability admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Bookings controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::bookings and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-bookings-controller-action","keywords":"prices invoices availability admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Cancel Booking controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::cancel_booking and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-cancel-booking-controller-action","keywords":"bookings prices invoices availability admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Client KYC controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::client_kyc and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-client-kyc-controller-action","keywords":"internal tenant checks admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO Clients controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::clients and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-clients-controller-action","keywords":"tenants crm links admin area clients/tenants view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Convert Public Enquiry controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::convert_public_enquiry and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-convert-public-enquiry-controller-action","keywords":"room listings booking enquiries admin area view plus create/edit/delete when changes data method access guard action-specific capability","type":"guide"},{"title":"Use the HMO Delete Agreement Template controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_agreement_template and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-agreement-template-controller-action","keywords":"rules e-signatures admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete Booking controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_booking and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-booking-controller-action","keywords":"bookings prices invoices availability admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete Document controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_document and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-document-controller-action","keywords":"property compliance documents admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete Inspection controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_inspection and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-inspection-controller-action","keywords":"inspections risk audit packs admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete KYC controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_kyc and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-kyc-controller-action","keywords":"internal tenant checks admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO Delete Occupant controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_occupant and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-occupant-controller-action","keywords":"rooms occupancy availability admin area properties open property view plus create/edit/delete when changes data method access guard action-specific capability where called","type":"guide"},{"title":"Use the HMO Delete Online KYC Submission controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_online_kyc_submission and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-online-kyc-submission-controller-action","keywords":"secure onboarding admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete Property controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_property and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-property-controller-action","keywords":"properties licensing compliance profile admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Delete Room controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::delete_room and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-delete-room-controller-action","keywords":"rooms occupancy availability admin area properties open property view plus create/edit/delete when changes data method access guard action-specific capability where called","type":"guide"},{"title":"Use the HMO Document controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::document and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-document-controller-action","keywords":"property compliance documents admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/","type":"guide"},{"title":"Use the HMO Documents controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::documents and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-documents-controller-action","keywords":"property compliance admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/","type":"guide"},{"title":"Use the HMO Index controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::index and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-index-controller-action","keywords":"setup access dashboard lifecycle admin area view plus create/edit/delete when changes data method guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO Inspection controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::inspection and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-inspection-controller-action","keywords":"inspections risk audit packs admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Inspections controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::inspections and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-inspections-controller-action","keywords":"risk audit packs admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO KYC controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::kyc and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-kyc-controller-action","keywords":"internal tenant checks admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO KYC Submission PDF controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::kyc_submission_pdf and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-kyc-submission-pdf-controller-action","keywords":"secure online onboarding admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/","type":"guide"},{"title":"Use the HMO Kycs controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::kycs and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-kycs-controller-action","keywords":"internal tenant kyc checks admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO Occupant controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::occupant and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-occupant-controller-action","keywords":"rooms occupancy availability admin area properties open property view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Properties controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::properties and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-properties-controller-action","keywords":"licensing compliance profile admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Property controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::property and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-property-controller-action","keywords":"properties licensing compliance profile admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Public Enquiries controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::public_enquiries and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-public-enquiries-controller-action","keywords":"room listings booking admin area view plus create/edit/delete when changes data method access guard action-specific capability where","type":"guide"},{"title":"Use the HMO Public Enquiry controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::public_enquiry and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-public-enquiry-controller-action","keywords":"room listings booking enquiries admin area view plus create/edit/delete when changes data method access guard action-specific capability where","type":"guide"},{"title":"Use the HMO Public Enquiry Status controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::public_enquiry_status and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-public-enquiry-status-controller-action","keywords":"room listings booking enquiries admin area view plus create/edit/delete when changes data method access guard action-specific capability","type":"guide"},{"title":"Use the HMO Resend Online KYC Confirmation Emails controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::resend_online_kyc_confirmation_emails and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-resend-online-kyc-confirmation-emails-controller-action","keywords":"secure onboarding admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Room controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::room and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-room-controller-action","keywords":"rooms occupancy availability admin area properties open property view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Send Agreement Rules controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::send_agreement_rules and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-send-agreement-rules-controller-action","keywords":"e-signatures admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Send KYC Form controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::send_kyc_form and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-send-kyc-form-controller-action","keywords":"secure online onboarding admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category /help-centre/category/hmo-manager/ topic","type":"guide"},{"title":"Use the HMO Send Termination Esign controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::send_termination_esign and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-send-termination-esign-controller-action","keywords":"tenancy terminations acknowledgement admin area bookings booking row terminate records view plus create/edit/delete when changes data method","type":"guide"},{"title":"Use the HMO Settings controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::settings and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-settings-controller-action","keywords":"email operational configuration admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Termination controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::termination and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-termination-controller-action","keywords":"tenancy terminations acknowledgement admin area bookings booking row terminate records view plus create/edit/delete when changes data method access","type":"guide"},{"title":"Use the HMO Termination PDF controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::termination_pdf and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-termination-pdf-controller-action","keywords":"tenancy terminations acknowledgement admin area bookings booking row terminate records view plus create/edit/delete when changes data method access","type":"guide"},{"title":"Use the HMO Termination Status controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::termination_status and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-termination-status-controller-action","keywords":"tenancy terminations acknowledgement admin area bookings booking row terminate records view plus create/edit/delete when changes data method access","type":"guide"},{"title":"Use the HMO Terminations controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::terminations and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-terminations-controller-action","keywords":"tenancy acknowledgement admin area bookings booking row terminate termination records view plus create/edit/delete when changes data method access","type":"guide"},{"title":"Use the HMO View Agreement Rules controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::view_agreement_rules and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-view-agreement-rules-controller-action","keywords":"e-signatures admin area plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO View controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::view and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-view-controller-action","keywords":"properties licensing compliance profile admin area plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the HMO Void Agreement Rules controller action","summary":"Understand the exact staff-side action implemented by Hmo_manager::void_agreement_rules and the workspace it serves.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-hmo-void-agreement-rules-controller-action","keywords":"e-signatures admin area view plus create/edit/delete when changes data method access guard action-specific capability where called category","type":"guide"},{"title":"Use the public HMO Agreement Sign route","summary":"Follow the public controller action Hmo_manager_public::agreement_sign through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-agreement-sign-route","keywords":"rules and e-signatures secure signature link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-agreements/ is intentionally uses record","type":"guide"},{"title":"Use the public HMO Agreement Thank You route","summary":"Follow the public controller action Hmo_manager_public::agreement_thank_you through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-agreement-thank-you-route","keywords":"rules and e-signatures signature thank-you link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-agreements/ is intentionally","type":"guide"},{"title":"Use the public HMO Index route","summary":"Follow the public controller action Hmo_manager_public::index through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-index-route","keywords":"listings and booking enquiries website /hmo-rooms visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ is intentionally uses record","type":"guide"},{"title":"Use the public HMO KYC Form route","summary":"Follow the public controller action Hmo_manager_public::kyc_form through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-kyc-form-route","keywords":"secure online and onboarding link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-online/ is intentionally uses record ids bearer tokens","type":"guide"},{"title":"Use the public HMO KYC Thank You route","summary":"Follow the public controller action Hmo_manager_public::kyc_thank_you through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-kyc-thank-you-route","keywords":"secure online and onboarding submission thank-you link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-kyc-online/ is intentionally uses record ids","type":"guide"},{"title":"Use the public HMO Property Status route","summary":"Follow the public controller action Hmo_manager_public::property_status through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-property-status-route","keywords":"and board website /hmo-property-status visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-status/ is intentionally","type":"guide"},{"title":"Use the public HMO Request route","summary":"Follow the public controller action Hmo_manager_public::request through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-request-route","keywords":"listings and booking enquiries website /hmo-rooms/request/ id visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ is","type":"guide"},{"title":"Use the public HMO Room route","summary":"Follow the public controller action Hmo_manager_public::room through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-room-route","keywords":"listings and booking enquiries website /hmo-rooms/room/ id visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ is intentionally","type":"guide"},{"title":"Use the public HMO Termination Sign route","summary":"Follow the public controller action Hmo_manager_public::termination_sign through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-termination-sign-route","keywords":"tenancy terminations and acknowledgement secure link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-terminations/ is","type":"guide"},{"title":"Use the public HMO Termination Thank You route","summary":"Follow the public controller action Hmo_manager_public::termination_thank_you through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-termination-thank-you-route","keywords":"tenancy terminations and acknowledgement thank-you link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-terminations/","type":"guide"},{"title":"Use the public HMO Thank You route","summary":"Follow the public controller action Hmo_manager_public::thank_you through its supported token, room or property route.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-public-hmo-thank-you-route","keywords":"listings and booking enquiries website reservation thank-you link visitor recipient method context category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ is","type":"guide"},{"title":"Use the unhandled public-enquiry badge","summary":"Open the top-bar notification for enquiries in New or Under Review status.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-use-the-unhandled-public-enquiry-badge","keywords":"setup access dashboard and lifecycle admin area public booking enquiry icon view statuses under_review count source table category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-setup-access/ helper returns zero when staff member","type":"guide"},{"title":"View a public HMO room","summary":"Follow the code-backed view a public hmo room workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-view-a-public-hmo-room","keywords":"listings and booking enquiries website /hmo-rooms/room/ room_id visitor route hmo-rooms/room/ id category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-public-enquiries/ an unavailable or invalid returns not-found response.","type":"guide"},{"title":"Void an HMO agreement send","summary":"Follow the code-backed void an hmo agreement send workflow.","category":"HMO Manager","url":"https://pixiecrm.com/help-centre/hmo-manager-void-an-hmo-agreement-send","keywords":"rules and e-signatures admin area sent record edit result status category /help-centre/category/hmo-manager/ topic /help-centre/topic/hmo-manager-agreements/ a link displays that it is no longer available for signature.","type":"guide"},{"title":"Human Resource Management module overview","summary":"Understand every live Human Resource Management v1.3.0 workspace, including authoritative employee records, automated rota coordination and the retained operational, payroll, portal,…","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/human-resource-management-overview","keywords":"resources admin area how to","type":"guide"},{"title":"Human Resource Management v1.3.0 release overview","summary":"Review the exact v1.2.0 automated rota and v1.3.0 employee-record maintenance capabilities added to the existing HRM module.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/human-resource-management-version-1-3-0-release-overview","keywords":"resources admin area setup modules human-resource-management-version-1-3-0 human-resources","type":"guide"},{"title":"Identify importer searches in Recent Searches","summary":"Use the Importer SIC badge in Recent Searches to distinguish importer-mode searches from ordinary Fresh Companies searches.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/identify-importer-searches-in-recent-searches","keywords":"prospects by code uk how britixo","type":"guide"},{"title":"Ignore, delete or restore bank-feed rows","summary":"Handle feed rows that are duplicates, informational or imported incorrectly without concealing genuine bank activity.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/ignore-delete-or-restore-bank-feed-rows","keywords":"row lifecycle banking feeds senior staff edit and reconciliation approval britixo how to","type":"guide"},{"title":"Import a Chart of Accounts","summary":"Use the module's spreadsheet sample and validation flow to create multiple ledger accounts without duplicates or malformed classifications.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/import-a-chart-of-accounts","keywords":"account finance administrators registers chart-of-accounts britixo how","type":"guide"},{"title":"Import an external job","summary":"Create one internal job from a normalised provider record.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/import-an-external-job","keywords":"admin area live jobs open and imports dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Import and organise invoice items","summary":"Bulk-load items, group them logically and keep standard rates current.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/import-and-organise-invoice-items","keywords":"item sales / groups administrator","type":"guide"},{"title":"Import bank transactions from a spreadsheet","summary":"Use the supplied banking import format to load statement transactions when a connected feed is unavailable or inappropriate.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/import-bank-transactions-from-a-spreadsheet","keywords":"staff create and reconciliation payment report britixo how","type":"guide"},{"title":"Import BP fuel transactions","summary":"Create/reconcile fuel records from the provider payload.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/import-bp-fuel-transactions","keywords":"admin area settings sync now manage integrations connection cards and reconciliation dispatch pod driver vehicle finance","type":"guide"},{"title":"Import customers and contacts","summary":"Prepare a structured import file, map fields and review results before using imported records.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/import-customers-and-contacts","keywords":"csv migration administrator","type":"guide"},{"title":"Import expenses","summary":"Prepare and validate expense data for controlled bulk import.","category":"Expenses, items and finance setup","url":"https://pixiecrm.com/help-centre/import-expenses","keywords":"csv administrator","type":"guide"},{"title":"Import purchase items from spreadsheet","summary":"Create item masters from the supported XLSX import.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/import-purchase-items-from-spreadsheet","keywords":"admin area excel purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Import selected companies to native Leads","summary":"Create or safely update native Pixie CRM leads from selected saved company results.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/import-selected-companies-to-leads","keywords":"fresh uk fetch data administrator access lead","type":"guide"},{"title":"Import, update or delete an Accounting budget","summary":"Maintain budget values through the supported workbook or edit flow while protecting approved versions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/import-update-or-delete-an-accounting-budget","keywords":"maintenance finance managers create/edit/delete budgets and approvals report approval britixo how to","type":"guide"},{"title":"Import vendors from a spreadsheet","summary":"Load multiple suppliers using the module's sample workbook and correct rejected rows safely.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/import-vendors","keywords":"vendor accounts payable administrators create bills checks bill payment britixo how to","type":"guide"},{"title":"Import vendors from spreadsheet","summary":"Create vendor records from the supported spreadsheet import.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/import-vendors-from-spreadsheet","keywords":"admin area purchase_vendors capability contacts and administrators v1.7.9","type":"guide"},{"title":"Imprests overview","summary":"Request, approve, disburse and retire staff imprests while recording purpose, receipts, actual spending and variance.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/imprests-overview","keywords":"project finance authorised view budgets approvals imprest approval project-budget payment expense britixo how to","type":"guide"},{"title":"Improve a draft message with AI","summary":"Rewrite draft for clarity/professionalism.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/improve-a-draft-message-with-ai","keywords":"assistance crm conversion read receipts and attachments admin area compose/reply enabled account access users action improve_message. uses supplied not necessarily stored message. review before save/send.","type":"guide"},{"title":"Include Bilty verification and e-sign links in WhatsApp","summary":"Control whether secure verification URLs and eligible receiver e-sign URLs are inserted into configured notifications.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/include-bilty-verification-and-e-sign-links-in-whatsapp","keywords":"automation settings how to britixo transport logistics","type":"guide"},{"title":"Insert legacy QR merge fields","summary":"Build non-compliance QR content from the supported document, client and other merge fields.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/insert-legacy-qr-merge-fields","keywords":"2.1.0 admin area setup settings tab info general","type":"guide"},{"title":"Install and activate Bilty Management","summary":"Install the self-contained bilty_management module through the normal Pixie CRM module lifecycle without editing core, theme or shared vendor files.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/install-and-activate-bilty-management","keywords":"setup access defaults modules how to transport logistics","type":"guide"},{"title":"Install and activate Email Marketing & Newsletter","summary":"Create the campaign and recipient tables and register the Letter Manager tab and cron hook.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/install-and-activate-email-marketing-newsletter","keywords":"1.0.0 admin area setup modules / access integration","type":"guide"},{"title":"Install and activate Letter Manager v1.0.0","summary":"Run the portable installer, create module-owned tables and storage, then verify the three registered menu pages.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/install-and-activate-letter-manager","keywords":"admin area setup modules version access architecture pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Install and activate the MTD - HMRC Compliant Module","summary":"Install the reusable module through the normal Pixie CRM module lifecycle without modifying Accounting or CRM core files.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/install-and-activate-mtd-hmrc-compliant-module","keywords":"making tax digital uk vat income accountant agent saas return","type":"guide"},{"title":"Install and activate OpenAI Integration v1.0.0","summary":"Activate the bundled provider module and verify that its settings child appears under the CRM AI settings group.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/install-and-activate-openai-integration-v1-0-0","keywords":"admin area setup modules administrator access model configuration","type":"guide"},{"title":"Install and activate Purchase Management v1.7.9","summary":"Activate the module and allow its installer/migrations to create and update module-owned schema.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/install-and-activate-purchase-management-v1-7-9","keywords":"admin area setup modules administrator version access navigation","type":"guide"},{"title":"Install and activate QR Code Compliance","summary":"Run the supplied installer and register settings, admin records and PDF hooks.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/install-and-activate-qr-code-compliance","keywords":"2.1.0 area setup modules manager installation access lifecycle","type":"guide"},{"title":"Install and activate Real Estate Management","summary":"Run the supplied lifecycle installer and verify menus, tables, columns, options and templates.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/install-and-activate-real-estate-management","keywords":"admin area setup modules administrator navigation v1.0.0","type":"guide"},{"title":"Install and activate the Delivery Note module","summary":"Create the module tables and default options through the supported activation flow.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/install-and-activate-the-delivery-note-module","keywords":"setup access architecture admin area modules administrators administrator upload complete delivery_note directory to crm location. open modules.","type":"guide"},{"title":"Integrations","summary":"Open the published Pixie CRM documentation for this topic.","category":"Help Centre directory","url":"https://pixiecrm.com/help-centre/integrations","keywords":"","type":"directory"},{"title":"Accounting & ERP Integrations","summary":"Connect Pixie CRM with Accounting & ERP Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/accounting-erp","keywords":"","type":"integration"},{"title":"BambooHR HR & Business System","summary":"Connect Pixie CRM with BambooHR HR & Business System through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/bamboohr","keywords":"","type":"integration"},{"title":"Banking & Open Banking Integrations","summary":"Connect Pixie CRM with Banking & Open Banking Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/banking-open-banking","keywords":"","type":"integration"},{"title":"Workplace Collaboration & Productivity Integrations","summary":"Connect Pixie CRM with Workplace Collaboration & Productivity Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/collaboration-productivity","keywords":"","type":"integration"},{"title":"CRM & Sales Platform Integrations","summary":"Connect Pixie CRM with CRM & Sales Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/crm-sales","keywords":"","type":"integration"},{"title":"Customer Service & ITSM Integrations","summary":"Connect Pixie CRM with Customer Service & ITSM Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/customer-service-itsm","keywords":"","type":"integration"},{"title":"Data, Business Intelligence & Analytics Integrations","summary":"Connect Pixie CRM with Data, Business Intelligence & Analytics Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/data-bi-analytics","keywords":"","type":"integration"},{"title":"Developer, API & DevOps Integrations","summary":"Connect Pixie CRM with Developer, API & DevOps Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/developer-api-devops","keywords":"","type":"integration"},{"title":"DHL Express Shipping API","summary":"Connect Pixie CRM with DHL Express Shipping API through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/dhl-express","keywords":"","type":"integration"},{"title":"Document, Cloud Storage & E-Signature Integrations","summary":"Connect Pixie CRM with Document, Cloud Storage & E-Signature Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/documents-storage-esignature","keywords":"","type":"integration"},{"title":"Docusign & E-Signature","summary":"Connect Pixie CRM with Docusign & E-Signature through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/docusign","keywords":"","type":"integration"},{"title":"Dropbox Document &","summary":"Connect Pixie CRM with Dropbox Document & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/dropbox","keywords":"","type":"integration"},{"title":"E-Commerce & Marketplace Integrations","summary":"Connect Pixie CRM with E-Commerce & Marketplace Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/ecommerce-marketplaces","keywords":"","type":"integration"},{"title":"Email, SMS & Business Messaging Integrations","summary":"Connect Pixie CRM with Email, SMS & Business Messaging Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/email-sms-messaging","keywords":"","type":"integration"},{"title":"FedEx Shipping & Tracking","summary":"Connect Pixie CRM with FedEx Shipping & Tracking through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/fedex","keywords":"","type":"integration"},{"title":"Freshdesk & Helpdesk","summary":"Connect Pixie CRM with Freshdesk & Helpdesk through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/freshdesk","keywords":"","type":"integration"},{"title":"GitHub Workflow &","summary":"Connect Pixie CRM with GitHub Workflow & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/github","keywords":"","type":"integration"},{"title":"GitLab DevOps & Workflow","summary":"Connect Pixie CRM with GitLab DevOps & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/gitlab","keywords":"","type":"integration"},{"title":"GoCardless Direct Debit","summary":"Connect Pixie CRM with GoCardless Direct Debit through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/gocardless","keywords":"","type":"integration"},{"title":"Google Analytics 4","summary":"Connect Pixie CRM with Google Analytics 4 through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/google-analytics-4","keywords":"","type":"integration"},{"title":"Google Workspace","summary":"Connect Pixie CRM with Google Workspace through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/google-workspace","keywords":"","type":"integration"},{"title":"Government, Verification & Public Data Integrations","summary":"Connect Pixie CRM with Government, Verification & Public Data Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/government-verification-public-data","keywords":"","type":"integration"},{"title":"HR, Payroll & Recruitment Integrations","summary":"Connect Pixie CRM with HR, Payroll & Recruitment Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/hr-payroll-recruitment","keywords":"","type":"integration"},{"title":"HubSpot CRM","summary":"Connect Pixie CRM with HubSpot CRM through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/hubspot-crm","keywords":"","type":"integration"},{"title":"Identity, SSO & Directory Integrations","summary":"Connect Pixie CRM with Identity, SSO & Directory Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/identity-sso-directory","keywords":"","type":"integration"},{"title":"Jira & Project","summary":"Connect Pixie CRM with Jira & Project through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/jira","keywords":"","type":"integration"},{"title":"Klaviyo & Ecommerce","summary":"Connect Pixie CRM with Klaviyo & Ecommerce through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/klaviyo","keywords":"","type":"integration"},{"title":"Adobe Commerce & Magento","summary":"Connect Pixie CRM with Adobe Commerce & Magento through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/magento-adobe-commerce","keywords":"","type":"integration"},{"title":"Mailchimp & Marketing","summary":"Connect Pixie CRM with Mailchimp & Marketing through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/mailchimp","keywords":"","type":"integration"},{"title":"Marketing & Customer Engagement Integrations","summary":"Connect Pixie CRM with Marketing & Customer Engagement Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/marketing-customer-engagement","keywords":"","type":"integration"},{"title":"Microsoft 365","summary":"Connect Pixie CRM with Microsoft 365 through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/microsoft-365","keywords":"","type":"integration"},{"title":"Dynamics 365 Sales","summary":"Connect Pixie CRM with Dynamics 365 Sales through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/microsoft-dynamics-365-sales","keywords":"","type":"integration"},{"title":"Power BI & Business Data","summary":"Connect Pixie CRM with Power BI & Business Data through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/microsoft-power-bi","keywords":"","type":"integration"},{"title":"Microsoft Teams","summary":"Connect Pixie CRM with Microsoft Teams through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/microsoft-teams","keywords":"","type":"integration"},{"title":"Notion & Workflow","summary":"Connect Pixie CRM with Notion & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/notion","keywords":"","type":"integration"},{"title":"Okta SSO & Identity","summary":"Connect Pixie CRM with Okta SSO & Identity through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/okta","keywords":"","type":"integration"},{"title":"OneDrive & Document","summary":"Connect Pixie CRM with OneDrive & Document through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/onedrive","keywords":"","type":"integration"},{"title":"Payment Gateway & Billing Integrations","summary":"Connect Pixie CRM with Payment Gateway & Billing Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/payments-billing","keywords":"","type":"integration"},{"title":"PayPal Payment &","summary":"Connect Pixie CRM with PayPal Payment & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/paypal","keywords":"","type":"integration"},{"title":"Property & Construction Platform Integrations","summary":"Connect Pixie CRM with Property & Construction Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/property-construction","keywords":"","type":"integration"},{"title":"QuickBooks Online","summary":"Connect Pixie CRM with QuickBooks Online through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/quickbooks-online","keywords":"","type":"integration"},{"title":"Sage Accounting","summary":"Connect Pixie CRM with Sage Accounting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/sage-business-cloud-accounting","keywords":"","type":"integration"},{"title":"Salesforce CRM","summary":"Connect Pixie CRM with Salesforce CRM through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/salesforce","keywords":"","type":"integration"},{"title":"SAP S/4HANA ERP","summary":"Connect Pixie CRM with SAP S/4HANA ERP through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/sap-s-4hana","keywords":"","type":"integration"},{"title":"Security & Compliance Platform Integrations","summary":"Connect Pixie CRM with Security & Compliance Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/security-compliance","keywords":"","type":"integration"},{"title":"Shipping, Fleet & Logistics Integrations","summary":"Connect Pixie CRM with Shipping, Fleet & Logistics Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/shipping-fleet-logistics","keywords":"","type":"integration"},{"title":"Shopify & ERP","summary":"Connect Pixie CRM with Shopify & ERP through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/shopify","keywords":"","type":"integration"},{"title":"Slack & Workflow","summary":"Connect Pixie CRM with Slack & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/slack","keywords":"","type":"integration"},{"title":"Social, Advertising & Content Integrations","summary":"Connect Pixie CRM with Social, Advertising & Content Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/social-advertising-content","keywords":"","type":"integration"},{"title":"Stripe Payment & Billing","summary":"Connect Pixie CRM with Stripe Payment & Billing through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/stripe","keywords":"","type":"integration"},{"title":"Tableau & Analytics","summary":"Connect Pixie CRM with Tableau & Analytics through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/tableau","keywords":"","type":"integration"},{"title":"Telephony & Contact Centre Integrations","summary":"Connect Pixie CRM with Telephony & Contact Centre Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/telephony-contact-centre","keywords":"","type":"integration"},{"title":"Twilio Messaging &","summary":"Connect Pixie CRM with Twilio Messaging & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/twilio","keywords":"","type":"integration"},{"title":"WhatsApp Business Platform","summary":"Connect Pixie CRM with WhatsApp Business Platform through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/whatsapp-business-platform","keywords":"","type":"integration"},{"title":"WooCommerce & Inventory","summary":"Connect Pixie CRM with WooCommerce & Inventory through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/woocommerce","keywords":"","type":"integration"},{"title":"Workday HCM System","summary":"Connect Pixie CRM with Workday HCM System through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/workday-hcm","keywords":"","type":"integration"},{"title":"Xero & Accounting","summary":"Connect Pixie CRM with Xero & Accounting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/xero","keywords":"","type":"integration"},{"title":"Zendesk & Support","summary":"Connect Pixie CRM with Zendesk & Support through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/zendesk","keywords":"","type":"integration"},{"title":"Zoho CRM API","summary":"Connect Pixie CRM with Zoho CRM API through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/zoho-crm","keywords":"","type":"integration"},{"title":"Zoom Meeting","summary":"Connect Pixie CRM with Zoom Meeting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation.","category":"Integrations","url":"https://pixiecrm.com/help-centre/integrations/zoom","keywords":"","type":"integration"},{"title":"Interpret complete, partial and failed QuickBooks reconciliation outcomes","summary":"Detailed client guidance covering interpret complete, partial and failed QuickBooks reconciliation outcomes, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-complete-partial-and-failed-quickbooks-reconciliation-outcomes","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Interpret complete, partial and failed Sage reconciliation outcomes","summary":"Detailed client guidance covering interpret complete, partial and failed Sage reconciliation outcomes, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-complete-partial-and-failed-sage-reconciliation-outcomes","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Interpret complete, partial and failed Xero reconciliation outcomes","summary":"Detailed client guidance covering interpret complete, partial and failed Xero reconciliation outcomes, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-complete-partial-and-failed-xero-reconciliation-outcomes","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Interpret Courier job-flow counts","summary":"Understand how the dashboard groups jobs by their saved lifecycle state.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/interpret-courier-job-flow-counts","keywords":"admin area view module setup access and navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Interpret customer-profile email/read evidence","summary":"Review send, open count, first/last time, detected IP, source and proxy note.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-customer-profile-email-read-evidence","keywords":"v1.0.0 admin area customers customer history email profile client portal pdf correspondence templates e-signature verification read receipt postal tracking","type":"guide"},{"title":"Interpret dashboard compliance risk metrics","summary":"Use overdue, due-soon, renewal and notification counts as operational queues rather than static totals.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/interpret-dashboard-compliance-risk-metrics","keywords":"due next 30 days pending notices core administrators authorised property staff","type":"guide"},{"title":"Interpret Letter Manager email status","summary":"Distinguish pending/not confirmed from a successful send and a detected open.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-letter-manager-email-status","keywords":"v1.0.0 admin area sent letters history / read receipt delivery attachments receipts pdf correspondence templates e-signature verification postal tracking client portal","type":"guide"},{"title":"Interpret detected IP source and proxy notes","summary":"Use the recorded IP source and warning note without overstating recipient identity.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-letter-manager-open-ip-source-and-note","keywords":"v1.0.0 admin area customers open customer history or internal full view email delivery attachments read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Interpret read count and timestamps","summary":"Review first open, last open and total detected image requests.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-letter-manager-read-count-and-timestamps","keywords":"v1.0.0 admin area internal full view or customer profile history email delivery attachments receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Interpret Mailbox Exchange last-sync status","summary":"Read synced, issue and unknown states.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/interpret-mailbox-exchange-last-sync-status","keywords":"accounts credentials shared access admin area or inbox view users ok is shown as synced. non-empty error/status a sync issue. empty unknown. cron skips an account whose prior","type":"guide"},{"title":"Interpret pending and signed Letter Manager status","summary":"Use the signature icon in Sent Letters History without confusing it with email or postal status.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-pending-and-signed-letter-status","keywords":"v1.0.0 admin area status/action icons e-signature public verification pdf correspondence templates read receipt tracking client portal","type":"guide"},{"title":"Interpret QuickBooks connection health and attention warnings","summary":"Detailed client guidance covering interpret QuickBooks connection health and attention warnings, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-quickbooks-connection-health-and-attention-warnings","keywords":"oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Interpret read-receipt evidence correctly","summary":"Avoid overstating tracking evidence.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/interpret-read-receipt-evidence-correctly","keywords":"ai assistance crm conversion read receipts and attachments admin area sent/outbox detail account users recipients include to/cc/bcc. images can be blocked proxied cached or scanner-requested. event proves pixel request not","type":"guide"},{"title":"Interpret Registered and External letter status","summary":"Distinguish customer-linked records from manual external entries.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-registered-and-external-letter-status","keywords":"v1.0.0 admin area sent letters history sent-letter staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Interpret Sage connection health and attention warnings","summary":"Detailed client guidance covering interpret Sage connection health and attention warnings, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-sage-connection-health-and-attention-warnings","keywords":"oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Interpret recipient name and company in history","summary":"Read the combined Client / Recipient column safely.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/interpret-sent-letter-recipient-display","keywords":"v1.0.0 admin area sent letters sent-letter staff actions pdf correspondence templates email e-signature verification receipt postal tracking portal","type":"guide"},{"title":"Interpret the Courier finance summary","summary":"Check headline revenue/cost values before detailed reconciliation.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/interpret-the-courier-finance-summary","keywords":"admin area manage settlements expenses and accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Interpret the internet match score","summary":"Use the displayed confidence percentage together with match reasons and source URLs.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/interpret-the-internet-match-score","keywords":"enrichment evidence fresh uk company row administrator access lead","type":"guide"},{"title":"Interpret the UK compliance snapshot","summary":"Review rule and check counts without treating them as a legal compliance certificate.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/interpret-the-uk-compliance-snapshot","keywords":"resources admin area exact navigation centre module v1.3.0 how to","type":"guide"},{"title":"Interpret Xero connection health and attention warnings","summary":"Detailed client guidance covering interpret Xero connection health and attention warnings, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/interpret-xero-connection-health-and-attention-warnings","keywords":"oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Introduce the renter","summary":"Enter introduce_yourself and optional file.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/introduce-the-renter","keywords":"client portal profile about you authenticated contact rent requests profiles v1.0.0","type":"guide"},{"title":"Review inventory and cost accounting results","summary":"Use ledger and financial reports to validate inventory, cost of sales and production or warehouse conversion results.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/inventory-and-cost-reporting","keywords":"reporting transactions / manufacturing finance staff view report chart-of-accounts profit-and-loss britixo how","type":"guide"},{"title":"Activate the inventory module","summary":"Activate the module and allow its installer and migrations to create or update required records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-activate","keywords":"setup access permissions upgrades admin area modules administrator workspace action only controls rendered by supplied are documented hidden ajax helpers","type":"guide"},{"title":"Review and add item activity notes","summary":"Add supported inventory activity and remove eligible activity entries.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-activity-log","keywords":"products items catalogue records admin area detail applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Add opening stock manually","summary":"Enter opening quantity for a selected item and warehouse.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-add-opening-stock","keywords":"imports serial numbers barcodes admin area items applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Approve a loss or adjustment","summary":"Use configured approval and signature controls before final stock effect.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-adjustment-approval","keywords":"internal transfers stocktake adjustments admin area record delivery applicable capability workspace action only","type":"guide"},{"title":"Resolve loss or adjustment validation errors","summary":"Confirm item, warehouse, quantity sign, reason and serial entries.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-adjustment-error","keywords":"security limitations troubleshooting admin area staff technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Complete loss and adjustment lines","summary":"Choose items, positive/negative quantities and required serials.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-adjustment-lines","keywords":"internal transfers stocktake adjustments admin area new/edit delivery or applicable capability workspace action only controls","type":"guide"},{"title":"Validate an adjustment before saving","summary":"Resolve quantity, serial, item and warehouse errors.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-adjustment-validation","keywords":"internal transfers stocktake loss adjustments admin area new/edit delivery or applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Resolve a stuck approval workflow","summary":"Check active approval rules, approver identity, sequence and one-person setting.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-approval-stuck","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Assign inventory delivery permissions","summary":"Grant View own, View global, Create, Edit and Delete for delivery vouchers, plus serial-number editing where needed.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-delivery-permissions","keywords":"setup access upgrades admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Assign item catalogue permissions","summary":"Grant View global, Create, Edit and Delete for item records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-item-permissions","keywords":"setup access upgrades admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Assign packing, transfer and adjustment permissions","summary":"Grant the separate capabilities for packing lists, internal delivery notes, loss and adjustment, and return orders.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-packing-transfer-adjustment-permissions","keywords":"setup access upgrades admin area roles administrator workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Assign inventory receiving permissions","summary":"Grant View own, View global, Create, Edit and Delete for receiving vouchers.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-receipt-permissions","keywords":"setup access upgrades admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Assign staff to a warehouse","summary":"Use the warehouse assignment capability to grant location access.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-staff","keywords":"warehouses locations and stock control admin area permissions applicable workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Assign warehouse and reporting permissions","summary":"Grant warehouse View/Create/Edit/Assign/Delete, history View, report View and settings View/Create/Edit/Delete.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-assign-warehouse-permissions","keywords":"setup access upgrades admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Configure automatic receipt and delivery creation","summary":"Enable supported automatic document creation settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-auto-receipt-delivery","keywords":"vouchers admin area settings setting applicable capability workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Check available quantity before invoicing","summary":"Use the invoice item search and displayed available quantities before saving an invoice.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-available-quantity","keywords":"warehouses locations stock control admin area sales invoices new/edit warehouse applicable capability workspace action only controls rendered by supplied","type":"guide"},{"title":"Use barcode entry on return orders","summary":"Scan an item to add it to an eligible return order.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-barcode-return","keywords":"imports opening stock serial numbers and barcodes admin area receiving/exporting order add/edit items applicable capability workspace action only controls","type":"guide"},{"title":"Find an item by barcode","summary":"Scan or enter a barcode to retrieve the matching product.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-barcode-search","keywords":"imports opening stock serial numbers and barcodes admin area items search applicable capability workspace action only controls rendered supplied module are","type":"guide"},{"title":"Understand disabled Brand, Model and Series settings","summary":"Do not expect those settings because ACTIVE_BRAND_MODEL_SERIES is false.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-brand-model-limit","keywords":"crm integrations automation admin area relevant capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Use warehouse bulk deletion","summary":"Select eligible warehouse records and run the bulk action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-bulk-delete-warehouse","keywords":"warehouses locations stock control admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand stock effects when an invoice is cancelled","summary":"Verify the linked delivery and inventory adjustment triggered by invoice cancellation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-cancel-invoice-stock","keywords":"vouchers admin area sales invoices mark as applicable capability workspace action only controls rendered","type":"guide"},{"title":"Change an eligible serial number","summary":"Use the dedicated change modal and retain the resulting movement evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-change-serial","keywords":"imports opening stock numbers barcodes admin area items applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Understand temporary import-error cleanup","summary":"The module includes cleanup for older generated error files.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-cleanup-errors","keywords":"crm integrations and automation admin area items import relevant capability workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Download a delivery PDF from the client portal","summary":"Download the authorised stock-export PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-delivery-pdf","keywords":"packing lists shipments and shipment authenticated contact workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Download a packing-list PDF from the client portal","summary":"Download the authorised packing-list PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-packing-pdf","keywords":"packing lists shipments and shipment list authenticated contact workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Resolve client shipment access errors","summary":"Confirm customer ownership, authentication and the exact authorised route.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-shipment-access","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"View a shipment in the client portal","summary":"Review shipment details owned by the client account.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-shipment-detail","keywords":"packing lists shipments and authenticated contact workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Open a permitted hashed shipment link","summary":"Use the implemented hash route when provided by the application.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-shipment-hash","keywords":"packing lists shipments and client portal secure authorised recipient workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Update shipment status from the client portal","summary":"Use the supported client status action where rendered.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-shipment-status","keywords":"packing lists shipments and authenticated contact workspace only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Use Shipments in the client portal","summary":"Open authorised shipment records as a signed-in client contact.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-client-shipments","keywords":"packing lists and authenticated contact workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Configure product colours","summary":"Create, edit and delete colour values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-colour","keywords":"products items catalogue records admin area settings colors applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Configure commodity groups","summary":"Create, edit and delete top-level product groups.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-commodity-group","keywords":"products items catalogue records admin area settings group applicable capability workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Configure commodity types","summary":"Create, edit and delete product types available to item records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-commodity-type","keywords":"products items catalogue records admin area settings type applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Copy a delivery voucher into a packing list","summary":"Load eligible delivery data into a new packing list.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-copy-delivery-note","keywords":"lists shipments and client portal admin area note applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Copy a product image","summary":"Use the implemented image-copy action for related products or variations.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-copy-image","keywords":"items and catalogue records admin area item detail applicable capability workspace only controls rendered by supplied module are","type":"guide"},{"title":"Copy an invoice into a delivery voucher","summary":"Select a supported invoice and load its lines and customer details.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-copy-invoice","keywords":"vouchers admin area new applicable capability workspace action only controls","type":"guide"},{"title":"Copy a purchase request into a receiving voucher","summary":"Load supported request data into the receipt form.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-copy-purchase-request","keywords":"vouchers admin area new applicable capability workspace action only","type":"guide"},{"title":"Copy vendor purchase data into a receipt","summary":"Load supported vendor or purchase data into the receipt form.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-copy-vendor-purchase","keywords":"receiving vouchers admin area voucher new applicable capability workspace action","type":"guide"},{"title":"Create an inventory delivery voucher","summary":"Select client or destination, warehouse, date and delivered items.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-delivery","keywords":"vouchers admin area new applicable capability workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Create an internal delivery note","summary":"Select source and destination warehouses, transfer date and item lines.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-internal","keywords":"transfers stocktake loss adjustments admin area new or adjustment applicable capability workspace action only","type":"guide"},{"title":"Create an inventory item","summary":"Create a product with code, description, unit, group, price, tax and inventory controls.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-item","keywords":"products items catalogue records admin area new applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Create a loss or stock adjustment","summary":"Select warehouse, adjustment type, reason, date and item quantities.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-loss-adjustment","keywords":"internal transfers stocktake adjustments admin area new delivery applicable capability workspace action only controls","type":"guide"},{"title":"Create a packing list","summary":"Select client, delivery relationship, warehouse, dates and packed lines.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-packing-list","keywords":"lists shipments portal admin area new applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Create an inventory receiving voucher","summary":"Select supplier or source data, warehouse, date and received lines.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-receipt","keywords":"vouchers admin area new applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Create a return order","summary":"Select return type, related source, client/vendor, warehouse, date and item lines.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-return","keywords":"sales purchase returns fees warranty admin area receiving/exporting new orders applicable capability workspace action only","type":"guide"},{"title":"Create a stocktake","summary":"Select warehouse and count scope, record physical quantities and submit differences.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-stocktake","keywords":"internal transfers loss adjustments admin area new delivery or adjustment applicable capability workspace action","type":"guide"},{"title":"Create a warehouse","summary":"Enter warehouse name, code, order, address, note and display settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-create-warehouse","keywords":"warehouses locations stock control admin area new applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Resolve missing stock warnings or rate updates","summary":"Check cron execution, module settings and eligible data.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-cron-error","keywords":"security limitations troubleshooting admin area staff technical administrator workspace action only controls rendered by the supplied are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Configure minimum-stock cron warnings","summary":"Set thresholds, recipients and email template inputs used after cron runs.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-cron-warning","keywords":"crm integrations automation admin area setup settings job relevant capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand automatic currency-rate cron updates","summary":"Review the after-cron-run currency-rate action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-currency-cron","keywords":"crm integrations and automation admin area setup settings job relevant capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Review currency-rate logs","summary":"Inspect previous rate updates.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-currency-log","keywords":"reports valuation and currency rates admin area settings view workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Use the currency-rate register","summary":"Review configured rates and logs.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-currency-register","keywords":"reports valuation currency admin area settings view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Generate a custom barcode PDF","summary":"Use supported label dimensions and fields to create a printable PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-custom-barcode-pdf","keywords":"imports opening stock serial numbers barcodes admin area items print applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Complete item custom fields","summary":"Enter configured inventory-specific custom-field values on a product.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-custom-field-values","keywords":"products items and catalogue records admin area new/edit applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Configure warehouse item custom fields","summary":"Create custom fields available to inventory records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-custom-fields","keywords":"products items and catalogue records admin area settings applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Show item custom fields on PDFs","summary":"Enable supported custom fields for inventory PDF output.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-custom-fields-pdf","keywords":"products items and catalogue records admin area detail applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Deactivate without assuming data removal","summary":"Deactivate the module through the CRM module lifecycle and verify whether data remains available after reactivation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-deactivate","keywords":"setup access permissions upgrades admin area modules administrator workspace action only controls rendered by supplied are documented hidden","type":"guide"},{"title":"Delete a product attachment","summary":"Remove an eligible item image or attachment without deleting the product.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delete-attachment","keywords":"products items and catalogue records admin area detail applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Delete an eligible currency rate","summary":"Remove a configured rate when no operational rule prevents it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delete-currency","keywords":"reports valuation and rates admin area settings view workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Delete an eligible inventory item","summary":"Use the item delete action only when the module and linked CRM data permit it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delete-item","keywords":"products items catalogue records admin area row applicable capability workspace controls rendered by supplied","type":"guide"},{"title":"Delete an eligible loss or adjustment","summary":"Delete only when permission and stock state permit.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delete-loss-adjustment","keywords":"internal transfers stocktake adjustments admin area record row delivery applicable capability workspace action","type":"guide"},{"title":"Delete an eligible warehouse","summary":"Delete only when stock and linked records allow it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delete-warehouse","keywords":"warehouses locations control admin area row applicable capability workspace action controls rendered by the supplied module are","type":"guide"},{"title":"Submit and approve a delivery voucher","summary":"Apply configured approval rules before stock is finalised where required.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-approval","keywords":"vouchers admin area applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Delete an eligible delivery voucher","summary":"Delete only where permission and linked stock rules permit.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-delete","keywords":"vouchers admin area row applicable capability workspace action controls","type":"guide"},{"title":"Email a delivery voucher","summary":"Send the generated delivery document through CRM email.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-email","keywords":"vouchers admin area applicable capability workspace action only controls rendered","type":"guide"},{"title":"Complete delivery voucher header fields","summary":"Enter recipient, warehouse, dates, note, reference and delivery information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-fields","keywords":"vouchers admin area new/edit applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Create a delivery automatically from an invoice","summary":"Use the after-invoice-added flow when automatic goods delivery is enabled.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-from-invoice","keywords":"vouchers admin area sales invoices new applicable capability workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Add delivery item lines","summary":"Choose items, available quantities, prices, serials and source warehouse.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-lines","keywords":"vouchers admin area voucher new/edit applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Use the inventory delivery voucher register","summary":"Search, filter and manage goods deliveries.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-list","keywords":"vouchers admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Download a delivery voucher PDF","summary":"Generate the stock-export PDF with configured branding and item details.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-pdf","keywords":"vouchers admin area applicable capability workspace action only controls","type":"guide"},{"title":"Select the customer primary contact","summary":"Load the primary contact used for delivery communication.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-primary-contact","keywords":"vouchers admin area voucher new/edit applicable capability workspace action only controls rendered by supplied module","type":"guide"},{"title":"Check quantity while building a delivery","summary":"Use the live and submit-time stock checks before saving.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-quantity-check","keywords":"vouchers admin area voucher new/edit applicable capability workspace action only controls rendered by supplied module","type":"guide"},{"title":"Revert a delivery voucher","summary":"Reverse the stock effect through the dedicated revert action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-revert","keywords":"vouchers admin area applicable capability workspace action only controls rendered","type":"guide"},{"title":"Resolve delivery quantity errors","summary":"Check available stock, warehouse, serial availability and invoice synchronisation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-save-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Change delivery status","summary":"Use the supported status action and verify linked shipment state where applicable.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-status","keywords":"vouchers admin area voucher applicable capability workspace only controls","type":"guide"},{"title":"Relate a task to an inventory delivery","summary":"Select Inventory Delivery as the task relationship and choose a delivery.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-task-relation","keywords":"vouchers admin area tasks new/edit related applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"View a delivery voucher","summary":"Review recipient, lines, totals, approvals, serials, attachments and activity.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-delivery-view","keywords":"vouchers admin area row applicable capability workspace action","type":"guide"},{"title":"Manage short and long descriptions","summary":"Store the catalogue name and long description used in documents and searches.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-description","keywords":"products items records admin area new/edit item applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Prevent duplicate item codes and SKUs","summary":"Use the live duplicate checks before saving a product or variation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-duplicate-sku","keywords":"products items catalogue records admin area new/edit applicable capability workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Edit an eligible delivery voucher","summary":"Update a delivery while its status and stock state permit it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-delivery","keywords":"vouchers admin area row applicable capability workspace action only controls","type":"guide"},{"title":"Edit an eligible internal delivery note","summary":"Update transfer data while its state permits editing.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-internal","keywords":"transfers stocktake loss and adjustments admin area row or adjustment applicable capability workspace action","type":"guide"},{"title":"Edit an inventory item","summary":"Update an existing product while preserving linked stock history.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-item","keywords":"products items and catalogue records admin area row applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Edit an eligible loss or adjustment","summary":"Update the record while status and permission allow.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-loss-adjustment","keywords":"internal transfers stocktake adjustments admin area row delivery applicable capability workspace action only","type":"guide"},{"title":"Edit an eligible packing list","summary":"Update packing information before approval or locked states.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-packing-list","keywords":"lists shipments and client portal admin area row applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Edit an eligible receiving voucher","summary":"Update a receipt while its status and permissions allow editing.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-receipt","keywords":"vouchers admin area row applicable capability workspace action only controls","type":"guide"},{"title":"Edit a warehouse","summary":"Update warehouse identity, address, order and display behaviour.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-edit-warehouse","keywords":"warehouses locations stock control admin area row applicable capability workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Configure CRM email for inventory documents","summary":"Use the global SMTP/email settings required by send actions.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-email-dependency","keywords":"integrations and automation admin area setup relevant capability workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Resolve inventory email delivery problems","summary":"Check recipient, CRM SMTP and document generation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-email-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Review expired inventory","summary":"Use the expiry table to identify affected stock.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-expired-items","keywords":"sales and purchase returns fees warranty admin area report return orders applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Review expired stock","summary":"Filter and inspect expired product records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-expired-report","keywords":"reports valuation currency rates admin area report view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Understand compiled feature switches","summary":"Recognise that Brand/Model/Series settings are disabled, Proposal integration is active, and the legacy old-customer proposal branch is disabled.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-feature-switches","keywords":"setup access permissions upgrades admin area administrator workspace action only controls rendered by","type":"guide"},{"title":"Hide out-of-stock products where configured","summary":"Apply the inventory setting that controls unavailable item visibility.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-hide-out-of-stock","keywords":"warehouses locations and stock control admin area settings warehouse applicable capability workspace action only rendered by supplied module","type":"guide"},{"title":"Upload product images","summary":"Attach product images, choose the image used by documents, and handle missing-image fallbacks.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-images","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered","type":"guide"},{"title":"Resolve XLSX import failures","summary":"Use the generated error file and correct required headers, lookups and data types.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-import-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Import items from XLSX","summary":"Upload the supported spreadsheet, map values and review the import result.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-import-items","keywords":"imports opening stock serial numbers barcodes admin area applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Import product variations","summary":"Upload variation rows and link them to valid parent products.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-import-variations","keywords":"imports opening stock serial numbers barcodes admin area items applicable capability workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Delete an eligible internal delivery note","summary":"Delete only with permission and before locked stock effects prevent it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-delete","keywords":"transfers stocktake loss adjustments admin area transfer row or adjustment applicable capability workspace action","type":"guide"},{"title":"Complete internal-transfer lines","summary":"Choose item, available quantity, serials and destination details.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-lines","keywords":"internal transfers stocktake loss adjustments admin area delivery note new/edit or adjustment applicable capability workspace action","type":"guide"},{"title":"Download an internal delivery PDF","summary":"Generate the stock-internal-delivery PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-pdf","keywords":"transfers stocktake loss and adjustments admin area note transfer or adjustment applicable capability workspace action only controls","type":"guide"},{"title":"Validate internal-transfer quantity","summary":"Prevent transfer quantities above available source stock.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-quantity","keywords":"internal transfers stocktake loss and adjustments admin area delivery note new/edit or adjustment applicable capability workspace action only","type":"guide"},{"title":"Use the internal delivery-note register","summary":"Search and manage warehouse-to-warehouse transfers.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-register","keywords":"transfers stocktake loss adjustments admin area delivery note or adjustment applicable capability workspace action only controls rendered by supplied","type":"guide"},{"title":"View internal transfer details","summary":"Review source, destination, lines, approvals and activity.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-internal-view","keywords":"transfers stocktake loss adjustments admin area delivery note row or adjustment applicable capability workspace action","type":"guide"},{"title":"View complete item inventory detail","summary":"Review balances, receipts, deliveries, serials, attachments and activity for one item.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-inventory-detail","keywords":"products items catalogue records admin area row applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Inspect warehouse-level inventory","summary":"Open a warehouse or item to inspect location-specific balance detail.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-inventory-inside","keywords":"warehouses locations and stock control admin area view applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand invoice and inventory integration","summary":"Review item availability, automatic delivery and cancellation synchronisation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-invoice-integration","keywords":"crm integrations automation admin area sales invoices relevant capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Resolve invoice and delivery mismatches","summary":"Review invoice state, linked delivery, cancellation hooks and available stock.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-invoice-sync-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Use the invoice goods-delivery tab","summary":"Open linked inventory delivery information from the invoice view.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-invoice-tab","keywords":"vouchers admin area sales invoices goods applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Set and search item codes","summary":"Enter a unique commodity code and use parent/item searches that depend on it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-item-code","keywords":"products items catalogue records admin area new/edit applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Select a label size","summary":"Choose a supported label size before generating barcodes or labels.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-label-size","keywords":"imports opening stock serial numbers and admin area items print barcode applicable capability workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Use the loss and adjustment register","summary":"Search and manage loss, gain and correction records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-loss-register","keywords":"internal transfers stocktake adjustments admin area delivery or applicable capability workspace action only controls rendered by supplied module","type":"guide"},{"title":"Update a currency rate manually","summary":"Enter a supported exchange rate and effective information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-manual-currency","keywords":"reports valuation rates admin area settings view workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Use the complete Inventory menu","summary":"Locate Items, Inventory, Receiving, Delivery, Packing, Internal Delivery, Loss & Adjustment, Returns, Warehouse, History, Reports and Settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-menu-map","keywords":"setup access permissions upgrades admin area module permission workspace action only controls rendered by supplied","type":"guide"},{"title":"Set minimum and maximum inventory","summary":"Store item-level warning and maximum quantities.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-min-max","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Filter minimum and maximum inventory","summary":"Use min/max criteria to identify stock outside configured thresholds.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-minimum-filter","keywords":"warehouses locations control admin area warehouse applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Configure model or body values","summary":"Manage the body/model-style lookup that remains exposed in settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-model-body","keywords":"products items and catalogue records admin area settings models/bodys applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Export movement summary to Excel","summary":"Download movement-summary data.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-movement-excel","keywords":"reports valuation and currency rates admin area report stock view workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Export movement summary to PDF","summary":"Generate a printable movement summary.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-movement-pdf","keywords":"reports valuation and currency rates admin area report stock view workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Run the stock movement summary","summary":"Review receipt, delivery, transfer, return and adjustment movement.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-movement-summary","keywords":"reports valuation currency rates admin area report view workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Enter serial numbers for adjustments","summary":"Identify each serial affected by a stock gain, loss or adjustment.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-multiple-serial-adjustment","keywords":"imports opening and barcodes admin area adjustment line item items applicable capability workspace action","type":"guide"},{"title":"Select multiple serial numbers on delivery","summary":"Select available serials for a delivery line and prevent reuse of unavailable values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-multiple-serial-delivery","keywords":"imports opening stock barcodes admin area voucher item items applicable capability workspace action","type":"guide"},{"title":"Enter multiple serial numbers on receipt","summary":"Complete the serial modal for a received line whose quantity requires multiple serial values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-multiple-serial-receipt","keywords":"imports opening stock and barcodes admin area receiving voucher item items applicable capability workspace action","type":"guide"},{"title":"Investigate unexpected negative or incorrect stock","summary":"Trace inventory history and source receipts, deliveries, returns, transfers and adjustments.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-negative-stock","keywords":"security limitations troubleshooting admin area staff technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Resolve a missing Inventory menu","summary":"Check module activation and the exact capability required for the intended workspace.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-no-menu","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by supplied are documented hidden ajax helpers","type":"guide"},{"title":"Understand OmniSales integration","summary":"Review order-detail shipment buttons and shipment creation hooks.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-omnisales-integration","keywords":"crm integrations automation admin area relevant capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Understand OmniSales shipment integration","summary":"Review shipment records created or updated by OmniSales invoice and delivery hooks.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-omnisales-shipment","keywords":"packing lists shipments client portal admin area order detail applicable capability workspace action only controls rendered the supplied module are","type":"guide"},{"title":"Use one-person approval rules","summary":"Understand the setting that allows one authorised approver to complete the sequence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-one-person-approval","keywords":"receiving vouchers admin area settings applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Retrieve currency rates online","summary":"Use the implemented online-rate action and review returned values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-online-currency","keywords":"reports valuation admin area settings get view workspace only controls rendered by","type":"guide"},{"title":"Open the item catalogue","summary":"Use the item list, filters and row actions.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-open-items","keywords":"products items records admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Correct opening-stock import errors","summary":"Use the generated error output to repair invalid item, warehouse or quantity data.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-opening-stock-errors","keywords":"imports opening stock serial numbers and barcodes admin area items applicable capability workspace action only","type":"guide"},{"title":"Import opening stock from XLSX","summary":"Establish starting stock by item, warehouse and quantity.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-opening-stock-import","keywords":"imports serial numbers barcodes admin area items applicable capability workspace action only controls rendered the","type":"guide"},{"title":"Review out-of-stock items","summary":"Use the out-of-stock table to prioritise replenishment.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-out-of-stock","keywords":"reports valuation and currency rates admin area report out of stock view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the Inventory & Warehousing Management System","summary":"Learn the complete code-backed menu, record types, integrations and operational boundaries.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-overview","keywords":"setup access permissions upgrades admin area module permission workspace action only controls rendered by supplied are documented hidden ajax helpers mapped","type":"guide"},{"title":"Approve a packing list","summary":"Record the supported approval action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-approval","keywords":"lists shipments and client portal admin area applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Delete an eligible packing list","summary":"Delete only where capability and record state permit.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-delete","keywords":"lists shipments client portal admin area row applicable workspace action controls rendered by the supplied","type":"guide"},{"title":"Complete packing-list item lines","summary":"Add item, quantity, serial and packing information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-lines","keywords":"lists shipments client portal admin area new/edit applicable capability workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Use the packing-list register","summary":"Search and manage packing lists.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-list-register","keywords":"lists shipments client portal admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Download a packing-list PDF","summary":"Generate the packing-list PDF from the record.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-pdf","keywords":"packing lists shipments and client portal admin area list applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Validate a packing list before approval","summary":"Resolve missing or invalid quantities and relationships before approval.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-validation","keywords":"lists shipments client portal admin area applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"View packing-list details","summary":"Review packed items, client, shipment and approval information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-packing-view","keywords":"packing lists shipments portal admin area row applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Resolve inventory PDF generation problems","summary":"Check record existence, branding assets, writable storage and PDF library availability.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-pdf-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Show product images in inventory PDFs","summary":"Enable supported image output and verify PDF size and rendering.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-pdf-images","keywords":"crm integrations automation admin area settings setting relevant capability workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Resolve an inventory permission error","summary":"Check both module capability and warehouse-specific assignment.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-permission-denied","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand all inventory permission groups","summary":"Distinguish item, receipt, delivery, serial-number, packing, internal-delivery, adjustment, return, warehouse, history, report and setting capabilities.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-permission-map","keywords":"setup access permissions upgrades admin area roles administrator workspace action only controls rendered by the supplied","type":"guide"},{"title":"Prepare the item import spreadsheet","summary":"Use required columns, valid lookup values and unique item codes before upload.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-prepare-item-import","keywords":"imports opening stock serial numbers barcodes admin area items applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Print item barcodes","summary":"Choose products, quantities and label layout and generate barcode output.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-print-item-barcode","keywords":"imports opening stock serial numbers admin area items applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Calculate sale price from purchase cost","summary":"Use the profit-rate and rounding controls to derive the selling price.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-profit-rate","keywords":"products items catalogue records admin area settings rule applicable capability workspace action only rendered by supplied module","type":"guide"},{"title":"Use the inventory project tab","summary":"Review inventory information added to supported project records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-project-tab","keywords":"crm integrations and automation admin area projects relevant capability workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Use the active proposal integration","summary":"Use proposal item and attachment integration that is compiled on in this build.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-proposal-integration","keywords":"crm integrations automation admin area sales proposals relevant capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand the disabled legacy proposal-customer branch","summary":"Do not expect the old-customer proposal conversion controls because ACTIVE_PROPOSAL_OLD_CUSTOMER is false.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-proposal-legacy-limit","keywords":"crm integrations and automation admin area sales proposals relevant capability workspace action only rendered by supplied module are documented hidden","type":"guide"},{"title":"Understand Purchase Management integration","summary":"Review receipt creation after purchase-order creation or approval.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-purchase-integration","keywords":"crm integrations and automation admin area orders relevant capability workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Create a receipt from Purchase Management","summary":"Use the Purchase Management hook after a purchase order is added or approved.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-purchase-order-receipt","keywords":"receiving vouchers admin area orders applicable capability workspace action only controls","type":"guide"},{"title":"Set purchase price","summary":"Enter or calculate the item purchase cost used in valuation and pricing.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-purchase-price","keywords":"products items catalogue records admin area new/edit applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Create a purchase return","summary":"Return received stock to a vendor and create the appropriate stock-export effect.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-purchase-return","keywords":"sales returns fees warranty admin area receiving/exporting order new orders applicable capability workspace action","type":"guide"},{"title":"Understand Quality Management integration","summary":"Review quality-related release and stock effects where the optional module is installed.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-quality-integration","keywords":"crm integrations automation admin area relevant capability workspace action only controls rendered by supplied are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand quantity validation","summary":"The module checks delivery, transfer, return and adjustment quantities against available stock.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-quantity-validation","keywords":"warehouses locations stock control admin area warehouse applicable capability workspace action only controls rendered by supplied are documented hidden ajax helpers","type":"guide"},{"title":"Configure receiving approval workflows","summary":"Create approval rules using direct manager, department manager or named staff.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-approval-settings","keywords":"vouchers admin area settings setting applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Approve or reject a receiving voucher","summary":"Review the receipt and record an approval decision.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-approve","keywords":"vouchers admin area applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Attach files to a receiving voucher","summary":"Upload supporting files where the receipt view exposes attachments.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-attachment","keywords":"vouchers admin area applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Delete an eligible receiving voucher","summary":"Delete only when status, permission and linked movement rules allow it.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-delete","keywords":"vouchers admin area receipt row applicable capability workspace action","type":"guide"},{"title":"Email a receiving voucher","summary":"Choose a recipient and send the generated receipt through configured CRM email.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-email","keywords":"vouchers admin area applicable capability workspace action","type":"guide"},{"title":"Complete receiving voucher header fields","summary":"Enter reference, supplier/source, warehouse, dates, note and approval information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-fields","keywords":"vouchers admin area new/edit applicable capability workspace action only controls","type":"guide"},{"title":"Add received item lines","summary":"Choose item, quantity, unit cost, tax, serial or lot details and warehouse destination.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-lines","keywords":"receiving vouchers admin area voucher new/edit applicable capability workspace action only","type":"guide"},{"title":"Use the inventory receiving voucher register","summary":"Search and manage goods receipts.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-list","keywords":"vouchers admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Download the receiving voucher PDF","summary":"Generate the stock-import PDF using tenant branding and receipt values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-pdf","keywords":"vouchers admin area applicable capability workspace action only controls","type":"guide"},{"title":"Send a receiving voucher for approval","summary":"Submit the record and notify the configured approver sequence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-request-approval","keywords":"vouchers admin area receipt request applicable capability workspace action","type":"guide"},{"title":"Revert a receiving voucher","summary":"Reverse its stock effect through the dedicated revert action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-revert","keywords":"vouchers admin area receipt applicable capability workspace action only controls rendered","type":"guide"},{"title":"Use receipt line item controls","summary":"Add, remove and recalculate receipt rows through the displayed line editor.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-row-template","keywords":"receiving vouchers admin area voucher new/edit applicable capability workspace action only rendered","type":"guide"},{"title":"Resolve receiving voucher validation errors","summary":"Check source, warehouse, lines, quantities, serials and approval configuration.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-save-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Sign an approved receiving voucher","summary":"Attach the implemented approval signature evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-sign","keywords":"vouchers admin area receipt applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Relate a task to an inventory receipt","summary":"Select Inventory Received as the task relationship and choose a receipt.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-task-relation","keywords":"receiving vouchers admin area tasks new/edit related applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Change receipt warehouse when allowed","summary":"Use the implemented warehouse update action and verify quantity relocation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-update-warehouse","keywords":"receiving vouchers admin area voucher applicable capability workspace only controls rendered by","type":"guide"},{"title":"View a receiving voucher","summary":"Review header, lines, totals, approvals, attachments and movement evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-receipt-view","keywords":"vouchers admin area receipt row applicable capability workspace action only","type":"guide"},{"title":"Remove a warehouse assignment","summary":"Delete a staff-to-warehouse assignment without deleting the staff or warehouse.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-remove-warehouse-permission","keywords":"warehouses locations and stock control admin area permissions applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Open the inventory report centre","summary":"Choose the implemented inventory report.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-report-centre","keywords":"reports valuation and currency rates admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Check version 1.5.2 requirements and revision 152","summary":"Confirm the CRM 2.3.* requirement and the supplied migration sequence 101–152.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-requirements","keywords":"setup access permissions upgrades admin area modules administrator workspace action only controls rendered by module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Use Reset Data only with full authorisation","summary":"Understand the destructive settings action and verify scope before confirming.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-reset-data","keywords":"crm integrations automation admin area delete workspace controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Approve a return order","summary":"Record the configured approval or rejection decision.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-approval","keywords":"sales and purchase returns fees warranty admin area receiving/exporting orders applicable capability workspace action only","type":"guide"},{"title":"Load client or vendor details","summary":"Use the supported party selection and related-data actions.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-client-vendor","keywords":"sales purchase returns fees warranty admin area receiving/exporting return order new/edit orders applicable capability workspace action only controls","type":"guide"},{"title":"Delete an eligible return order","summary":"Delete only where permission and status permit.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-delete","keywords":"sales purchase returns fees warranty admin area receiving/exporting row orders applicable capability workspace action","type":"guide"},{"title":"Resolve return-order validation errors","summary":"Confirm return type, source relationship, quantities, serials and stock direction.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Apply return-order fees","summary":"Use the configured return fee and total calculations.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-fee","keywords":"sales purchase returns warranty admin area receiving/exporting order new/edit orders applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Complete return-order lines","summary":"Choose item, return quantity, warehouse, serial and fee information.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-lines","keywords":"sales purchase returns fees warranty admin area receiving/exporting order new/edit orders applicable capability workspace action only","type":"guide"},{"title":"Download a return-order PDF","summary":"Generate the return PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-pdf","keywords":"sales and purchase returns fees warranty admin area receiving/exporting order orders applicable capability workspace action only controls rendered by supplied module","type":"guide"},{"title":"Update shipment return-policy information","summary":"Store return-policy values shown in shipment detail.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-policy","keywords":"packing lists shipments and client portal admin area delivery voucher detail applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Use the return-order register","summary":"Search sales and purchase return orders.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-register","keywords":"returns fees warranty admin area receiving/exporting order orders applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Select serial numbers for a return","summary":"Identify the exact serial values being returned or sent back.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-serials","keywords":"sales and purchase returns fees warranty admin area receiving/exporting order line item orders applicable capability workspace action only controls","type":"guide"},{"title":"Load related order or document data","summary":"Select a supported relationship and load its items into the return.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-source","keywords":"sales purchase returns fees warranty admin area receiving/exporting return new/edit orders applicable capability workspace action only","type":"guide"},{"title":"Create stock import or export from a return","summary":"Run the implemented action that posts the approved return into inventory.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-stock-document","keywords":"sales and purchase returns fees warranty admin area receiving/exporting order orders applicable capability workspace only","type":"guide"},{"title":"Validate a return before approval","summary":"Resolve relationship, quantity, serial and stock errors.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-validation","keywords":"sales purchase returns fees warranty admin area receiving/exporting order orders applicable capability workspace action only controls rendered by","type":"guide"},{"title":"View return-order details","summary":"Review party, source, items, fees, approval and stock-document relationships.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-return-view","keywords":"sales purchase returns warranty admin area receiving/exporting return order row orders applicable capability workspace action","type":"guide"},{"title":"Review item import error files","summary":"Download and correct rows rejected by validation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-review-import-errors","keywords":"imports opening stock serial numbers barcodes admin area items applicable capability workspace action only controls rendered the supplied module are documented hidden ajax","type":"guide"},{"title":"Configure sale-price rounding rules","summary":"Set integer, fractional and rounding behaviour used by price calculations.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-rounding","keywords":"products items catalogue records admin area settings rule sale applicable capability workspace action only controls rendered the supplied","type":"guide"},{"title":"Set sale price","summary":"Enter the selling price used by invoices and reports.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-sale-price","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered supplied module are documented hidden ajax","type":"guide"},{"title":"Create a sales return","summary":"Return delivered stock from a customer and create the appropriate stock-import effect.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-sales-return","keywords":"purchase returns fees warranty admin area receiving/exporting order new orders applicable capability workspace action","type":"guide"},{"title":"Apply inventory security and audit controls","summary":"Use least privilege, protect uploads, review movement history and restrict destructive settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-security-review","keywords":"limitations troubleshooting admin area staff or technical administrator workspace action only rendered by the supplied module are documented hidden","type":"guide"},{"title":"View serial-number detail","summary":"Open the serial modal to review movement and warranty evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-detail","keywords":"imports opening stock numbers barcodes admin area row items applicable capability workspace action only controls rendered by supplied","type":"guide"},{"title":"Resolve missing or duplicate serial-number errors","summary":"Check mandatory serial settings, count and availability.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-error","keywords":"security limitations troubleshooting admin area staff technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Generate serial numbers automatically","summary":"Generate the required number of serial values from the module action.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-generate","keywords":"imports opening stock and barcodes admin area items applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Import serial numbers","summary":"Upload serial values for existing product and stock records.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-import","keywords":"imports opening barcodes admin area items applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Import serial numbers from Excel","summary":"Use the dedicated spreadsheet flow and review rejected rows.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-import-excel","keywords":"imports opening stock barcodes admin area items applicable capability workspace action only controls rendered by supplied","type":"guide"},{"title":"Use the serial-number register","summary":"Search and inspect serial status, item, warehouse, receipt and delivery relationships.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-list","keywords":"imports opening stock numbers barcodes admin area items applicable capability workspace action only controls rendered by supplied","type":"guide"},{"title":"Understand serial and lot number controls","summary":"Use serial/lot evidence where enabled and respect mandatory serial settings.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-serial-overview","keywords":"imports opening stock numbers barcodes admin area items applicable capability workspace action only rendered by the supplied module are","type":"guide"},{"title":"Add shipment activity","summary":"Record a shipment activity note through the activity modal.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-shipment-activity","keywords":"packing lists shipments and client portal admin area delivery voucher detail applicable capability workspace action","type":"guide"},{"title":"Add a shipment attachment","summary":"Upload supporting shipment evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-shipment-attachment","keywords":"packing lists shipments and client portal admin area delivery voucher detail attachments applicable capability workspace action only controls","type":"guide"},{"title":"Open shipment detail","summary":"Review recipient, status, packing, attachments, return policy and activity.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-shipment-detail","keywords":"lists shipments client portal admin area delivery voucher applicable capability workspace action only","type":"guide"},{"title":"Understand shipment records","summary":"Use shipment detail generated by delivery and OmniSales workflows.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-shipment-overview","keywords":"packing lists shipments client portal admin area voucher applicable capability workspace action only controls rendered","type":"guide"},{"title":"Update shipment status","summary":"Choose a supported shipment status and retain activity evidence.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-shipment-status","keywords":"packing lists shipments client portal admin area delivery voucher detail applicable capability workspace action","type":"guide"},{"title":"Retrieve one online currency rate","summary":"Request and apply a supported currency pair.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-single-online-rate","keywords":"reports valuation rates admin area settings view workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Configure product sizes","summary":"Create, edit and delete size values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-size","keywords":"products items catalogue records admin area settings applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Run the stock balance report","summary":"Review opening, in, out and closing balances.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-balance","keywords":"reports valuation currency rates admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Export stock balance to Excel","summary":"Download stock-balance data.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-balance-excel","keywords":"reports valuation and currency rates admin area report view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Export stock balance to PDF","summary":"Generate a printable stock-balance report.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-balance-pdf","keywords":"reports valuation and currency rates admin area report view workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Use the inventory history register","summary":"Search movements by item, warehouse, document and date.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-history","keywords":"warehouses locations stock control admin area applicable capability workspace action only controls rendered supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Open inventory history details","summary":"Review the source document and quantity effect for a movement.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-history-detail","keywords":"warehouses locations stock control admin area row warehouse applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Use the inventory stock register","summary":"Review item quantities by warehouse and stock state.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-register","keywords":"warehouses locations control admin area applicable capability workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Run the stock summary report","summary":"Review quantities by item and warehouse.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-summary","keywords":"reports valuation currency rates admin area view workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Export stock summary to Excel","summary":"Download the stock summary spreadsheet.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-summary-excel","keywords":"reports valuation and currency rates admin area report view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Export stock summary to PDF","summary":"Generate a printable stock summary.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stock-summary-pdf","keywords":"reports valuation and currency rates admin area report view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Review stocktake differences","summary":"Compare system quantity with counted quantity before adjustment.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stocktake-differences","keywords":"internal transfers loss and adjustments admin area delivery or adjustment applicable capability workspace action only controls rendered by","type":"guide"},{"title":"Use the stocktake workspace","summary":"Review inventory counts and start a controlled stocktake.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-stocktake-register","keywords":"internal transfers loss adjustments admin area delivery or adjustment applicable capability action only controls rendered by","type":"guide"},{"title":"Configure product styles","summary":"Create, edit and delete style values.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-style","keywords":"products items catalogue records admin area settings applicable capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Configure product subgroups","summary":"Create, edit and delete subgroups linked to parent groups.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-sub-group","keywords":"products items catalogue records admin area settings sub group applicable capability workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Assign and remove item tags","summary":"Attach CRM tags to products and remove selected tag relationships.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-tags","keywords":"items catalogue records admin area new/edit applicable capability workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Relate tasks to receipts and deliveries","summary":"Use inventory receipt and delivery relationship types on tasks.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-task-integration","keywords":"crm integrations automation admin area new/edit task relevant capability workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their","type":"guide"},{"title":"Assign item taxes","summary":"Select tax rates and understand the module’s tax-change recalculation actions.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-tax","keywords":"products items catalogue records admin area new/edit applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Resolve an internal transfer error","summary":"Confirm source and destination differ and source stock is sufficient.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-transfer-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand stock effects when an invoice is restored","summary":"Verify the linked delivery and inventory update triggered by unmarking cancellation.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-uncancel-invoice-stock","keywords":"vouchers admin area sales invoices unmark cancelled applicable capability workspace action only controls rendered","type":"guide"},{"title":"Assign product units","summary":"Select a configured unit and understand its use in quantities and documents.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-unit","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Update linked delivery after an invoice edit","summary":"Understand how the after-invoice-updated hook synchronises the goods delivery.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-update-from-invoice","keywords":"vouchers admin area sales invoices applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Update minimum inventory levels","summary":"Change warning levels from the inventory workspace.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-update-minimum","keywords":"warehouses locations and stock control admin area warehouse applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Update warehouse-specific permissions","summary":"Add or change staff warehouse assignments and verify the result.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-update-warehouse-permissions","keywords":"warehouses locations stock control admin area applicable capability workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Upgrade the inventory database safely","summary":"Apply the supplied migration chain through revision 152 and verify menus, options and tables.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-upgrade","keywords":"setup access permissions upgrades admin area modules administrator workspace action only controls rendered by module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Run the inventory valuation report","summary":"Calculate stock value from quantities and configured costs.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-valuation","keywords":"reports currency rates admin area view workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Export inventory valuation to Excel","summary":"Download valuation detail as a spreadsheet.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-valuation-excel","keywords":"reports and currency rates admin area report view workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Create a variation from a parent product","summary":"Select a parent product and generate variation rows from its attributes.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-variation-parent","keywords":"products items catalogue records admin area new/edit item variations applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Create product variations","summary":"Add variation combinations and inherit data from a parent item.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-variations","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered by the supplied","type":"guide"},{"title":"Verify Inventory & Warehousing Management System after deployment","summary":"Test one item, warehouse, receipt, delivery, report and permission path in a controlled environment.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-verify-deployment","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"View loss or adjustment details","summary":"Review reason, lines, serials, approvals and stock effects.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-view-loss-adjustment","keywords":"internal transfers stocktake adjustments admin area record row delivery applicable capability workspace action","type":"guide"},{"title":"Configure warehouse address information","summary":"Store the address used in warehouse records and documents.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-address","keywords":"warehouses locations stock control admin area new/edit applicable capability workspace action only controls rendered by supplied module are","type":"guide"},{"title":"View warehouse details","summary":"Review products, balances and configured custom information for one warehouse.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-details","keywords":"warehouses locations stock control admin area row applicable capability workspace action only controls rendered by the","type":"guide"},{"title":"Control warehouse display and order","summary":"Set display flags and ordering used by selectors and lists.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-display","keywords":"warehouses locations stock admin area new/edit applicable capability workspace action only controls rendered the supplied module are","type":"guide"},{"title":"Use the warehouse register","summary":"View configured warehouses and open their stock details.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-list","keywords":"locations control admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Store warehouse notes","summary":"Record operational notes for a warehouse location.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-note","keywords":"warehouses locations and stock control admin area new/edit applicable capability workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Review warehouse-specific staff access","summary":"Use the permission table to inspect location assignments.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warehouse-permission-table","keywords":"warehouses locations and stock control admin area warehouse permissions applicable capability workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Understand inventory-warning email merge fields","summary":"Use the registered item warning merge fields in the email template.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warning-email","keywords":"crm integrations and automation admin area setup templates relevant capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Set warranty periods","summary":"Configure warranty duration used in serial-number and warranty reports.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warranty","keywords":"products items catalogue records admin area new/edit item applicable capability workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Download a warranty-period PDF","summary":"Generate warranty-period evidence as PDF.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warranty-pdf","keywords":"sales and purchase returns fees warranty admin area report period return orders applicable capability workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Use the warranty-period report","summary":"Review serialised products and warranty dates.","category":"Inventory & Warehousing Management System","url":"https://pixiecrm.com/help-centre/inventory-warehousing-management-system-warranty-register","keywords":"sales purchase returns fees admin area period return orders applicable capability workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Investigate a QuickBooks compliance-chain verification failure","summary":"Detailed client guidance covering investigate a QuickBooks compliance-chain verification failure, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/investigate-a-quickbooks-compliance-chain-verification-failure","keywords":"compliance audit and history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Investigate a Sage compliance-chain verification failure","summary":"Detailed client guidance covering investigate a Sage compliance-chain verification failure, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/investigate-a-sage-compliance-chain-verification-failure","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Investigate a Xero compliance-chain verification failure","summary":"Detailed client guidance covering investigate a Xero compliance-chain verification failure, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/investigate-a-xero-compliance-chain-verification-failure","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Invite a contact to the client portal","summary":"Create login access and send the contact the appropriate account or password setup message.","category":"Client portal","url":"https://pixiecrm.com/help-centre/invite-a-contact-to-the-client-portal","keywords":"invitation customer contacts enable authorised staff","type":"guide"},{"title":"Issue a Bilty","summary":"Validate all required data, allocate the official number transactionally and convert the active draft into an issued Bilty.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/issue-a-bilty","keywords":"register lifecycle dashboard how to britixo transport logistics","type":"guide"},{"title":"Issue an official tenant information pack","summary":"Generate and send the required pack letter only after linked-record checks are satisfied.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/issue-an-official-tenant-information-pack","keywords":"review confirm administrators authorised property staff","type":"guide"},{"title":"Journal entries overview","summary":"Use manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/journal-entries-overview","keywords":"entry senior staff view transfers journal-entry double-entry chart-of-accounts approval report britixo how to","type":"guide"},{"title":"Keep HMRC Sandbox and Production separated","summary":"Use Sandbox for development and only enable Production after the deployment passes the required configuration and approval gates.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/keep-hmrc-sandbox-and-production-separated","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Keep taxpayer and agent HMRC connections separate","summary":"Use the correct authority context for each filing and never reuse one taxpayer token for another taxpayer.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/keep-taxpayer-and-agent-hmrc-connections-separate","keywords":"making tax digital uk vat income accounting accountant saas return","type":"guide"},{"title":"Brand and Customise Sales Documents","summary":"Coordinate company branding, document content and PDF checks before sending proposals, estimates or invoices.","category":"Help 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Note","url":"https://pixiecrm.com/help-centre/leave-add-delivery-note-unticked","keywords":"integration and creation admin area invoices new staff create the as normal. unticked. do not open or populate optional modal unless required. invoice. confirm","type":"guide"},{"title":"Letter Manager module overview","summary":"Follow the complete Letter Manager flow from authoring and PDF generation to email, signatures, verification, read evidence, postal tracking and customer history.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/letter-manager-module-overview","keywords":"v1.0.0 admin area dashboard setup version access architecture correspondence templates e-signature receipt client portal","type":"guide"},{"title":"Letter Manager v1.0.0 release details","summary":"Record the source version, implemented surfaces and excluded artefacts used for this Help Centre addition.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/letter-manager-version-1-0-0-release-details","keywords":"security privacy limitations troubleshooting pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Add administrator document notes","summary":"Store context with the document record.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-add-administrator-document-notes","keywords":"documents admin area case upload edit 1.0.0 no","type":"guide"},{"title":"Add client document notes","summary":"Provide optional context with a portal upload.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-add-client-document-notes","keywords":"case timeline and documents upload authenticated contact 1.0.0 no","type":"guide"},{"title":"Apply file-retention governance","summary":"Manage uploaded licence evidence under the organisation’s retention and legal-hold rules.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-apply-file-retention-governance","keywords":"deletion storage security admin area case documents appropriate permission 1.0.0 not implemented","type":"guide"},{"title":"Assign Create Licence Applications permission","summary":"Allow creation of new staff cases.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-assign-create-licence-applications-permission","keywords":"setup access and permissions admin area roles role administrator / stated 1.0.0","type":"guide"},{"title":"Assign Delete Licence Applications permission","summary":"Allow soft deletion of a case.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-assign-delete-licence-applications-permission","keywords":"setup access and permissions admin area roles role administrator / stated 1.0.0","type":"guide"},{"title":"Assign Edit Licence Applications permission","summary":"Allow case details, statuses and staff document actions that require edit access.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-assign-edit-licence-applications-permission","keywords":"setup access permissions admin area roles role administrator / stated 1.0.0","type":"guide"},{"title":"Assign View Licence Applications permission","summary":"Allow a non-admin staff member to open the register and cases.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-assign-view-licence-applications-permission","keywords":"setup access permissions admin area roles role administrator / stated 1.0.0","type":"guide"},{"title":"Change a case status through the correct panel","summary":"Use Update Status instead of relying on the Edit form current-status selector.","category":"Licence 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activation.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-check-the-declared-crm-requirement","keywords":"setup access and permissions admin area modules administrator / stated role 1.0.0 2.3. or compatible later release","type":"guide"},{"title":"Classify a document as Approved","summary":"Save the uploaded document with status approved.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-approved","keywords":"administrator documents admin area case upload edit 1.0.0","type":"guide"},{"title":"Classify a document as Final issued","summary":"Save the uploaded document with status final_issued.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-final-issued","keywords":"administrator documents admin area case upload edit 1.0.0 final_issued","type":"guide"},{"title":"Classify a document as Rejected","summary":"Save the uploaded document with status rejected.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-rejected","keywords":"administrator documents admin area case upload edit 1.0.0","type":"guide"},{"title":"Classify a document as Requested","summary":"Save the uploaded document with status requested.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-requested","keywords":"administrator documents admin area case upload edit 1.0.0","type":"guide"},{"title":"Classify a document as Submitted to authority","summary":"Save the uploaded document with status submitted_to_authority.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-submitted-to-authority","keywords":"administrator documents admin area case upload edit 1.0.0 submitted_to_authority","type":"guide"},{"title":"Classify a document as Under review","summary":"Save the uploaded document with status under_review.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-under-review","keywords":"administrator documents admin area case upload edit 1.0.0 under_review","type":"guide"},{"title":"Classify a document as Uploaded","summary":"Save the uploaded document with status uploaded.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-classify-a-document-as-uploaded","keywords":"administrator documents admin area case upload edit 1.0.0","type":"guide"},{"title":"Complete the Application summary field","summary":"Describe the application scope and current instruction.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-application-summary-field","keywords":"create edit cases admin area new/edit or 1.0.0 application_summary professional case","type":"guide"},{"title":"Complete the Authority name field","summary":"Enter the council or licensing authority.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-authority-name-field","keywords":"create and edit cases admin area new/edit application 1.0.0 authority_name optional free text","type":"guide"},{"title":"Complete the Authority reference field","summary":"Enter the reference supplied by the authority.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-authority-reference-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 authority_reference optional free text","type":"guide"},{"title":"Complete the client Additional notes field","summary":"Add other information suitable for the case timeline.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-additional-notes-field","keywords":"portal application new authenticated contact 1.0.0 additional_notes landlord-visible progress note","type":"guide"},{"title":"Complete the client Authority name field","summary":"Enter the relevant licensing authority.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-authority-name-field","keywords":"portal application new authenticated contact 1.0.0 authority_name optional","type":"guide"},{"title":"Complete the client document type","summary":"Provide the required classification for the uploaded file.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-document-type","keywords":"case timeline and documents portal upload authenticated contact 1.0.0 yes","type":"guide"},{"title":"Complete the client Licence type field","summary":"Enter the licence type requested.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-licence-type-field","keywords":"portal application new authenticated contact 1.0.0 licence_type required","type":"guide"},{"title":"Complete the client Linked property field","summary":"Select an available property when shown.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-linked-property-field","keywords":"portal application new authenticated contact 1.0.0 property_id optional","type":"guide"},{"title":"Complete the client Main application summary field","summary":"Give the full instruction and circumstances.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-main-application-summary-field","keywords":"portal new authenticated contact 1.0.0 application_summary required","type":"guide"},{"title":"Complete the client Outcome required field","summary":"Describe the intended licence outcome.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-outcome-required-field","keywords":"portal application new authenticated contact 1.0.0 outcome_required","type":"guide"},{"title":"Complete the client Preferred contact method field","summary":"Choose how the consultant should contact you.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-preferred-contact-method-field","keywords":"portal application new authenticated 1.0.0 preferred_contact no preference email phone updates or whatsapp if available","type":"guide"},{"title":"Complete the client Previous application position field","summary":"Select the most accurate history.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-previous-application-position-field","keywords":"portal new authenticated contact 1.0.0 previous_application not sure/not applicable no renewing existing authority already contacted me previously refused/queried","type":"guide"},{"title":"Complete the client Property address or reference field","summary":"Enter enough information to identify the premises.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-property-address-or-reference-field","keywords":"portal application new authenticated contact 1.0.0 property_reference optional intake detail","type":"guide"},{"title":"Complete the client Rooms or units details field","summary":"Describe relevant rooms, units or occupancy details.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-rooms-or-units-details-field","keywords":"portal application new authenticated contact 1.0.0 rooms_units optional intake detail","type":"guide"},{"title":"Complete the client Service type field","summary":"Enter the requested licence-application service.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-service-type-field","keywords":"portal application new authenticated contact 1.0.0 service_type required default property","type":"guide"},{"title":"Complete the client Supporting document notes field","summary":"List available or expected evidence.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-supporting-document-notes-field","keywords":"portal application new authenticated contact 1.0.0 supporting_document_notes optional","type":"guide"},{"title":"Complete the client Target submission date field","summary":"Enter the preferred submission target.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-target-submission-date-field","keywords":"portal application new authenticated contact 1.0.0 target_submission_date optional","type":"guide"},{"title":"Complete the client Urgency or deadline reason field","summary":"Explain any statutory, authority or operational deadline.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-client-urgency-or-deadline-reason-field","keywords":"portal application new authenticated contact 1.0.0 urgency_reason optional","type":"guide"},{"title":"Complete the Expected due date field","summary":"Use this date for the Overdue KPI when the case remains open.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-expected-due-date-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 expected_due_date optional","type":"guide"},{"title":"Complete the Initial status field","summary":"Choose the starting status on creation only; later changes use Update Status.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-initial-status-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 current_status an active seeded","type":"guide"},{"title":"Complete the Internal consultant notes field","summary":"Record internal handling information; do not place landlord-facing instructions here.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-internal-consultant-notes-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 internal_notes staff-facing","type":"guide"},{"title":"Complete the Landlord-visible notes field","summary":"Write only information suitable for the authenticated client.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-landlord-visible-notes-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 landlord_visible_notes visible on client case page","type":"guide"},{"title":"Complete the Licence type field","summary":"Enter HMO, selective, additional or another authority licence description.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-licence-type-field","keywords":"create and edit cases admin area new/edit application 1.0.0 licence_type optional free text","type":"guide"},{"title":"Complete the Priority field","summary":"Choose the operational priority. The code stores the selected text; it does not automatically reorder or escalate cases.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-priority-field","keywords":"create and edit cases admin area new/edit application 1.0.0 normal urgent high low","type":"guide"},{"title":"Complete the Renewal due date field","summary":"Record the known licence renewal date; the supplied module has no scheduler that acts on it.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-renewal-due-date-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 renewal_due_date optional","type":"guide"},{"title":"Complete the Service type field","summary":"Enter the professional service being delivered.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-complete-the-service-type-field","keywords":"create and edit cases admin area new/edit application or 1.0.0 service_type required default property","type":"guide"},{"title":"Create a staff licence application case","summary":"Open a new case and save all required case data.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-create-a-staff-licence-application-case","keywords":"edit cases admin area or 1.0.0 landlord service type lic-yyyymmdd-xxxxxx","type":"guide"},{"title":"Download a client-visible case document","summary":"Retrieve a file only when the case belongs to the signed-in client and the document is visible.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-download-a-client-visible-case-document","keywords":"timeline documents portal authenticated contact 1.0.0 ownership visibility physical","type":"guide"},{"title":"Download an administrator case document","summary":"Retrieve the stored file through the staff case action.","category":"Licence 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audit","type":"guide"},{"title":"Link a licence case to a detected property","summary":"Store property_id for related property and compliance workflows.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-link-a-licence-case-to-a-detected-property","keywords":"monitor integration admin area new/edit application linked edit / technical administrator 1.0.0 no","type":"guide"},{"title":"Link an available property to a licence case","summary":"Associate the optional detected property ID.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-link-an-available-property-to-a-licence-case","keywords":"create and edit cases admin area new/edit application linked or 1.0.0 no real_properties real_property realestate_properties properties 500","type":"guide"},{"title":"Move a case to Application being prepared","summary":"The authority pack is being prepared.","category":"Licence 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authority_review no","type":"guide"},{"title":"Move a case to Case completed","summary":"The application case is completed.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-case-completed","keywords":"status workflow and timeline admin area update edit 1.0.0 case_completed no yes","type":"guide"},{"title":"Move a case to Documents received","summary":"Documents are ready for review.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-documents-received","keywords":"status workflow and timeline admin area update edit 1.0.0 documents_received no","type":"guide"},{"title":"Move a case to Documents requested from landlord","summary":"Required documents have been requested.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-documents-requested-from-landlord","keywords":"status workflow and timeline admin area update edit 1.0.0 documents_requested yes no","type":"guide"},{"title":"Move a case to Documents under review","summary":"The consultant team is checking documents.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-documents-under-review","keywords":"status workflow and timeline admin area update edit 1.0.0 document_review no","type":"guide"},{"title":"Move a case to Inspection completed","summary":"The inspection is complete where applicable.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-inspection-completed","keywords":"status workflow and timeline admin area update edit 1.0.0 inspection_completed no","type":"guide"},{"title":"Move a case to Inspection scheduled","summary":"An inspection is scheduled where applicable.","category":"Licence 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issued.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-licence-issued","keywords":"status workflow and timeline admin area update edit 1.0.0 licence_issued no","type":"guide"},{"title":"Move a case to More information required","summary":"Additional information is required.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-more-information-required","keywords":"status workflow and timeline admin area update edit 1.0.0 missing_information yes no","type":"guide"},{"title":"Move a case to Property details received","summary":"Property details have been received and linked.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-move-a-case-to-property-details-received","keywords":"status workflow timeline admin area update edit 1.0.0 property_details_received no","type":"guide"},{"title":"Move a case to Renewal reminder 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the administrator register columns","summary":"Interpret reference, landlord, service, authority, status, action flag and last update.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-read-the-administrator-register-columns","keywords":"stages kpis search admin area view 1.0.0 / required update actions","type":"guide"},{"title":"Read the case timeline","summary":"Review chronological case events and actor information.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-read-the-case-timeline","keywords":"status workflow admin area view 1.0.0 all rows only visible_to_landlord 1","type":"guide"},{"title":"Read the client-visible timeline","summary":"Review only timeline entries with visible_to_landlord=1.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-read-the-client-visible-timeline","keywords":"client case and documents portal authenticated contact 1.0.0 1","type":"guide"},{"title":"Read the landlord-action-required badge","summary":"Identify cases that need information or a response.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-read-the-landlord-action-required-badge","keywords":"client case timeline and documents portal authenticated contact 1.0.0 landlord_action_required","type":"guide"},{"title":"Recognise the case-updated email subject","summary":"Identify staff detail-update messages.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-recognise-the-case-updated-email-subject","keywords":"notifications and audit evidence inbox application case updated reference view/edit or administrator 1.0.0","type":"guide"},{"title":"Recognise the document-added email subject","summary":"Identify staff or client document events.","category":"Licence 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1.0.0","type":"guide"},{"title":"Review client-visible documents","summary":"See only documents attached to the owned case and marked visible.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-client-visible-documents","keywords":"client timeline portal authenticated contact 1.0.0 visible_to_landlord 1","type":"guide"},{"title":"Review licence application audit events","summary":"Use the audit table as technical evidence of actions.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-licence-application-audit-events","keywords":"notifications and technical/admin case license_application_audit view/edit or email administrator 1.0.0 created updated status_updated document_uploaded deleted email_skipped email_sent email_failed compliance sync","type":"guide"},{"title":"Review licence application IP audit evidence","summary":"Use IP addresses only for legitimate security and audit purposes.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-licence-application-ip-audit-evidence","keywords":"deletion storage technical/admin appropriate permission 1.0.0 ip_address","type":"guide"},{"title":"Review Licence Applications version 1.0.0 details","summary":"Record the implemented scope before production rollout.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-licence-applications-version-1-0-0-details","keywords":"setup access and permissions admin area modules administrator / stated role register authenticated client portal","type":"guide"},{"title":"Review the Completed KPI","summary":"Count approved, issued, completed and renewal-reminder cases.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-the-completed-kpi","keywords":"register stages kpis search admin area view 1.0.0 licence_approved licence_issued case_completed renewal_reminder_active","type":"guide"},{"title":"Review the Overdue KPI","summary":"Find open cases whose expected due date is before today.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-the-overdue-kpi","keywords":"register stages kpis and search admin area view 1.0.0 expected_due_date today case_completed renewal_reminder_active","type":"guide"},{"title":"Review the Total cases KPI","summary":"Count all non-deleted cases.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-the-total-cases-kpi","keywords":"register stages kpis and search admin area view 1.0.0 deleted 0","type":"guide"},{"title":"Review the Waiting landlord KPI","summary":"Count cases whose current status requires landlord action.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-the-waiting-landlord-kpi","keywords":"register stages kpis and search admin area view 1.0.0 landlord_action_required 1","type":"guide"},{"title":"Review the With authority KPI","summary":"Count cases submitted to or under action by the authority.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-review-the-with-authority-kpi","keywords":"register stages kpis and search admin area view 1.0.0 submitted_to_authority authority_acknowledged authority_review authority_query","type":"guide"},{"title":"Search the register by authority","summary":"Filter rows by authority name or reference displayed in the row.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-search-the-register-by-authority","keywords":"stages kpis and admin area view 1.0.0","type":"guide"},{"title":"Search the register by case reference","summary":"Filter the loaded case rows by the LIC reference.","category":"Licence 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no","type":"guide"},{"title":"Soft-delete a licence application case","summary":"Hide a case from normal registers without hard-deleting its related data.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-soft-delete-a-licence-application-case","keywords":"deletion storage and security admin area delete appropriate permission 1.0.0 deleted 1","type":"guide"},{"title":"Start a new client licence application","summary":"Open and submit the authenticated application form.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-start-a-new-client-licence-application","keywords":"portal contact 1.0.0 application_started","type":"guide"},{"title":"Troubleshoot a client portal route problem","summary":"Use the supplied /clients query-string links rather than unavailable public module routes.","category":"Licence 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reference admin area/client portal case administrator / support 1.0.0 pdf jpg jpeg png doc docx xls xlsx txt","type":"guide"},{"title":"Troubleshoot a missing administrator document file","summary":"Handle a database row whose physical file can no longer be resolved.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-troubleshoot-a-missing-administrator-document-file","keywords":"documents admin area case edit 1.0.0 warning / unavailable download","type":"guide"},{"title":"Troubleshoot a missing client Licence Applications menu","summary":"Check client login and valid client ID.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-troubleshoot-a-missing-client-licence-applications-menu","keywords":"troubleshooting limitations technical reference portal sign in administrator / support 1.0.0 logged-in id 0","type":"guide"},{"title":"Troubleshoot a missing landlord in the staff form","summary":"Check customer groups and fallback client loading.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-troubleshoot-a-missing-landlord-in-the-staff-form","keywords":"troubleshooting limitations technical reference admin area new application administrator / support 1.0.0 names containing or property owner","type":"guide"},{"title":"Troubleshoot a missing Licence Applications admin menu","summary":"Check activation and View permission.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-troubleshoot-a-missing-licence-applications-admin-menu","keywords":"troubleshooting limitations technical reference area setup modules roles administrator / support 1.0.0 inactive module or permission","type":"guide"},{"title":"Troubleshoot a missing linked property","summary":"Check compatible property tables, label columns and 500-row limit.","category":"Licence 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email 1.0.0","type":"guide"},{"title":"Understand audit actor and network evidence","summary":"Know what each audit row can store.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-audit-actor-and-network-evidence","keywords":"notifications technical/admin case license_application_audit view/edit or email administrator 1.0.0 application id event summary type/id ip address timestamp","type":"guide"},{"title":"Understand authenticated-client access","summary":"Know that the supplied guard allows any logged-in client, not only a landlord group.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-authenticated-client-access","keywords":"setup and permissions portal administrator / stated role 1.0.0 with valid id group check is enforced","type":"guide"},{"title":"Understand client case-edit limitations","summary":"Know that the supplied portal has create, view, upload and download 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integration admin area new/edit application edit / technical administrator 1.0.0 real_properties real_property realestate_properties properties","type":"guide"},{"title":"Understand completed-at timestamps","summary":"Know which installed statuses set completed_at.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-completed-at-timestamps","keywords":"status workflow and timeline admin area case view 1.0.0 case_completed renewal_reminder_active","type":"guide"},{"title":"Understand compliance target key format","summary":"Identify the internal intake target passed to synchronisation.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-compliance-target-key-format","keywords":"property and monitor integration technical model capability edit / administrator 1.0.0 cm_intake id","type":"guide"},{"title":"Understand data retained after soft deletion","summary":"Know that timeline, documents, audit rows and physical files are not removed.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-data-retained-after-soft-deletion","keywords":"storage security admin area delete case appropriate permission 1.0.0 record document records/files evidence","type":"guide"},{"title":"Understand dynamic compliance column mapping","summary":"Know that the sync method writes only columns available in the detected compliance record table.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-dynamic-compliance-column-mapping","keywords":"property and monitor integration technical model capability edit / administrator 1.0.0 compliance_monitor_records","type":"guide"},{"title":"Understand email failure behaviour","summary":"Know that case/document changes remain saved when email sending fails.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-email-failure-behaviour","keywords":"notifications and audit evidence admin area case view/edit or administrator 1.0.0 no email_failed audit/log","type":"guide"},{"title":"Understand final-certificate compliance synchronisation","summary":"Know what the internal model method can create or update when called.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-final-certificate-compliance-synchronisation","keywords":"property and monitor integration technical capability sync_final_certificate_to_property_compliance edit / administrator 1.0.0 linked compatible tables compliant final_issued","type":"guide"},{"title":"Understand generated document storage names","summary":"Know that the original filename and generated stored name are separated.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-generated-document-storage-names","keywords":"administrator documents technical module uploads/ application_id edit 1.0.0 md5-style unique 0755 0644","type":"guide"},{"title":"Understand generated licence references","summary":"Use the immutable-looking case identifier created at submission.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-generated-licence-references","keywords":"create and edit cases admin area new application save or 1.0.0 lic-yyyymmdd-xxxxxx","type":"guide"},{"title":"Understand licence application notification triggers","summary":"Know when the module attempts professional email updates.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-licence-application-notification-triggers","keywords":"notifications and audit evidence admin area case view/edit or administrator 1.0.0 created updated status_updated document_uploaded","type":"guide"},{"title":"Understand missing document deletion and reclassification actions","summary":"Know that the supplied live controller has no document delete or status-edit endpoint.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-missing-document-deletion-and-reclassification-actions","keywords":"administrator documents admin area case edit 1.0.0 not implemented","type":"guide"},{"title":"Understand notification sender selection","summary":"Know how the configured CRM sender address is selected.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-notification-sender-selection","keywords":"notifications and audit evidence admin area setup settings email view/edit or administrator 1.0.0 smtp_email then email_from_address host no-reply fallback company name","type":"guide"},{"title":"Understand portal case creation events","summary":"Verify both the model creation event and landlord-submission timeline event.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-portal-case-creation-events","keywords":"client application new submit authenticated contact 1.0.0 landlord application_started","type":"guide"},{"title":"Understand portal document 404 outcomes","summary":"Know why an unauthorised, hidden or missing document returns not found.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-portal-document-404-outcomes","keywords":"client case timeline and documents download authenticated contact 1.0.0","type":"guide"},{"title":"Understand portal document storage","summary":"Know that the upload uses an encrypted/generated stored filename and case folder.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-portal-document-storage","keywords":"client timeline documents authenticated contact 1.0.0 module uploads/ application_id","type":"guide"},{"title":"Understand property-option detection","summary":"Know why the linked-property list may differ between installations.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-property-option-detection","keywords":"create and edit cases admin area new/edit application or 1.0.0 property_name name address property_address title 500 rows","type":"guide"},{"title":"Understand recipient deduplication","summary":"Prevent the same email address receiving duplicate copies.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-recipient-deduplication","keywords":"notifications and audit evidence notification process view/edit or administrator 1.0.0","type":"guide"},{"title":"Understand recipient-specific notification links","summary":"Know that administrators receive the admin case link and clients receive the portal/login path.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-recipient-specific-notification-links","keywords":"notifications audit evidence email view/edit or administrator 1.0.0","type":"guide"},{"title":"Understand tenant-aware administrator URLs","summary":"Know how the helper preserves tenant /ps/ admin paths and forwarded HTTPS.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-tenant-aware-administrator-urls","keywords":"setup access permissions area / stated role 1.0.0 /ps/admin x-forwarded-proto https request_scheme","type":"guide"},{"title":"Understand the absence of authority API submission","summary":"Know that submitted-to-authority is a staff-recorded status, not an electronic filing action.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-authority-api-submission","keywords":"troubleshooting limitations and technical reference admin area case update administrator / support 1.0.0 implemented","type":"guide"},{"title":"Understand the absence of automatic authority progress","summary":"Update each authority, query, inspection, approval and issue status manually.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-automatic-authority-progress","keywords":"troubleshooting limitations technical reference admin area case administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of case restore","summary":"Know that the supplied UI has no restore action.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-case-restore","keywords":"deletion storage and security admin area appropriate permission 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of document removal and later reclassification","summary":"Upload corrected evidence as a new document and record context.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-document-removal-and-later-reclassification","keywords":"troubleshooting limitations technical reference admin area case documents administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of hard delete and restore","summary":"Use governed data administration outside the user flow only when legally authorised.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-hard-delete-and-restore","keywords":"troubleshooting limitations technical reference admin area administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of PDF and export reports","summary":"Use case screens/documents because the supplied module provides no case PDF, CSV or report generator.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-pdf-and-export-reports","keywords":"troubleshooting limitations technical reference admin area administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of public unauthenticated applications","summary":"Require a signed-in client contact to submit.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-public-unauthenticated-applications","keywords":"troubleshooting limitations and technical reference portal sign in administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of scheduled renewal reminders","summary":"Know that renewal_due_date and renewal_reminder_active do not register cron automation.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-scheduled-renewal-reminders","keywords":"troubleshooting limitations technical reference admin area administrator / support 1.0.0 implemented","type":"guide"},{"title":"Understand the absence of status management UI","summary":"Know that the 19 statuses are seeded in installation but no settings screen edits them.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-absence-of-status-management-ui","keywords":"troubleshooting limitations and technical reference admin area administrator / support 1.0.0 not implemented","type":"guide"},{"title":"Understand the client query-string portal routing","summary":"Know why the module renders through the working /clients route.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-client-query-string-portal-routing","keywords":"setup access and permissions administrator / stated role 1.0.0 license_applications 1 license_applications_action new license_applications_view id","type":"guide"},{"title":"Understand the default portal progress note","summary":"Know what happens when Additional notes is empty.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-default-portal-progress-note","keywords":"client application new authenticated contact 1.0.0 a generated","type":"guide"},{"title":"Understand the five-stage licence process strip","summary":"Use the visual stage summary as an operational guide rather than a stored status field.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-five-stage-licence-process-strip","keywords":"register stages kpis and search admin area view 1.0.0 landlord request document review authority submission / inspection issued","type":"guide"},{"title":"Understand the generated portal application summary","summary":"Know how intake details are combined into application_summary.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-generated-portal-application-summary","keywords":"client new submit authenticated contact 1.0.0 main plus non-empty professional","type":"guide"},{"title":"Understand the hidden contact-ID limitation","summary":"Know that the supplied admin form exposes no Contact field.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-hidden-contact-id-limitation","keywords":"create and edit cases area new/edit application or 1.0.0 contact_id not","type":"guide"},{"title":"Understand the internal compliance target list","summary":"Know that the model can read compliance_monitor_document_intake targets.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-internal-compliance-target-list","keywords":"property and monitor integration technical capability get_property_compliance_targets edit / administrator 1.0.0 not exposed in supplied views","type":"guide"},{"title":"Understand the Licence Applications module","summary":"Manage consultant-led landlord licence cases through staff and authenticated client workspaces.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-licence-applications-module","keywords":"setup access permissions admin area administrator / stated role 1.0.0 admin/license_applications /clients license_applications 1","type":"guide"},{"title":"Understand the submitted-to-authority timestamp","summary":"Know when submitted_to_authority_at is populated.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-submitted-to-authority-timestamp","keywords":"status workflow and timeline admin area case view 1.0.0 submitted_to_authority","type":"guide"},{"title":"Understand the unexposed compliance-sync limitation","summary":"Do not expect a staff button or controller route to call the model sync method.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-the-unexposed-compliance-sync-limitation","keywords":"property and compliance monitor integration admin area case edit / technical administrator 1.0.0 none","type":"guide"},{"title":"Understand uploaded-file permission modes","summary":"Know the module creates case folders as 0755 and files as 0644.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-understand-uploaded-file-permission-modes","keywords":"deletion storage security technical uploads/ application_id appropriate 1.0.0 0644","type":"guide"},{"title":"Update a licence application status","summary":"Move a case through the dedicated status workflow and create landlord-visible timeline evidence.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-update-a-licence-application-status","keywords":"admin area edit 1.0.0 active rows in license_application_statuses always supplied form","type":"guide"},{"title":"Upload a client case document","summary":"Add one validated file to an owned case.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-upload-a-client-case-document","keywords":"timeline and documents portal authenticated contact 1.0.0 15 mb pdf jpg jpeg png doc docx xls xlsx txt","type":"guide"},{"title":"Upload administrator case documents","summary":"Add one or more validated files to the case.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-upload-administrator-case-documents","keywords":"admin area edit 1.0.0 multiple always landlord-visible","type":"guide"},{"title":"Upload multiple files in one administrator action","summary":"Understand that each selected file is validated and recorded separately.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-upload-multiple-files-in-one-administrator-action","keywords":"documents admin area case document edit 1.0.0 document/timeline/audit/email event per successful","type":"guide"},{"title":"Use the suggested licence document types","summary":"Classify a file using the free-text type field and supplied suggestions.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-use-the-suggested-licence-document-types","keywords":"administrator documents admin area case upload edit 1.0.0 final certificate authority approval notice hmo selective additional floor plan letter free text","type":"guide"},{"title":"Verify a property link before compliance work","summary":"Confirm the case property ID matches the intended premises.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-verify-a-property-link-before-compliance-work","keywords":"and monitor integration admin area edit / technical administrator 1.0.0 linked","type":"guide"},{"title":"Verify Licence Applications after deployment","summary":"Run a controlled end-to-end staff and client test.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-verify-licence-applications-after-deployment","keywords":"troubleshooting limitations technical reference admin area setup modules administrator / support 1.0.0 create portal view status upload email soft delete","type":"guide"},{"title":"Write a landlord-visible status note","summary":"Explain the change in the timeline and email.","category":"Licence Applications","url":"https://pixiecrm.com/help-centre/licence-applications-write-a-landlord-visible-status-note","keywords":"workflow admin area case view 1.0.0 always visible to landlord","type":"guide"},{"title":"Limit automatic replies to weekends","summary":"Apply weekends-only condition.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/limit-automatic-replies-to-weekends","keywords":"templates categories and admin area auto new/edit schedule create/edit users only evaluated with timezone/time-window conditions. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Link a CRM expense to a vendor","summary":"Use the vendor field added by Purchase Management to supported expense flows.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-crm-expense-to-a-vendor","keywords":"admin area expenses new/edit capability of related record files notes comments and links v1.7.9","type":"guide"},{"title":"Link a purchase contract to a project and department","summary":"Select the CRM project and department.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-contract-to-a-project-and-department","keywords":"admin area contracts new/edit purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Link a purchase contract to a purchase order","summary":"Choose the related purchase order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-contract-to-a-purchase-order","keywords":"admin area contracts new/edit purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Link a purchase contract to a vendor","summary":"Choose the contracting vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-contract-to-a-vendor","keywords":"admin area contracts new/edit purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Link a purchase invoice to a contract","summary":"Select the related vendor contract.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-invoice-to-a-contract","keywords":"admin area invoices new/edit purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Link a purchase invoice to a purchase order","summary":"Select the related PO and copy available context.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-invoice-to-a-purchase-order","keywords":"admin area invoices new/edit purchase_invoices capability status where applicable payments v1.7.9","type":"guide"},{"title":"Link a purchase order to a department and project","summary":"Select operational ownership and satisfy required-project settings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-order-to-a-department-and-project","keywords":"admin area new/edit purchase_orders capability purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Link a purchase request to a project","summary":"Select the related CRM project when applicable.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-request-to-a-project","keywords":"admin area new/edit purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Link a purchase request to a sales estimate","summary":"Select a related sales estimate.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-request-to-a-sales-estimate","keywords":"admin area new/edit purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Link a purchase request to a sales invoice","summary":"Select a related sales invoice.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-a-purchase-request-to-a-sales-invoice","keywords":"admin area new/edit purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Link a vehicle to a default driver","summary":"Maintain a normal allocation without bypassing job dispatch.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/link-a-vehicle-to-a-default-driver","keywords":"admin area vehicles open edit fleet and compliance dispatch pod provider bp fuel finance","type":"guide"},{"title":"Link checks to supplier bills","summary":"Select approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/link-checks-to-supplier-bills","keywords":"bill allocation new accounts staff create edit vendors vendor payment approval britixo how","type":"guide"},{"title":"Link properties to a CRM client","summary":"Select one or more properties and save the client/tenant/landlord relationship.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/link-properties-to-a-crm-client","keywords":"admin area customers open customer / edit property owners landlords links v1.0.0","type":"guide"},{"title":"Link purchase orders to clients and sales invoices","summary":"Select related client(s) and sales invoice(s) where the form exposes them.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/link-purchase-orders-to-clients-and-sales-invoices","keywords":"admin area order new/edit purchase_orders capability purchase-order status applicable delivery payments v1.7.9","type":"guide"},{"title":"Load a contract template","summary":"Insert a supported stored contract template.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-a-contract-template","keywords":"broker portal contracts new/edit authenticated user with access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Load a property into a buy request","summary":"Select a property and verify returned item data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-a-property-into-a-buy-request","keywords":"admin area requests applications new/edit real_buy_request create or edit sales conversion v1.0.0","type":"guide"},{"title":"Load a purchase item with a currency rate","summary":"Select an item and apply the document currency conversion value.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/load-a-purchase-item-with-a-currency-rate","keywords":"admin area open transaction form purchase_items or purchase_vendor_items capability items units groups vendor v1.7.9","type":"guide"},{"title":"Load active client contacts","summary":"Populate the recipient selector with active CRM contacts that have valid, non-empty email addresses.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/load-active-client-contacts","keywords":"1.0.0 admin area letter manager / source clients directory and selection","type":"guide"},{"title":"Load customer billing data into a buy request","summary":"Select a customer and review populated address/currency values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-customer-billing-data-into-a-buy-request","keywords":"admin area requests applications new/edit real_buy_request create or edit sales conversion v1.0.0","type":"guide"},{"title":"Load invoice customer data","summary":"Select the client and verify billing/shipping/currency/project values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-invoice-customer-data","keywords":"broker portal invoices new/edit authenticated user with access contracts payments pdfs v1.0.0","type":"guide"},{"title":"Load invoice relation data and merge data","summary":"Use supported relation selectors and merge preview/action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-invoice-relation-data-and-merge-data","keywords":"broker portal invoices new/edit authenticated user with access contracts payments pdfs v1.0.0","type":"guide"},{"title":"Load items for an order return","summary":"Populate eligible source lines for full or partial return.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/load-items-for-an-order-return","keywords":"admin area returns new/edit source/items purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Load leads as newsletter recipients","summary":"Populate the selector with CRM leads that have valid email addresses.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/load-leads-as-newsletter-recipients","keywords":"1.0.0 admin area letter manager / recipient source directory and selection","type":"guide"},{"title":"Load property-owner information into a form","summary":"Select an owner and verify populated identity/contact data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/load-property-owner-information-into-a-form","keywords":"admin area property operations properties new/edit real_property create or edit owners landlords client links v1.0.0","type":"guide"},{"title":"Load subgroups for a selected group","summary":"Use the dependent subgroup selector in purchase forms.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/load-subgroups-for-a-selected-group","keywords":"admin area item or settings form select purchase_items purchase_vendor_items capability items units groups and vendor v1.7.9","type":"guide"},{"title":"Lock a payroll draft period","summary":"Lock an approved internal draft period with a control note.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/lock-a-payroll-draft-period","keywords":"resources admin area exact navigation controls periods module v1.3.0 how to","type":"guide"},{"title":"Log out of the broker portal","summary":"End the broker portal session through its logout action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/log-out-of-the-broker-portal","keywords":"account menu authenticated user business brokers and v1.0.0","type":"guide"},{"title":"Mailbox Exchange module overview","summary":"Understand how every module workspace connects.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/mailbox-exchange-module-overview","keywords":"setup access and navigation admin area view users visible name internal code slug mailboxai supplied version 1.0.0. the connects accounts account members folders threads","type":"guide"},{"title":"Make a draft job available","summary":"Move a prepared job into the available queue.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/make-a-draft-job-available","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Make a reconciliation adjustment","summary":"Record an approved adjusting entry for a genuine bank difference that cannot be matched to an existing transaction.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/make-a-reconciliation-adjustment","keywords":"reconcile senior staff create or edit banking and journal-entry double-entry britixo how","type":"guide"},{"title":"Manage, correct and delete transfers","summary":"Review transfer history and correct an erroneous inter-account movement through the supported lifecycle.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/manage-and-delete-transfers","keywords":"management finance managers view/edit/delete journals banking reconciliation approval britixo how to","type":"guide"},{"title":"Manage API-token expiry, revocation, rotation and usage metadata","summary":"Use the complete API-token lifecycle added by the security release.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/manage-api-token-expiry-revocation-rotation-and-usage-metadata","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers revoked state relationship last-used","type":"guide"},{"title":"Manage Attendance and Time Management","summary":"Use the code-backed shared HR record workspace for Attendance and Time Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-attendance","keywords":"resources admin area leave rota module v1.3.0 how to","type":"guide"},{"title":"Manage Audit Trail and Compliance","summary":"Use the code-backed shared HR record workspace for Audit Trail and Compliance. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-audit-compliance","keywords":"resources admin area governance security module v1.3.0 how to","type":"guide"},{"title":"Manage bill-payment allocations and attachments","summary":"Review how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/manage-bill-payment-allocations-and-attachments","keywords":"allocation pay open accounts payable staff edit vendors checks bill vendor approval britixo to","type":"guide"},{"title":"Manage broker portal company profile","summary":"Edit the broker’s own company record through the dedicated form.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/manage-broker-portal-company-profile","keywords":"authenticated user business and v1.0.0","type":"guide"},{"title":"Manage broker portal property owners","summary":"List, create, edit, status-change or delete owners within broker scope.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/manage-broker-portal-property-owners","keywords":"authenticated user with owner access business brokers and v1.0.0","type":"guide"},{"title":"Manage claim refunds and ledger entries","summary":"Review, edit or remove reimbursement records and confirm claim booking and payment entries remain accurate.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/manage-claim-refunds-and-ledger-entries","keywords":"claims detail finance managers delete budgets approvals expense report approval britixo how to","type":"guide"},{"title":"Manage contract comments, notes and attachments","summary":"Keep internal context, customer collaboration and supporting files organised.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/manage-contract-comments-notes-and-attachments","keywords":"/ authorised staff","type":"guide"},{"title":"Manage contract signatures","summary":"Review signed information and clear or update signature state only when operationally justified.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/manage-contract-signatures","keywords":"actions authorised staff","type":"guide"},{"title":"Manage contract types","summary":"Create, list or delete contract types used by the workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/manage-contract-types","keywords":"broker portal contracts authenticated user with configuration access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Manage customer billing and shipping addresses","summary":"Maintain reusable billing and shipping details for accurate documents and tax handling.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/manage-customer-billing-and-shipping-addresses","keywords":"address profile / sales document authorised staff","type":"guide"},{"title":"Manage Disciplinary and Grievance Management","summary":"Use the code-backed shared HR record workspace for Disciplinary and Grievance Management. Create structured records, apply status and priority, export the section and retain its audit…","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-disciplinary-grievance","keywords":"resources admin area talent employee relations module v1.3.0 how to","type":"guide"},{"title":"Manage HR Document Management","summary":"Use the code-backed shared HR record workspace for HR Document Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-document-management","keywords":"resources admin area people core module v1.3.0 how to","type":"guide"},{"title":"Manage Document Template Builder","summary":"Use the code-backed shared HR record workspace for Document Template Builder. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-document-templates","keywords":"resources admin area people core module v1.3.0 how to","type":"guide"},{"title":"Manage Employee Self-Service Portal","summary":"Use the code-backed shared HR record workspace for Employee Self-Service Portal. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-employee-self-service","keywords":"resources admin area manager portals module v1.3.0 how to","type":"guide"},{"title":"Manage Employee Management","summary":"Use the code-backed shared HR record workspace for Employee Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-employees","keywords":"resources admin area people core module v1.3.0 how to","type":"guide"},{"title":"Manage estate-agent company addresses","summary":"Maintain primary, billing and shipping fields.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/manage-estate-agent-company-addresses","keywords":"admin area property operations agents open edit real_estate_agent companies staff v1.0.0","type":"guide"},{"title":"Manage Expenses and Claims","summary":"Use the code-backed shared HR record workspace for Expenses and Claims. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-expenses","keywords":"resources admin area benefits finance module v1.3.0 how to","type":"guide"},{"title":"Manage HMRC API / PAYE RTI Integration","summary":"Use the code-backed shared HR record workspace for HMRC API / PAYE RTI Integration. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-hmrc-api","keywords":"resources admin area payroll module v1.3.0 how to","type":"guide"},{"title":"Manage installed modules","summary":"Activate, deactivate, update or uninstall modules while protecting data and compatibility.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/manage-installed-modules","keywords":"extensions setup administrator","type":"guide"},{"title":"Manage Leave and Holiday Management","summary":"Use the code-backed shared HR record workspace for Leave and Holiday Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-leave-holiday","keywords":"resources admin area time rota module v1.3.0 how to","type":"guide"},{"title":"Manage Manager Portal","summary":"Use the code-backed shared HR record workspace for Manager Portal. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-manager-portal","keywords":"resources admin area employee portals module v1.3.0 how to","type":"guide"},{"title":"Manage multiple taxpayer profiles as an accountant","summary":"Work with separate taxpayer profiles and connections while preserving tenant and taxpayer boundaries.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/manage-multiple-taxpayer-profiles-as-an-accountant","keywords":"making tax digital uk vat income accounting agent saas return","type":"guide"},{"title":"Manage Notifications and Email Alerts","summary":"Use the code-backed shared HR record workspace for Notifications and Email Alerts. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-notifications","keywords":"resources admin area communications reporting module v1.3.0 how to","type":"guide"},{"title":"Manage Employee Onboarding","summary":"Use the code-backed shared HR record workspace for Employee Onboarding. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-onboarding","keywords":"resources admin area hiring module v1.3.0 how to","type":"guide"},{"title":"Manage payment records and receipts","summary":"Review, email, download or remove payment records according to permissions and accounting controls.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/manage-payment-records-and-receipts","keywords":"history sales finance staff","type":"guide"},{"title":"Manage Payroll Management","summary":"Use the code-backed shared HR record workspace for Payroll Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-payroll","keywords":"resources admin area paye rti module v1.3.0 how to","type":"guide"},{"title":"Manage Payslip Generation","summary":"Use the code-backed shared HR record workspace for Payslip Generation. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-payslips","keywords":"resources admin area payroll paye rti module v1.3.0 how to","type":"guide"},{"title":"Manage Pension Management","summary":"Use the code-backed shared HR record workspace for Pension Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-pensions","keywords":"resources admin area benefits expenses finance module v1.3.0 how to","type":"guide"},{"title":"Manage Performance Management","summary":"Use the code-backed shared HR record workspace for Performance Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-performance","keywords":"resources admin area talent employee relations module v1.3.0 how to","type":"guide"},{"title":"Manage Company Policies and Announcements","summary":"Use the code-backed shared HR record workspace for Company Policies and Announcements. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-policies-announcements","keywords":"resources admin area communications reporting module v1.3.0 how to","type":"guide"},{"title":"Manage project files and client visibility","summary":"Upload internal or client-visible files and update file descriptions.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/manage-project-files-and-client-visibility","keywords":"documents team","type":"guide"},{"title":"Manage Recruitment and Applicant Tracking","summary":"Use the code-backed shared HR record workspace for Recruitment and Applicant Tracking. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-recruitment","keywords":"resources admin area hiring onboarding module v1.3.0 how to","type":"guide"},{"title":"Manage Reporting and Analytics","summary":"Use the code-backed shared HR record workspace for Reporting and Analytics. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-reports-analytics","keywords":"resources admin area communications module v1.3.0 how to","type":"guide"},{"title":"Manage Roles and Permissions","summary":"Use the code-backed shared HR record workspace for Roles and Permissions. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-roles-permissions","keywords":"resources admin area governance security module v1.3.0 how to","type":"guide"},{"title":"Manage RTI Dashboard","summary":"Use the code-backed shared HR record workspace for RTI Dashboard. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-rti-dashboard","keywords":"resources admin area payroll paye module v1.3.0 how to","type":"guide"},{"title":"Manage HMRC RTI Submission Framework","summary":"Use the code-backed shared HR record workspace for HMRC RTI Submission Framework. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-rti-framework","keywords":"resources admin area payroll paye module v1.3.0 how to","type":"guide"},{"title":"Manage Security and Data Protection","summary":"Use the code-backed shared HR record workspace for Security and Data Protection. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-security-data-protection","keywords":"resources admin area governance module v1.3.0 how to","type":"guide"},{"title":"Manage Shift and Rota Management","summary":"Use the code-backed shared HR record workspace for Shift and Rota Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-shift-rota","keywords":"resources admin area time leave module v1.3.0 how to","type":"guide"},{"title":"Manage Sickness and Absence Management","summary":"Use the code-backed shared HR record workspace for Sickness and Absence Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-sickness-absence","keywords":"resources admin area time leave rota module v1.3.0 how to","type":"guide"},{"title":"Manage spam filters and blocked senders","summary":"Reduce unwanted support traffic while avoiding over-broad rules that block valid customers.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/manage-spam-filters-and-blocked-senders","keywords":"abuse prevention setup / ticket actions administrator","type":"guide"},{"title":"Manage staff timesheets","summary":"Review time entries by member, date and related task before billing or reporting.","category":"Staff, roles and organisation","url":"https://pixiecrm.com/help-centre/manage-staff-timesheets","keywords":"report manager","type":"guide"},{"title":"Manage System Settings","summary":"Use the code-backed shared HR record workspace for System Settings. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-system-settings","keywords":"resources admin area people core module v1.3.0 how to","type":"guide"},{"title":"Manage Timesheet Management","summary":"Use the code-backed shared HR record workspace for Timesheet Management. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-timesheets","keywords":"resources admin area time leave rota module v1.3.0 how to","type":"guide"},{"title":"Manage Training and Certification","summary":"Use the code-backed shared HR record workspace for Training and Certification. Create structured records, apply status and priority, export the section and retain its audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/manage-training","keywords":"resources admin area talent employee relations module v1.3.0 how to","type":"guide"},{"title":"Manage your to-do list","summary":"Add, reorder, complete and remove personal to-do items.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/manage-your-to-do-list","keywords":"todo productivity top bar staff","type":"guide"},{"title":"Accounting mapping setup overview","summary":"Connect CRM source records and optional modules to the correct debit and credit accounts before automatic conversion is enabled.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/mapping-setup-overview","keywords":"mappings settings finance administrators view edit automation double-entry invoice payment expense tax purchase warehouse payroll britixo how","type":"guide"},{"title":"Mark a Bilty delivered","summary":"Complete the operational shipment as Delivered manually when authorised, or allow successful receiver e-sign to complete it automatically.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/mark-a-bilty-delivered","keywords":"issue register and lifecycle bilties open how britixo transport logistics","type":"guide"},{"title":"Mark a broker notification read","summary":"Use inline/desktop/read controls.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-broker-notification-read","keywords":"portal notifications authenticated user dashboard reports and search v1.0.0","type":"guide"},{"title":"Mark a contract signed or unsigned","summary":"Use the supported status actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-contract-signed-or-unsigned","keywords":"broker portal contracts open / unmark authenticated user with edit access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Mark a driver settlement paid","summary":"Record payment reference and paid timestamp.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/mark-a-driver-settlement-paid","keywords":"admin area finance settlements open approved manage expenses accounting dispatch pod vehicle provider bp fuel","type":"guide"},{"title":"Mark a job collected","summary":"Record successful collection.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/mark-a-job-collected","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Mark a Mailbox Exchange message read or unread","summary":"Change one message state.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/mark-a-mailbox-exchange-message-read-or-unread","keywords":"inbox folders search and actions admin area open/select read/unread view plus account users ajax response includes current csrf token. must belong to accessible account. open the exact navigation","type":"guide"},{"title":"Mark a property as rented","summary":"Apply the supported rented status and verify tenancy/rent evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-property-as-rented","keywords":"admin area operations properties open real_property edit account approvals v1.0.0","type":"guide"},{"title":"Mark a property as sold","summary":"Apply the supported sold status and verify sale amount/date evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-property-as-sold","keywords":"admin area operations properties open real_property edit account approvals v1.0.0","type":"guide"},{"title":"Mark a property expired","summary":"Use the displayed expired status after reviewing listing dates.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-property-expired","keywords":"admin area operations properties open real_property edit account and approvals v1.0.0","type":"guide"},{"title":"Mark a property temporarily off market","summary":"Use the displayed temporary-off-market status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-property-temporarily-off-market","keywords":"admin area operations properties open status real_property edit account and approvals v1.0.0","type":"guide"},{"title":"Mark a purchase order with an operational status","summary":"Use the supported mark_pur_order_as action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/mark-a-purchase-order-with-an-operational-status","keywords":"admin area open as purchase_orders capability and purchase-order where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Mark a rota for weekly automatic send","summary":"Store the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/mark-a-rota-for-weekly-automatic-send","keywords":"resources hrm admin area workforce notifications create/amend rota-distribution-notifications hrm-automation","type":"guide"},{"title":"Mark a supplier invoice paid","summary":"Enter payment mode, transaction ID, comments and optional final amount.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-supplier-invoice-paid","keywords":"admin area authorised finance staff suppliers jobs portal invoices v1.0.0","type":"guide"},{"title":"Mark a supplier job completed","summary":"Select Completed, add notes and upload up to 10 photos.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-supplier-job-completed","keywords":"portal open update status authorised user suppliers jobs invoices v1.0.0","type":"guide"},{"title":"Mark a supplier job in progress","summary":"Choose In Progress and add notes/evidence as required.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-supplier-job-in-progress","keywords":"portal open update status authorised user suppliers jobs invoices v1.0.0","type":"guide"},{"title":"Mark a supplier job status in admin","summary":"Choose a supported status from the job action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-a-supplier-job-status-in-admin","keywords":"area maintenance jobs open authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Mark an available job as quoted","summary":"Record that an available job has reached quotation state.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/mark-an-available-job-as-quoted","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Mark an invoice cancelled or restore it","summary":"Use the supported cancel/un-cancel actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-an-invoice-cancelled-or-restore-it","keywords":"broker portal invoices open more authenticated user with edit access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Mark an invoice sent","summary":"Set the sent state through the supported action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-an-invoice-sent","keywords":"broker portal invoices open authenticated user with edit access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Mark an appointment Completed","summary":"Close a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/mark-appointment-completed","keywords":"completion open status staff who manage edit or approve as statuses approval lifecycle report notification invoice britixo booking services providers availability calendar reminders invoices reports how to","type":"guide"},{"title":"Mark an appointment In Progress","summary":"Move an approved or pending operational record into active delivery when the appointment begins.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/mark-appointment-in-progress","keywords":"in-progress status open staff who manage edit approve as configured statuses approval and lifecycle provider notification report britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Mark an appointment No Show","summary":"Record that the participant did not attend while retaining the appointment for accurate service and staff reporting.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/mark-appointment-no-show","keywords":"no-show outcome open status who manage edit or approve as configured statuses approval lifecycle report customer notification britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Mark estate-agent staff as public or private","summary":"Control the mark_public flag used by supported public/company displays.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-estate-agent-staff-as-public-or-private","keywords":"admin area property operations my status real_estate_agent_staff edit companies and v1.0.0","type":"guide"},{"title":"Mark leads as lost or junk","summary":"Remove unsuitable leads from the active pipeline without immediately deleting their history.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/mark-leads-as-lost-or-junk","keywords":"lead more actions staff","type":"guide"},{"title":"Mark onboarding ready for review","summary":"Complete required context, parties, terms and agreement data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-onboarding-ready-for-review","keywords":"workspace authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Mark or unmark a property favourite","summary":"Use the supported favourite action where exposed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/mark-or-unmark-a-property-favourite","keywords":"admin/client listing control authorised authenticated user search maps filters and visibility v1.0.0","type":"guide"},{"title":"Mark RTI validation reviewed","summary":"Record a review note and change the batch to its reviewed state.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/mark-rti-validation-reviewed","keywords":"resources admin area exact navigation draft batches module v1.3.0 how","type":"guide"},{"title":"Match a bank transaction","summary":"Connect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/match-a-bank-transaction","keywords":"matching banking feeds staff edit and reconciliation invoice bill britixo how","type":"guide"},{"title":"Meet the minimum fine-tuning source requirement","summary":"Provide enough eligible content for the Start Fine Tuning action.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/meet-the-minimum-fine-tuning-source-requirement","keywords":"admin area training data sources settings edit and eligibility v1.0.0","type":"guide"},{"title":"Modify income statement presentation","summary":"Create controlled presentation rules for Profit & Loss and related income-statement output without changing the underlying ledger transactions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/modify-income-statement-presentation","keywords":"modification settings finance administrators create/edit/delete advanced report profit-and-loss chart-of-accounts approval britixo how to","type":"guide"},{"title":"Modules","summary":"Open the published Pixie CRM documentation for this topic.","category":"Help Centre directory","url":"https://pixiecrm.com/help-centre/modules","keywords":"","type":"directory"},{"title":"Accounting & Bookkeeping","summary":"Use Accounting & Bookkeeping as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/accounting-bookkeeping","keywords":"","type":"module"},{"title":"Appointment Scheduling","summary":"Use Appointment Scheduling as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/appointment-scheduling","keywords":"","type":"module"},{"title":"Business Letter Management","summary":"Use Business Letter Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/business-letter-management","keywords":"","type":"module"},{"title":"Business VoIP & Internal Calling","summary":"Use Business VoIP & Internal Calling as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/business-voip-calling","keywords":"","type":"module"},{"title":"Client Discovery & Project Briefing Portal","summary":"Use Client Discovery & Project Briefing Portal as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/client-discovery-portal","keywords":"","type":"module"},{"title":"Companies House Lead Generation","summary":"Use Companies House Lead Generation as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/companies-house-lead-generation","keywords":"","type":"module"},{"title":"CRM CSV Export Manager","summary":"Use CRM CSV Export Manager as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/crm-csv-export","keywords":"","type":"module"},{"title":"CRM Goal Tracking","summary":"Use CRM Goal Tracking as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/crm-goal-tracking","keywords":"","type":"module"},{"title":"CRM Menu Builder","summary":"Use CRM Menu Builder as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/crm-menu-builder","keywords":"","type":"module"},{"title":"CRM Theme & Brand Customisation","summary":"Use CRM Theme & Brand Customisation as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/crm-theme-customisation","keywords":"","type":"module"},{"title":"Customer Survey & Feedback","summary":"Use Customer Survey & Feedback as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/customer-surveys-feedback","keywords":"","type":"module"},{"title":"Delivery Note Management","summary":"Use Delivery Note Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/delivery-note-management","keywords":"","type":"module"},{"title":"Electronic Invoicing","summary":"Use Electronic Invoicing as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/electronic-invoicing","keywords":"","type":"module"},{"title":"Email Marketing & Newsletter","summary":"Use Email Marketing & Newsletter as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/email-marketing-newsletters","keywords":"","type":"module"},{"title":"Enterprise CRM Integrations","summary":"Use Enterprise CRM Integrations as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/enterprise-integrations","keywords":"","type":"module"},{"title":"HMO Property Management","summary":"Use HMO Property Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/hmo-property-management","keywords":"","type":"module"},{"title":"HR Management","summary":"Use HR Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/hr-management","keywords":"","type":"module"},{"title":"Inventory & Warehouse Management","summary":"Use Inventory & Warehouse Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/inventory-warehouse-management","keywords":"","type":"module"},{"title":"CRM Lead Management Filters","summary":"Use CRM Lead Management Filters as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/lead-management-filters","keywords":"","type":"module"},{"title":"OpenAI CRM Integration","summary":"Use OpenAI CRM Integration as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/openai-crm-integration","keywords":"","type":"module"},{"title":"Property Compliance Application Management","summary":"Use Property Compliance Application Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/property-compliance-applications","keywords":"","type":"module"},{"title":"Property Compliance Management","summary":"Use Property Compliance Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/property-compliance-management","keywords":"","type":"module"},{"title":"Property Licence Application","summary":"Use Property Licence Application as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/property-licence-applications","keywords":"","type":"module"},{"title":"Purchase Order Management","summary":"Use Purchase Order Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/purchase-order-management","keywords":"","type":"module"},{"title":"QR Code Compliance & Document Verification","summary":"Use QR Code Compliance & Document Verification as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/qr-code-compliance","keywords":"","type":"module"},{"title":"Real Estate Management","summary":"Use Real Estate Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/real-estate-management","keywords":"","type":"module"},{"title":"Secure API Gateway","summary":"Use Secure API Gateway as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/secure-api-gateway","keywords":"","type":"module"},{"title":"Service Workflow Management","summary":"Use Service Workflow Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/service-workflow-management","keywords":"","type":"module"},{"title":"Shared Email Inbox & CRM Integration","summary":"Use Shared Email Inbox & CRM Integration as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/shared-email-inbox","keywords":"","type":"module"},{"title":"Stripe iDEAL Payment Gateway for CRM","summary":"Use Stripe iDEAL Payment Gateway for CRM as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/stripe-ideal-payments","keywords":"","type":"module"},{"title":"CRM Task Management Filters","summary":"Use CRM Task Management Filters as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/task-management-filters","keywords":"","type":"module"},{"title":"UAE E-Invoicing & EmaraTax Readiness","summary":"Use UAE E-Invoicing & EmaraTax Readiness as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/uae-e-invoicing","keywords":"","type":"module"},{"title":"Uk Tax Submission Guides","summary":"Find the next task for your Pixie CRM tax workspace. Prepare and review UK tax work with clear HMRC authority, evidence and approval checks.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax","keywords":"uk tax submission guides find the next task for your pixie crm tax workspace. prepare and review uk tax work with clear hmrc authority evidence and approval checks.","type":"module"},{"title":"How to manage HMRC agent authority","summary":"How to manage HMRC agent authority in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/agents","keywords":"how to manage hmrc agent authority how to manage hmrc agent authority in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to review, approve and inspect frozen filings","summary":"How to review, approve and inspect frozen filings in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/approvals","keywords":"how to review approve and inspect frozen filings how to review approve and inspect frozen filings in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to prepare a Business Source Adjustable Summary adjustment","summary":"How to prepare a Business Source Adjustable Summary adjustment in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/business-adjustments","keywords":"how to prepare a business source adjustable summary adjustment how to prepare a business source adjustable summary adjustment in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to request HMRC calculations and read Assist feedback","summary":"How to request HMRC calculations and read Assist feedback in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/calculations-assist","keywords":"how to request hmrc calculations and read assist feedback how to request hmrc calculations and read assist feedback in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to manage CIS compliance","summary":"How to manage CIS compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/cis","keywords":"how to manage cis compliance how to manage cis compliance in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How clients review filings in their Tax Centre","summary":"How clients review filings in their Tax Centre in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/client-centre","keywords":"how clients review filings in their tax centre how clients review filings in their tax centre in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to manage Corporation Tax compliance","summary":"How to manage Corporation Tax compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/corporation-tax","keywords":"how to manage corporation tax compliance how to manage corporation tax compliance in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to set approvals, alerts and customer access","summary":"How to set approvals, alerts and customer access in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/governance","keywords":"how to set approvals alerts and customer access how to set approvals alerts and customer access in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to confirm your identity for a protected action","summary":"How to confirm your identity for a protected action in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/identity","keywords":"how to confirm your identity for a protected action how to confirm your identity for a protected action in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to preview, validate and commit tax record imports","summary":"How to preview, validate and commit tax record imports in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/imports","keywords":"how to preview validate and commit tax record imports how to preview validate and commit tax record imports in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to prepare Income Tax business updates","summary":"How to prepare Income Tax business updates in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/income-tax","keywords":"how to prepare income tax business updates how to prepare income tax business updates in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to manage Interest Restriction compliance","summary":"How to manage Interest Restriction compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/interest-restriction","keywords":"how to manage interest restriction compliance how to manage interest restriction compliance in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to map Accounting data to tax fields","summary":"How to map Accounting data to tax fields in Pixie CRM: exact navigation, required 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PAYE / RTI compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/paye-rti","keywords":"how to manage paye rti compliance how to manage paye rti compliance in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to start an official HMRC payment journey","summary":"How to start an official HMRC payment journey in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/payments","keywords":"how to start an official hmrc payment journey how to start an official hmrc payment journey in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to manage Pillar 2 compliance","summary":"How to manage Pillar 2 compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/pillar-2","keywords":"how to manage pillar 2 compliance how to manage pillar 2 compliance in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to monitor portfolio risk and tax deadlines","summary":"How to monitor portfolio risk and tax deadlines in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/portfolio-obligations","keywords":"how to monitor portfolio risk and tax deadlines how to monitor portfolio risk and tax deadlines in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to configure taxpayer 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module.","type":"module"},{"title":"How to prepare supplementary Self Assessment data","summary":"How to prepare supplementary Self Assessment data in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/supplementary","keywords":"how to prepare supplementary self assessment data how to prepare supplementary self assessment data in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to prepare and submit a VAT return","summary":"How to prepare and submit a VAT return in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/vat","keywords":"how to prepare and submit a vat return how to prepare and submit a vat return in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to record VAT adjustments and inspect filed returns","summary":"How to record VAT adjustments and inspect filed returns in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/vat-adjustments","keywords":"how to record vat adjustments and inspect filed returns how to record vat adjustments and inspect filed returns in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to synchronise VAT account information and penalties","summary":"How to synchronise VAT account information and penalties in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/vat-financials","keywords":"how to synchronise vat account information and penalties how to synchronise vat account information and penalties in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to validate an official XML document structure","summary":"How to validate an official XML document structure in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/xml-validation","keywords":"how to validate an official xml document structure how to validate an official xml document structure in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"How to complete year-end checks and a final declaration","summary":"How to complete year-end checks and a final declaration in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module.","category":"UK Tax","url":"https://pixiecrm.com/help-centre/modules/uk-tax/year-end","keywords":"how to complete year-end checks and a final declaration how to complete year-end checks and a final declaration in pixie crm exact navigation required access step-by-step actions and checks for the uk tax module.","type":"module"},{"title":"Us Tax Submission Guides","summary":"Find the next task for your Pixie CRM tax workspace. 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and response tasks in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module.","category":"US Tax","url":"https://pixiecrm.com/help-centre/modules/us-tax/notices","keywords":"how to track tax notices and response tasks how to track tax notices and response tasks in pixie crm exact navigation required access step-by-step actions and checks for the us tax module.","type":"module"},{"title":"How to discover and record US tax obligations","summary":"How to discover and record US tax obligations in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module.","category":"US Tax","url":"https://pixiecrm.com/help-centre/modules/us-tax/obligations","keywords":"how to discover and record us tax obligations how to discover and record us tax obligations in pixie crm exact navigation required access step-by-step actions and checks for the us tax module.","type":"module"},{"title":"How to record payments, reconcile 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Tax","url":"https://pixiecrm.com/help-centre/modules/us-tax/start","keywords":"how to check us tax capability and system readiness how to check us tax capability and system readiness in pixie crm exact navigation required access step-by-step actions and checks for the us tax module.","type":"module"},{"title":"How to create a US taxpayer profile","summary":"How to create a US taxpayer profile in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module.","category":"US Tax","url":"https://pixiecrm.com/help-centre/modules/us-tax/taxpayers","keywords":"how to create a us taxpayer profile how to create a us taxpayer profile in pixie crm exact navigation required access step-by-step actions and checks for the us tax module.","type":"module"},{"title":"Website Visitor Tracking & Live Chat","summary":"Use Website Visitor Tracking & Live Chat as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/website-visitor-tracking-live-chat","keywords":"","type":"module"},{"title":"WhatsApp Business API","summary":"Use WhatsApp Business API as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use.","category":"Modules","url":"https://pixiecrm.com/help-centre/modules/whatsapp-business-api","keywords":"","type":"module"},{"title":"Monitor live enrichment progress","summary":"Keep the page open while the AJAX workflow checks companies one at a time and reports evidence links.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/monitor-live-enrichment-progress","keywords":"internet fresh uk panel administrator access lead","type":"guide"},{"title":"Monitor OpenAI cost and usage externally","summary":"Use provider-side controls because this module has no usage dashboard.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/monitor-openai-cost-and-usage-externally","keywords":"provider account usage/billing administrator security privacy limitations troubleshooting v1.0.0","type":"guide"},{"title":"Move a Bilty through dispatch and in-transit stages","summary":"Progress an issued Bilty through loading, dispatch and in-transit operational states using the supported status control.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/move-a-bilty-through-dispatch-and-in-transit-stages","keywords":"issue register lifecycle bilties / how to britixo transport logistics","type":"guide"},{"title":"Move a job en route to collection","summary":"Start the collection journey.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/move-a-job-en-route-to-collection","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Move a job en route to delivery","summary":"Start the delivery leg after collection.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/move-a-job-en-route-to-delivery","keywords":"admin area jobs open change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Move a renewal submission into document review","summary":"Create or reopen the matching internal intake record from an external renewal upload.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/move-a-renewal-submission-into-document-review","keywords":"parse submissions / administrators and authorised property staff","type":"guide"},{"title":"Move from draft to context selected","summary":"Complete and save the property/tenant context.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/move-from-draft-to-context-selected","keywords":"onboarding workspace step authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Move onboarding into progress","summary":"Start the detailed terms/documents workflow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/move-onboarding-into-progress","keywords":"workspace start/continue workflow authorised tenant/rent staff tenant and v1.0.0","type":"guide"},{"title":"Move to parties confirmed","summary":"Verify tenant, landlord and occupiers.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/move-to-parties-confirmed","keywords":"onboarding workspace step confirm authorised tenant/rent staff workflow v1.0.0","type":"guide"},{"title":"MTD - HMRC Compliant Module overview","summary":"Understand the Pixie CRM Tax Centre, supported VAT and Income Tax workflows, Accounting dependency and filing controls.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/mtd-hmrc-module-overview","keywords":"making digital uk accountant agent saas return","type":"guide"},{"title":"View, download and print an account statement","summary":"Choose a date range and open a statement for your account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-account-statements","keywords":"billing subscriptions invoices","type":"guide"},{"title":"Give team members access to My Account","summary":"Add a team member with their own login and choose the My Account sections they can use.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-account-users","keywords":"staff / users","type":"guide"},{"title":"Request an API integration","summary":"Submit the systems, data and actions you need connected through an API.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-api-integration-request","keywords":"requests support access","type":"guide"},{"title":"Follow a licence application and upload its documents","summary":"Review application progress, read the guidance and add the requested supporting documents.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-application-documents","keywords":"applications license view","type":"guide"},{"title":"Control your saved VoIP card and automatic recharge","summary":"Review the USD recharge threshold, amount and monthly charge cap, then enable, update or turn off automatic calling-credit payments.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-automatic-recharge","keywords":"My Account → VoIP & Telecommunications → Calling credit Open Calling credit. If a saved card is not available, use Save card with Stripe and complete the separate storage consent. Set Recharge when balance falls below in USD equivalent, Each recharge in USD, and Monthly charge cap in USD. Read the authorisation. The threshold is converted to GBP for comparison with the calling wallet, and each verified payment credits GBP at the stated ECB rate. Choose Enable automatic recharge or Update automatic recharge, as shown, then review the returned saved status. Use Turn off to stop future automatic recharge attempts. Use Remove saved card to remove the card from this calling-credit arrangement when appropriate.","type":"guide"},{"title":"Understand GBP, USD and your billing country","summary":"Check how the billing country and IP location select the currency for a Pixie CRM subscription, and how existing invoices retain their currency.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-billing-currency","keywords":"My Account → Subscriptions → Confirm your billing address Open Subscriptions and review Billing country in the address section. Select United Kingdom to view the CRM subscription quote in GBP. Select another billing country to view it in USD. Review the monthly rate, period total, annual discount where selected, and the currency in the confirmation sentence. Confirm the billing address before continuing. The selected billing country takes priority over IP detection; a UK IP does not override a saved non-UK billing country. When an invoice is issued, check its own currency in Billing & invoices and in the payment flow.","type":"guide"},{"title":"Request caller-ID verification or a caller-ID change","summary":"Use the current phone-service support path to ask about a number you control or an eligible dedicated number.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-caller-id","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “Caller-ID verification request”, and select the available department and priority. Identify the calling account and the number you want to use. Complete only the verification steps the account team or configured phone service provides. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Add VoIP calling credit and check its payment status","summary":"Review the USD top-up amount, understand the GBP calling-credit conversion and check the verified payment status.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-calling-credit","keywords":"My Account → VoIP & Telecommunications → Calling credit Open VoIP & Telecommunications and select Calling credit. Review the current GBP calling balance and the payment information shown. Enter the one-time top-up in USD within the displayed permitted range. Read the explanation of the current ECB conversion used when a verified payment is credited. Read the card-payment authorisation and choose the secure top-up or Continue secure Stripe checkout action shown. Complete the payment flow and review its returned status before repeating a top-up.","type":"guide"},{"title":"Request a business telephone number","summary":"Request a suitable business number and review availability, documents and any quote with the account team.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-did-number","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “Business telephone number request”, and select the available department and priority. Include the required country or area, number type and intended business use. Availability and any reservation are confirmed by the account team. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Open documents and sign an official letter","summary":"Find shared documents, open an official letter PDF and complete an available signature request.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-documents-letters","keywords":"applications / letters","type":"guide"},{"title":"Check a domain and request a reservation","summary":"Check availability and send a domain-reservation request to Pixie CRM.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-domains","keywords":"requests support domains","type":"guide"},{"title":"Open your hosting control panel","summary":"Find hosting linked to your account and open the authorised control panel.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-hosting-access","keywords":"vps solutions","type":"guide"},{"title":"Start and verify your 14-day Pixie CRM trial","summary":"Complete separate email and WhatsApp verification, wait for the workspace installation and open the trial through My Account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-install-business-app","keywords":"Pixie website → Get started → Trial activation Open Get started on the Pixie website and complete the business details requested by the trial form. Complete the separate six-digit email and WhatsApp checks shown. A code for one channel does not replace the other channel's verification. Submit the verified trial activation and follow its installation progress. The trial uses the pre-activated default modules shown for the service. When the ready screen appears, choose My Account. It opens in a new window or tab. In My Account, open My Apps / Software and use the available Pixie CRM workspace action. Watch the new-client walkthrough beneath the successful installation button for orientation.","type":"guide"},{"title":"Open your Pixie CRM workspace from My Account","summary":"Find your installed Pixie CRM workspace, check its availability and open it securely from My Apps / Software.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-installed-apps","keywords":"My Account → My Apps / Software Open My Apps / Software in the My Account side menu. Find the Pixie CRM workspace and review its installation, trial or subscription status. Choose the workspace launch button shown for that workspace. Where the My Workspace shortcut is available, it provides the same authorised handoff. Allow the new workspace window or tab to open. If your browser blocks it, review the browser notice and allow the intended Pixie window. Check that the workspace belongs to the correct organisation before working on records.","type":"guide"},{"title":"Review installed modules and request a module change","summary":"Use the CRM workspace for permitted module administration and My Account support for changes to your software service.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-installed-modules","keywords":"My Account → My Apps / Software → Installed apps Open My Apps / Software and review the installed workspace and its availability. Use the available workspace action to open the correct organisation's CRM. Review module administration inside the workspace only when your role is authorised and the relevant Setup controls are offered. For a module or integration change to your service, open My Account Support tickets and describe the business outcome and affected workspace. Follow the account team's response and verify the agreed change in the workspace.","type":"guide"},{"title":"Review a Pixie invoice and use its available payment options","summary":"Check invoice items, currency, outstanding balance and payment history before opening the payment methods enabled for that invoice.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-invoices-payments","keywords":"My Account → Billing & invoices Open Billing & invoices and locate the invoice using the available list and filters. Choose Details to review the invoice items, dates, payments and remaining amount. Check the currency printed on the invoice. Existing invoices keep their issued currency even when your IP location or billing profile changes. For an unpaid amount, choose Pay now and review the payment methods actually enabled for that invoice. Complete payment only after reviewing the charge and any bank authorisation. Follow the returned status and refresh the invoice after verification.","type":"guide"},{"title":"Request an IVR menu and keypad choices","summary":"Provide an IVR greeting, keypad plan and fallback for review by the phone-service team.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-ivr-menus","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “IVR menu setup or change”, and select the available department and priority. List the greeting, each keypad choice and its destination, plus the intended timeout, invalid-key and closed-hours behaviour. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Start, save and submit a licence application","summary":"Complete the category-specific questionnaire, resume a draft and submit a tracked application.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-licence-applications","keywords":"applications documents license","type":"guide"},{"title":"Resolve missing menus or an account section that will not load","summary":"Check permissions, refresh the affected My Account section and provide useful error details without sharing credentials.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-missing-data-help","keywords":"My Account → Affected section / System status / Support tickets Check the organisation shown in the account menu and confirm that you are using the expected account. If a menu is missing, ask the account owner or an authorised administrator to review Staff / Users. CRM workspace roles are managed separately. If a section says it could not be loaded, choose Try again in that section. Other account areas remain available while that request is unavailable. Use Refresh account data when you need updated records. Review System status and the relevant service message where available. If the problem continues, open Support tickets and include the affected section, record reference, exact error wording and the steps that produced it.","type":"guide"},{"title":"Choose a managed VPS package and review its USD invoice","summary":"Select a managed VPS package and prepaid term, then review the USD invoice before payment and deployment.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-order-vps","keywords":"My Account → Hosting solutions → VPS packages Open Hosting solutions and choose VPS packages. Review the available package descriptions and select the package you need. Choose the offered prepaid term: three, six or twelve months. Review the displayed billing explanation, then use Create VPS invoice when you are ready to request the invoice. Open the resulting invoice, confirm its USD amount and prepaid term, and use the available payment method. Deployment follows confirmed payment.","type":"guide"},{"title":"Find your way around Pixie My Account","summary":"Find account services, subscriptions, invoices, workspaces, users and support, and understand which menus your account can use.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-overview","keywords":"My Account → Dashboard Start on Dashboard to review the available service, subscription, invoice and ticket summaries. Use the side menu for My profile, Official Letters, Security and Billing & invoices. For services, choose My Projects, VoIP & Telecommunications, License Applications, Subscriptions, Hosting solutions, My Apps / Software, Staff / Users, Domains or API access when available. Use Support tickets, Docs & Files, Help Centre and System status for assistance and shared records. On a phone, open account navigation before selecting a section. Open My Apps / Software to launch the CRM workspace. Use Secure sign out when you finish on a shared device.","type":"guide"},{"title":"Request a Pixie CRM professional service","summary":"Describe a configuration, integration, migration, training or account-service requirement and create a traceable request.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-professional-services","keywords":"My Account → Dashboard → Active services → Manage services From Dashboard, open the service-management action in Active services when it is offered. In Request a Pixie CRM service, select Service area and enter Request title. Complete Requirement summary with the intended outcome, affected workspace and current difficulty. Review Priority, Target date and Additional notes. Confirm that the request contains no passwords, private API keys or reusable secrets. Choose Submit service request and retain the resulting reference. If the form says routing is unavailable, use the displayed contact guidance or Support tickets.","type":"guide"},{"title":"Update your company and contact details","summary":"Update your profile and verify a changed business email or WhatsApp number.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-profile","keywords":"security","type":"guide"},{"title":"Upload project files and talk to the project team","summary":"Share permitted project files and keep project conversations with the correct project.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-project-files-discussions","keywords":"projects services documents / discussions","type":"guide"},{"title":"Track project tasks, milestones and progress","summary":"Find a project and review the information your project team has shared with you.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-projects","keywords":"projects services","type":"guide"},{"title":"Create and verify your My Account login","summary":"Register your business details and complete the separate email and WhatsApp checks before using your account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-register","keywords":"getting started","type":"guide"},{"title":"Remove or restore a team member’s account access","summary":"Stop a team member signing in through the account access controls, or restore eligible access later.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-remove-restore-account-access","keywords":"staff / users","type":"guide"},{"title":"Request additional modules and integrations","summary":"Describe the business outcome for a module or integration request and send it for review.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-request-modules-integrations","keywords":"applications apps / software","type":"guide"},{"title":"Reset a forgotten My Account password","summary":"Request a reset email and choose a new password using the valid reset link.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-reset-password","keywords":"getting started log in use instead forgot your","type":"guide"},{"title":"Review, accept or reject a project submission","summary":"Review a delivered version and record a clear acceptance or request for corrections.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-review-project-submissions","keywords":"projects services submissions","type":"guide"},{"title":"Request a ring group or call queue","summary":"Describe the members, ringing behaviour and fallback you need through the current phone-service support path.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-ring-groups-queues","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “Ring group or call queue request”, and select the available department and priority. List the participating extensions, desired ringing or queue behaviour and destination when no one answers. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Sign in with email, WhatsApp or a password","summary":"Choose an available sign-in method and complete the verification shown for your account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-sign-in","keywords":"getting started log","type":"guide"},{"title":"Set up a SIP phone or softphone from My Account","summary":"Open the authorised phone-setup details and copy the issued extension settings into your own SIP phone application.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-sip-phone-setup","keywords":"My Account → VoIP & Telecommunications → Overview & setup Open VoIP & Telecommunications and select Overview & setup. Review the phone-service status and choose Set up my phone when the action is available. In Your phone setup, review Extension, Username, Server, Port and Transport. Use Show password only when you need the private phone password. Enter the issued values into the matching fields of your SIP phone or softphone. Keep the password private. Save the settings in the phone application and check its registration state. Use the service status or support team to resolve an unavailable setup.","type":"guide"},{"title":"Choose a Pixie CRM subscription and check renewals","summary":"Select licensed teammates and a billing cycle, confirm your billing country and review the subscription invoice before payment.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-subscriptions","keywords":"My Account → Subscriptions Open Subscriptions. Review the trial or subscription status and any existing unpaid invoice before starting a new selection. Enter Licensed users / teammates. Keep the quantity at or above the minimum shown for your active workspace team. Choose Half yearly for six months or Yearly for twelve months. Yearly applies the displayed 10% discount. Review the live quote before continuing. Complete Confirm your billing address. Choose the billing country: United Kingdom uses GBP; other countries use USD. Confirm that the address and displayed currency are correct. Read and select both required confirmations. The second explains licence quantity, billing cycle and future card renewal authorisation. Choose Create subscription & continue to payment. Review the invoice and available payment methods in Billing & invoices before completing a payment. For an existing unpaid subscription, use the correction controls actually shown instead of creating another order.","type":"guide"},{"title":"Create, find and reply to a support ticket","summary":"Send a clear support request, attach permitted files and follow replies in one conversation.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-support-tickets","keywords":"requests tickets","type":"guide"},{"title":"Continue after your Pixie CRM trial installation","summary":"Use My Account after a successful trial installation, follow the new-client walkthrough and open the correct CRM workspace.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-trial-ready","keywords":"Get started → Successful installation → My Account On the successful installation screen, check the organisation name and trial status. Choose My Account beneath the ready message. The account area opens in a new window or tab. Follow the new-client walkthrough video beneath the button if you want an introduction to the installed CRM. In My Account, choose My Apps / Software and open your Pixie CRM workspace. Verify the organisation shown in the CRM before adding customer or business records.","type":"guide"},{"title":"Set up WhatsApp or authenticator verification","summary":"Activate the supported two-factor method and understand the verification needed to launch your software.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-two-factor","keywords":"profile security","type":"guide"},{"title":"Request a VoIP or telecommunications service","summary":"Describe the phone service your organisation needs through the support action currently provided in My Account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-voip-application","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “Set up a phone service for my organisation”, and select the available department and priority. Include the team size, countries, calling requirements, existing phone system and intended launch date. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Request an extension label or incoming routing change","summary":"Explain the intended phone routing through the support controls currently available in My Account.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-voip-routing","keywords":"My Account → VoIP & Telecommunications → Numbers & configuration Open VoIP & Telecommunications and select Numbers & configuration. Choose Request phone service support to open Support tickets. Choose New ticket. Enter a clear subject, such as “Phone extension or incoming routing change”, and select the available department and priority. Identify the number or extension and the requested destination, staff label, opening-hours behaviour and fallback where relevant. Put these details in the ticket message and attach only relevant permitted files. Submit the ticket and follow the replies under the same ticket reference. Review any required verification, quote or service confirmation before proceeding.","type":"guide"},{"title":"Use VPS console access and password controls","summary":"Generate permitted console access or reset a VPS password and handle the returned credentials carefully.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-access","keywords":"hosting control panel","type":"guide"},{"title":"Manage VPS notifications and inspect activity","summary":"Configure supported alert rules and inspect the recorded result of VPS operations.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-alerts-activity","keywords":"hosting control panel /","type":"guide"},{"title":"View VPS metrics, IP details and reverse DNS","summary":"Review traffic and IP information, and update permitted reverse-DNS settings.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-metrics-networking","keywords":"hosting control panel / networking","type":"guide"},{"title":"View a VPS and manage its power state","summary":"Select a server, review its state, rename it and use permitted start, stop or reboot actions.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-overview-power","keywords":"hosting solutions service control panel overview","type":"guide"},{"title":"Manage VPS network restrictions and monitoring","summary":"Use permitted null-route and monitoring actions and understand their effect on connectivity.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-security-monitoring","keywords":"hosting control panel security / networking notifications","type":"guide"},{"title":"Use VPS snapshots, reinstall and ISO recovery","summary":"Understand the available snapshot, restore, reinstall and ISO actions before making a recovery change.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-vps-snapshots-recovery","keywords":"hosting control panel /","type":"guide"},{"title":"View and manage users inside your business application","summary":"Choose an application, review its staff directory and open its authorised staff-management screen.","category":"My Account","url":"https://pixiecrm.com/help-centre/my-account-workspace-users","keywords":"team access / workspace","type":"guide"},{"title":"Navigate Mailbox Exchange message pages","summary":"Use inbox pagination.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/navigate-mailbox-exchange-message-pages","keywords":"folders search and actions admin area page controls view users pagination is 20 messages per page. account/folder/search/filter/category affect results. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Open a client property detail","summary":"Review listing, media, map, agent/company and available actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-client-property-detail","keywords":"portal properties authenticated contact landlord portals v1.0.0","type":"guide"},{"title":"Open a current employee record","summary":"Open the authoritative v1.3.0 record and verify its version, linked profile and evidence before editing.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/open-a-current-employee-record","keywords":"resources hrm admin area centre register select employee-record-centre","type":"guide"},{"title":"Open a landlord maintenance job report","summary":"View the job report for an authorised linked property.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-landlord-maintenance-job-report","keywords":"portal/client portal authenticated contact property owners landlords and client links v1.0.0","type":"guide"},{"title":"Open a landlord maintenance job report — Maintenance requests and tenant feedback","summary":"Review work evidence for a linked job.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-landlord-maintenance-job-report-maintenance-requests-and-tenant-feedback","keywords":"portal/client portal authenticated contact v1.0.0","type":"guide"},{"title":"Open a Letter Manager signature request","summary":"Use the Review & Sign Document link received for a letter marked as requiring signature.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-a-letter-manager-signature-request","keywords":"v1.0.0 recipient email e-signature and public verification pdf correspondence templates read receipt postal tracking client portal","type":"guide"},{"title":"Open a Mailbox Exchange message or thread","summary":"View protected detail, attachments and related records.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-a-mailbox-exchange-message-or-thread","keywords":"inbox folders search actions admin area plus account read users access is checked before detail. mixed can include conversions receipt data. html uses","type":"guide"},{"title":"Open a payment and generate its PDF","summary":"Review payment evidence and create a receipt PDF.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-payment-and-generate-its-pdf","keywords":"broker portal payments authenticated user with view access contracts invoices pdfs v1.0.0","type":"guide"},{"title":"Open a property from the client portal grid","summary":"Select a visible linked/public listing.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-property-from-the-client-portal-grid","keywords":"properties authenticated contact search maps filters and visibility v1.0.0","type":"guide"},{"title":"Open a public Letter Manager verification page","summary":"Validate the unique-code URL from the PDF QR code or Verify action.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-a-public-letter-verification-page","keywords":"v1.0.0 generated admin/client history e-signature and correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Open a purchase debit note","summary":"Change the note to open through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-purchase-debit-note","keywords":"admin area notes mark purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Open a purchase invoice in the vendor portal","summary":"Review invoice details, payment state and files.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-purchase-invoice-in-the-vendor-portal","keywords":"invoices authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Open a QR public signing page","summary":"Scan a valid QR and load the no-index, no-cache recipient page.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/open-a-qr-public-signing-page","keywords":"2.1.0 action printed on supported pdf scanning","type":"guide"},{"title":"Open a quotation in the vendor portal","summary":"Review quotation lines, status, files and signature controls.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-quotation-in-the-vendor-portal","keywords":"quotations authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Open a renter profile from a rent request","summary":"Review the customer’s suitability/evidence data linked to the request.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-renter-profile-from-a-rent-request","keywords":"admin area requests applications real_rent_request view or real_tenant and profiles v1.0.0","type":"guide"},{"title":"Open a saved company search","summary":"Open all saved company rows connected to a recent search reference.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/open-a-saved-company-search","keywords":"searches and registers fresh uk lead view administrator access","type":"guide"},{"title":"Open a shared purchase request in the vendor portal","summary":"Use the ID/hash route supplied for shared requests.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-shared-purchase-request-in-the-vendor-portal","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Open a stored Letter Manager signature image","summary":"Use the module’s public image endpoint from a signed verification or internal view.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-a-stored-letter-signature-image","keywords":"v1.0.0 verify/internal full view e-signature and pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Open a tenant application","summary":"Review applicant, property, income, occupancy, consent and evidence data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-a-tenant-application","keywords":"admin area requests applications authorised reviewer public invites v1.0.0","type":"guide"},{"title":"Open a vendor contract in the portal","summary":"View contract content, status and files.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-vendor-contract-in-the-portal","keywords":"contracts authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Open a vendor portal purchase order","summary":"Review order lines, delivery and files using the authorised ID/hash flow.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-a-vendor-portal-purchase-order","keywords":"orders authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Open Account Status","summary":"Review account/relationship status records linked to properties and clients.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-account-status","keywords":"admin area property operations real_property view or own approvals v1.0.0","type":"guide"},{"title":"Open an AML / KYC notification PDF","summary":"Open the PDF generated for a specific AML/KYC notification log.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-an-aml-kyc-notification-pdf","keywords":"engine administrators and authorised property staff","type":"guide"},{"title":"Open an approved compliance record PDF","summary":"Open the system-generated PDF linked to an approved compliance record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-an-approved-compliance-record-pdf","keywords":"view download records administrators and authorised property staff","type":"guide"},{"title":"Open an Employee 360 record","summary":"Review one connected employee dossier across profile, onboarding, documents, time, payroll, payslips, portal, access and audit sections.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/open-an-employee-360-record","keywords":"resources admin area exact navigation module v1.3.0 how to","type":"guide"},{"title":"Open an issued Bilty record","summary":"Open an issued record to review parties, shipment details, commercial state, transit controls, payment history, public links and PDF actions.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/open-an-issued-bilty-record","keywords":"issue register lifecycle bilties how britixo transport logistics","type":"guide"},{"title":"Open an order return in the vendor portal","summary":"Review return lines, status and refund information.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-an-order-return-in-the-vendor-portal","keywords":"returns authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Open and navigate QuickBooks Accounting Automation","summary":"Detailed client guidance covering open and navigate QuickBooks Accounting Automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/open-and-navigate-quickbooks-accounting-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open and navigate Sage Accounting Automation","summary":"Detailed client guidance covering open and navigate Sage Accounting Automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/open-and-navigate-sage-accounting-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open and navigate Xero Accounting Automation","summary":"Detailed client guidance covering open and navigate Xero Accounting Automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/open-and-navigate-xero-accounting-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open and resolve a deposit dispute","summary":"Record a dispute reason, track evidence and move the case to a supported resolution state.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-and-resolve-a-deposit-dispute","keywords":"return process / administrators authorised property staff","type":"guide"},{"title":"Open appointment details from the table","summary":"Move from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/open-appointment-details-from-table","keywords":"detail list select staff who manage view dashboard tables filters provider customer britixo booking services providers availability invoices feedback reports how","type":"guide"},{"title":"Open the Asbestos Management PDF record","summary":"Open or generate the system PDF for an approved Asbestos Management record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-asbestos-management-pdf-record","keywords":"certificate detailed report safety certificates administrators authorised property staff","type":"guide"},{"title":"Open broker portal notifications","summary":"Review all broker notifications.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-broker-portal-notifications","keywords":"authenticated user dashboard reports and search v1.0.0","type":"guide"},{"title":"Open broker staff","summary":"Review staff within a broker company.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-broker-staff","keywords":"admin area property operations business brokers real_business_broker view or real_estate_agent_staff and portal v1.0.0","type":"guide"},{"title":"Open the Building Safety / Higher-Risk Buildings PDF record","summary":"Open or generate the system PDF for an approved Building Safety / Higher-Risk Buildings record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-building-safety-pdf-record","keywords":"certificate detailed report certificates administrators authorised property staff","type":"guide"},{"title":"Open buy-request details","summary":"Review customer, property, pricing, notes, status and actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-buy-request-details","keywords":"admin area requests applications buy request real_buy_request view or own sales conversion v1.0.0","type":"guide"},{"title":"Open Buy Requests","summary":"Review purchase-interest requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-buy-requests","keywords":"admin area applications real_buy_request view or own and sales conversion v1.0.0","type":"guide"},{"title":"Open client maintenance requests","summary":"Review maintenance records linked to the current tenant’s properties.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-client-maintenance-requests","keywords":"portal authenticated tenant/client contact and tenant feedback v1.0.0","type":"guide"},{"title":"Open client payout information","summary":"Review the current linked client/landlord payout records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-client-payout-information","keywords":"portal payouts authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Open client rent-request details and PDF","summary":"Review the current client’s request and generated PDF.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-client-rent-request-details-and-pdf","keywords":"portal rental application authenticated owning contact rent requests renter profiles v1.0.0","type":"guide"},{"title":"Open client supplier/maintenance information","summary":"Review tenant-visible maintenance data and submit feedback.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-client-supplier-maintenance-information","keywords":"portal authenticated linked tenant contact landlord portals v1.0.0","type":"guide"},{"title":"Open the CMP / Client Money PDF record","summary":"Open or generate the system PDF for an approved CMP / Client Money record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-cmp-client-money-pdf-record","keywords":"certificate detailed report agency governance scheme administrators authorised property staff","type":"guide"},{"title":"Open company staff","summary":"Review staff attached to a specific estate-agent company.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-company-staff","keywords":"admin area property operations agents real_estate_agent_staff view companies and v1.0.0","type":"guide"},{"title":"Open Courier compliance alerts","summary":"Review driver and vehicle exceptions from one workspace.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/open-courier-compliance-alerts","keywords":"admin area manage workspaces dispatch pod provider bp fuel finance","type":"guide"},{"title":"Open e-Invoice Bulk Export","summary":"Use the Utilities workspace after receiving the module capability.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/open-e-invoice-bulk-export","keywords":"1.0.0 admin area and operational limitations","type":"guide"},{"title":"Open e-Invoice settings","summary":"Use the Finance child settings section registered at position 35.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/open-e-invoice-settings","keywords":"1.0.0 admin area setup permissions and","type":"guide"},{"title":"Open the EICR PDF record","summary":"Open or generate the system PDF for an approved EICR record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-eicr-pdf-record","keywords":"certificate detailed report safety certificates tracking administrators authorised property staff","type":"guide"},{"title":"Open the England PRS Database PDF record","summary":"Open or generate the system PDF for an approved England PRS Database record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-england-prs-database-pdf-record","keywords":"certificate detailed report licensing gov administrators authorised property staff","type":"guide"},{"title":"Open the EPC / MEES PDF record","summary":"Open or generate the system PDF for an approved EPC / MEES record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-epc-mees-pdf-record","keywords":"certificate detailed report safety certificates tracking administrators authorised property staff","type":"guide"},{"title":"Open FAF Requests","summary":"Manage Financial Approval Form requests.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-faf-requests","keywords":"admin area request relevant view capability setup version access and navigation v1.7.9","type":"guide"},{"title":"Open the Fire Risk Assessment PDF record","summary":"Open or generate the system PDF for an approved Fire Risk Assessment record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-fire-risk-assessment-pdf-record","keywords":"certificate detailed report safety certificates administrators authorised property staff","type":"guide"},{"title":"Open Fresh UK Leads","summary":"Open the administrator-only Companies House Lead Finder from the Pixie CRM sidebar.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/open-fresh-uk-leads","keywords":"module setup and searching administrator access","type":"guide"},{"title":"Open the Gas Safety / CP12 PDF record","summary":"Open or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-gas-safety-cp12-pdf-record","keywords":"certificate detailed report certificates tracking administrators authorised property staff","type":"guide"},{"title":"Open the HMO / Licensing PDF record","summary":"Open or generate the system PDF for an approved HMO / Licensing record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-hmo-licensing-pdf-record","keywords":"certificate detailed report gov tracking administrators authorised property staff","type":"guide"},{"title":"Open the HMRC / MTD PDF record","summary":"Open or generate the system PDF for an approved HMRC / MTD record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-hmrc-mtd-pdf-record","keywords":"certificate detailed report agency governance workflows administrators authorised property staff","type":"guide"},{"title":"Open Importers by SIC Code","summary":"Open the new Importers by SIC Code tab from the existing Fresh UK Leads dashboard without changing the established Fresh Companies workflow.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/open-importers-by-sic-code","keywords":"importer prospects how to britixo","type":"guide"},{"title":"Open landlord job report","summary":"Review a single authorised maintenance job report.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-landlord-job-report","keywords":"portal/client portal authenticated linked contact client and portals v1.0.0","type":"guide"},{"title":"Open landlord maintenance","summary":"Review jobs for linked landlord properties.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-landlord-maintenance","keywords":"portal/client portal authenticated contact client and portals v1.0.0","type":"guide"},{"title":"Open Landlords","summary":"Review landlord customers exposed by the module.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-landlords","keywords":"admin area property operations owners / group view or real_property_owner access and client links v1.0.0","type":"guide"},{"title":"Open the Legionella Risk Assessment PDF record","summary":"Open or generate the system PDF for an approved Legionella Risk Assessment record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-legionella-risk-assessment-pdf-record","keywords":"certificate detailed report safety certificates administrators authorised property staff","type":"guide"},{"title":"Open Letter History from a customer profile","summary":"Review letters linked to one CRM customer inside the admin profile.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-letter-history-from-a-customer-profile","keywords":"v1.0.0 area customers and client portal pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Open Letter History in the client area","summary":"Allow a logged-in contact to see letters linked to their customer account.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-letter-history-in-the-client-area","keywords":"v1.0.0 profile and portal pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Open Letter Manager Settings","summary":"Choose which stored details are exposed on public verification pages.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-letter-manager-settings","keywords":"v1.0.0 admin area setup version access and architecture pdf correspondence templates email e-signature read receipt postal tracking client portal","type":"guide"},{"title":"Open Letter Manager Templates","summary":"Manage reusable letter subjects and HTML bodies.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-letter-manager-templates","keywords":"v1.0.0 admin area setup version access architecture pdf correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Open linked property status","summary":"Review property/status information linked to the portal customer.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-linked-property-status","keywords":"client / compliance authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Open Live Jobs for a provider","summary":"Review cached external work without creating an internal job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/open-live-jobs-for-a-provider","keywords":"admin area select view and imports dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Open Mailbox Exchange compose","summary":"Start a message from an account with send access.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-mailbox-exchange-compose","keywords":"reply forwarding and outbox workflows admin area inbox view plus users id is checked for access/send. active templates recipient suggestions follow settings/permissions. the exact","type":"guide"},{"title":"Open Mailbox Exchange settings","summary":"Open the administrator-only configuration screen.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-mailbox-exchange-settings","keywords":"global synchronisation and ai defaults admin area administrator users controller enforces is_admin . saving normalises clamps submitted values. a copied url does not grant non-admin access.","type":"guide"},{"title":"Open Maintenance & Jobs","summary":"Use the maintenance hub registered as a direct sidebar link.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-maintenance-and-jobs","keywords":"admin area customers view setup navigation and lifecycle v1.0.0","type":"guide"},{"title":"Open My Renter Profile","summary":"Maintain the current client contact’s renter data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-my-renter-profile","keywords":"portal authenticated contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Open My Staff","summary":"Review construction/estate-agent staff when not inside a company-owned context.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-my-staff","keywords":"admin area property operations view or own estate-agent companies and v1.0.0","type":"guide"},{"title":"Open newsletter campaign details","summary":"Inspect the stored body and recipient-level delivery/open evidence.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/open-newsletter-campaign-details","keywords":"1.0.0 admin area letter manager / history delivery read evidence","type":"guide"},{"title":"Open the Northern Ireland Landlord Registration PDF record","summary":"Open or generate the system PDF for an approved Northern Ireland Landlord Registration record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-northern-ireland-landlord-registration-pdf-record","keywords":"certificate detailed report licensing gov administrators authorised property staff","type":"guide"},{"title":"Open or download a Letter Manager PDF","summary":"Use the history or internal view to access the generated correspondence file.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-or-download-a-letter-manager-pdf","keywords":"v1.0.0 admin area sent letters full view/download generation branding and files templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Open Order Returns","summary":"Manage purchase-return orders and refunds.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-order-returns","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open PDF and Verify links from client Letter History","summary":"Access the generated PDF and public verification page from the customer list.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-pdf-and-verify-links-from-client-letter-history","keywords":"v1.0.0 area / profile portal correspondence templates email e-signature read receipt postal tracking","type":"guide"},{"title":"Open Property Owners","summary":"Review owner records within the current access scope.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-property-owners","keywords":"admin area operations real_property_owner view or own landlords and client links v1.0.0","type":"guide"},{"title":"Open Property Status","summary":"Review status information for accessible properties.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-property-status","keywords":"admin area operations real_property view or own account and approvals v1.0.0","type":"guide"},{"title":"Open Purchase Contracts","summary":"Manage vendor contracts and signatures.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-contracts","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase currency rates","summary":"Review rates and logs.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-currency-rates","keywords":"admin area settings purchase_settings edit v1.7.9","type":"guide"},{"title":"Open Purchase Debit Notes","summary":"Manage vendor debit notes, applications and refunds.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-debit-notes","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Invoices","summary":"Manage vendor invoices and payments.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-invoices","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Items","summary":"Manage item masters available to purchasing.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-items","keywords":"admin area relevant view capability setup version access and navigation v1.7.9","type":"guide"},{"title":"Open Purchase Orders","summary":"Create and manage approved vendor orders.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-orders","keywords":"admin area order relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Quotations","summary":"Manage vendor quotation records and RFQ responses.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-quotations","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Reports","summary":"Run purchasing analysis and report tables/charts.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-reports","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Requests","summary":"Create and manage internal purchase requisitions.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-requests","keywords":"admin area request relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Settings","summary":"Configure numbering, options, units, approvals, groups, vendor categories, permissions, returns and currency rates.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-settings","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open Purchase Vendors","summary":"Manage vendor companies and contacts.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-purchase-vendors","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open QR Compliance Records","summary":"Review the administrator-only register.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/open-qr-compliance-records","keywords":"2.1.0 admin area and audit","type":"guide"},{"title":"Open Real Estate contracts","summary":"Review core CRM contracts exposed in the broker workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-real-estate-contracts","keywords":"portal authenticated user with contract access invoices payments and pdfs v1.0.0","type":"guide"},{"title":"Open Real Estate invoices","summary":"Review core CRM invoices exposed in the broker workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-real-estate-invoices","keywords":"portal authenticated user with invoice access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Open Real Estate reports","summary":"Use the Reports parent and child menu.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-real-estate-reports","keywords":"admin area real_report view setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Open Real Estate settings","summary":"Use General Settings, Permissions or Module Guide according to administrator/capability access.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-real-estate-settings","keywords":"admin area / administrator real_permission view setup navigation and lifecycle v1.0.0","type":"guide"},{"title":"Open Rent Requests","summary":"Review rental-interest records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-rent-requests","keywords":"admin area applications real_rent_request view or own and renter profiles v1.0.0","type":"guide"},{"title":"Open the Scotland Letting Agent Register PDF record","summary":"Open or generate the system PDF for an approved Scotland Letting Agent Register record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-scotland-letting-agent-register-pdf-record","keywords":"certificate detailed report licensing gov administrators authorised property staff","type":"guide"},{"title":"Open the Selective / Additional Licensing PDF record","summary":"Open or generate the system PDF for an approved Selective / Additional Licensing record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-selective-additional-licensing-pdf-record","keywords":"certificate detailed report gov administrators authorised property staff","type":"guide"},{"title":"Open the Smoke & CO Alarms PDF record","summary":"Open or generate the system PDF for an approved Smoke & CO Alarms record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-smoke-co-alarms-pdf-record","keywords":"certificate detailed report safety certificates administrators authorised property staff","type":"guide"},{"title":"Open supplier invoices in admin","summary":"Review invoices created from completed jobs.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-supplier-invoices-in-admin","keywords":"area customers/property authorised finance/maintenance staff suppliers jobs portal and v1.0.0","type":"guide"},{"title":"Open Tenant Applications","summary":"Review submitted, approved, rejected and archived applications.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-tenant-applications","keywords":"admin area requests real_rent_request view or real_tenant public invites v1.0.0","type":"guide"},{"title":"Open Tenant Onboarding","summary":"Review tenant/onboarding records from the registered menu.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-tenant-onboarding","keywords":"admin area requests applications real_tenant view or real_rent_request access workspace and workflow v1.0.0","type":"guide"},{"title":"Open the admin maintenance register","summary":"Review all accessible maintenance requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-admin-maintenance-register","keywords":"area jobs customers view requests and tenant feedback v1.0.0","type":"guide"},{"title":"Open the Bilty Management dashboard","summary":"Open the operational dashboard and review the three-step creator, live summary, KPIs, transit flow and recent issued Bilties.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/open-the-bilty-management-dashboard","keywords":"setup access defaults how to britixo transport logistics","type":"guide"},{"title":"Open the broker portal login","summary":"Authenticate through the module’s dedicated broker route.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-broker-portal-login","keywords":"active staff credentials business brokers and v1.0.0","type":"guide"},{"title":"Open the Business Brokers register","summary":"Review broker companies and their staff.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-business-brokers-register","keywords":"admin area property operations real_business_broker view or own portal v1.0.0","type":"guide"},{"title":"Open the client Real Estate menu","summary":"Use the client portal module entry and available children.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-client-real-estate-menu","keywords":"authenticated contact landlord portals v1.0.0","type":"guide"},{"title":"Open the converted contract","summary":"Follow the linked core contract and review content/value/status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-converted-contract","keywords":"admin area contracts access buy requests sales conversion v1.0.0","type":"guide"},{"title":"Open the converted invoice","summary":"Follow the linked core invoice and review items/tax/status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-converted-invoice","keywords":"admin area sales invoices access buy requests conversion v1.0.0","type":"guide"},{"title":"Open the Courier Finance workspace","summary":"Review revenue, costs, settlements, provider invoices, journals and ledger entries.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/open-the-courier-finance-workspace","keywords":"admin area manage expenses accounting dispatch pod driver vehicle bp fuel","type":"guide"},{"title":"Open the Delivery Note details modal on a new invoice","summary":"Use the optional modal to prepare delivery data before the invoice is saved.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/open-the-delivery-note-details-modal-on-a-new-invoice","keywords":"integration and creation admin area invoices staff create locate add panel new-invoice screen. select","type":"guide"},{"title":"Open the Delivery Note PDF from a client invoice","summary":"Allow an authorised customer contact to open the linked PDF from the CRM client invoice page.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/open-the-delivery-note-pdf-from-a-client-invoice","keywords":"secure public access and e-signing portal invoices view dn contacts by hash or matching logged-in sign in","type":"guide"},{"title":"Open the Delivery Note register","summary":"View the newest module-owned delivery records and open a selected note.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/open-the-delivery-note-register","keywords":"editing status control admin area operations staff select from sidebar. review reference invoice recipient date created columns. use","type":"guide"},{"title":"Open the dispatch workspace","summary":"Select only code-eligible jobs, drivers and vehicles.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/open-the-dispatch-workspace","keywords":"admin area stops status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Open the Email Marketing & Newsletter tab","summary":"Use the exact Letter Manager route on which the module injects its third tab.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/open-the-email-marketing-newsletter-tab","keywords":"1.0.0 admin area / setup access and integration","type":"guide"},{"title":"Open the landlord countersign link","summary":"Use the tokenised Agreement Countersign URL.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-landlord-countersign-link","keywords":"email/link valid onboarding id and token tenant workspace workflow v1.0.0","type":"guide"},{"title":"Open the landlord maintenance view","summary":"Review property maintenance jobs visible to the landlord.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-landlord-maintenance-view","keywords":"portal/client portal authenticated linked contact owners landlords and client links v1.0.0","type":"guide"},{"title":"Open the latest notification PDF for a record","summary":"Jump from a compliance record to its most recent notification PDF.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-the-latest-notification-pdf-for-a-record","keywords":"records administrators and authorised property staff","type":"guide"},{"title":"Open the Letter Manager dashboard","summary":"Use the main workspace for creating correspondence and managing sent-letter history.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-the-letter-manager-dashboard","keywords":"v1.0.0 admin area setup version access architecture pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Open the Letter Manager Internal Full View","summary":"Review the unfiltered staff record, content, enclosure and signature evidence.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/open-the-letter-manager-internal-full-view","keywords":"v1.0.0 admin area sent letters history icon sent-letter actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Open the Mailbox Exchange account register","summary":"Review personal and shared mailbox connections.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-account-register","keywords":"accounts credentials access admin area view users is permission- ownership-aware. status email sharing sync details support operational review.","type":"guide"},{"title":"Open the Mailbox Exchange automatic-reply register","summary":"Review staff-owned rules.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-automatic-reply-register","keywords":"templates categories and automatic replies admin area auto view users rules can be active/inactive all/selected accounts. processing stops after first matching rule is attempted. exact navigation path shown","type":"guide"},{"title":"Open the Mailbox Exchange category register","summary":"Review staff-owned classifications.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-category-register","keywords":"templates categories and automatic replies admin area view users support filtering assignment. exact navigation path shown above. select authorised message or configuration record.","type":"guide"},{"title":"Open the Mailbox Exchange drafts list","summary":"View current staff drafts.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-drafts-list","keywords":"compose reply forwarding and outbox workflows admin area account send users list/badge staff-scoped. can be edited sent or deleted subject to access/status. exact navigation path shown above. select authorised message","type":"guide"},{"title":"Open the Mailbox Exchange email-template register","summary":"Review staff-owned templates.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-email-template-register","keywords":"templates categories and automatic replies admin area email view users active can be used in compose/reply. exact navigation path shown above. select authorised message or configuration","type":"guide"},{"title":"Open the Mailbox Exchange inbox","summary":"Open an accessible account and folder.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-inbox","keywords":"folders search message actions admin area view plus read users choice order query parameter session selection first accessible. unauthorised id is denied. selected stored in staff","type":"guide"},{"title":"Open the Mailbox Exchange scheduled list","summary":"View current staff queued messages.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/open-the-mailbox-exchange-scheduled-list","keywords":"compose reply forwarding and outbox workflows admin area account send users list/badge staff-scoped. items can be edited before processing sent now or canceled. exact navigation path shown above. select","type":"guide"},{"title":"Open the Onboarding workspace","summary":"Start or continue the structured onboarding process.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-onboarding-workspace","keywords":"admin area requests applications real_tenant view/edit authorised rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Open the OpenAI fine-tuning workspace","summary":"Access training-source counts, job status and model controls from the OpenAI settings page.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/open-the-openai-fine-tuning-workspace","keywords":"admin area setup ai advanced features fine tuning view data sources eligibility v1.0.0","type":"guide"},{"title":"Open the OpenAI settings workspace","summary":"Use the real settings path rather than looking for a standalone OpenAI menu.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/open-the-openai-settings-workspace","keywords":"admin area setup ai view access and model configuration v1.0.0","type":"guide"},{"title":"Open the Properties register","summary":"Review property listings in the table/grid workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-properties-register","keywords":"admin area operations real_property view or own core details and media v1.0.0","type":"guide"},{"title":"Open the Property Approvals workspace","summary":"Review listings awaiting approval.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-property-approvals-workspace","keywords":"admin area operations real_property_approval view status account and v1.0.0","type":"guide"},{"title":"Open the public application form","summary":"Use the tokenised link delivered by the invitation.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-public-application-form","keywords":"invitation email/link apply valid token tenant applications and invites v1.0.0","type":"guide"},{"title":"Open the Purchase dashboard","summary":"Use the module landing page and purchase-order dashboard table.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-the-purchase-dashboard","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Open the QuickBooks bank activity view","summary":"Detailed client guidance covering open the QuickBooks bank activity view, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/open-the-quickbooks-bank-activity-view","keywords":"api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open the Real Estate Agents register","summary":"Review estate-agent companies visible to the current user.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-real-estate-agents-register","keywords":"admin area property operations real_estate_agent view or own and staff v1.0.0","type":"guide"},{"title":"Open the Real Estate dashboard","summary":"Review operational counts/charts available to the current staff user.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-real-estate-dashboard","keywords":"admin area property operations real_dashboard view reports notifications and search v1.0.0","type":"guide"},{"title":"Open the Sage bank activity view","summary":"Detailed client guidance covering open the Sage bank activity view, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/open-the-sage-bank-activity-view","keywords":"api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open the secure public Delivery Note link","summary":"Use the tokenised recipient URL delivered by email or encoded in the PDF QR area.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/open-the-secure-public-delivery-note-link","keywords":"access and e-signing code recipients token possession view sign scan representation. confirm reference","type":"guide"},{"title":"Open the supplier portal","summary":"Authenticate through the supplier-facing dashboard link/account.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-supplier-portal","keywords":"authorised user/link suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Open the Suppliers and Jobs hub","summary":"Review allocated supplier jobs and maintenance relationships.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/open-the-suppliers-and-jobs-hub","keywords":"admin area customers view portal invoices v1.0.0","type":"guide"},{"title":"Open the vendor portal","summary":"Use the configured vendor-facing landing page.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-the-vendor-portal","keywords":"home authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Open the vendor-specific purchase-invoice table","summary":"Open the vendor-specific invoice table.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-the-vendor-specific-purchase-invoice-table","keywords":"admin area vendors vendor invoices purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Open the Xero bank activity view","summary":"Detailed client guidance covering open the Xero bank activity view, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/open-the-xero-bank-activity-view","keywords":"api how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Open Vendor Items","summary":"Map purchase items to one or more vendors.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/open-vendor-items","keywords":"admin area relevant view capability setup version access and navigation v1.7.9","type":"guide"},{"title":"Open the Wales Licensing / Registration PDF record","summary":"Open or generate the system PDF for an approved Wales Licensing / Registration record and distinguish it from original evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/open-wales-licensing-registration-pdf-record","keywords":"certificate detailed report gov administrators authorised property staff","type":"guide"},{"title":"OpenAI Integration module overview","summary":"Connect the CRM AI-provider registry to OpenAI, configure the standard model and optionally use a CRM-trained fine-tuned model.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/openai-integration-module-overview","keywords":"admin area setup settings ai view access configuration v1.0.0","type":"guide"},{"title":"Operational go-live checklist for Courier","summary":"Verify the complete module before accepting live jobs.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/operational-go-live-checklist-for-courier","keywords":"admin area administrator troubleshooting and controls dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Organise knowledge base groups","summary":"Create, reorder, colour and publish article groups.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/organise-knowledge-base-groups","keywords":"kb categories manage manager","type":"guide"},{"title":"Override company hours for a provider","summary":"Give one provider a different recurring weekly schedule without changing the organisation's baseline.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/override-company-hours-for-provider","keywords":"staff working who manage view and availability booking-form britixo booking services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Page through Sent Letters History","summary":"Use the server-side ten-record pagination controls.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/page-through-sent-letter-history","keywords":"v1.0.0 admin area numbers sent-letter and staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Parse AML / KYC evidence","summary":"Extract reviewable identity and compliance details from the uploaded evidence bundle.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-aml-kyc-evidence","keywords":"ocr intake administrators authorised property staff","type":"guide"},{"title":"Parse and review a possession notice","summary":"Extract and verify notice dates, parties, property and service evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-and-review-a-possession-notice","keywords":"/ administrators authorised staff","type":"guide"},{"title":"Parse Asbestos Management evidence","summary":"Run the module extraction step and inspect values detected from the uploaded asbestos survey or management evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-asbestos-management-evidence","keywords":"ocr extract safety certificates intake administrators authorised property staff","type":"guide"},{"title":"Parse Building Safety / Higher-Risk Buildings evidence","summary":"Run the module extraction step and inspect values detected from the uploaded building safety evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-building-safety-evidence","keywords":"ocr extract certificates intake administrators authorised property staff","type":"guide"},{"title":"Parse CMP / Client Money evidence","summary":"Run the module extraction step and inspect values detected from the uploaded client money protection evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-cmp-client-money-evidence","keywords":"ocr extract agency governance scheme intake administrators authorised property staff","type":"guide"},{"title":"Parse EICR evidence","summary":"Run the module extraction step and inspect values detected from the uploaded electrical installation condition report.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-eicr-evidence","keywords":"ocr extract safety certificates tracking intake administrators authorised property staff","type":"guide"},{"title":"Parse England PRS Database evidence","summary":"Run the module extraction step and inspect values detected from the uploaded PRS database registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-england-prs-database-evidence","keywords":"ocr extract licensing gov intake administrators authorised property staff","type":"guide"},{"title":"Parse EPC / MEES evidence","summary":"Run the module extraction step and inspect values detected from the uploaded EPC or MEES evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-epc-mees-evidence","keywords":"ocr extract safety certificates tracking intake administrators authorised property staff","type":"guide"},{"title":"Parse Fire Risk Assessment evidence","summary":"Run the module extraction step and inspect values detected from the uploaded fire risk assessment evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-fire-risk-assessment-evidence","keywords":"ocr extract safety certificates intake administrators authorised property staff","type":"guide"},{"title":"Parse Gas Safety / CP12 evidence","summary":"Run the module extraction step and inspect values detected from the uploaded gas safety certificate.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-gas-safety-cp12-evidence","keywords":"ocr extract certificates tracking intake administrators authorised property staff","type":"guide"},{"title":"Parse HMO / Licensing evidence","summary":"Run the module extraction step and inspect values detected from the uploaded HMO licence or application evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-hmo-licensing-evidence","keywords":"ocr extract gov tracking intake administrators authorised property staff","type":"guide"},{"title":"Parse HMRC / MTD evidence","summary":"Run the module extraction step and inspect values detected from the uploaded HMRC or Making Tax Digital evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-hmrc-mtd-evidence","keywords":"ocr extract agency governance workflows intake administrators authorised property staff","type":"guide"},{"title":"Parse Legionella Risk Assessment evidence","summary":"Run the module extraction step and inspect values detected from the uploaded legionella risk assessment evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-legionella-risk-assessment-evidence","keywords":"ocr extract safety certificates intake administrators authorised property staff","type":"guide"},{"title":"Parse Northern Ireland Landlord Registration evidence","summary":"Run the module extraction step and inspect values detected from the uploaded Northern Ireland landlord registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-northern-ireland-landlord-registration-evidence","keywords":"ocr extract licensing gov intake administrators authorised property staff","type":"guide"},{"title":"Parse Scotland Letting Agent Register evidence","summary":"Run the module extraction step and inspect values detected from the uploaded Scottish letting-agent register evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-scotland-letting-agent-register-evidence","keywords":"ocr extract licensing gov intake administrators authorised property staff","type":"guide"},{"title":"Parse Selective / Additional Licensing evidence","summary":"Run the module extraction step and inspect values detected from the uploaded selective or additional licensing evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-selective-additional-licensing-evidence","keywords":"ocr extract gov intake administrators authorised property staff","type":"guide"},{"title":"Parse Smoke & CO Alarms evidence","summary":"Run the module extraction step and inspect values detected from the uploaded smoke or carbon-monoxide alarm evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-smoke-co-alarms-evidence","keywords":"ocr extract safety certificates intake administrators authorised property staff","type":"guide"},{"title":"Parse Wales Licensing / Registration evidence","summary":"Run the module extraction step and inspect values detected from the uploaded Wales licensing or registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/parse-wales-licensing-registration-evidence","keywords":"ocr extract gov intake administrators authorised property staff","type":"guide"},{"title":"Pause and resume overdue reminders","summary":"Temporarily stop automatic overdue messages for a specific invoice and resume them later.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/pause-and-resume-overdue-reminders","keywords":"dunning more actions finance staff","type":"guide"},{"title":"Pause or activate a notification rule","summary":"Change whether an existing rule is included in scheduler scans.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/pause-or-activate-a-notification-rule","keywords":"resources admin area exact navigation automation rules module v1.3.0 how to","type":"guide"},{"title":"Pay a supplier bill","summary":"Record a payment against one or more approved supplier bills using check, card, electronic payment or cash methods.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/pay-a-supplier-bill","keywords":"accounts payable staff edit and relevant banking/checks permission vendors checks vendor banking reconciliation britixo how to","type":"guide"},{"title":"Pay a supplier through the payout action","summary":"Use pay_supplier for the selected eligible supplier invoice/job.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/pay-a-supplier-through-the-payout-action","keywords":"admin area payout/invoice authorised finance staff suppliers jobs portal and invoices v1.0.0","type":"guide"},{"title":"Plan a bespoke Pixie accounting platform for your firm's clients","summary":"Plan a bespoke client accounting and CRM platform with practice oversight, controlled HMRC workflows and a customised demonstration for your firm.","category":"Accounting & Practice Management","url":"https://pixiecrm.com/help-centre/pixie-accounting-firm-client-platform","keywords":"pixie crm help centre accounting practice management pixie accounting practice management practical guidance plan a bespoke pixie accounting platform for your firm s clients choose this commissioned model when your firm wants to offer clients a connected accounting and crm service with the practice overseeing the agreed work. the design can combine client workspaces bookkeeping communication review and supported hmrc submission workflows. it requires a customised demonstration quotation and implementation plan. a standard trial or module demonstration does not establish that production filing client isolation or every proposed integration is already enabled. updated 29 october 2026 3-minute read pixie technologies llc in this guide 1. define the service your firm will offer 2. design and verify each client boundary 3. establish the accounting source and digital trail 4. separate connection review and permission to file 5. prove the supported hmrc journey before launch 6. use a tailored demo and an accountable operating plan compare the three options 1. define the service your firm will offer list the client types services jurisdictions and tax workflows you need to support. decide what clients will enter themselves what your team will prepare what a reviewer will check and which actions need client approval. agree the branding onboarding support responsibilities and commercial model before designing screens. describe nested software in practical terms an accounting-firm service with separately controlled client workspaces and appropriate practice oversight. do not assume that a shared customer list provides this separation. include migration integrations training ongoing maintenance and regulatory change handling in the quotation discussion . 2. design and verify each client boundary map the firm administrator accountant bookkeeper reviewer and client roles. specify who may see each workspace record and document and which sensitive actions require additional review. client portal access and staff permissions must be tested against the actual deployment. the existing mtd saas deployment guidance and tenant-isolation guide explain the intended boundaries. acceptance testing must demonstrate that users cannot reach another client s records or reuse that client s hmrc authority. verify restricted roles revoked access and incorrect-workspace scenarios before onboarding live clients. 3. establish the accounting source and digital trail define how invoices expenses banking activity and other agreed source records become reviewed accounting entries. confirm who corrects errors reconciles balances and approves the financial period. accounting remains the authoritative ledger a tax-submission layer must not become a second set of books. for hmrc workflows the configured accounting adapter must supply the required figures with transaction-level digital lineage. use the accounting-to-mtd preparation checklist to plan validation. missing lineage is a blocker to resolve at source not a reason to type replacement totals into a tax form to bypass the control. 4. separate connection review and permission to file agree the required taxpayer and agent authority for each supported tax regime. a software oauth connection is different from the legal client agent relationship follow the authorisation guidance and the applicable hmrc process. government gateway credentials should not be collected by pixie. the hybrid workflow connects preparation professional review client approval and authorised submission. approvals must apply to the same frozen snapshot that is sent. if the data changes refresh the snapshot and required approval. automation can reduce repeated work while preserving these checks and a visible exception route. 5. prove the supported hmrc journey before launch confirm the specific vat or income tax workflows included in the proposal. do not infer support for every tax return payroll filing or statutory obligation from the phrase hmrc integration . read the shared submission requirements guide alongside the agreed implementation scope. follow the production go-live checklist for digital links endpoint testing required api access fraud-prevention context authority declarations and controlled acceptance. income tax final declaration is disabled by default until its production gate is satisfied . a successful sandbox example is not a completed production launch. 6. use a tailored demo and an accountable operating plan the standard demonstration covers crm practice management and accounting modules. your firm needs a customised demonstration for its client platform show two distinct client workspaces restricted roles source-to-ledger-to-tax preparation approvals filing responses and an exception. use representative data and agree the acceptance evidence before implementation. define who reviews submission status retains receipts and investigates uncertain outcomes. a network failure does not establish that hmrc rejected a submission follow the unknown-outcome guidance before retrying. agree support ownership and controlled change procedures. contact pixie for a customised demonstration and quotation or return to the three accounting and practice management options . continue with the relevant guide compare the three pixie accounting options hmrc submission requirements detailed mtd and hmrc documentation crm practice management and accounting request a customised demonstration and quotation pixie accounting practice management accounting firm bookkeeping","type":"guide"},{"title":"HMRC submission requirements for Pixie Accounting","summary":"Understand HMRC submission requirements for Pixie Accounting: VAT, Income Tax, client approval, authorisation, digital records and production checks.","category":"Accounting & Practice Management","url":"https://pixiecrm.com/help-centre/pixie-accounting-hmrc-submission-requirements","keywords":"pixie crm help centre accounting practice management pixie accounting practice management practical guidance hmrc submission requirements for pixie accounting plan the hmrc filing part of your pixie accounting service with a clear scope the right authorisations and evidence that the agreed workflows are ready. crm bookkeeping and tax submission are connected activities but each has its own responsibilities. updated 29 october 2026 5-minute read pixie technologies llc in this guide start with the service you are commissioning treat vat and income tax as separate workflows keep review and approval in the filing journey check client authority and software authorisation preserve the digital record journey separate a demonstration from production readiness check the result and handle exceptions check the current production-access position choose your next step official hmrc sources compare the three options start with the service you are commissioning choose whether your firm needs crm and practice management accounting alongside practice management or a bespoke client platform with an agreed hmrc submission service. maintaining a client record or completing bookkeeping does not by itself submit a tax return. your proposal should identify the tax services tax years client types income sources and software connections covered. confirm which parts are available in your deployment and which require configuration development or a connected provider. a module name product demonstration or help centre article is not evidence that every filing route is live. use the pixie accounting practice management overview to compare the three options. treat vat and income tax as separate workflows making tax digital for vat the agreed workflow must cover the relevant digital records and use compatible software to exchange information with hmrc. retrieve the correct obligation and period before preparing the return. compatibility for vat does not establish compatibility for other taxes. see hmrc s vat digital record requirements . making tax digital for income tax quarterly updates summarise relevant business income and expenses they are not tax returns. accounting adjustments other income and the annual tax return require their own supported workflow. check that the selected software covers the client s circumstances and tax year. hmrc explains this distinction in its income tax software guidance . keep review and approval in the filing journey automation can prepare figures move data and reduce repeated entry. it must preserve the required review and approval stages. hmrc requires vat software to show a declaration and obtain confirmation before submitting. for an agent submission the declaration confirms that the client received and approved the return information. agree who prepares the figures who resolves queries and who may submit. keep the approved version distinguishable from later edits. confirm the applicable declaration wording and the approval evidence your commissioned workflow will retain. read the hmrc vat submission journey . check client authority and software authorisation an authorised software connection and permission to act for a client are different requirements. verify the firm s agent services account the client relationship the relevant tax service and the permissions assigned to staff. for income tax main and supporting agents have different capabilities a supporting agent cannot submit the client s annual tax return. clients must not share their hmrc sign-in credentials with your firm or support team. use hmrc s authorisation process and the approved software connection. record who manages renewals and revoked access. follow hmrc s agent-authorisation guidance and income tax agent-role guidance . preserve the digital record journey identify where the accounting records are maintained and how figures reach the filing software. where multiple products form the relevant digital account the required transfers must use compliant digital links. supported imports exports and apis can form part of that journey copying and pasting figures between products is not an accepted digital link. agree field mapping reconciliation source-document retention and how corrections flow through the connected systems. check the result after an import rather than assuming that a successful transfer proves the figures are correct. separate a demonstration from production readiness a sandbox test or customised demonstration shows a proposed journey. before live use obtain acceptance evidence for the actual deployment client circumstances and agreed filing route. for direct api integrations applicable production access testing and fraud-prevention requirements must be satisfied. confirm supported services periods and client types. verify client separation staff permissions and authorised connections. reconcile representative records and test corrections. check declarations approvals and the submitted version. test expired authorisation rejected data and unavailable services. confirm response tracking reconciliation and support ownership. use hmrc s vat production guidance and its fraud-prevention requirements when agreeing acceptance criteria. check the result and handle exceptions a queued job or an internal completion label is not an hmrc acknowledgement. the agreed service should distinguish prepared approved submitted accepted and action-required states. retain the returned reference and response details alongside the submitted version and approval record as appropriate to the service. if a request times out or fails establish its status before retrying avoid creating an uncertain duplicate. reconcile accepted submissions with the available hmrc obligation or return information. keep a named owner for rejected data and unresolved exceptions. the vat api documentation describes the available submission and retrieval operations. check the current production-access position guidance reviewed 29 october 2026 hmrc s income tax service guide states that production-credential applications for new 2026 27 quarterly-update products are closed. this is a specific product-access restriction not a statement that all income tax filing is unavailable. your proposal must identify an available authorised filing route and the tax years it supports. check the current hmrc income tax service guide before agreeing delivery dates. compatibility is assessed for the relevant product and workflow avoid treating it as blanket hmrc certification of every pixie service. choose your next step read the guides to crm and practice management practice management with accounting or a bespoke accounting-firm client platform . for the third option contact pixie for a customised demonstration and quotation based on your client portfolio and required tax services. official hmrc sources checked on 29 october 2026. reconfirm the requirements and production-access conditions for your tax service before implementation. hmrc vat notice 700 22 hmrc choose income tax software hmrc vat obligations and submission declarations hmrc authorise an agent hmrc main and supporting agents hmrc vat production readiness hmrc fraud-prevention data hmrc vat api hmrc income tax service guide and production-access notice continue with the relevant guide pixie accounting practice management use pixie for crm and practice management combine practice management with accounting plan an accounting-firm client platform pixie accounting practice management accounting firm bookkeeping","type":"guide"},{"title":"Pixie Accounting & Practice Management: choose your setup","summary":"Compare three ways to use Pixie for accountancy: practice CRM, connected bookkeeping, or a bespoke client platform with controlled HMRC submission workflows.","category":"Accounting & Practice Management","url":"https://pixiecrm.com/help-centre/pixie-accounting-practice-management","keywords":"pixie crm help centre accounting practice management pixie accounting practice management practical guidance pixie accounting practice management choose your setup start with the work you want pixie to do. these guides explain three distinct setups the decisions each requires and how to check the result before relying on it. updated 29 october 2026 2-minute read pixie technologies llc in this guide 1. run your practice with crm 2. connect practice management with the books 3. offer a bespoke platform to your clients understand what an hmrc workflow requires choose the right demonstration compare the three options 1. run your practice with crm choose this model when your team needs a clear view of clients engagements documents recurring work responsibilities and fees. you can keep your existing bookkeeping or tax-filing software while organising the work around it. start with one service and map the journey from onboarding to preparation review and completion. configure the crm capabilities and agree any specialist practice-module requirements before rollout. follow the crm and practice-management setup guide 2. connect practice management with the books choose this model when you also need the accounting bookkeeping workspace. it connects the agreed source transactions to account mappings ledger records banking reconciliation and financial reports. establish the financial year opening balances permissions and ownership of each accounting record. check representative transactions and corrections then have the responsible accounting professional review the result. enabling accounting does not automatically create a client software platform or authorise tax filing. follow the practice management and accounting guide 3. offer a bespoke platform to your clients choose this model when your firm wants to offer client accounting and crm software as part of its own service. the proposed structure includes separately controlled client workspaces appropriate firm oversight and agreed roles branding and integrations. scope each supported hmrc service digital record flow authorisation approval and submission journey individually. the implementation needs production readiness checks and acceptance testing for access boundaries filing responses and exceptions. plan the bespoke client platform understand what an hmrc workflow requires digital records software connections and agent authority each have a different purpose. vat returns income tax quarterly updates and annual tax returns also have different requirements. automation must preserve the required declarations and approval controls. confirm the available production route for the specific tax service before committing to delivery. a standard demo or successful sandbox example does not establish live filing readiness. read the hmrc requirements and official sources choose the right demonstration the standard demonstration covers crm practice-management workflows and accounting modules. it is a starting point for the first two setups. an accounting firm planning its own client software service needs a customised demonstration and quotation. bring your client types current tools tax services access model branding needs and proposed rollout. agree what the demonstration must prove and what still needs implementation. request a standard demo or discuss a customised accounting-firm demo and quote . continue with the relevant guide explore pixie accounting practice management accounting bookkeeping task guides mtd and hmrc workflow documentation pixie for accounting firms standard pixie crm pricing pixie accounting practice management accounting firm bookkeeping","type":"guide"},{"title":"Compare Property Management Software","summary":"Compare property systems using your workflows, data, permissions and operating responsibilities rather than unsupported feature rankings.","category":"Help Centre","url":"https://pixiecrm.com/help-centre/pixie-comparision-with-other-property-management-software","keywords":"","type":"guide"},{"title":"Pixie CRM workspace overview","summary":"Understand how customers, sales, projects, support and reporting connect in one workspace.","category":"Getting started","url":"https://pixiecrm.com/help-centre/pixie-crm-workspace-overview","keywords":"workflow basics admin area dashboard all users","type":"guide"},{"title":"Combine Pixie practice management with accounting and bookkeeping","summary":"Connect Pixie CRM, practice management and bookkeeping, from ledger setup and transaction mapping to bank reconciliation and financial review.","category":"Accounting & Practice Management","url":"https://pixiecrm.com/help-centre/pixie-practice-management-accounting","keywords":"pixie crm help centre accounting practice management pixie accounting practice management practical guidance combine pixie practice management with accounting and bookkeeping choose this model when you want the relationship record practice work and bookkeeping process connected in one agreed solution. crm coordinates the client and service practice management organises delivery accounting bookkeeping maintains the financial records. start with a controlled configuration and representative transactions. an accounting module balanced ledger or financial report does not by itself authorise an hmrc submission. updated 29 october 2026 3-minute read pixie technologies llc in this guide 1. decide whose books you are managing 2. complete accounting setup before posting live data 3. connect source documents to the ledger 4. reconcile banking and manage supplier work 5. review the books alongside practice delivery 6. confirm the demonstration and any tax-filing extension compare the three options 1. decide whose books you are managing define whether the first implementation covers the firm s own books an agreed client bookkeeping workflow or separate client workspaces. confirm the legal entity base currency financial year responsible finance staff and source of opening balances. do not treat separate customer records as proof of separate client ledgers or access boundaries. if another accounting system remains in use agree which system owns invoices payments ledger entries and corrections. the finance-team workflow explains why operational billing and the accounting record need a deliberate handover. avoid posting the same transaction independently into two authoritative ledgers. 2. complete accounting setup before posting live data follow the accounting setup checklist and access guidance . review the accounting basis financial year account structure default accounts and closed-period controls with the person responsible for the books. restrict settings and destructive actions to authorised users. the module overview describes the accounting dashboard settings transactions banking reconciliation and reports. some screens depend on permissions or active optional modules. confirm those dependencies in the actual workspace instead of assuming every demonstration screen will appear for every role. 3. connect source documents to the ledger use the accounting mapping guidance to define the accounts used by supported sales payment credit-note and expense flows. test a small representative set before enabling broader automatic conversion. include at least a normal transaction and a correction relevant to your business. review the transaction centre to understand source and conversion status. inspect the resulting ledger lines source reference and account selection total debits and credits must balance. investigate missing or incorrectly mapped entries at their source. do not rely only on a success notification or an apparently reasonable dashboard total. 4. reconcile banking and manage supplier work agree how bank activity will enter the workspace a supported provider connection or an appropriate import process. bank-feed availability account eligibility provider access and any related terms must be confirmed for the proposed setup. a bank-feed screen in a demonstration is not a promise of connectivity to every bank. use the documented bank reconciliation process to match activity and investigate differences. review supplier bills recurring bills payment allocations and approvals where those workflows are included. keep the supporting documents and reason for adjustments with the financial record so another authorised reviewer can understand the result. 5. review the books alongside practice delivery use the report centre to inspect the relevant balances general ledger trial balance ageing and financial reports. agree review dates and ownership. check opening balances unmapped transactions reconciliation differences and unusual adjustments before relying on reports for decisions. connect unresolved bookkeeping questions to the practice s client follow-up process with an owner and due date. keep professional review distinct from task completion finishing a checklist does not prove the underlying accounts are correct. changes to journals mappings closed periods or reconciliations should follow the approved permissions and retain an understandable reason. 6. confirm the demonstration and any tax-filing extension the standard demonstration shows crm practice management and accounting modules. use it to examine a realistic customer-to-ledger workflow the role differences and the checks after a transaction is recorded. bring examples of your current software and a reconciliation question so the discussion can focus on the work you need to improve. for an accounting-firm platform offered to multiple clients request a customised demonstration and quotation . tax preparation and submission require their own scope authority digital links and readiness checks. read pixie accounting and hmrc submission requirements before planning any filing capability. compare all three models on the pixie accounting practice management page . continue with the relevant guide compare the three pixie accounting options accounting bookkeeping documentation start with crm and practice management plan a bespoke client platform understand hmrc submission requirements pixie accounting practice management accounting firm bookkeeping","type":"guide"},{"title":"Use Pixie CRM for accounting practice management","summary":"Organise client onboarding, recurring work, documents, responsibilities and billing with Pixie CRM while keeping your accounting software.","category":"Accounting & Practice Management","url":"https://pixiecrm.com/help-centre/pixie-practice-management-crm","keywords":"pixie crm help centre accounting practice management pixie accounting practice management practical guidance use pixie crm for accounting practice management choose this model when your main priority is organising the practice who the client is what you have agreed to deliver which information is missing and who owns the next action. pixie crm provides the shared relationship and work context. your existing bookkeeping and tax systems can remain the financial and filing records. the practice workflow is configured around your services the specialist accountancy practice management catalogue module is available on request. updated 29 october 2026 3-minute read pixie technologies llc in this guide 1. agree what the practice workspace will do 2. build a useful client and contact record 3. turn recurring work into clear responsibilities 4. make client communication easier to follow 5. connect delivery with time and practice billing 6. check the workflow and choose your next step compare the three options 1. agree what the practice workspace will do start with one recurring service such as monthly bookkeeping coordination or year-end accounts preparation. write down the intake information delivery stages reviewer client handover and completion evidence. distinguish a task deadline from a statutory filing obligation creating a reminder does not submit a return or establish the correct tax deadline. use the practice management overview to discuss specialist requirements. agree which capabilities are included which need configuration and which remain in another system. avoid moving a process simply because a similarly named module appears in the catalogue. 2. build a useful client and contact record create a consistent client record with the contacts services and responsibilities needed for your engagement. identify who supplies information who answers queries and who approves changes. use create a customer for the documented customer workflow then confirm the record can be found by the colleagues who need it. link relevant engagement documents and working context to the correct client or project. keep sensitive internal notes separate from material intended for clients. define an owner for correcting duplicate records and updating contacts when a client s staff or responsibilities change. 3. turn recurring work into clear responsibilities use tasks and workflows to organise preparation document chasing review and follow-up. each task should have an owner a meaningful due date and a clear completion condition. record what is missing when work is blocked rather than marking the whole engagement as simply in progress . for work with several deliverables follow create a project and keep the agreed scope files and decisions together. review the proposed recurring-work schedule before enabling reminders. check how holidays reassignment exceptions and changes in client circumstances affect the plan. 4. make client communication easier to follow a shared email inbox can help the team understand correspondence without relying on one person s mailbox. agree who triages incoming requests assigns the response and records the outcome. a visible task should identify the next action when an email needs further work. if you use the customer portal choose which documents project updates and other supported records clients may access. test the experience with representative customer roles including a restricted contact. confirm that another client s information and internal discussion remain unavailable before inviting real users. 5. connect delivery with time and practice billing use time and timesheets where recording effort helps you understand delivery or prepare agreed fees. define when time needs review and how it relates to the client s commercial agreement. time recorded work completed and money ready to invoice are different states. for ongoing services assess recurring invoices alongside the billing contact fee schedule and change process. review the first cycle before relying on automation. in this model crm billing records support the relationship they do not automatically replace the firm s bookkeeping ledger or tax-filing software. 6. check the workflow and choose your next step walk through an example from new enquiry to completed engagement. confirm ownership permissions missing-document follow-up reviewer handover client visibility and the billing outcome. check a failure case as well an absent reviewer missing attachment or incorrect contact should leave an understandable next action. the standard demonstration shows crm practice management and accounting modules. choose this first model if you want the practice workflow while retaining other financial systems seeing an accounting module in the demonstration does not require you to adopt it. for a branded client software service or bespoke filing workflow request a customised accounting-firm demonstration and quotation . compare the three pixie accounting and practice management options before confirming your scope. continue with the relevant guide compare the three pixie accounting options crm workflows for accounting firms add accounting and bookkeeping plan a bespoke client accounting platform staff roles and permissions pixie accounting practice management accounting firm bookkeeping","type":"guide"},{"title":"Pixie CRM WhatsApp Enterprise: complete how-to guide","summary":"Complete r26.0 operating manual for installation, QR accounts, permissions, Inbox, messages, customer verification, visitor leads, CRM services, OTP, Help Centre responses, portal…","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/pixie-whatsapp-enterprise-complete-how-to-guide","keywords":"r26 how to install activate connect access control reply attachments read status assignment priority tags standard replies task ticket lead registered email code invoice estimate project subscription support order registration","type":"guide"},{"title":"Place a vehicle into maintenance","summary":"Block the asset from dispatch while work is carried out.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/place-a-vehicle-into-maintenance","keywords":"admin area vehicles open edit fleet and compliance pod driver provider bp fuel finance","type":"guide"},{"title":"Poll broker notifications","summary":"Allow the portal to check for new notification data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/poll-broker-notifications","keywords":"authenticated user dashboard reports and search v1.0.0","type":"guide"},{"title":"Post a job accounting journal","summary":"Create the module journal for completed job revenue/cost effects.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/post-a-job-accounting-journal","keywords":"admin area jobs open manage finance settlements expenses and dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Post an expense accounting journal","summary":"Trace the accounting entry created from a courier expense.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/post-an-expense-accounting-journal","keywords":"admin area finance expenses manage settlements and dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Prefill Letter Manager from a lead","summary":"Use the live native lead name, company, address, email and phone to prefill the manual-entry workflow.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/prefill-letter-manager-from-a-lead","keywords":"workflow opened administrator access","type":"guide"},{"title":"Prepare a safe pilot before enabling QuickBooks automation","summary":"Detailed client guidance covering prepare a safe pilot before enabling QuickBooks automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/prepare-a-safe-pilot-before-enabling-quickbooks-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Prepare a safe pilot before enabling Sage automation","summary":"Detailed client guidance covering prepare a safe pilot before enabling Sage automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/prepare-a-safe-pilot-before-enabling-sage-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Prepare a safe pilot before enabling Xero automation","summary":"Detailed client guidance covering prepare a safe pilot before enabling Xero automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/prepare-a-safe-pilot-before-enabling-xero-automation","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Prepare a VAT Return from Accounting","summary":"Create a frozen VAT snapshot from the verified Accounting digital-link adapter for an open HMRC obligation.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-a-vat-return-from-accounting","keywords":"making tax digital uk income accountant agent saas","type":"guide"},{"title":"Prepare an Income Tax annual business submission","summary":"Create the annual business dataset only after the tax-year Accounting records and adjustments for that source are ready.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-an-income-tax-annual-business-submission","keywords":"making digital uk vat accountant agent saas return","type":"guide"},{"title":"Prepare an Income Tax cumulative update","summary":"Create a frozen cumulative business submission from Accounting for the selected business and tax year.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-an-income-tax-cumulative-update","keywords":"making digital uk vat accountant agent saas return","type":"guide"},{"title":"Prepare Appointments & Scheduling for production use","summary":"Complete the operational checklist required before staff or customers begin making bookings.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/prepare-appointments-module-for-use","keywords":"readiness services schedules and settings who manage view module setup access navigation appointment service provider availability booking-form notification britixo booking providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Prepare eligible knowledge-base articles for fine-tuning","summary":"Publish active public articles that the training collector can read.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/prepare-eligible-knowledge-base-articles-for-fine-tuning","keywords":"admin area support/knowledge base then fine tuning management plus settings view data sources and eligibility v1.0.0","type":"guide"},{"title":"Prepare foreign property Income Tax data","summary":"Prepare a cumulative or annual foreign property dataset for the selected HMRC Business ID.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-foreign-property-income-tax-data","keywords":"making digital uk vat accounting accountant agent saas return","type":"guide"},{"title":"Prepare Letter Manager upload storage","summary":"Provide writable storage for generated PDFs, signature images and optional email enclosures.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/prepare-letter-manager-upload-storage","keywords":"v1.0.0 server filesystem crm root uploads/letter_manager setup version access architecture pdf correspondence templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Prepare Pixie CRM for production use","summary":"Follow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.","category":"Getting started","url":"https://pixiecrm.com/help-centre/prepare-pixie-crm-for-production-use","keywords":"go live setup utilities administrator","type":"guide"},{"title":"Prepare predefined replies for fine-tuning","summary":"Create approved reusable replies that the training collector can include.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/prepare-predefined-replies-for-fine-tuning","keywords":"admin area setup/support then fine tuning predefined-reply management plus settings view data sources and eligibility v1.0.0","type":"guide"},{"title":"Prepare, review and submit the final declaration","summary":"Freeze the final declaration instruction against the HMRC calculation ID, collect required approvals and submit only when the Production gate is enabled.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-review-and-submit-the-final-declaration","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Prepare self-employment Income Tax data","summary":"Prepare a cumulative or annual self-employment dataset for the selected HMRC Business ID.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-self-employment-income-tax-data","keywords":"making digital uk vat accounting accountant agent saas return","type":"guide"},{"title":"Prepare the e-Invoice temporary folder","summary":"Meet the exporter writability requirement and automatic cleanup flow.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/prepare-the-e-invoice-temporary-folder","keywords":"1.0.0 server deployment crm temp_folder then admin area utilities bulk export operational limitations","type":"guide"},{"title":"Prepare UK property Income Tax data","summary":"Prepare a cumulative or annual UK property dataset for the selected HMRC Business ID.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/prepare-uk-property-income-tax-data","keywords":"making digital vat accounting accountant agent saas return","type":"guide"},{"title":"Prepare the workplace pension assessment","summary":"Record the preliminary assessment status and any formally used postponement date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/prepare-workplace-pension-assessment","keywords":"resources admin area exact navigation employee onboarding step 4 preparation module v1.3.0 how to","type":"guide"},{"title":"Prevent duplicate external imports","summary":"Use provider ID and external job ID as the authoritative identity.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/prevent-duplicate-external-imports","keywords":"admin area live jobs create dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Prevent duplicate QuickBooks payments during retries","summary":"Detailed client guidance covering prevent duplicate QuickBooks payments during retries, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/prevent-duplicate-quickbooks-payments-during-retries","keywords":"payment synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Prevent duplicate Sage payments during retries","summary":"Detailed client guidance covering prevent duplicate Sage payments during retries, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/prevent-duplicate-sage-payments-during-retries","keywords":"payment synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Prevent duplicate Xero payments during retries","summary":"Detailed client guidance covering prevent duplicate Xero payments during retries, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/prevent-duplicate-xero-payments-during-retries","keywords":"payment synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Preview a client property file","summary":"Open an authorised attachment.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/preview-a-client-property-file","keywords":"portal properties files authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Preview a payslip draft","summary":"Open the HTML draft preview in a new tab before downloading or publishing.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/preview-a-payslip-draft","keywords":"resources admin area exact navigation controls register module v1.3.0 how to","type":"guide"},{"title":"Preview a property file","summary":"Open a stored file through the authorised preview route.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/preview-a-property-file","keywords":"admin area operations properties files real_property view or own core details and media v1.0.0","type":"guide"},{"title":"Preview a ZIP attachment safely","summary":"List archive without extraction.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/preview-a-zip-attachment-safely","keywords":"ai assistance crm conversion read receipts and attachments admin area inbox open message account users lists contents does not extract into web root. external use still requires scanning/approval. the exact navigation path","type":"guide"},{"title":"Preview text-like and potentially active attachments safely","summary":"Render escaped preview.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/preview-text-like-and-potentially-active-attachments-safely","keywords":"ai assistance crm conversion read receipts admin area inbox open message attachment account users txt log csv json xml eml msg supported. html htm svg rendered escaped. capped 250 kb.","type":"guide"},{"title":"Preview the employee portal","summary":"Review the employee profile, access and request data exposed by the implemented preview.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/preview-the-employee-portal","keywords":"resources admin area exact navigation governance register module v1.3.0 how to","type":"guide"},{"title":"Preview the manager portal","summary":"Review the manager’s assigned team and portal requests.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/preview-the-manager-portal","keywords":"resources admin area exact navigation governance assignments module v1.3.0 how to","type":"guide"},{"title":"Print a deposit settlement summary","summary":"Create a printable summary with deductions, return evidence and workflow notes.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/print-a-deposit-settlement-summary","keywords":"pdf administrators authorised property staff","type":"guide"},{"title":"Print a supplier receipt","summary":"Use the supplier portal print receipt action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/print-a-supplier-receipt","keywords":"open job authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Process a machine-readable PDF invoice with QuickBooks Document Intake","summary":"Detailed client guidance covering process a machine-readable PDF invoice with QuickBooks Document Intake, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/process-a-machine-readable-pdf-invoice-with-quickbooks-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Process a machine-readable PDF invoice with Sage Document Intake","summary":"Detailed client guidance covering process a machine-readable PDF invoice with Sage Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/process-a-machine-readable-pdf-invoice-with-sage-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Process a machine-readable PDF invoice with Xero Document Intake","summary":"Detailed client guidance covering process a machine-readable PDF invoice with Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/process-a-machine-readable-pdf-invoice-with-xero-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Process a newsletter in the browser","summary":"Allow the campaign page to request immediate queue work in small chunks.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/process-a-newsletter-in-the-browser","keywords":"1.0.0 admin area letter manager / active progress rate limit and cron","type":"guide"},{"title":"Process a pending client cancellation request","summary":"Approve or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/process-pending-cancellation-request","keywords":"approval open who requests statuses and lifecycle client-portal notification britixo booking services providers availability calendar reminders invoices feedback","type":"guide"},{"title":"Process the notification queue","summary":"Process queued reminder items through the implemented channel handling.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/process-the-notification-queue","keywords":"resources admin area exact navigation automation scheduler controls module v1.3.0 how to","type":"guide"},{"title":"Use Profit & Loss reports","summary":"Analyse income, cost of sales and expenses using standard, detail, comparison, year-to-date, 12-month and percentage views.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/profit-and-loss-reports","keywords":"finance managers view report profit-and-loss expense budget britixo how to","type":"guide"},{"title":"Project budgets overview","summary":"Plan and control project-level spending by category with manager ownership, dates, approval and export workflows.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/project-budgets-overview","keywords":"finance staff managers view approvals project-budget budget report britixo how to","type":"guide"},{"title":"Fetch all allowed sections","summary":"Call /me without a section to receive permitted data groups.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-all","keywords":"client and pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Call the client data endpoint","summary":"GET /proplix_api_gateway/portal_api/me or /me/{section} with the short-lived bearer session.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-endpoint","keywords":"sections and pagination external backend valid session workspace purpose action is available","type":"guide"},{"title":"Fetch Client profile","summary":"Retrieve the authenticated customer’s core customer/account profile.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-client-profile","keywords":"data sections and pagination external backend get /proplix_api_gateway/portal_api/me/client_profile valid short-lived session section client_profile returns portal must allow section. crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Contacts","summary":"Retrieve the authenticated customer’s active contacts related to the customer.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-contacts","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/contacts valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Contracts","summary":"Retrieve the authenticated customer’s customer contracts.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-contracts","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/contracts valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Estimates","summary":"Retrieve the authenticated customer’s customer estimates.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-estimates","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/estimates valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Customer files","summary":"Retrieve the authenticated customer’s authorised customer files.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-files","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/files valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Invoices","summary":"Retrieve the authenticated customer’s customer invoices permitted by portal rules.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-invoices","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/invoices valid short-lived session section returns profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Invoice payments","summary":"Retrieve the authenticated customer’s payments related to the customer invoices.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-payments","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/payments valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Projects","summary":"Retrieve the authenticated customer’s customer projects.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-projects","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/projects valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Proposals","summary":"Retrieve the authenticated customer’s customer proposals.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-proposals","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/proposals valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Subscriptions","summary":"Retrieve the authenticated customer’s customer subscriptions.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-subscriptions","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/subscriptions valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Fetch Tickets","summary":"Retrieve the authenticated customer’s customer support tickets.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-fetch-tickets","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me/tickets valid short-lived session section returns portal profile must allow section. core crm/client permissions ownership still apply.","type":"guide"},{"title":"Use GET for client data","summary":"Non-GET requests are rejected.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-method","keywords":"sections and pagination external backend /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Resolve a disallowed section","summary":"Enable the section on the portal profile and ensure the contact has corresponding portal access.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-not-allowed","keywords":"client data sections pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose action is","type":"guide"},{"title":"Fetch one allowed section","summary":"Call /me/{section} for a selected allowed section.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-one","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand customer ownership","summary":"All core data is filtered to the authenticated client/customer identity.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-ownership","keywords":"client sections and pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose action available only where","type":"guide"},{"title":"Set page","summary":"Page is normalised to at least 1.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-page","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose the action available only where supplied module exposes it signed-in","type":"guide"},{"title":"Set per_page","summary":"Use the supported bounded pagination value returned by the production model.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-per-page","keywords":"client data sections and external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Understand core portal permission filtering","summary":"The production model applies contact/client portal permissions in addition to profile section selection.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-permission","keywords":"client data sections and pagination external backend get /proplix_api_gateway/portal_api/me valid short-lived session workspace or endpoint purpose action","type":"guide"},{"title":"Send the client session token","summary":"Use the short-lived token, not the master token.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-client-data-sections-session-token","keywords":"data sections and pagination external backend get /proplix_api_gateway/portal_api/me valid workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Use the recommended backend architecture","summary":"External browser talks to its own backend; backend holds master token, creates short client sessions and proxies authorised data.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-architecture","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator developer workspace or endpoint purpose","type":"guide"},{"title":"Create a test portal profile","summary":"Use a non-production profile, restricted IP and limited sections.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-create-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Test documents","summary":"Upload supported and unsupported files, then test authorised/unauthorised downloads.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-document-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Test Service Journeys adapter","summary":"Use an owned journey with visible/non-visible data.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-journey-test","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Test client login","summary":"Use a controlled client account.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-login-test","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Test /me","summary":"Call with session token and confirm only allowed/owned sections.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-me-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available where supplied module","type":"guide"},{"title":"Understand token recovery limitation","summary":"One-time tokens cannot be recovered; create a replacement and revoke the old profile/key.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-no-token-reveal","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose action is available only","type":"guide"},{"title":"Understand advanced v1 UI limitation","summary":"Controller/model capabilities exist but current manage.php does not render the source/key form.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-no-ui-v1","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose action is available","type":"guide"},{"title":"Understand advanced v2 UI limitation","summary":"Controller/model capabilities exist but current manage.php does not render module-resource/profile forms.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-no-ui-v2","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is","type":"guide"},{"title":"Understand webhook limitation","summary":"The supplied gateway provides request/response APIs, not an outbound webhook administration system.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-no-webhook","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose action is","type":"guide"},{"title":"Test property/compliance endpoints","summary":"Use linked and unlinked properties and certificate visibility.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-property-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Test registration","summary":"Use a controlled email/company and review created CRM records.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-register-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Test forgotten password","summary":"Confirm expected email behaviour without account disclosure.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-reset-test","keywords":"deployment compatibility routes and limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Test revocation","summary":"Revoke profile and confirm subsequent calls fail.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-revoke-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Test session creation","summary":"POST bearer + active contact_id and inspect expiry.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-session-test","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Run production verification","summary":"Validate TLS, IP whitelist, rate limit, permissions, ownership, logs, expiry, revocation, module adapters and file controls.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-deployment-limitations-verify","keywords":"deployment compatibility routes limitations admin area utilities/tools administrator external backend developer workspace or endpoint purpose","type":"guide"},{"title":"Provide application_id","summary":"The application must exist and belong to the authenticated client/contact.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-application","keywords":"protected document upload download external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Download a Scroll document","summary":"GET /portal_api/scroll_document_download?id={id}&mod={module}.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-download","keywords":"protected upload and external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Understand download ownership","summary":"The document/application must belong to the client, match contact rules and be visible_to_landlord.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-download-ownership","keywords":"protected document upload external backend endpoints valid short-lived session workspace or endpoint purpose action is","type":"guide"},{"title":"Understand download path roots","summary":"Only approved Scroll upload or module upload roots are allowed.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-download-path","keywords":"protected document and external backend endpoints valid short-lived client session workspace endpoint purpose the action is available where supplied","type":"guide"},{"title":"Understand supported Scroll extensions","summary":"PDF, JPG/JPEG, PNG, TXT, DOC/DOCX and XLS/XLSX are supported.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-extensions","keywords":"protected document upload download external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Provide the uploaded file","summary":"Use the endpoint file field expected by the supplied controller.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-file","keywords":"protected document upload and download external backend endpoints valid short-lived client session workspace or purpose action is available only where","type":"guide"},{"title":"Understand safe generated filenames","summary":"Original names are sanitised for response metadata while stored filenames are generated.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-filename","keywords":"protected document upload and download external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available","type":"guide"},{"title":"Understand secure storage","summary":"Files are stored beneath uploads/clients/scroll_portal/quill_uk with directory 0750 and file 0640 controls.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-folder","keywords":"protected document upload download external backend endpoints valid short-lived client session workspace or endpoint purpose the","type":"guide"},{"title":"Use the generic portal document-download endpoint","summary":"GET an authorised document using its endpoint parameters.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-generic-download","keywords":"protected upload and download external backend endpoints valid short-lived client session workspace or purpose action is available only where supplied module","type":"guide"},{"title":"Use the generic portal document-upload endpoint","summary":"POST a supported document for an owned portal context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-generic-upload","keywords":"protected upload and download external backend endpoints valid short-lived client session workspace or purpose action is available only where supplied module","type":"guide"},{"title":"Understand secure download headers","summary":"Downloads use attachment, nosniff, private no-store and no-cache headers.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-headers","keywords":"protected document upload external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Resolve invalid file type","summary":"Use a supported extension with matching MIME and valid Office archive structure.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-invalid","keywords":"protected document upload download external backend endpoints short-lived client session workspace or endpoint purpose the action is available only","type":"guide"},{"title":"Understand MIME validation","summary":"Extension and MIME must match the allow-list.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-mime","keywords":"protected document upload download external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve document not found","summary":"Check ID, module, ownership, visibility, stored path and readability.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-missing","keywords":"protected upload download external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Understand DOCX/XLSX archive validation","summary":"The ZIP container must include [Content_Types].xml and word/document.xml or xl/workbook.xml.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-office","keywords":"protected document upload download external backend endpoints valid short-lived client session workspace endpoint purpose action is","type":"guide"},{"title":"Understand created document records","summary":"The module model records Client upload, uploaded status, client/landlord visibility and uploader context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-record","keywords":"protected download external backend endpoints valid short-lived session workspace or endpoint purpose","type":"guide"},{"title":"Upload a Scroll/Quill compliance document","summary":"POST to /portal_api/scroll_document_upload with application_id and source_module.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-scroll-upload","keywords":"protected download external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only","type":"guide"},{"title":"Understand the 15 MB limit","summary":"Scroll uploads larger than 15 MB are rejected.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-size","keywords":"protected document upload and download external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Select the Scroll source module","summary":"Use full_compliance_applications, license_applications or one_off_compliance.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-document-upload-download-source-modules","keywords":"protected document upload and download external backend endpoints valid short-lived client session workspace endpoint purpose action is available only where","type":"guide"},{"title":"Complete source columns","summary":"Select only columns intended for the integration.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-columns","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose action is","type":"guide"},{"title":"Copy the key once","summary":"Store it server-side; the database retains only its hash.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-copy-key","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid workspace endpoint purpose","type":"guide"},{"title":"Create an API key","summary":"Create a one-time plaintext token associated with allowed sources.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-create-key","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid workspace endpoint purpose","type":"guide"},{"title":"Complete allowed filters","summary":"Only configured filter columns are accepted.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-filters","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose the action is","type":"guide"},{"title":"Fetch source rows","summary":"GET /proplix_api_gateway/api/v1/{source_key} with allowed filters/limit/offset.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-list","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose","type":"guide"},{"title":"Set maximum result limit","summary":"Bound integrations to the configured maximum.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-max-limit","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose action is","type":"guide"},{"title":"Use GET for v1 data","summary":"Unsupported methods are rejected.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-method","keywords":"advanced generic sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose the action is available only","type":"guide"},{"title":"Understand the advanced v1 source API","summary":"The model/controller support configured table sources and one-way API keys beyond the current simplified portal UI.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-overview","keywords":"generic compatible administrator integration ui source/key routes or valid key workspace endpoint purpose","type":"guide"},{"title":"Understand key-to-source permission","summary":"A key must explicitly allow the source.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-permission","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid workspace endpoint purpose action is available","type":"guide"},{"title":"Call API ping","summary":"Use the authenticated ping endpoint to verify key handling.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-ping","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid workspace purpose","type":"guide"},{"title":"Fetch one source record","summary":"Append a record ID where the configured source supports an id column.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-record","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose","type":"guide"},{"title":"Revoke a v1 key","summary":"Revocation prevents further authentication.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-revoke-key","keywords":"advanced generic sources and keys compatible administrator integration ui source/key routes or valid workspace endpoint purpose the action is available","type":"guide"},{"title":"Save a source definition","summary":"Define source key, label, table, selected columns, allowed filters and maximum limit through the compatible admin route.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-save-source","keywords":"advanced generic v1 sources keys administrator integration ui source/key routes or valid workspace endpoint purpose","type":"guide"},{"title":"Complete source key","summary":"Use the configured identifier in /api/v1/{source_key}.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-source-key","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid workspace endpoint purpose action","type":"guide"},{"title":"Complete source table","summary":"Use an approved existing table; do not expose arbitrary user input.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-table","keywords":"advanced generic v1 sources and keys compatible administrator integration ui source/key routes or valid key workspace endpoint purpose","type":"guide"},{"title":"Understand current UI availability","summary":"The supplied manage.php does not expose source/key forms; use these capabilities only where a compatible deployment/custom UI exposes them.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v1-sources-visible-limit","keywords":"advanced generic v1 sources and keys administrator integration routes or valid key workspace endpoint purpose","type":"guide"},{"title":"Send a v2 token","summary":"Use Bearer or X-Proplix-Api-Key.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-bearer","keywords":"advanced generic resources and profiles compatible administrator integration ui resource/profile routes valid profile workspace endpoint purpose the action","type":"guide"},{"title":"Create a v2 integration profile","summary":"Define allowed modules/resources, IPs, rate limit, scope and one-time token.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-create-profile","keywords":"advanced generic resources profiles compatible administrator ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Understand query limits","summary":"The requested limit is bounded by resource maximum and never exceeds 500.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-limit","keywords":"advanced generic v2 resources profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Fetch resource rows","summary":"GET /api/v2/{module_key}/{resource_key}.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-list","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose the","type":"guide"},{"title":"Set offset","summary":"Offset is normalised to at least 0.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-offset","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose the","type":"guide"},{"title":"Understand row ordering","summary":"Rows are ordered by id descending where supported.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-order","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Understand the advanced v2 resource API","summary":"The model/controller support module/resource definitions and public or restricted profiles.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-overview","keywords":"generic resources profiles compatible administrator integration ui resource/profile routes valid profile workspace endpoint purpose","type":"guide"},{"title":"Copy the v2 profile token once","summary":"Store it server-side; only a hash remains.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-profile-token","keywords":"advanced generic resources and profiles compatible administrator integration ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Understand public resources","summary":"A public resource can be read without a profile token but is subject to sensitive-column blocking and configuration.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-public","keywords":"advanced generic v2 profiles compatible administrator integration ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Understand public sensitive-column blocking","summary":"Column fragments password, pass, token, secret, hash, key, email, phone, mobile, address, note, adminnote, private, payment, card and bank are blocked for public resources.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-public-columns","keywords":"advanced generic v2 resources profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Fetch one resource record","summary":"Append the record ID where an id column exists.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-record","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Understand profile resource permissions","summary":"Restricted profiles must allow both module and resource.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-resource-permission","keywords":"advanced generic v2 resources compatible administrator integration ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Understand restricted resources","summary":"A restricted resource requires a valid profile token and module/resource permission.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-restricted","keywords":"advanced generic v2 profiles compatible administrator integration ui resource/profile routes or workspace endpoint purpose","type":"guide"},{"title":"Revoke a v2 profile","summary":"Revocation blocks future restricted calls.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-revoke-profile","keywords":"advanced generic resources and profiles compatible administrator integration ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Save a module resource","summary":"Define module key, resource key, table, selected columns, allowed filters, maximum limit and access mode.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-save-resource","keywords":"advanced generic v2 resources profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Understand profile scope","summary":"Configured scope column/value further restricts returned rows.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-scope","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid workspace endpoint purpose","type":"guide"},{"title":"Understand current UI availability","summary":"The supplied manage.php does not expose resource/profile forms; use only where compatible custom UI/deployment exposes them.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-visible-limit","keywords":"advanced generic v2 resources and profiles administrator integration routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Use allowed where filters","summary":"Only configured allowed columns can be filtered.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-generic-v2-resources-where","keywords":"advanced generic v2 resources and profiles compatible administrator integration ui resource/profile routes or valid profile workspace endpoint purpose","type":"guide"},{"title":"Understand CSRF exclusions","summary":"Only server-to-server session, login, registration, forgot-password and Scroll document-upload endpoints are excluded.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-csrf","keywords":"portal password reset external backend account valid active master token workspace or endpoint purpose","type":"guide"},{"title":"Request a client password reset","summary":"POST the client email to /portal_api/forgot_password.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-forgot","keywords":"portal login registration and external backend account endpoints valid active master token workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Understand privacy-safe reset behaviour","summary":"Use the returned success/message without exposing whether an unrelated account exists.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-forgot-result","keywords":"portal login registration and password external backend endpoints valid active master token workspace or endpoint purpose","type":"guide"},{"title":"Understand retired client endpoint","summary":"The legacy arbitrary client-ID endpoint is retired and instructs integrations to use session/me.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-legacy-client","keywords":"portal login registration password reset external backend account endpoints valid active master token workspace or purpose","type":"guide"},{"title":"Understand retired contact endpoint","summary":"The legacy arbitrary contact-ID endpoint is retired and instructs integrations to use session/me.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-legacy-contact","keywords":"portal login registration password reset external backend account endpoints valid active master token workspace or purpose","type":"guide"},{"title":"Log in a client through the API","summary":"POST the master token plus valid email/password to /portal_api/login; successful authentication returns a short-lived client session.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login","keywords":"portal login registration and password reset external backend account endpoints active workspace or endpoint purpose","type":"guide"},{"title":"Complete login email","summary":"Use the client contact email.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login-email","keywords":"portal registration and password reset external backend account endpoints valid active master token workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve failed portal login","summary":"Check active contact, password, client account and master profile controls.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login-failed","keywords":"registration reset external backend endpoints valid token workspace or endpoint purpose the action is","type":"guide"},{"title":"Use POST for portal login","summary":"Other methods are rejected.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login-method","keywords":"registration and password reset external backend account endpoints valid active master token workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete login password","summary":"Use the client portal password; do not log it.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login-password","keywords":"registration and reset external backend account endpoints valid active master token workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Set login session expires_in","summary":"Optional 60–900 seconds, default 600.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-login-ttl","keywords":"portal registration and password reset external backend account endpoints valid active master token workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Register a client account through the API","summary":"POST supported identity/company/contact/password fields to /portal_api/register.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-register","keywords":"portal login registration and password reset external backend endpoints valid active master token workspace or endpoint purpose action is","type":"guide"},{"title":"Understand registration result","summary":"Successful registration can create/authenticate the client identity and return session context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-register-session","keywords":"portal login password reset external backend account endpoints valid active master token workspace or endpoint purpose","type":"guide"},{"title":"Understand registration validation","summary":"The production model validates required data, email/account conflicts and password/consent conditions exposed by its input flow.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-login-registration-password-register-validation","keywords":"portal login password reset external backend account endpoints valid active master token workspace or endpoint purpose","type":"guide"},{"title":"Understand successful responses","summary":"Use the response payload and pagination metadata.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-200","keywords":"request logs codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose action is available only where","type":"guide"},{"title":"Resolve Bad Request","summary":"Check required IDs, fields, section/resource keys and file parameters.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-400","keywords":"logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the action is","type":"guide"},{"title":"Resolve Unauthorized","summary":"Check bearer/session token, expiry, signature and active status.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-401","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the action is available","type":"guide"},{"title":"Resolve Forbidden","summary":"Check IP, profile sections, client permissions, ownership, module/resource access and visibility.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-403","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose","type":"guide"},{"title":"Resolve Not Found","summary":"Check record, application, document, property, module/resource and safe file path.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-404","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the","type":"guide"},{"title":"Resolve Method Not Allowed","summary":"Use the endpoint’s implemented GET or POST method.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-405","keywords":"request logs response codes and troubleshooting admin area utilities/tools recent administrator integration developer workspace endpoint purpose action is available only where","type":"guide"},{"title":"Resolve rate limit","summary":"Wait for the minute window or adjust allowed rate.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-429","keywords":"request logs response codes and troubleshooting admin area utilities/tools recent administrator integration developer workspace endpoint purpose action is available only where","type":"guide"},{"title":"Resolve internal integration errors","summary":"Inspect CRM logs, schema, expected module models/tables and safe error evidence.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-500","keywords":"request response codes troubleshooting admin area utilities/tools recent administrator or developer workspace endpoint purpose the action","type":"guide"},{"title":"Resolve missing adapter output","summary":"Check enabled module and compatible schema.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-adapter","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Resolve an empty allowed section","summary":"Check profile selection, contact permission, ownership and record existence.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-empty","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the action is","type":"guide"},{"title":"Understand log context","summary":"Logs can include key/profile, endpoint/source/module/resource, method, IP and response code.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-fields","keywords":"request codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose","type":"guide"},{"title":"Resolve file upload/download errors","summary":"Check 15 MB, extension/MIME, Office container, visibility, ownership and path roots.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-file","keywords":"request logs response codes troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose the","type":"guide"},{"title":"Review recent API logs","summary":"The administrator page loads recent request logs.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-recent","keywords":"response codes and troubleshooting admin area utilities/tools or integration developer workspace endpoint purpose action is available only where","type":"guide"},{"title":"Resolve retired legacy endpoint messages","summary":"Replace arbitrary client/contact calls with session/me.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-retired","keywords":"request logs response codes and troubleshooting admin area utilities/tools recent administrator or integration developer workspace purpose the action is available only where","type":"guide"},{"title":"Resolve schema pending","summary":"Deactivate/reactivate the module to run install.php.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-logs-errors-responses-schema","keywords":"request logs response codes and troubleshooting admin area utilities/tools recent administrator or integration developer workspace endpoint purpose action is available only where","type":"guide"},{"title":"Understand Automatic enabled module data","summary":"Selecting auto_enabled_modules lets the model include data from detected supported module adapters.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-automatic","keywords":"enabled-module adapters admin area utilities/tools portal profile sections administrator workspace or endpoint purpose action is","type":"guide"},{"title":"Use the Compliance Monitor adapter","summary":"Linked compliance records and summaries.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-compliance-monitor","keywords":"automatic enabled-module adapters external backend get /portal_api/me or supported workspace endpoint valid short-lived client session data underlying module must be active its expected tables/fields available. only owned by authenticated","type":"guide"},{"title":"Review enabled modules","summary":"The administrator page shows modules detected by the gateway.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-detected","keywords":"automatic enabled-module adapters admin area utilities/tools portal profile sections workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Use the HMO Manager adapter","summary":"Owned HMO/property tenancy information where adapters find compatible tables.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-hmo-manager","keywords":"automatic enabled-module external backend get /portal_api/me or supported workspace endpoint valid short-lived client session data underlying module must be active and its expected tables/fields available. only records","type":"guide"},{"title":"Use the Licence Applications adapter","summary":"Owned licence cases and authorised portal data.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-license-applications","keywords":"automatic enabled-module adapters external backend get /portal_api/me or supported workspace endpoint valid short-lived client session data underlying module must be active its expected tables/fields available. only records by","type":"guide"},{"title":"Understand missing adapter data","summary":"An inactive/missing module or schema returns no compatible data rather than bypassing ownership.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-missing","keywords":"automatic enabled-module adapters admin area utilities/tools portal profile sections administrator workspace endpoint purpose the action is","type":"guide"},{"title":"Use the Real Estate Management adapter","summary":"Linked property/landlord/tenant data where authorised.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-real-estate","keywords":"automatic enabled-module adapters external backend get /portal_api/me or supported workspace endpoint valid short-lived client session underlying module must be active and its expected tables/fields available. only records owned by","type":"guide"},{"title":"Use the Service Journeys adapter","summary":"Journey applications and client-visible related records.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-module-adapters-service-journeys","keywords":"automatic enabled-module adapters external backend get /portal_api/me or supported workspace endpoint valid short-lived client session data underlying module must be active its expected tables/fields available. only records owned by","type":"guide"},{"title":"Create the Portal API","summary":"Submit the form after selecting security and data scope.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-create","keywords":"client profiles one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Allowed domain","summary":"Record the external portal domain for reference/audit.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-domain","keywords":"client profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Review detected enabled modules","summary":"Use the enabled-module display to understand available automatic data adapters.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-enabled","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is only where supplied module exposes it","type":"guide"},{"title":"Understand one-way portal token storage","summary":"The token is stored as a SHA-256 hash rather than recoverable plaintext.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-hash","keywords":"client profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Complete Allowed server IPs","summary":"Optionally restrict calls to backend server IP addresses.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-ips","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand usage metadata","summary":"Profile records can retain last-used information when authenticated.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-last-used","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Review portal profiles","summary":"The page lists existing portal profiles and enabled modules.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-list","keywords":"client one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete API name","summary":"Required administrator label, for example an external client portal name.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-name","keywords":"profiles and one-time tokens admin area utilities/tools workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Open the Client Portal API profile form","summary":"Use the visible Main Flow card.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-open","keywords":"profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user meets stated","type":"guide"},{"title":"Complete Profile key","summary":"Enter a short internal identifier such as abc_estate_portal.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-profile-key","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Set Rate limit per minute","summary":"Choose 10–1000; the visible default is 120.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-rate","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action available only where supplied module exposes it signed-in user meets","type":"guide"},{"title":"Revoke a portal profile","summary":"Use Revoke; status becomes revoked and authentication stops.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-revoke","keywords":"client profiles one-time tokens admin area utilities/tools administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Allow portal section: Automatic enabled module data","summary":"Data from detected supported modules.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-auto-modules","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity","type":"guide"},{"title":"Allow portal section: Client profile","summary":"Core customer/account profile.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-client-profile","keywords":"profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when includes its key identity owns related","type":"guide"},{"title":"Allow portal section: Contacts","summary":"Active contacts related to the customer.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-contacts","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose external session can retrieve only when profile includes its key identity owns","type":"guide"},{"title":"Allow portal section: Contracts","summary":"Customer contracts.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-contracts","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Estimates","summary":"Customer estimates.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-estimates","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Customer files","summary":"Authorised customer files.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-files","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Invoices","summary":"Customer invoices permitted by portal rules.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-invoices","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns","type":"guide"},{"title":"Allow portal section: Invoice payments","summary":"Payments related to the customer invoices.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-payments","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose external session can retrieve only when profile includes its key identity owns","type":"guide"},{"title":"Allow portal section: Projects","summary":"Customer projects.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-projects","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Proposals","summary":"Customer proposals.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-proposals","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Subscriptions","summary":"Customer subscriptions.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-subscriptions","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Allow portal section: Tickets","summary":"Customer support tickets.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-section-tickets","keywords":"client profiles and one-time tokens admin area utilities/tools create administrator allowed purpose the external session can retrieve only when profile includes its key identity owns related records.","type":"guide"},{"title":"Select allowed portal sections","summary":"Only checked sections are encoded into the portal profile.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-sections","keywords":"client profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available where supplied module exposes it signed-in user","type":"guide"},{"title":"Store the token server-side","summary":"Never expose the master token in browser JavaScript.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-server-only","keywords":"client portal profiles and one-time tokens admin area utilities/tools administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Copy the one-time token","summary":"The newly generated private token is shown once in flash data and cannot be displayed again.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-portal-profiles-tokens-token","keywords":"client portal profiles tokens admin area utilities/tools administrator workspace or endpoint purpose action available only where supplied module exposes","type":"guide"},{"title":"Read property activity","summary":"The adapter collects safe activity rows from compatible sources.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-activity","keywords":"tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose action is available only","type":"guide"},{"title":"Understand client-approved records","summary":"Only records passing client-approval/visibility conditions are exposed.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-approved","keywords":"property tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is available","type":"guide"},{"title":"Download a compliance certificate","summary":"Use /portal_api/scroll_property_certificate for an authorised record.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-certificate","keywords":"property tenancy and workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is available","type":"guide"},{"title":"Understand certificate authorisation","summary":"The record must be visible to the client and linked to an owned property/tenancy context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-certificate-auth","keywords":"property tenancy compliance workspaces external backend scroll endpoints valid short-lived session workspace or endpoint purpose","type":"guide"},{"title":"Understand certificate path protection","summary":"The gateway resolves a safe readable PDF path and rejects paths outside approved roots.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-certificate-path","keywords":"property tenancy compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose","type":"guide"},{"title":"Read client summary","summary":"Receive the authenticated client summary used by the portal.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-client-summary","keywords":"property tenancy and compliance workspaces external backend scroll endpoints valid short-lived session workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Read compliance records","summary":"The gateway collects linked compliance records and decorates safe public labels/status.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-compliance","keywords":"property tenancy workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose","type":"guide"},{"title":"Read landlord ownership context","summary":"Data remains tied to the authenticated client/property relationship.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-landlord","keywords":"property tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose action is available","type":"guide"},{"title":"Read linked properties","summary":"The endpoint builds property rows from client/property links.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-linked-properties","keywords":"tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or purpose action is available only","type":"guide"},{"title":"Read maintenance requests","summary":"Compatible maintenance records can be included for linked properties.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-maintenance","keywords":"property tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is available","type":"guide"},{"title":"Resolve missing property data","summary":"Check property-client links, tenant matching, module schemas and client approval.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-missing-property","keywords":"tenancy compliance workspaces external backend scroll endpoints valid short-lived session workspace or endpoint purpose the action is","type":"guide"},{"title":"Fetch property status","summary":"Use /portal_api/scroll_property_status for linked-property, tenancy and compliance information.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-property-status","keywords":"workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose","type":"guide"},{"title":"Read property summary","summary":"Receive safe property identity/address/status data.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-property-summary","keywords":"tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Read property requests","summary":"Compatible property/client request records can be included.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-requests","keywords":"tenancy and compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Read compliance summary","summary":"The response aggregates counts/status across linked properties.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-summary","keywords":"property tenancy and workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose action is available only","type":"guide"},{"title":"Understand supported case workspaces","summary":"Full Compliance Applications, Licence Applications and One-Off Compliance model configurations are recognised.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-supported","keywords":"property tenancy external backend scroll endpoints valid short-lived client session workspace or endpoint purpose","type":"guide"},{"title":"Read tenant and tenancy context","summary":"Compatible tenancy/tenant tables are queried with ownership and approval rules.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-tenant","keywords":"property compliance workspaces external backend scroll endpoints valid short-lived client session workspace or endpoint purpose the action is","type":"guide"},{"title":"Open the Scroll workspace endpoint","summary":"Use /portal_api/scroll_workspace to fetch supported compliance-application workspaces.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-property-compliance-api-workspace","keywords":"property tenancy and compliance workspaces external backend endpoints valid short-lived client session or purpose","type":"guide"},{"title":"Keep CSRF exclusions narrow","summary":"Only the listed server-to-server endpoints are excluded.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-csrf","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose action is available","type":"guide"},{"title":"Use allowed-domain metadata","summary":"Record the expected portal domain for governance/audit; do not treat it as a substitute for server-side authentication.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-domain","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Enforce MIME and path controls","summary":"Office file internals, approved roots and safe filename responses are validated.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-files","keywords":"security one-way tokens ip rate admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the","type":"guide"},{"title":"Use server IP whitelists","summary":"Restrict tokens to known backend addresses where possible.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-ip","keywords":"security one-way and rate controls admin area utilities/tools or external administrator integration team workspace endpoint purpose the action is available","type":"guide"},{"title":"Protect API logs","summary":"Logs can contain IPs, endpoints, profile IDs and response codes; restrict access/retention.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-logs","keywords":"security one-way tokens ip rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Enforce HTTP methods","summary":"Session/login/register/reset/upload use POST; reads/downloads use GET as implemented.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-methods","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Understand browser exposure risk","summary":"The administrator view explicitly warns that the portal master token must remain in external backend config.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-no-browser-master","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or integration team workspace endpoint purpose","type":"guide"},{"title":"Understand one-way token hashes","summary":"Portal, v1 and v2 tokens are authenticated against stored hashes.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-one-way","keywords":"security ip rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the action is","type":"guide"},{"title":"Enforce client/contact ownership","summary":"Never accept arbitrary customer identifiers in place of authenticated session identity.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-ownership","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Enforce client portal permissions","summary":"Profile section selection does not override core contact permissions.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-permissions","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the action is","type":"guide"},{"title":"Use per-minute rate limits","summary":"Visible profiles allow 10–1000, default 120.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-rate","keywords":"security one-way tokens ip and controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Rotate credentials by replacement and revocation","summary":"Create a new profile/key, update the backend, test, then revoke the old credential.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-rotate","keywords":"security one-way tokens ip rate controls admin area utilities/tools or external administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Keep all master/profile tokens server-side","summary":"Never place reusable credentials in public JavaScript, HTML or mobile binaries.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-server-side","keywords":"security one-way ip and rate controls admin area utilities/tools external backend administrator integration team workspace endpoint purpose the","type":"guide"},{"title":"Use short-lived client sessions","summary":"Default 600 seconds, bounded 60–900 seconds.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-short-session","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Protect session signatures","summary":"Reject modified payloads, invalid signatures, excessive TTL, wrong audience/nonce or expiry.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-signature","keywords":"security one-way tokens ip and rate controls admin area utilities/tools external backend administrator integration team workspace endpoint purpose","type":"guide"},{"title":"Require HTTPS","summary":"Deploy all portal/gateway traffic over production TLS.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-security-rate-ip-token-tls","keywords":"security one-way tokens ip and rate controls admin area utilities/tools or external backend administrator integration team workspace endpoint purpose the action is available only","type":"guide"},{"title":"Read client-visible activities","summary":"Only visible timeline rows are returned.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-activities","keywords":"service journey workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available where supplied module exposes it and signed-in","type":"guide"},{"title":"Read journey applications","summary":"Receive owned applications with status/progress/context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-applications","keywords":"service workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Read journey document metadata","summary":"Only authorised visible documents are included.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-documents","keywords":"service workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available where supplied module exposes it and","type":"guide"},{"title":"Fetch Service Journeys","summary":"Use GET /portal_api/journeys for authenticated, owned journey data.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-endpoint","keywords":"workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Read journey messages","summary":"Messages are scoped to the owned application and portal context.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-messages","keywords":"service workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Resolve unavailable journey data","summary":"Activate Service Journeys and confirm its schema/adapters.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-missing-module","keywords":"workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand contact/application matching","summary":"Customer and, where assigned, contact ownership must match the session.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-ownership","keywords":"service journey workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only supplied","type":"guide"},{"title":"Fetch Scroll journey data","summary":"Use /portal_api/scroll_journeys for the compatible Quill/Scroll portal flow.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-scroll","keywords":"service workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Read client-visible tasks","summary":"Only visible/action-authorised tasks are returned.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-service-journey-api-tasks","keywords":"service journey workspaces external backend endpoints valid short-lived client session workspace or endpoint purpose the action is available where supplied module exposes it and","type":"guide"},{"title":"Send the master bearer token","summary":"Use Authorization: Bearer {one-time token}.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-bearer","keywords":"master-token and short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active portal workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Send contact_id","summary":"Identify an active CRM contact; the gateway resolves its customer account.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-contact","keywords":"master-token and short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid master portal token workspace or endpoint purpose action is","type":"guide"},{"title":"Resolve invalid contact","summary":"Use an active contact with a valid linked customer.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-contact-invalid","keywords":"master-token and short-lived client sessions external backend post /proplix_api_gateway/portal_api/session master portal token workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Call the session endpoint","summary":"POST /proplix_api_gateway/portal_api/session from the external backend.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-endpoint","keywords":"master-token and short-lived client sessions backend valid active master portal token workspace or purpose action is available","type":"guide"},{"title":"Resolve expired client session","summary":"Create a new session; sessions are deliberately short-lived and not refreshed by /me.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-expired","keywords":"master-token external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace or endpoint purpose the action","type":"guide"},{"title":"Understand the two-step portal flow","summary":"First create a client session with the private bearer token and contact_id, then call /me with the short-lived session token.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-flow","keywords":"master-token sessions external backend post /proplix_api_gateway/portal_api/session valid active master workspace or endpoint purpose","type":"guide"},{"title":"Understand session identity","summary":"The signed payload contains client ID, contact ID, profile/audience context, nonce and issued/expiry timestamps.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-identity","keywords":"master-token short-lived sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace or endpoint purpose","type":"guide"},{"title":"Resolve invalid master token","summary":"Check exact bearer token, active profile and one-way hash match.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-invalid-master","keywords":"master-token short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid portal workspace or endpoint purpose the action is available only","type":"guide"},{"title":"Resolve server IP rejection","summary":"Call from an allowed IP or update the profile whitelist.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-ip","keywords":"master-token and short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace endpoint purpose action is available only where","type":"guide"},{"title":"Use POST for session creation","summary":"Other methods return 405.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-method","keywords":"master-token and short-lived client sessions external backend /proplix_api_gateway/portal_api/session valid active master portal token workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve session rate limiting","summary":"Wait for the minute window or adjust the administrator rate limit within 10–1000.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-rate","keywords":"master-token and short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace endpoint purpose action is","type":"guide"},{"title":"Read session response","summary":"Use success, session token, expires_in and expires_at values.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-response","keywords":"master-token short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Understand signed session tokens","summary":"The production model signs the session and rejects invalid signatures/payloads.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-signature","keywords":"master-token short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace or endpoint purpose action is","type":"guide"},{"title":"Set optional expires_in","summary":"Default 600 seconds; minimum 60 and maximum 900 seconds.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-session-authentication-ttl","keywords":"master-token short-lived client sessions external backend post /proplix_api_gateway/portal_api/session valid active master portal token workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Activate the API Gateway","summary":"Run install.php and verify module tables and Utilities/Tools child menu.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-activate","keywords":"setup administrator access schema readiness admin area modules workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Understand administrator access","summary":"The administrator controller requires is_admin(); the source registers no bespoke staff capability.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-admin-only","keywords":"setup and schema readiness admin area utilities/tools workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Understand admin-only gateway assets","summary":"The module CSS loads only on admin/proplix_api_gateway routes.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-assets","keywords":"setup administrator access and schema readiness admin area utilities/tools workspace or endpoint purpose action is available where supplied exposes it signed-in user","type":"guide"},{"title":"Open API Gateway","summary":"Use the child item under Utilities or Tools; no separate root sidebar item is registered.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-menu","keywords":"setup administrator access and schema readiness admin area utilities/tools workspace endpoint purpose action available only where supplied module exposes","type":"guide"},{"title":"Understand menu portability","summary":"The child is registered under both internal utilities and tools parent slugs for theme portability.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-no-root","keywords":"setup administrator access schema readiness admin area utilities/tools workspace or endpoint purpose action available only where supplied","type":"guide"},{"title":"Understand the Proplix Secure API Gateway","summary":"Review the visible Client Portal API flow, short-lived sessions, client data, module workspaces, documents and advanced generic APIs.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-overview","keywords":"setup administrator access schema readiness admin area utilities/tools workspace or endpoint purpose action is","type":"guide"},{"title":"Check the CRM requirement","summary":"Confirm the module targets CRM 2.3.*.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-requirements","keywords":"setup administrator access and schema readiness admin area modules workspace or endpoint purpose action is available only where supplied exposes it signed-in user client meets stated conditions.","type":"guide"},{"title":"Understand the Portal API schema check","summary":"The page checks profile_type and allowed_sections fields before enabling profile creation.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-schema-ready","keywords":"setup administrator access readiness admin area utilities/tools workspace or endpoint purpose action is available only where supplied module exposes","type":"guide"},{"title":"Resolve Portal API schema pending","summary":"Deactivate and reactivate the module so install.php creates or updates module-owned fields.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-schema-warning","keywords":"setup administrator access readiness admin area modules workspace endpoint purpose action is available only where supplied exposes it signed-in user","type":"guide"},{"title":"Understand the five module tables","summary":"Sources, keys, logs, resources and profiles store visible and advanced API configuration/evidence.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-tables","keywords":"setup administrator access schema readiness admin area utilities/tools workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Verify initial installation","summary":"Open the page, confirm schema readiness, create a test portal profile and call session/me from a server-side test client.","category":"Proplix Secure API Gateway","url":"https://pixiecrm.com/help-centre/proplix-secure-api-gateway-setup-admin-schema-verify","keywords":"setup administrator access admin area utilities/tools workspace or endpoint purpose action is available only","type":"guide"},{"title":"Proposal Follow-up and Reminders","summary":"Plan proposal follow-up around ownership, recipient details and the proposal’s current status.","category":"Help Centre","url":"https://pixiecrm.com/help-centre/proposals-contracts/sending-proposal-reminders-to-clients-in-pixie","keywords":"","type":"guide"},{"title":"Protect agreement countersign tokens","summary":"Send countersign links only to the intended landlord/signatory.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/protect-agreement-countersign-tokens","keywords":"onboarding workspace landlord authorised reviewer security data storage and audit v1.0.0","type":"guide"},{"title":"Protect and rotate the QuickBooks document-extractor bearer token","summary":"Detailed client guidance covering protect and rotate the QuickBooks document-extractor bearer token, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/protect-and-rotate-the-quickbooks-document-extractor-bearer-token","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Protect and rotate the Sage document-extractor bearer token","summary":"Detailed client guidance covering protect and rotate the Sage document-extractor bearer token, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting 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redaction option exists defaults off. email content can be sent to","type":"guide"},{"title":"Protect property-owner and tenant contact details","summary":"Avoid exposing private owner/tenant fields in public descriptions or files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/protect-property-owner-and-tenant-contact-details","keywords":"property/owner/client records relevant authorised role security data storage audit v1.0.0","type":"guide"},{"title":"Protect public application tokens","summary":"Treat invite URLs as bearer links and revoke unused invitations.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/protect-public-application-tokens","keywords":"admin area tenant applications invitations authorised reviewer security data storage audit v1.0.0","type":"guide"},{"title":"Protect renter identity and income evidence","summary":"Restrict access and retention of uploaded identity/income files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/protect-renter-identity-and-income-evidence","keywords":"client profile admin review authorised staff only security data storage audit v1.0.0","type":"guide"},{"title":"Protect supplier job evidence","summary":"Restrict job photos, notes, invoices and payment details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/protect-supplier-job-evidence","keywords":"maintenance jobs / portal authorised staff/supplier security data storage audit v1.0.0","type":"guide"},{"title":"Protect the OpenAI API key","summary":"Apply least privilege and secret-handling controls to the stored credential.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/protect-the-openai-api-key","keywords":"admin area setup settings ai edit security privacy limitations troubleshooting v1.0.0","type":"guide"},{"title":"Protect vendor portal accounts and public links","summary":"Use active contacts, strong authentication, allowed statuses and controlled file/hash links.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/protect-vendor-portal-accounts-and-public-links","keywords":"admin area settings administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Provide the Income Tax digital-link adapter contract","summary":"Supply cumulative or annual business totals and source lineage for the selected HMRC business source.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/provide-the-income-tax-digital-link-adapter-contract","keywords":"making digital uk vat accounting accountant agent saas return","type":"guide"},{"title":"Provide the VAT digital-link adapter contract","summary":"Supply the nine VAT totals plus transaction-level source manifest through the verified Accounting integration hook.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/provide-the-vat-digital-link-adapter-contract","keywords":"making tax digital uk income accountant agent saas return","type":"guide"},{"title":"Public booking form overview","summary":"Publish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Pixie CRM appointment records.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/public-booking-form-overview","keywords":"staff who manage view website embedding booking-form service provider availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Publish a payslip draft","summary":"Move a reviewed draft document into the published state.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/publish-a-payslip-draft","keywords":"resources admin area exact navigation controls register module v1.3.0 how to","type":"guide"},{"title":"Publish and notify a workforce rota","summary":"Save a valid v1.3.0 rota as published and immediately send it to resolved recipients.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/publish-and-notify-a-workforce-rota","keywords":"resources hrm admin area notifications create/amend rota-distribution-notifications","type":"guide"},{"title":"Publish or hide knowledge base content","summary":"Control whether an article is available to customers and public visitors.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/publish-or-hide-knowledge-base-content","keywords":"visibility status manager","type":"guide"},{"title":"Purchase Management module overview","summary":"Follow procurement from vendor and item setup through requests, quotations, orders, delivery, contracts, invoices, debit notes, returns, payments and reports.","category":"Purchase 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Bilty screen with company, contact, telephone and optional email, then select the new record automatically.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/quick-add-a-booking-client","keywords":"creation drafts dashboard step 1 + how to britixo transport logistics","type":"guide"},{"title":"Quick-add a broker","summary":"Create a reusable broker/transport provider record with name and telephone from the Bilty screen.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/quick-add-a-broker","keywords":"vehicles drivers brokers references dashboard step 3 + how to britixo transport logistics","type":"guide"},{"title":"Quick-add a tenant","summary":"Create the minimal customer/contact needed for onboarding.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/quick-add-a-tenant","keywords":"admin area requests applications onboarding quick add authorised tenant/rent staff workspace and workflow v1.0.0","type":"guide"},{"title":"Quick-add a vehicle and driver","summary":"Create a reusable vehicle record with vehicle number, colour, driver name and driver telephone from the Bilty screen.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/quick-add-a-vehicle-and-driver","keywords":"vehicles drivers brokers references dashboard step 3 + how to britixo transport logistics","type":"guide"},{"title":"QuickBooks Accounting Automation overview","summary":"Detailed client guidance covering quickBooks Accounting Automation overview, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/quickbooks-accounting-automation-overview","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Re-authorize QuickBooks after a token or consent problem","summary":"Detailed client guidance covering re-authorize QuickBooks after a token or consent problem, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/re-authorize-quickbooks-after-a-token-or-consent-problem","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Re-authorize Sage after a token or consent problem","summary":"Detailed client guidance covering re-authorize Sage after a token or consent problem, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/re-authorize-sage-after-a-token-or-consent-problem","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Re-authorize Xero after a token or consent problem","summary":"Detailed client guidance covering re-authorize Xero after a token or consent problem, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/re-authorize-xero-after-a-token-or-consent-problem","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Re-run a QuickBooks reconciliation safely after an interruption","summary":"Detailed client guidance covering re-run a QuickBooks reconciliation safely after an interruption, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/re-run-a-quickbooks-reconciliation-safely-after-an-interruption","keywords":"and certified how to integration audit troubleshooting","type":"guide"},{"title":"Re-run a Sage reconciliation safely after an interruption","summary":"Detailed client guidance covering re-run a Sage reconciliation safely after an interruption, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/re-run-a-sage-reconciliation-safely-after-an-interruption","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Re-run a Xero reconciliation safely after an interruption","summary":"Detailed client guidance covering re-run a Xero reconciliation safely after an interruption, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/re-run-a-xero-reconciliation-safely-after-an-interruption","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Read Mailbox Exchange folder counts","summary":"Interpret total and unread counts.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/read-mailbox-exchange-folder-counts","keywords":"inbox folders search message actions admin area list view users reflect current module data change after sync/actions. open the exact navigation path shown above. select authorised or","type":"guide"},{"title":"Read recipient delivery details","summary":"Interpret recipient name, email, delivery status, sent time, error and tracking evidence.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/read-newsletter-recipient-delivery-details","keywords":"1.0.0 admin area letter manager / history evidence","type":"guide"},{"title":"Real Estate Management module overview","summary":"Understand the connected staff, client, broker, landlord, supplier and public workflows.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/real-estate-management-module-overview","keywords":"admin area property operations dashboard real_dashboard view setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Recalculate driver compliance","summary":"Understand how required evidence produces pending, action-required or compliant results.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/recalculate-driver-compliance","keywords":"admin area drivers open manage onboarding pay and dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Receive and manage estimate requests","summary":"Review customer or public requests, assign staff, change status and convert qualified requests.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/receive-and-manage-estimate-requests","keywords":"request for quote sales","type":"guide"},{"title":"Reconcile a bank account","summary":"Compare the Accounting bank register with a bank statement and complete a controlled reconciliation for the statement period.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/reconcile-a-bank-account","keywords":"or banking staff view create edit payment report approval britixo how to","type":"guide"},{"title":"Reconcile job payment from invoice status changes","summary":"Allow the core invoice hook to update the job payment state.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/reconcile-job-payment-from-invoice-status-changes","keywords":"admin area sales invoices open linked manage finance jobs stops dispatch and control pod driver vehicle provider bp fuel","type":"guide"},{"title":"Reconcile selected native invoices with QuickBooks","summary":"Detailed client guidance covering reconcile selected native invoices with QuickBooks, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/reconcile-selected-native-invoices-with-quickbooks","keywords":"reconciliation certified how to integration audit troubleshooting","type":"guide"},{"title":"Reconcile selected native invoices with Sage","summary":"Detailed client guidance covering reconcile selected native invoices with Sage, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/reconcile-selected-native-invoices-with-sage","keywords":"reconciliation certified how to integration audit troubleshooting","type":"guide"},{"title":"Reconcile selected native invoices with Xero","summary":"Detailed client guidance covering reconcile selected native invoices with Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/reconcile-selected-native-invoices-with-xero","keywords":"reconciliation certified how to integration audit troubleshooting","type":"guide"},{"title":"Record a batch payment","summary":"Record received payments against multiple invoices using a separate date, mode, reference and amount for each row.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/record-a-batch-payment","keywords":"CRM workspace → Invoices → Batch payments Open Invoices and choose Batch payments. Use the customer filter to locate the invoices you need. Check each invoice number and Balance due before entering a payment. For every selected row, complete Payment date, Payment mode, Transaction ID and Amount received. Review the payment-recorded email option and confirm each amount matches your actual payment evidence. Submit once and review each invoice's saved payment and remaining balance.","type":"guide"},{"title":"Record a broker portal invoice payment","summary":"Use the payment form with amount, mode, transaction ID and note.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-a-broker-portal-invoice-payment","keywords":"invoices open authenticated user access business brokers v1.0.0","type":"guide"},{"title":"Record a core payment against a Courier invoice","summary":"Reconcile a new payment back to the linked job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-core-payment-against-a-courier-invoice","keywords":"admin area sales payments add manage finance jobs stops dispatch and status control pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a fuel courier expense","summary":"Use the supported fuel expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-fuel-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp","type":"guide"},{"title":"Record a insurance courier expense","summary":"Use the supported insurance expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-insurance-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a maintenance courier expense","summary":"Use the supported maintenance expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-maintenance-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a manual AML credit check","summary":"Save a structured manual credit-check result against the AML intake.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/record-a-manual-aml-credit-check","keywords":"/ kyc review administrators and authorised property staff","type":"guide"},{"title":"Record a other courier expense","summary":"Use the supported other expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-other-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a parking courier expense","summary":"Use the supported parking expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-parking-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a return reason and quantities","summary":"Enter the supported item quantities and reason.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/record-a-return-reason-and-quantities","keywords":"admin area order returns new/edit purchase_order_return capability refunds v1.7.9","type":"guide"},{"title":"Record a subcontractor courier expense","summary":"Use the supported subcontractor expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-subcontractor-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record a successful letter send","summary":"Record the successful Letter Manager outcome against the native lead.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/record-a-successful-letter-send","keywords":"workflow administrator access lead","type":"guide"},{"title":"Record a toll courier expense","summary":"Use the supported toll expense classification and preserve its operational link.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-a-toll-courier-expense","keywords":"admin area finance expenses add manage settlements accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Record an attendance event","summary":"Record an employee clock, attendance or exception event for a work date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-an-attendance-event","keywords":"resources admin area exact navigation time leave timesheets module v1.3.0 how 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Choose Record payment. Enter Amount received and the actual Payment date. Select Payment mode and enter the Transaction ID or reference, with a useful Note. Review whether the payment-recorded email should be sent to the customer. Submit once, then inspect the invoice's payments and remaining balance.","type":"guide"},{"title":"Record an invoice payment — Contracts, invoices, payments and PDFs","summary":"Enter amount, payment mode, transaction ID and note.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-an-invoice-payment-contracts-invoices-payments-and-pdfs","keywords":"broker portal open authenticated user with access v1.0.0","type":"guide"},{"title":"Record and manage a credit note refund","summary":"Document money returned to the customer and maintain the remaining credit balance.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/record-and-manage-a-credit-note-refund","keywords":"finance staff","type":"guide"},{"title":"Record and review contact consent","summary":"Capture opt-in or opt-out evidence for configured consent purposes.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/record-and-review-contact-consent","keywords":"customer lead consents authorised staff","type":"guide"},{"title":"Record client approval before agent submission","summary":"Ensure the exact frozen return has valid client approval before any agent filing can proceed.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/record-client-approval-before-agent-submission","keywords":"making tax digital uk vat income accounting accountant saas","type":"guide"},{"title":"Record client approval for a VAT Return","summary":"Bind taxpayer/client approval to the exact frozen VAT snapshot before submission.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/record-client-approval-for-a-vat-return","keywords":"making tax digital uk income accounting accountant agent saas","type":"guide"},{"title":"Record courier and tracking code","summary":"Store the delivery service and its reference with the letter.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/record-courier-and-tracking-code","keywords":"v1.0.0 admin area update postal / number bulk pdf correspondence templates email e-signature verification read receipt client portal","type":"guide"},{"title":"Record DBS readiness","summary":"Record whether the role is eligible for a DBS check, its level and evidence or application reference.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-dbs-readiness","keywords":"resources admin area exact navigation employee onboarding step 5 module v1.3.0 how to","type":"guide"},{"title":"Record delivery failed, returned or cancelled status","summary":"Use exception statuses accurately and preserve the audit history instead of deleting an issued operational event.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/record-delivery-failed-returned-or-cancelled-status","keywords":"issue register lifecycle bilties open how to britixo transport logistics","type":"guide"},{"title":"Record destination and out-for-delivery status","summary":"Update a shipment when it reaches destination and when it leaves for final delivery.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/record-destination-and-out-for-delivery-status","keywords":"issue register lifecycle bilties / deliveries how to britixo transport logistics","type":"guide"},{"title":"Record emergency contact","summary":"Complete emergency contact name, relationship, phone and email.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-emergency-contact","keywords":"client portal renter profile authenticated rent requests profiles v1.0.0","type":"guide"},{"title":"Record employee rota availability","summary":"Create or update the unique employee/date availability record used by v1.3.0 shift validation.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-employee-rota-availability","keywords":"resources hrm admin area workforce notifications workforce-rota-builder rota-eligibility-compliance","type":"guide"},{"title":"Record encrypted payment instructions","summary":"Capture account name, sort code and account number in the protected onboarding payload.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-encrypted-payment-instructions","keywords":"resources admin area exact navigation employee step 4 module v1.3.0 how to","type":"guide"},{"title":"Record job load, weight and vehicle requirements","summary":"Give dispatchers the information needed to select a suitable asset.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-job-load-weight-and-vehicle-requirements","keywords":"admin area jobs add/edit create/edit stops dispatch status control pod driver provider bp fuel finance","type":"guide"},{"title":"Record maintenance cost","summary":"Enter the actual/estimated cost in the admin form.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-maintenance-cost","keywords":"area jobs open request authorised staff requests and tenant feedback v1.0.0","type":"guide"},{"title":"Record the primary identity document","summary":"Record the verified document type, number and expiry used for onboarding identity controls.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-onboarding-identity-document","keywords":"resources admin area exact navigation employee step 1 module v1.3.0 how to","type":"guide"},{"title":"Record P45 and starter declaration details","summary":"Choose the actual P45 or starter statement and record the leaving date when applicable.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-p45-and-starter-declaration","keywords":"resources admin area exact navigation employee onboarding step 4 module v1.3.0 how to","type":"guide"},{"title":"Record pets","summary":"Complete dogs, cats, other_pets and describe_your_pets.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-pets","keywords":"client portal renter profile authenticated contact rent requests profiles v1.0.0","type":"guide"},{"title":"Record professional review for agent VAT filing","summary":"Record accountant, reviewer or agent approval in addition to client approval when the filing mode requires professional review.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/record-professional-review-for-agent-vat-filing","keywords":"making tax digital uk income accounting saas return","type":"guide"},{"title":"Record project expenses","summary":"Link a cost to the correct project and customer, with the intended currency and billable state.","category":"Projects, tasks and time 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Confirm the Customer and Project fields identify the work that incurred the cost. Enter Expense name, Category, Date, Amount and Currency; review Tax and Payment mode. Set Billable only when the cost should be available for customer invoicing, and attach the receipt where available. Save and return to the project's expense list.","type":"guide"},{"title":"Record quoted and agreed revenue","summary":"Separate the offered amount from the final commercial amount.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-quoted-and-agreed-revenue","keywords":"admin area jobs add/edit job create/edit stops dispatch status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Record reasonable-adjustment readiness","summary":"Capture restricted adjustment notes, equipment, system access and mandatory-training requirements.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-reasonable-adjustment-readiness","keywords":"resources admin area exact navigation employee onboarding step 5 module v1.3.0 how to","type":"guide"},{"title":"Record a right-to-work check","summary":"Record the check date, method, category, result, evidence reference and exact work restrictions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-right-to-work-check","keywords":"resources admin area navigation employee onboarding step 3 module v1.3.0 how to","type":"guide"},{"title":"Record student work controls","summary":"Capture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-student-work-controls","keywords":"resources admin area navigation employee onboarding step 3 module v1.3.0 how to","type":"guide"},{"title":"Record tenant signature completion","summary":"Verify the tenant-signed state and stored evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/record-tenant-signature-completion","keywords":"onboarding workspace authorised reviewer workflow v1.0.0","type":"guide"},{"title":"Record the date handed to courier","summary":"Convert a valid entered date into the stored posted_at timestamp.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/record-the-date-handed-to-courier","keywords":"v1.0.0 admin area update postal tracking delivery and bulk pdf correspondence templates email e-signature verification read receipt client portal","type":"guide"},{"title":"Record time-limited work permission","summary":"Capture permission validity, expiry and share-code expiry so later reviews can be scheduled.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/record-time-limited-work-permission","keywords":"resources admin area exact navigation employee onboarding step 3 module v1.3.0 how to","type":"guide"},{"title":"Record vehicle capacity and load limits","summary":"Use payload, cubic capacity and vehicle type when planning work.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/record-vehicle-capacity-and-load-limits","keywords":"admin area vehicles open edit fleet compliance dispatch pod driver provider bp fuel finance","type":"guide"},{"title":"Recover a stale QuickBooks processing job through the controlled queue","summary":"Detailed client guidance covering recover a stale QuickBooks processing job through the controlled queue, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/recover-a-stale-quickbooks-processing-job-through-the-controlled-queue","keywords":"exceptions and manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Recover a stale Sage processing job through the controlled queue","summary":"Detailed client guidance covering recover a stale Sage processing job through the controlled queue, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting 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reminders invoices feedback reports how","type":"guide"},{"title":"Refine an AI reply with an instruction","summary":"Apply user refinement to a draft.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/refine-an-ai-reply-with-an-instruction","keywords":"assistance crm conversion read receipts and attachments admin area enabled account access users draft action refine_reply. uses plus instruction. retains factual/recipient responsibility.","type":"guide"},{"title":"Refresh a live provider feed","summary":"Force a provider fetch when the cache is stale or an authorised refresh is needed.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/refresh-a-live-provider-feed","keywords":"admin area jobs manage integrations and external imports dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Refresh Mailbox Exchange folders","summary":"Retrieve folder list from IMAP.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/refresh-mailbox-exchange-folders","keywords":"inbox search and message actions admin area view plus account read users runs when 1 or no exist. creates imap connection. connection failures produce alert status information. open the exact navigation","type":"guide"},{"title":"Refresh or synchronise one Mailbox Exchange account","summary":"Run manual folder refresh and review outcome.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/refresh-or-synchronise-one-mailbox-exchange-account","keywords":"accounts credentials shared access admin area inbox select view plus users controller builds imap connection syncs folders. success/failure alert is returned.","type":"guide"},{"title":"Refresh payment data after a purchase-invoice change","summary":"Use the supplied payment-change calculation path.","category":"Purchase 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v1.7.9","type":"guide"},{"title":"Refresh QuickBooks reference data after connecting","summary":"Detailed client guidance covering refresh QuickBooks reference data after connecting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-quickbooks-reference-data-after-connecting","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Refresh reference data used by QuickBooks mappings","summary":"Detailed client guidance covering refresh reference data used by QuickBooks mappings, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-reference-data-used-by-quickbooks-mappings","keywords":"posting how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Refresh reference data used by Sage mappings","summary":"Detailed client guidance covering refresh reference data used by Sage mappings, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-reference-data-used-by-sage-mappings","keywords":"posting how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Refresh reference data used by Xero mappings","summary":"Detailed client guidance covering refresh reference data used by Xero mappings, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-reference-data-used-by-xero-mappings","keywords":"posting how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Refresh Sage reference data after connecting","summary":"Detailed client guidance covering refresh Sage reference data after connecting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-sage-reference-data-after-connecting","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Refresh the last fine-tuning job status","summary":"Retrieve current provider status from the workspace.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/refresh-the-last-fine-tuning-job-status","keywords":"admin area setup settings ai advanced features fine tuning edit lifecycle v1.0.0","type":"guide"},{"title":"Refresh Xero reference data after connecting","summary":"Detailed client guidance covering refresh Xero reference data after connecting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/refresh-xero-reference-data-after-connecting","keywords":"connection oauth organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Regenerate a letter PDF when resending email","summary":"Understand that Resend Email reruns PDF generation before sending.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/regenerate-a-letter-pdf-when-resending-email","keywords":"v1.0.0 admin area sent letters history branding and files correspondence templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Register a broker portal account","summary":"Use the public registration form when the broker portal and route permit registration.","category":"Real Estate 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case","summary":"Reject a case that cannot proceed and record the decision reason.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/reject-an-onboarding-case","keywords":"resources admin area exact navigation employee review module v1.3.0 how to","type":"guide"},{"title":"Reject or return an individual property","summary":"Choose the supported non-approved status and record the required reason where prompted.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/reject-or-return-an-individual-property","keywords":"admin area operations approvals open pending reject/return real_property_approval approval account v1.0.0","type":"guide"},{"title":"Release resources after completion or cancellation","summary":"Verify driver and vehicle return to available state.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/release-resources-after-completion-or-cancellation","keywords":"admin area jobs open closed job view stops dispatch status control pod provider bp fuel finance","type":"guide"},{"title":"Reload the property map","summary":"Refresh markers/results after filters or record changes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/reload-the-property-map","keywords":"admin area operations properties real_property view own search maps and visibility v1.0.0","type":"guide"},{"title":"Remove a debit-note application","summary":"Delete one applied debit allocation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/remove-a-debit-note-application","keywords":"admin area notes open note invoices purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Remove a GDPR legal hold","summary":"Release a record back to normal retention processing after the hold purpose ends.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/remove-a-gdpr-legal-hold","keywords":"holds administrators and authorised property staff","type":"guide"},{"title":"Remove a property-client link","summary":"Delete only the relationship record, not the underlying property/customer.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/remove-a-property-client-link","keywords":"admin area customers open customer linked properties edit property owners landlords and client links v1.0.0","type":"guide"},{"title":"Remove a property-owner profile image","summary":"Delete the stored owner image through the supported action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/remove-a-property-owner-profile-image","keywords":"admin area property operations owners open real_property_owner edit landlords and client links v1.0.0","type":"guide"},{"title":"Remove a Purchase comment","summary":"Delete a comment through the supported action.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/remove-a-purchase-comment","keywords":"admin area open record comments capability of related files notes and crm links v1.7.9","type":"guide"},{"title":"Remove a staff profile image","summary":"Delete the stored staff image through the supported action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/remove-a-staff-profile-image","keywords":"admin area property operations my open real_estate_agent_staff edit estate-agent companies and v1.0.0","type":"guide"},{"title":"Remove a vendor administrator","summary":"Delete a vendor-to-staff administrator assignment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/remove-a-vendor-administrator","keywords":"admin area vendors open administrators purchase_vendors capability contacts and v1.7.9","type":"guide"},{"title":"Remove an applied debit from a purchase invoice","summary":"Delete one invoice-side debit allocation.","category":"Purchase 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v1.0.0","type":"guide"},{"title":"Remove invalid or wrongly mapped Accounting entries","summary":"Use the module's maintenance actions only after identifying the exact invalid record or mapping problem and protecting audit history.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/remove-invalid-or-wrongly-mapped-accounting-entries","keywords":"banking / transactions settings according to affected finance administrators relevant edit/delete permission advanced reconciliation approval britixo how","type":"guide"},{"title":"Remove the purchase-order PDF logo","summary":"Delete the configured purchase-order logo without altering other company settings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/remove-the-purchase-order-pdf-logo","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Remove the vendor profile image","summary":"Delete the 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search and confirm the stored search mode, SIC codes and filters before reviewing or enriching its result set.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/reopen-a-saved-importer-sic-search","keywords":"prospects by code fresh uk recent searches how to britixo","type":"guide"},{"title":"Reopen or restore a bank reconciliation","summary":"Return a saved or completed reconciliation to review when an approved correction changes the underlying transactions.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/reopen-or-restore-a-bank-reconciliation","keywords":"lifecycle reconcile history finance managers edit banking and approval report britixo how","type":"guide"},{"title":"Repair a missing notification PDF","summary":"Rebuild a notification PDF log when the message exists but its generated file is missing.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/repair-a-missing-notification-pdf","keywords":"/ 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v1.3.0 document version.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/replace-an-employee-document-and-create-a-version","keywords":"resources hrm admin area record centre select documents employee-document-versioning","type":"guide"},{"title":"Replace the Pixie CRM dashboard with Bilty Management","summary":"Route authorised staff to Bilty Management as their default operational workspace using the tenant-level replacement switch.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/replace-the-pixie-dashboard-with-bilty-management","keywords":"setup access and defaults settings general workflow how transport logistics","type":"guide"},{"title":"Reply all in Mailbox Exchange","summary":"Build deduplicated reply-all recipients.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/reply-all-in-mailbox-exchange","keywords":"compose forwarding and outbox workflows admin area inbox open message account read send users accepted type replyall invalid becomes reply. original to/cc combined. own primary target excluded.","type":"guide"},{"title":"Reply to and manage a ticket","summary":"Send replies, add private notes, change status and coordinate ownership.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/reply-to-and-manage-a-ticket","keywords":"open staff","type":"guide"},{"title":"Reply to one Mailbox Exchange message","summary":"Address preferred sender.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/reply-to-one-mailbox-exchange-message","keywords":"compose forwarding and outbox workflows admin area inbox open account read send users reply-to otherwise from. re added unless present. signature quoted original appended according preferences.","type":"guide"},{"title":"Accounting report centre overview","summary":"Navigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/report-centre-overview","keywords":"reports finance staff managers view profit-and-loss balance-sheet reconciliation budget britixo how to","type":"guide"},{"title":"Request appointment feedback","summary":"Invite the customer to rate or comment on a completed appointment through the module's feedback flow.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/request-appointment-feedback","keywords":"open / cron staff who manage view reminders messages and notifications email report britixo booking services providers availability calendar invoices reports how","type":"guide"},{"title":"Request approval for a purchase record","summary":"Submit a supported purchase request, order, return or FAF record into its configured approval path.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/request-approval-for-a-purchase-record","keywords":"admin area open 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employee review module v1.3.0 how","type":"guide"},{"title":"Request purchase-order approval","summary":"Submit the order to its configured approval route.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/request-purchase-order-approval","keywords":"admin area open purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Request vendor quotations from a purchase request","summary":"Send the request-for-quotation email/public flow to selected vendors.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/request-vendor-quotations-from-a-purchase-request","keywords":"admin area open quotation purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Require a department on purchase requests","summary":"Enable pur_department_required_condition.","category":"Purchase 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covering resolve a missing or conflicting tax mapping on a Xero invoice, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/resolve-a-missing-or-conflicting-tax-mapping-on-a-xero-invoice","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Resolve a missing sales posting mapping on a QuickBooks invoice","summary":"Detailed client guidance covering resolve a missing sales posting mapping on a QuickBooks invoice, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/resolve-a-missing-sales-posting-mapping-on-a-quickbooks-invoice","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Resolve a missing sales posting mapping on a Sage 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navigation admin area view users redirects to accounts with a warning exists. are owned personal","type":"guide"},{"title":"Resolve an expired or mismatched OAuth state during QuickBooks connection","summary":"Detailed client guidance covering resolve an expired or mismatched OAuth state during QuickBooks connection, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/resolve-an-expired-or-mismatched-oauth-state-during-quickbooks-connection","keywords":"and organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Resolve an expired or mismatched OAuth state during Sage connection","summary":"Detailed client guidance covering resolve an expired or mismatched OAuth state during Sage connection, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting 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Monitor","url":"https://pixiecrm.com/help-centre/review-and-update-ico-data-protection-fee-registration","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Review and update Landlord Ombudsman","summary":"Edit the governance record, evidence references and review timing before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-and-update-landlord-ombudsman","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Review and update Material Information","summary":"Edit the governance record, evidence references and review timing before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-and-update-material-information","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Review and update Redress Scheme Membership","summary":"Edit the governance record, evidence references and review timing before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-and-update-redress-scheme-membership","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Review archive snapshot jobs","summary":"Review area, row count, status, downloads, hash and creation date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-archive-snapshot-jobs","keywords":"resources admin exact navigation retention archives module v1.3.0 how to","type":"guide"},{"title":"Review and edit Asbestos Management details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-asbestos-management-details","keywords":"safety certificates open intake administrators authorised property staff","type":"guide"},{"title":"Review available fine-tuned OpenAI models","summary":"Read the model ID, creation time, owner, active marker and available actions.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/review-available-fine-tuned-openai-models","keywords":"admin area setup settings ai advanced features fine tuning view management v1.0.0","type":"guide"},{"title":"Review backup and checkpoint files as excluded artefacts","summary":"Do not present .bak, .checkpoint, debug logs or error_log files as user features.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-backup-and-checkpoint-files-as-excluded-artefacts","keywords":"deployment package technical administrator security data storage audit v1.0.0","type":"guide"},{"title":"Review Bilty API request logs and revoke a client","summary":"Audit request IDs, routes and response outcomes, then revoke an API client when access is no longer required.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-bilty-api-request-logs-and-revoke-a-client","keywords":"webhooks how to britixo transport logistics","type":"guide"},{"title":"Review Bilty dashboard KPIs and transit flow","summary":"Read Bilties Today, Drafts, Awaiting Dispatch, In Transit, Delivery Queue, Exceptions, Freight and Outstanding indicators together with the transit-flow counts.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-bilty-dashboard-kpis-and-transit-flow","keywords":"issue register lifecycle how to britixo transport logistics","type":"guide"},{"title":"Review Bilty payment history and outstanding balance","summary":"Use the Bilty record and Finance workspace to reconcile payment entries, total value, amount paid and remaining outstanding value.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-bilty-payment-history-and-outstanding-balance","keywords":"payments / bilties open how britixo transport logistics","type":"guide"},{"title":"Review broker requests for a property","summary":"Open the property’s broker request table.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-broker-requests-for-a-property","keywords":"admin area operations properties real_request_broker view or own core details and media v1.0.0","type":"guide"},{"title":"Review and edit Building Safety / Higher-Risk Buildings details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-building-safety-details","keywords":"certificates open intake administrators authorised property staff","type":"guide"},{"title":"Review buy-request status analysis","summary":"Compare buy requests by status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-buy-request-status-analysis","keywords":"admin area property operations dashboard / reports real_dashboard view or real_report notifications and search v1.0.0","type":"guide"},{"title":"Review client matching before creating an invoice from an imported document for QuickBooks","summary":"Detailed client guidance covering review client matching before creating an invoice from an imported document for QuickBooks, including prerequisites, exact controls, verification…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/review-client-matching-before-creating-an-invoice-from-an-imported-document-for-quickbooks","keywords":"secure intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review client matching before creating an invoice from an imported document for Sage","summary":"Detailed client guidance covering review client matching before creating an invoice from an imported document for Sage, including prerequisites, exact controls, verification evidence,…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/review-client-matching-before-creating-an-invoice-from-an-imported-document-for-sage","keywords":"secure intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review client matching before creating an invoice from an imported document for Xero","summary":"Detailed client guidance covering review client matching before creating an invoice from an imported document for Xero, including prerequisites, exact controls, verification evidence,…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/review-client-matching-before-creating-an-invoice-from-an-imported-document-for-xero","keywords":"secure intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review and edit CMP / Client Money details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-cmp-client-money-details","keywords":"agency governance scheme open intake administrators authorised property staff","type":"guide"},{"title":"Review HR Command Centre database health","summary":"Interpret the current tenant’s v1.3.0 HRM table health and run only the matching portable module upgrade or repair when a module-owned table is missing.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-command-centre-database-health","keywords":"resources admin area how to","type":"guide"},{"title":"Review HR Command Centre file health","summary":"Check the v1.3.0 controller, helpers, views, installer and migration files required by the HRM centres without modifying unrelated files.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-command-centre-file-health","keywords":"resources admin area route module how to","type":"guide"},{"title":"Review HR Command Centre route health","summary":"Check the v1.3.0 controller routes required by the HRM operational phases and open only a route reported as live.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-command-centre-route-health","keywords":"resources admin area file module how to","type":"guide"},{"title":"Review core table extensions","summary":"Know that roles, staff and items receive module columns.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-core-table-extensions","keywords":"admin area relevant role/staff/property forms technical administrator security data storage audit v1.0.0","type":"guide"},{"title":"Review Credit Bilty invoice payment synchronisation","summary":"Confirm that native invoice payment changes update the linked Credit Bilty payment state through the module hooks.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-credit-bilty-invoice-payment-synchronisation","keywords":"finance and payments bilties open / how to britixo transport logistics","type":"guide"},{"title":"Review driver compliance alerts","summary":"Identify expired, missing, rejected or incomplete driver evidence.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-driver-compliance-alerts","keywords":"admin area drivers manage workspaces and dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Review, correct or delete converted transactions","summary":"Inspect linked accounting details and use the least destructive supported correction when a conversion is wrong.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/review-edit-or-delete-converted-transactions","keywords":"maintenance select source group senior staff view/edit/delete as applicable mapping journal-entry approval britixo how to","type":"guide"},{"title":"Review and edit EICR details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-eicr-details","keywords":"safety certificates tracking open intake administrators authorised property staff","type":"guide"},{"title":"Review employee document version history","summary":"Audit every active, superseded and withdrawn version retained by HRM v1.3.0.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-employee-document-version-history","keywords":"resources v1.3.0 admin area record centre select documents employee-document-versioning","type":"guide"},{"title":"Review Employee Record Centre automation logs","summary":"Check each v1.3.0 synchronisation target, target record ID, success/failure status and details.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-employee-record-automation-logs","keywords":"resources hrm admin area select employee-record-centre hrm-automation","type":"guide"},{"title":"Review Employee Record Centre database tables","summary":"Understand the v1.3.0 tenant tables and columns used for authoritative records, approvals, versions and sync evidence.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-employee-record-centre-database-tables","keywords":"resources hrm admin area hr command health employee-record-centre","type":"guide"},{"title":"Review Employee Record Centre change history","summary":"Audit every v1.3.0 amendment request, decision and application result for one employee.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-employee-record-change-history","keywords":"resources hrm admin area select employee-record-approvals","type":"guide"},{"title":"Review and edit England PRS Database details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-england-prs-database-details","keywords":"licensing gov open intake administrators authorised property staff","type":"guide"},{"title":"Review and edit EPC / MEES details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-epc-mees-details","keywords":"safety certificates tracking open intake administrators authorised property staff","type":"guide"},{"title":"Review fine-tuning errors in CRM activity logs","summary":"Find provider or file/job errors captured by the module.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/review-fine-tuning-errors-in-crm-activity-logs","keywords":"admin area utilities/activity log and server administrator job lifecycle v1.0.0","type":"guide"},{"title":"Review fire, legionella and alarm audit evidence","summary":"Use the combined property audit for fire-risk, legionella and smoke/CO alarm records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-fire-legionella-and-alarm-audit-evidence","keywords":"/ administrators authorised staff","type":"guide"},{"title":"Review and edit Fire Risk Assessment details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-fire-risk-assessment-details","keywords":"safety certificates open intake administrators authorised property staff","type":"guide"},{"title":"Review and edit Gas Safety / CP12 details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-gas-safety-cp12-details","keywords":"certificates tracking open intake administrators authorised property staff","type":"guide"},{"title":"Review Gas Safety, EICR and EPC audit evidence","summary":"Use the combined property audit to compare core certificate coverage and expiry risk.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-gas-safety-eicr-and-epc-audit-evidence","keywords":"/ administrators authorised staff","type":"guide"},{"title":"Review GDPR retention audit logs","summary":"Trace backfill, hold, anonymisation, deletion, skip and error events.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-gdpr-retention-audit-logs","keywords":"log action status administrators authorised property staff","type":"guide"},{"title":"Review GDPR retention policies","summary":"Inspect policy keys, scope, retention period, record state and deletion mode.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-gdpr-retention-policies","keywords":"key days mode administrators authorised property staff","type":"guide"},{"title":"Review HR governance logs","summary":"Review policy, archive and governance-review actions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-governance-logs","keywords":"resources admin area exact navigation retention archives / audit trail module v1.3.0 how to","type":"guide"},{"title":"Review and edit HMO / Licensing details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-hmo-licensing-details","keywords":"gov tracking open intake administrators authorised property staff","type":"guide"},{"title":"Review and edit HMRC / MTD details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-hmrc-mtd-details","keywords":"agency governance workflows open intake administrators authorised property staff","type":"guide"},{"title":"Review HR email delivery activity","summary":"Review recipient, subject, status, error and date information for recent module emails.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-hr-email-delivery-activity","keywords":"resources admin area exact navigation alert centre v1.3.0 how to","type":"guide"},{"title":"Review imported company research","summary":"Review Companies House values, verified internet evidence and internal intelligence saved into the native lead.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/review-imported-company-research","keywords":"import to lead administrator access fresh uk","type":"guide"},{"title":"Review Importer Prospects Found results","summary":"Review the search reference, total result count, saved/updated count and the candidate company rows returned for the importer-mode search.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/review-importer-prospects-found-results","keywords":"by sic code fresh uk importers how to britixo","type":"guide"},{"title":"Review imprest ledger entries and attachments","summary":"Audit the disbursement, retirement, refunds and receipts connected to an imprest request.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/review-imprest-ledger-entries-and-attachments","keywords":"imprests detail finance reviewers auditors view budgets approvals report approval expense payment britixo how","type":"guide"},{"title":"Review job history","summary":"Trace every lifecycle change, source and assignment.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-job-history","keywords":"admin area jobs open view stops dispatch status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Review knowledge-base and predefined-reply source counts","summary":"Use the displayed counts before starting a job.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/review-knowledge-base-and-predefined-reply-source-counts","keywords":"admin area setup settings ai advanced features fine tuning view fine-tuning data sources eligibility v1.0.0","type":"guide"},{"title":"Review knowledge base performance","summary":"Use article views and usefulness feedback to improve self-service content.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/review-knowledge-base-performance","keywords":"kb analytics reports articles manager","type":"guide"},{"title":"Review landlord payout history in the client portal","summary":"Allow an authorised landlord contact to view linked payouts.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-landlord-payout-history-in-the-client-portal","keywords":"payouts authenticated property owners landlords and links v1.0.0","type":"guide"},{"title":"Review landlord payout links","summary":"See which property/landlord relations feed payout records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-landlord-payout-links","keywords":"admin area customers open payouts view property owners landlords and client v1.0.0","type":"guide"},{"title":"Review lead letter history","summary":"Review subject, template, recipient, company, staff and sent date against a native lead.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/review-lead-letter-history","keywords":"manager workflow record administrator access","type":"guide"},{"title":"Review and edit Legionella Risk Assessment details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-legionella-risk-assessment-details","keywords":"safety certificates open intake administrators authorised property staff","type":"guide"},{"title":"Review signature evidence in Internal Full View","summary":"See the stored image and acceptance metadata without public-field filtering.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/review-letter-signature-evidence-in-internal-view","keywords":"v1.0.0 admin area sent-letter history staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Review listing analysis by status","summary":"Compare property listings grouped by status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-listing-analysis-by-status","keywords":"admin area reports real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Review Mailbox Exchange conversion history","summary":"See created task/ticket/lead mapping.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/review-mailbox-exchange-conversion-history","keywords":"ai assistance crm read receipts and attachments admin area inbox open message conversions account users records map to entity type/id. verify downstream record rather than relying only on success","type":"guide"},{"title":"Review maintenance from the landlord view","summary":"Allow the linked landlord to see relevant jobs.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-maintenance-from-the-landlord-view","keywords":"portal/client portal authenticated contact requests and tenant feedback v1.0.0","type":"guide"},{"title":"Review maintenance-request details","summary":"Open subject, issue, property, tenant, photos, status and notes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-maintenance-request-details","keywords":"admin area maintenance jobs request authorised staff requests feedback v1.0.0","type":"guide"},{"title":"Review MTD approval evidence","summary":"Review approval type, actor, declaration, time and bound snapshot hash for an audit-ready filing history.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/review-mtd-approval-evidence","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Review Newsletter History","summary":"Review campaign date, subject, status and delivery totals.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/review-newsletter-history","keywords":"1.0.0 admin area letter manager / read evidence","type":"guide"},{"title":"Review and edit Northern Ireland Landlord Registration details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-northern-ireland-landlord-registration-details","keywords":"licensing gov open intake administrators authorised property staff","type":"guide"},{"title":"Review notification logs","summary":"Review rule, queue, action, entity and message details.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-notification-logs","keywords":"resources admin area exact navigation automation / audit trail module v1.3.0 how to","type":"guide"},{"title":"Review notification scheduler runs","summary":"Review run type, counts, status, notes and timestamps.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-notification-scheduler-runs","keywords":"resources admin area exact navigation automation module v1.3.0 how to","type":"guide"},{"title":"Review onboarding audit and workflow evidence","summary":"Trace steps, status transitions, messages, documents and signatures.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-onboarding-audit-and-workflow-evidence","keywords":"workspace audit/history authorised reviewer security data storage v1.0.0","type":"guide"},{"title":"Review onboarding audit history","summary":"Use the audit/workflow records to trace actions and status changes.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-onboarding-audit-history","keywords":"workspace audit/history authorised reviewer tenant workflow v1.0.0","type":"guide"},{"title":"Review onboarding document records","summary":"Open files linked to the onboarding.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-onboarding-document-records","keywords":"workspace documents authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Review OpenAI activity and PHP logs","summary":"Use the available evidence when provider calls fail.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/review-openai-activity-and-php-logs","keywords":"admin area utilities/activity log server administrator security privacy limitations troubleshooting v1.0.0","type":"guide"},{"title":"Review payroll draft entries","summary":"Review gross, adjustments, deductions, employee pension and draft net values by employee.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-payroll-draft-entries","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Review the payslip draft audit trail","summary":"Review batch generation, preview, download, publication and withdrawal activity.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-payslip-draft-audit","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Review payslip draft batches","summary":"Review batch reference, source period, generated count, status and creation date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-payslip-draft-batches","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Review People Operations audit and email logs","summary":"Review employee, document and leave actions together with the module’s email alert records.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-people-operations-audit-and-email-logs","keywords":"resources admin area exact navigation trail / log module v1.3.0 how to","type":"guide"},{"title":"Review portal activity logs","summary":"Review portal access, request and manager-assignment activity by employee, entity, staff and date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-portal-activity-logs","keywords":"resources admin area exact navigation governance module v1.3.0 how to","type":"guide"},{"title":"Review possession notice evidence","summary":"Use the tenancy audit workspace to trace notice records, proofs and chain-of-custody events.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-possession-notice-evidence","keywords":"administrators authorised property staff","type":"guide"},{"title":"Review property activity and audit evidence","summary":"Use module/core activity, onboarding audit and workflow records.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-property-activity-and-audit-evidence","keywords":"admin area source record activity/audit authorised reviewer security data storage v1.0.0","type":"guide"},{"title":"Review provider invoices","summary":"Compare imported provider invoices with jobs and accounting records.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-provider-invoices","keywords":"admin area finance manage settlements expenses dispatch pod driver vehicle bp fuel","type":"guide"},{"title":"Review provider sync logs","summary":"Use timing, request type and sanitised response evidence for troubleshooting.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-provider-sync-logs","keywords":"admin area settings providers manage integrations connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Review Purchase activity logs","summary":"Use record activity and CRM logs to verify changes.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-activity-logs","keywords":"admin area open / utilities log capability of the related files notes comments links v1.7.9","type":"guide"},{"title":"Review purchase-contract notes","summary":"Open notes linked to a contract.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-contract-notes","keywords":"admin area contracts contract capability of the related record files comments and crm links v1.7.9","type":"guide"},{"title":"Review purchase currency-rate logs","summary":"Open the rate update history table.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-currency-rate-logs","keywords":"admin area settings currency rates purchase_settings edit v1.7.9","type":"guide"},{"title":"Review purchase-invoice notes","summary":"Open notes linked to an invoice.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-invoice-notes","keywords":"admin area invoices invoice capability of the related record files comments and crm links v1.7.9","type":"guide"},{"title":"Review purchase-item import validation errors","summary":"Correct rejected item rows using the import result/error file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-item-import-validation-errors","keywords":"admin area items results purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Review purchase-order notes","summary":"Open notes linked to an order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-order-notes","keywords":"admin area order capability of the related record files comments and crm links v1.7.9","type":"guide"},{"title":"Review purchase-request approval information","summary":"Read approvers, decisions, reasons and signature evidence.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-purchase-request-approval-information","keywords":"admin area request open purchase_request capability status where applicable requests v1.7.9","type":"guide"},{"title":"Review queued email and delivery issues","summary":"Inspect pending messages and clear the queue only after identifying the underlying problem.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/review-queued-email-and-delivery-issues","keywords":"setup templates / administrator","type":"guide"},{"title":"Review QuickBooks API activity logs without exposing secrets","summary":"Detailed client guidance covering review QuickBooks API activity logs without exposing secrets, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/review-quickbooks-api-activity-logs-without-exposing-secrets","keywords":"compliance audit and history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Review Real Estate activity","summary":"Open property/request/payment/activity records where exposed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-real-estate-activity","keywords":"admin area relevant record view permission dashboard reports notifications and search v1.0.0","type":"guide"},{"title":"Review Real Estate email templates","summary":"Inspect module templates installed into the CRM email-template system.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-real-estate-email-templates","keywords":"admin area setup administrator pdf branding and integrations v1.0.0","type":"guide"},{"title":"Review Real Estate stored tables","summary":"Understand that separate tables store properties, owners, client links, requests, onboarding, maintenance, suppliers, invoices, payouts and notifications.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-real-estate-stored-tables","keywords":"database-backed module workspaces technical administrator security data storage audit v1.0.0","type":"guide"},{"title":"Review recent HR activity in Reporting","summary":"Review cross-workspace source, entity and date activity.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-recent-hr-activity-in-reporting","keywords":"resources admin area exact navigation exports module v1.3.0 how to","type":"guide"},{"title":"Review rent-request status analysis","summary":"Compare rent requests by status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-rent-request-status-analysis","keywords":"admin area property operations dashboard / reports real_dashboard view or real_report notifications and search v1.0.0","type":"guide"},{"title":"Review reporting audit events","summary":"Review export generation, download and void actions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-reporting-audit-events","keywords":"resources admin area exact navigation exports trail module v1.3.0 how to","type":"guide"},{"title":"Review HR reporting coverage","summary":"Review which implemented source tables are ready and how many rows are available.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-reporting-coverage","keywords":"resources admin area exact navigation exports module v1.3.0 to","type":"guide"},{"title":"Review request analysis by property type","summary":"Compare requests grouped by stored property type.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-request-analysis-by-property-type","keywords":"admin area reports real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Review the RTI validation audit trail","summary":"Review settings, run and review events by staff member and date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-rti-validation-audit","keywords":"resources admin area exact navigation draft module v1.3.0 how to","type":"guide"},{"title":"Review RTI validation batches","summary":"Review the batch, source period, status, number of checks and HMRC-live indicator.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-rti-validation-batches","keywords":"resources admin area exact navigation draft module v1.3.0 how to","type":"guide"},{"title":"Review RTI validation results","summary":"Review each employee check, severity, status and message.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-rti-validation-results","keywords":"resources admin area exact navigation draft latest module v1.3.0 how to","type":"guide"},{"title":"Review Sage API activity logs without exposing secrets","summary":"Detailed client guidance covering review Sage API activity logs without exposing secrets, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/review-sage-api-activity-logs-without-exposing-secrets","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Review saved fine-tuning job and file identifiers","summary":"Find the options used for later status and cleanup operations.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/review-saved-fine-tuning-job-and-file-identifiers","keywords":"admin area setup settings ai advanced features fine tuning view lifecycle v1.0.0","type":"guide"},{"title":"Review and edit Scotland Letting Agent Register details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-scotland-letting-agent-register-details","keywords":"licensing gov open intake administrators authorised property staff","type":"guide"},{"title":"Review security headers and CSP report-only mode","summary":"Review response security headers and the initial Content Security Policy reporting mode.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/review-security-headers-and-csp-report-only-mode","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers content-security-policy-report-only report","type":"guide"},{"title":"Review and edit Selective / Additional Licensing details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-selective-additional-licensing-details","keywords":"gov open intake administrators authorised property staff","type":"guide"},{"title":"Review and edit Smoke & CO Alarms details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-smoke-co-alarms-details","keywords":"safety certificates open intake administrators authorised property staff","type":"guide"},{"title":"Review staff performance and popular services","summary":"Use provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/review-staff-performance-and-popular-services","keywords":"reporting reports who manage view history widgets troubleshooting appointment feedback britixo booking providers availability calendar reminders invoices how","type":"guide"},{"title":"Review staff-specific Purchase permissions","summary":"Use the module permission table/modal to review additional staff permissions.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-staff-specific-purchase-permissions","keywords":"admin area settings administrator or relevant status capability and approval workflows v1.7.9","type":"guide"},{"title":"Review supplier and payout audit evidence","summary":"Reconcile job status/photos/notes with invoice and payment values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-supplier-and-payout-audit-evidence","keywords":"admin area maintenance jobs / invoices/payouts authorised finance/maintenance staff security data storage v1.0.0","type":"guide"},{"title":"Review supplier job status normalisation","summary":"Understand accepted, allocated, in-progress, completed, cancelled and void values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-supplier-job-status-normalisation","keywords":"portal open authorised user suppliers jobs invoices v1.0.0","type":"guide"},{"title":"Review supplier notes","summary":"Load notes stored for the selected job.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-supplier-notes","keywords":"admin area maintenance jobs open job authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Review survey results","summary":"Analyse individual answers and aggregate response patterns.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/review-survey-results","keywords":"feedback analytics manager","type":"guide"},{"title":"Review tenant application audit evidence","summary":"Use invite/application/audit rows to trace submission and decision.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-tenant-application-audit-evidence","keywords":"admin area applications open authorised reviewer security data storage v1.0.0","type":"guide"},{"title":"Review tenant feedback","summary":"Open rating, notes and attachment in admin.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/review-tenant-feedback","keywords":"admin area maintenance jobs completed request authorised staff requests v1.0.0","type":"guide"},{"title":"Review tenant information service evidence","summary":"Use the tenancy audit area to verify service logs, supporting files, acknowledgements and linked records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-tenant-information-service-evidence","keywords":"/ administrators authorised property staff","type":"guide"},{"title":"Review the activity log","summary":"Audit important staff and system actions and clear logs only under an approved retention policy.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/review-the-activity-log","keywords":"utilities administrator","type":"guide"},{"title":"Review the append-only MTD audit trail","summary":"Use the module Audit page to inspect connection, preparation, approval, submission and other recorded tax events.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/review-the-append-only-mtd-audit-trail","keywords":"making digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Review the Bilty Administration and Configuration Centre","summary":"Review General, PDF, public verification, WhatsApp, Finance, API and webhook tenant controls before production use.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-the-bilty-administration-and-configuration-centre","keywords":"security troubleshooting settings how to britixo transport logistics","type":"guide"},{"title":"Review the Bilty audit trail","summary":"Use the human-readable audit log to review staff, public, API, webhook, report, PDF, setting and operational events.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-the-bilty-audit-trail","keywords":"compliance evidence how britixo transport logistics","type":"guide"},{"title":"Review the Courier ledger","summary":"Trace journal lines back to their source.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-the-courier-ledger","keywords":"admin area finance manage settlements expenses and accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Review the default QuickBooks automation behaviour before production","summary":"Detailed client guidance covering review the default QuickBooks automation behaviour before production, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-default-quickbooks-automation-behaviour-before-production","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the default Sage automation behaviour before production","summary":"Detailed client guidance covering review the default Sage automation behaviour before production, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-default-sage-automation-behaviour-before-production","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the default Xero automation behaviour before production","summary":"Detailed client guidance covering review the default Xero automation behaviour before production, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-default-xero-automation-behaviour-before-production","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the delivered-items snapshot","summary":"Interpret the descriptions, quantities and units copied from invoice items.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/review-the-delivered-items-snapshot","keywords":"register editing status control admin area view delivered items staff auditors open detail page. each item description long description. confirm quantity unit","type":"guide"},{"title":"Review the Delivery Note compliance event log","summary":"Use the append-only module timeline to trace creation, access, changes, signing and invoice-PDF access.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/review-the-delivery-note-compliance-event-log","keywords":"register editing status control admin area view supervisors auditors support staff open detail page. read events in their","type":"guide"},{"title":"Review the document access log","summary":"Review who accessed protected HR documents and which action was recorded.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-the-document-access-log","keywords":"resources admin area exact navigation secure module v1.3.0 how to","type":"guide"},{"title":"Review the included Bilty OpenAPI contract","summary":"Use docs/openapi.yaml as the packaged contract for integration design, while treating the live enabled routes and client scopes as authoritative at runtime.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/review-the-included-bilty-openapi-contract","keywords":"api webhooks module how to britixo transport logistics","type":"guide"},{"title":"Review the locked public QR record","summary":"Use the same public URL after signing to review the immutable evidence summary.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/review-the-locked-public-qr-record","keywords":"2.1.0 page signed scanning and","type":"guide"},{"title":"Review the nine VAT Return values","summary":"Check the nine HMRC VAT values, calculations and transaction lineage before approval.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/review-the-nine-vat-return-values","keywords":"making tax digital uk income accounting accountant agent saas","type":"guide"},{"title":"Review the notification and intimation engine","summary":"Monitor staged compliance notices, delivery state, opens, verification and generated PDF evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-the-notification-and-intimation-engine","keywords":"stage open core / administrators authorised property staff","type":"guide"},{"title":"Review the OAuth scopes requested by QuickBooks Accounting Automation","summary":"Detailed client guidance covering review the OAuth scopes requested by QuickBooks Accounting Automation, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-oauth-scopes-requested-by-quickbooks-accounting-automation","keywords":"connection and organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the OAuth scopes requested by Sage Accounting Automation","summary":"Detailed client guidance covering review the OAuth scopes requested by Sage Accounting Automation, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-oauth-scopes-requested-by-sage-accounting-automation","keywords":"connection and organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the OAuth scopes requested by Xero Accounting Automation","summary":"Detailed client guidance covering review the OAuth scopes requested by Xero Accounting Automation, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-oauth-scopes-requested-by-xero-accounting-automation","keywords":"connection and organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Review the payroll draft audit trail","summary":"Review period, item, build, lock and unlock events.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-the-payroll-draft-audit-trail","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Review the QR event timeline","summary":"Read first_scan and signed_and_locked evidence in chronological order.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/review-the-qr-event-timeline","keywords":"2.1.0 admin area records open record audit","type":"guide"},{"title":"Review the QuickBooks integration audit trail","summary":"Detailed client guidance covering review the QuickBooks integration audit trail, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-quickbooks-integration-audit-trail","keywords":"compliance history how to reconciliation troubleshooting","type":"guide"},{"title":"Review the Sage integration audit trail","summary":"Detailed client guidance covering review the Sage integration audit trail, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-sage-integration-audit-trail","keywords":"compliance history how to reconciliation troubleshooting","type":"guide"},{"title":"Review the scheduled GDPR retention cycle","summary":"Check the retention summary produced by the protected Compliance Monitor cron.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-the-scheduled-gdpr-retention-cycle","keywords":"cron system administrators and authorised property staff","type":"guide"},{"title":"Review the Xero integration audit trail","summary":"Detailed client guidance covering review the Xero integration audit trail, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/review-the-xero-integration-audit-trail","keywords":"compliance history how to reconciliation troubleshooting","type":"guide"},{"title":"Review the time and leave audit trail","summary":"Review attendance, timesheet and leave actions by entity, staff member and date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-time-and-leave-audit","keywords":"resources admin area exact navigation timesheets module v1.3.0 how to","type":"guide"},{"title":"Review UK compliance framework items","summary":"Review RTI, thresholds, statutory pay, pensions, forms, minimum wage, right to work, working time, employee relations, UK GDPR and security cards.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-uk-compliance-framework-items","keywords":"resources admin area exact navigation centre module v1.3.0 how","type":"guide"},{"title":"Review vehicle compliance alerts","summary":"Identify fleet records with expiring or expired monitored dates.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/review-vehicle-compliance-alerts","keywords":"admin area vehicles manage workspaces and dispatch pod driver provider bp fuel finance","type":"guide"},{"title":"Review vendor portal terms and conditions","summary":"Open the portal terms page.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/review-vendor-portal-terms-and-conditions","keywords":"authenticated active contact enabled authentication v1.7.9","type":"guide"},{"title":"Review and edit Wales Licensing / Registration details","summary":"Verify extracted fields, correct errors and save a review before approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/review-wales-licensing-registration-details","keywords":"gov open intake administrators authorised property staff","type":"guide"},{"title":"Review workforce rota audit logs","summary":"Audit settings, availability, rota create/update/copy/distribute/cancel and RTW notification events.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-workforce-rota-audit-logs","keywords":"resources hrm v1.3.0 admin area notifications log rota-distribution-notifications","type":"guide"},{"title":"Review workforce rota database tables","summary":"Understand the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-workforce-rota-database-tables","keywords":"resources hrm v1.3.0 admin area hr command centre health workforce-rota-builder human-resource-management-version-1-3-0","type":"guide"},{"title":"Review workforce rota delivery logs","summary":"Audit per-recipient v1.3.0 rota and RTW email attempts, statuses and errors.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/review-workforce-rota-delivery-logs","keywords":"resources hrm admin area notifications log rota-distribution-notifications","type":"guide"},{"title":"Review Xero API activity logs without exposing secrets","summary":"Detailed client guidance covering review Xero API activity logs without exposing secrets, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/review-xero-api-activity-logs-without-exposing-secrets","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Revoke a supplier job","summary":"Withdraw supplier access/assignment through the supported action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/revoke-a-supplier-job","keywords":"admin area maintenance jobs open authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Revoke a tenant application invitation","summary":"Invalidate an unused invitation.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/revoke-a-tenant-application-invitation","keywords":"admin area requests applications open invite authorised reviewer public and invites v1.0.0","type":"guide"},{"title":"Run a bulk action on purchase items","summary":"Use the supplied bulk-delete/action workflow on selected rows.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-a-bulk-action-on-purchase-items","keywords":"admin area actions purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Run a compliance audit backbone check","summary":"Create an audit run, reconcile obligations and write evidence events for the selected audit area.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/run-a-compliance-audit-backbone-check","keywords":"workspace administrators authorised property staff","type":"guide"},{"title":"Run a dry-run QuickBooks reconciliation before posting","summary":"Detailed client guidance covering run a dry-run QuickBooks reconciliation before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-dry-run-quickbooks-reconciliation-before-posting","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Run a dry-run Sage reconciliation before posting","summary":"Detailed client guidance covering run a dry-run Sage reconciliation before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-dry-run-sage-reconciliation-before-posting","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Run a dry-run Xero reconciliation before posting","summary":"Detailed client guidance covering run a dry-run Xero reconciliation before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-dry-run-xero-reconciliation-before-posting","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Run a GDPR retention dry run","summary":"Preview records due for retention action without changing them.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/run-a-gdpr-retention-dry-run","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Run a manual BP fuel sync","summary":"Fetch transactions for the controlled lookback period.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-a-manual-bp-fuel-sync","keywords":"admin area settings now manage integrations connection cards and reconciliation dispatch pod driver vehicle provider finance","type":"guide"},{"title":"Run a production-safety review after a QuickBooks integration incident","summary":"Detailed client guidance covering run a production-safety review after a QuickBooks integration incident, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-production-safety-review-after-a-quickbooks-integration-incident","keywords":"troubleshooting safety and production use how to reconciliation audit","type":"guide"},{"title":"Run a production-safety review after a Sage integration incident","summary":"Detailed client guidance covering run a production-safety review after a Sage integration incident, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-production-safety-review-after-a-sage-integration-incident","keywords":"troubleshooting safety and production use how to reconciliation audit","type":"guide"},{"title":"Run a production-safety review after a Xero integration incident","summary":"Detailed client guidance covering run a production-safety review after a Xero integration incident, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/run-a-production-safety-review-after-a-xero-integration-incident","keywords":"troubleshooting safety and production use how to reconciliation audit","type":"guide"},{"title":"Run a Real Estate security review","summary":"Test role boundaries, portal ownership, tokens, files, email, PDF and financial links.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-a-real-estate-security-review","keywords":"controlled environment across all roles administrator/security reviewer data storage audit v1.0.0","type":"guide"},{"title":"Run an instant client report","summary":"Filter the instant report to the client scope.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-an-instant-client-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Run an instant company report","summary":"Filter the instant report to the company scope.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-an-instant-company-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Run an instant driver report","summary":"Filter the instant report to the driver scope.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-an-instant-driver-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod vehicle provider bp fuel","type":"guide"},{"title":"Run an instant provider report","summary":"Filter the instant report to the provider scope.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-an-instant-provider-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver vehicle bp fuel","type":"guide"},{"title":"Run an instant vehicle report","summary":"Filter the instant report to the vehicle scope.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-an-instant-vehicle-report","keywords":"admin area manage finance reports and scheduled summaries dispatch pod driver provider bp fuel","type":"guide"},{"title":"Run and verify the cron job","summary":"Configure scheduled processing for reminders, recurring records, email and automation.","category":"System settings and customisation","url":"https://pixiecrm.com/help-centre/run-and-verify-the-cron-job","keywords":"scheduler setup / utilities administrator","type":"guide"},{"title":"Run Courier cron automation","summary":"Process scheduled compliance, provider, BP and daily-report work.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-courier-cron-automation","keywords":"server scheduler crm after_cron_run hook administrator settings technical code flow dispatch pod driver vehicle fuel finance","type":"guide"},{"title":"Run daily compliance review","summary":"Use alerts as an operational queue.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/run-daily-compliance-review","keywords":"admin area manage workspaces and dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Run payable and receivable analysis","summary":"Review purchase payable/receivable output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-payable-and-receivable-analysis","keywords":"admin area reports purchase_reports view dashboard v1.7.9","type":"guide"},{"title":"Run purchase-invoice expiry notifications","summary":"Allow cron to notify configured staff before expiry.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-purchase-invoice-expiry-notifications","keywords":"crm and settings order setting administrator or relevant capability automation security troubleshooting v1.7.9","type":"guide"},{"title":"Run Purchase Management migrations 101 through 149","summary":"Allow the module lifecycle to apply its sequential migration set.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-purchase-management-migrations-101-through-149","keywords":"admin area setup modules upgrade/activate administrator version access and navigation v1.7.9","type":"guide"},{"title":"Run purchase-order cost analysis","summary":"Chart purchase-order value.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-purchase-order-cost-analysis","keywords":"admin area reports of orders purchase_reports view dashboard and v1.7.9","type":"guide"},{"title":"Run purchase-order count analysis","summary":"Chart the number of purchase orders.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-purchase-order-count-analysis","keywords":"admin area reports orders purchase_reports view dashboard and v1.7.9","type":"guide"},{"title":"Run purchase-order statistics by type","summary":"Compare count and cost grouped by PO type.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-purchase-order-statistics-by-type","keywords":"admin area reports purchase_reports view dashboard analysis v1.7.9","type":"guide"},{"title":"Run recurring purchase-invoice creation","summary":"Allow cron to create due recurring invoice instances.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-recurring-purchase-invoice-creation","keywords":"crm invoices administrator or relevant capability automation notifications security and troubleshooting v1.7.9","type":"guide"},{"title":"Run recurring purchase-invoice generation","summary":"Allow cron to create due recurrence instances.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-recurring-purchase-invoice-generation","keywords":"crm invoices purchase_invoices capability and invoice status where applicable payments v1.7.9","type":"guide"},{"title":"Run RTI draft validation","summary":"Validate a selected payroll draft period and create an internal batch of checks.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/run-rti-draft-validation","keywords":"resources admin area exact navigation module v1.3.0 how to","type":"guide"},{"title":"Run scheduled purchase currency-rate retrieval","summary":"Allow the configured rate update through cron.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-scheduled-purchase-currency-rate-retrieval","keywords":"crm cron and settings currency rates administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Run the Accounting-to-MTD preparation checklist","summary":"Reconcile Accounting, verify mappings and source records, then prepare the tax snapshot only when the ledger is ready.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/run-the-accounting-to-mtd-preparation-checklist","keywords":"making digital uk vat income accountant agent saas return","type":"guide"},{"title":"Run the Bilty production go-live checklist","summary":"Verify activation, permissions, tenant settings, one complete Bilty, bilingual PDF, QR verification, receiver e-sign, Finance, WhatsApp and integrations before live rollout.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/run-the-bilty-production-go-live-checklist","keywords":"administration security troubleshooting / dashboard audit how to britixo transport logistics","type":"guide"},{"title":"Run the delinquent-tenants report","summary":"Review tenant/payment records identified by the report logic.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-delinquent-tenants-report","keywords":"admin area reports delinquent tenants real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the Delivery Note post-install functional test","summary":"Verify every live branch without changing unrelated CRM code.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/run-the-delivery-note-post-install-functional-test","keywords":"technical configuration lifecycle and troubleshooting admin area setup modules then invoices administrators implementation testers administrator plus capabilities activate module confirm both","type":"guide"},{"title":"Run the Delivery Note security and operational checklist","summary":"Confirm least privilege, link protection, signing integrity and deployment readiness.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/run-the-delivery-note-security-and-operational-checklist","keywords":"technical configuration lifecycle troubleshooting admin area setup staff roles administrators reviewers operations leads administrator verify view/create/edit/delete are","type":"guide"},{"title":"Run the document expiry review","summary":"Scan active expiring documents and create the supported expiry review and alert activity.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/run-the-document-expiry-review","keywords":"resources admin area exact navigation secure module v1.3.0 how to","type":"guide"},{"title":"Run the HRM v1.3.0 database upgrade","summary":"Apply the module-owned schema reconciliation for the current tenant through the standard module upgrade action.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/run-the-hrm-version-1-3-0-database-upgrade","keywords":"resources admin area setup modules human-resource-management-version-1-3-0","type":"guide"},{"title":"Run the imported-goods report","summary":"Review imported item quantities/costs.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-the-imported-goods-report","keywords":"admin area reports import goods purchase_reports view dashboard and analysis v1.7.9","type":"guide"},{"title":"Run the intimation engine manually","summary":"Process due notification stages from the administration area.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/run-the-intimation-engine-manually","keywords":"/ administrators and authorised property staff","type":"guide"},{"title":"Run the leases-ending report","summary":"Review tenancies/contracts approaching their end date.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-leases-ending-report","keywords":"admin area reports leases ending real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the Letter Manager schema-version upgrade","summary":"Allow the module to bring an older Letter Manager database to schema version 1.0.0.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/run-the-letter-manager-schema-version-upgrade","keywords":"v1.0.0 admin area any page after is active setup access and architecture pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Run the Mailbox Exchange operational go-live checklist","summary":"Verify complete production readiness.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/run-the-mailbox-exchange-operational-go-live-checklist","keywords":"automation security data ownership and troubleshooting admin area administrator users activate installer. assign least privilege role/member permissions. configure certificate-valid imap/smtp shared access. set","type":"guide"},{"title":"Run the monthly purchase-order number reset","summary":"Allow cron to reset numbering when the option is enabled.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-the-monthly-purchase-order-number-reset","keywords":"crm and settings options administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Run the MTD HMRC Production go-live checklist","summary":"Verify Accounting digital linkage, HMRC subscriptions, fraud headers, OAuth, declarations, permissions and controlled live testing before Production filing.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/run-the-mtd-hmrc-production-go-live-checklist","keywords":"making tax uk vat income accountant agent saas return","type":"guide"},{"title":"Run the notification scheduler scan","summary":"Manually scan active rules and enqueue due reminder records.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/run-the-notification-scheduler-scan","keywords":"resources admin area exact navigation automation controls module v1.3.0 how to","type":"guide"},{"title":"Run the OpenAI Integration production verification checklist","summary":"Verify settings, controlled output, fine-tuning access and privacy controls before release.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/run-the-openai-integration-production-verification-checklist","keywords":"admin area setup ai administrator security limitations troubleshooting v1.0.0","type":"guide"},{"title":"Run the post-upgrade security verification checklist","summary":"Verify every included hardening item before closing the release change.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/run-the-post-upgrade-security-verification-checklist","keywords":"core crm supported britixo deployment database-upgrade process no staff menu route / authority administrators engineers evidence for control change","type":"guide"},{"title":"Run the pre-approval return check","summary":"Use the supplied validation before approval.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-the-pre-approval-return-check","keywords":"admin area order returns open approval action purchase_order_return capability and refunds v1.7.9","type":"guide"},{"title":"Run the purchase-invoice report","summary":"Review vendor invoices and payment status.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/run-the-purchase-invoice-report","keywords":"admin area reports invoice purchase_reports view dashboard analysis v1.7.9","type":"guide"},{"title":"Run the Purchase Management production verification checklist","summary":"Verify version, migrations, permissions, settings, vendor portal, controlled transactions, cron and reports.","category":"Purchase 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checklist","summary":"Verify migration, settings placement, evidence preservation, size bounds and supported PDF output.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/run-the-qr-code-manager-v2-1-1-production-verification-checklist","keywords":"admin area setup modules general administrator version 2.1.1 update safety hardening","type":"guide"},{"title":"Run the QuickBooks invoice preflight checks before posting","summary":"Detailed client guidance covering run the QuickBooks invoice preflight checks before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/run-the-quickbooks-invoice-preflight-checks-before-posting","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Run the Real Estate Management production-readiness checklist","summary":"Verify version, permissions, settings, maps, email, PDF, portal, workflows and finance links before release.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-real-estate-management-production-readiness-checklist","keywords":"admin area module guide each controlled workspace administrator setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Run the Real Estate Management production verification checklist","summary":"Test every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-real-estate-management-production-verification-checklist","keywords":"controlled staging environment administrator/qa reviewer troubleshooting limitations technical reference v1.0.0","type":"guide"},{"title":"Run the rent-paid report","summary":"Review rental payment information.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-rent-paid-report","keywords":"admin area reports rent paid real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the rental-unit report","summary":"Review rental units and related status/financial data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-rental-unit-report","keywords":"admin area reports unit property real_report view dashboard notifications search v1.0.0","type":"guide"},{"title":"Run the Sage invoice preflight checks before posting","summary":"Detailed client guidance covering run the Sage invoice preflight checks before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/run-the-sage-invoice-preflight-checks-before-posting","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Run the sold-unit report","summary":"Review sold property units.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-sold-unit-report","keywords":"admin area reports unit real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the top-city listing report","summary":"Compare listing volumes by city.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-top-city-listing-report","keywords":"admin area reports top cities real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the vacant rental-property report","summary":"Review rental listings identified as vacant.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-vacant-rental-property-report","keywords":"admin area reports properties real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the vacant sale-property report","summary":"Review sale listings identified as vacant/available.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/run-the-vacant-sale-property-report","keywords":"admin area reports properties real_report view dashboard notifications and search v1.0.0","type":"guide"},{"title":"Run the Xero invoice preflight checks before posting","summary":"Detailed client guidance covering run the Xero invoice preflight checks before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/run-the-xero-invoice-preflight-checks-before-posting","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Sage Accounting Automation overview","summary":"Detailed client guidance covering sage Accounting Automation overview, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/sage-accounting-automation-overview","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Explore parent and subsidiary customer accounts","summary":"Navigate recorded company relationships alongside customer contact maps in native Sales CRM.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-account-hierarchy","keywords":"explore parent and subsidiary customer accounts navigate recorded company relationships alongside customer contact maps in native sales crm. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Resolve account hierarchy access and structure issues","summary":"Understand unavailable parents, failed reviews, hierarchy limits and safe relationship repair.","category":"Sales 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an accessible company branch.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-account-sales-overview","keywords":"run a customer or subsidiary-branch sales overview review account sales totals and opportunities for one customer or an accessible company branch. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Plan activities and record sales outcomes","summary":"Keep call, meeting, task, email-reminder and note activity attached to the right opportunity.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-activities-outcomes","keywords":"plan activities and record sales outcomes keep call meeting task email-reminder and note activity attached to the right opportunity. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Archive and restore opportunities","summary":"Remove an opportunity from active sales work while keeping its data and history.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-archive-restore-deals","keywords":"archive and restore opportunities remove an opportunity from active sales work while keeping its data and history. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Choose and order automation actions","summary":"Schedule an activity, set the next step, update a forecast category or start a cadence from a matching deal event.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-automation-actions","keywords":"choose and order automation actions schedule an activity set the next step update a forecast category or start a cadence from a matching deal event. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review automation results and resolve skipped actions","summary":"Use the deal audit trail to understand what ran, why an action was skipped and when a fresh event is required.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-automation-history-troubleshooting","keywords":"review automation results and resolve skipped actions use the deal audit trail to understand what ran why an action was skipped and when a fresh event is required. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Use the deal board, list and filters","summary":"Focus the pipeline on the opportunities that need your attention.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-board-list-filters","keywords":"use the deal board list and filters focus the pipeline on the opportunities that need your attention. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Schedule activities for selected opportunities","summary":"Create one call, meeting, task or email reminder per selected opportunity, or record completed notes.","category":"Sales 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apply.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-bulk-permissions","keywords":"configure and troubleshoot bulk editing permissions understand the additional bulk capability and the record-level checks that continue to apply. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read bulk results and resume interrupted jobs","summary":"Inspect your latest jobs, distinguish failed rows from unfinished rows and recover without repeating successful work.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-bulk-results-recovery","keywords":"read bulk results and resume interrupted jobs inspect your latest jobs distinguish failed rows from unfinished rows and recover without repeating successful work. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Move stages, archive and restore selected opportunities","summary":"Apply normal stage controls or archive lifecycle actions across a reviewed selection.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-bulk-stages-archive","keywords":"move stages archive and restore selected opportunities apply normal stage controls or archive lifecycle actions across a reviewed selection. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand buying-team permissions and history","summary":"Understand contact access boundaries and diagnose missing relationships or rejected edits without exposing restricted customer information.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-buying-team-access-history","keywords":"understand buying-team permissions and history understand contact access boundaries and diagnose missing relationships or rejected edits without exposing restricted customer information. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure outcome branches in a cadence","summary":"Choose whether each activity outcome continues, ends the process or skips forward to a later step.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-cadence-outcome-branches","keywords":"configure outcome branches in a cadence choose whether each activity outcome continues ends the process or skips forward to a later step. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure territory capacity, availability and skills","summary":"Set up reviewed opportunity routing with member capacities, declared availability and required skills.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-capacity-routing-setup","keywords":"configure territory capacity availability and skills set up reviewed opportunity routing with member capacities declared availability and required skills. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Set, change or remove a customer’s parent","summary":"Review a parent relationship before saving, with revision checks and protection against circular company structures.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-change-account-parent","keywords":"set change or remove a customer s parent review a parent relationship before saving with revision checks and protection against circular company structures. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand cohort rates and observation windows","summary":"Learn how eligible opportunities, maturing records, close-date checks and current outcomes determine cohort rates.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-cohort-calculations","keywords":"understand cohort rates and observation windows learn how eligible opportunities maturing records close-date checks and current outcomes determine cohort rates. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Complete and review cadence activities","summary":"Record a real outcome, advance the process and understand protected historical steps.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-complete-cadence-activities","keywords":"complete and review cadence activities record a real outcome advance the process and understand protected historical steps. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create a follow-up activity cadence","summary":"Build a repeatable sequence of calls, meetings, tasks and email reminders with clear instructions and delays.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-cadences","keywords":"create a follow-up activity cadence build a repeatable sequence of calls meetings tasks and email reminders with clear instructions and delays. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and edit a contact reporting map","summary":"Select customer contacts, assign reporting managers and review the complete structure before saving.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-contact-reporting-map","keywords":"create and edit a contact reporting map select customer contacts assign reporting managers and review the complete structure before saving. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure opportunity contact roles","summary":"Define clear business roles for the customer contacts involved in each sales opportunity.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-contact-roles","keywords":"configure opportunity contact roles define clear business roles for the customer contacts involved in each sales opportunity. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure event automation rules","summary":"Apply a controlled set of actions when a deal is created, its details are saved or its stage changes.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-event-automation","keywords":"configure event automation rules apply a controlled set of actions when a deal is created its details are saved or its stage changes. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure multiple sales pipelines and stages","summary":"Create a process with ordered stages, probabilities and controlled entry requirements.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-pipelines-stages","keywords":"configure multiple sales pipelines and stages create a process with ordered stages probabilities and controlled entry requirements. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and edit a revenue allocation","summary":"Assign contributors and roles, calculate exact credits and explicitly review the result before saving.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-revenue-contributions","keywords":"create and edit a revenue allocation assign contributors and roles calculate exact credits and explicitly review the result before saving. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure deal scoring rules","summary":"Create transparent qualification scores using typed conditions and positive or negative points.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-scoring","keywords":"configure deal scoring rules create transparent qualification scores using typed conditions and positive or negative points. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure sales territories and members","summary":"Organise sales coverage with a territory hierarchy, matching rules and eligible assignment members.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-configure-territories","keywords":"configure sales territories and members organise sales coverage with a territory hierarchy matching rules and eligible assignment members. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Record contact influence and position","summary":"Capture useful business observations about the people involved in an opportunity and prepare relevant follow-up conversations.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-contact-influence-position","keywords":"record contact influence and position capture useful business observations about the people involved in an opportunity and prepare relevant follow-up conversations. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand contact-map access and resolve problems","summary":"Check customer visibility, management permissions, version conflicts and contact membership without changing existing access rules.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-contact-map-access-troubleshooting","keywords":"understand contact-map access and resolve problems check customer visibility management permissions version conflicts and contact membership without changing existing access rules. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Explore customer contact reporting maps","summary":"See a customer’s recorded reporting structure using existing contacts, with a focused map and a complete list.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-contact-reporting-maps","keywords":"explore customer contact reporting maps see a customer s recorded reporting structure using existing contacts with a focused map and a complete list. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Manage an opportunity buying team","summary":"Connect multiple existing customer contacts to an opportunity and identify their business roles without duplicating contact records.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-contact-roles","keywords":"manage an opportunity buying team connect multiple existing customer contacts to an opportunity and identify their business roles without duplicating contact records. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Report and export revenue contributions","summary":"Review accessible opportunity credit by contributor, contribution type and currency using explicit date filters.","category":"Sales 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opportunity total and why overlay recognition remains a separate measure.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-contribution-rounding","keywords":"understand contribution percentages and rounding learn how revenue credits preserve the exact opportunity total and why overlay recognition remains a separate measure. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and arrange CRM dashboards","summary":"Combine up to twelve saved reports into a responsive dashboard with an intentional reading order.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-create-dashboards","keywords":"create and arrange crm dashboards combine up to twelve saved reports into a responsive dashboard with an intentional reading order. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and edit sales deals","summary":"Record an opportunity with its commercial value, owner, expected close date and next step.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-create-edit-deals","keywords":"create and edit sales deals record an opportunity with its commercial value owner expected close date and next step. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and edit a guided selling flow","summary":"Configure reusable questions and product mappings that help your sales team choose suitable quotation items.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-create-guided-flows","keywords":"create and edit a guided selling flow configure reusable questions and product mappings that help your sales team choose suitable quotation items. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and edit a sales macro","summary":"Configure optional next-step, forecast and expected-close updates with up to five owner-assigned reminders.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-create-macros","keywords":"create and edit a sales macro configure optional next-step forecast and expected-close updates with up to five owner-assigned reminders. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and preview saved CRM reports","summary":"Build a reusable opportunity or activity report around a clear sales question.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-create-saved-reports","keywords":"create and preview saved crm reports build a reusable opportunity or activity report around a clear sales question. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure custom deal fields and visibility","summary":"Collect typed information that fits your sales process while protecting administrator-only details.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-custom-deal-fields","keywords":"configure custom deal fields and visibility collect typed information that fits your sales process while protecting administrator-only details. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read and open Sales CRM dashboard KPIs","summary":"Understand the four sales KPI cards, separate currency totals and clickable filters on the native main dashboard.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-dashboard-kpis","keywords":"read and open sales crm dashboard kpis understand the four sales kpi cards separate currency totals and clickable filters on the native main dashboard. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand the Sales CRM workspace","summary":"Track separate sales opportunities, their next actions and expected revenue without replacing your existing leads or customers.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-deals-overview","keywords":"understand the sales crm workspace track separate sales opportunities their next actions and expected revenue without replacing your existing leads or customers. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Inspect and export account sales records","summary":"Navigate included customers and paged opportunities, then export account sales summaries or all matching deals.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-account-sales","keywords":"inspect and export account sales records navigate included customers and paged opportunities then export account sales summaries or all matching deals. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Inspect and export win cohort records","summary":"Drill into eligible opportunities, navigate record pages and export cohort summaries or all matching opportunities.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-cohorts","keywords":"inspect and export win cohort records drill into eligible opportunities navigate record pages and export cohort summaries or all matching opportunities. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Export filtered opportunities to CSV","summary":"Download accessible deal details and active custom fields using the filters last applied to the pipeline.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-deals","keywords":"export filtered opportunities to csv download accessible deal details and active custom fields using the filters last applied to the pipeline. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Inspect and export observed stage funnels","summary":"Navigate reached and waiting records, open opportunities and export complete funnel summaries or matching starters.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-funnels","keywords":"inspect and export observed stage funnels navigate reached and waiting records open opportunities and export complete funnel summaries or matching starters. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Export quote details and prepare a native estimate","summary":"Download the recorded commercial terms and use the existing Estimates workflow for the customer document.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-quote-details","keywords":"export quote details and prepare a native estimate download the recorded commercial terms and use the existing estimates workflow for the customer document. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Export the loaded sales reports to CSV","summary":"Download the currently displayed report results with dates, section labels and clear metric descriptions.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-export-reports","keywords":"export the loaded sales reports to csv download the currently displayed report results with dates section labels and clear metric descriptions. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand forecast evidence and totals","summary":"Read live and recorded pipeline figures correctly, including closing dates, omissions, currencies and accepted totals.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-evidence","keywords":"understand forecast evidence and totals read live and recorded pipeline figures correctly including closing dates omissions currencies and accepted totals. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read forecast history, export results and resolve errors","summary":"Trace every submitted version and review, export the visible period and recover safely from stale or failed requests.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-history-export","keywords":"read forecast history export results and resolve errors trace every submitted version and review export the visible period and recover safely from stale or failed requests. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Control forecast access, locking and reopening","summary":"Manage submission deadlines and review windows while preserving every version and protecting independent approval.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-period-controls","keywords":"control forecast access locking and reopening manage submission deadlines and review windows while preserving every version and protecting independent approval. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Open a forecast submission period","summary":"Create a fixed revenue forecasting period with one currency and an optional pipeline or territory scope.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-periods","keywords":"open a forecast submission period create a fixed revenue forecasting period with one currency and an optional pipeline or territory scope. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read currency-separated sales forecasts","summary":"Review won revenue, weighted open pipeline and owner forecasts for an exact date period.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-periods-currencies","keywords":"read currency-separated sales forecasts review won revenue weighted open pipeline and owner forecasts for an exact date period. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review, adjust or reject forecast submissions","summary":"Record an independent forecast decision while preserving the salesperson’s original estimate and reasoning.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-review","keywords":"review adjust or reject forecast submissions record an independent forecast decision while preserving the salesperson s original estimate and reasoning. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Submit and revise your revenue forecast","summary":"Record your expected revenue and assumptions, retain pipeline evidence and submit a new version when expectations change.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-submissions","keywords":"submit and revise your revenue forecast record your expected revenue and assumptions retain pipeline evidence and submit a new version when expectations change. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Use pipeline and territory scopes in forecasts","summary":"Create forecasts for a defined sales segment without changing record access or silently following territory-tree edits.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-forecast-territory-scope","keywords":"use pipeline and territory scopes in forecasts create forecasts for a defined sales segment without changing record access or silently following territory-tree edits. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand observed funnel progression and conversion","summary":"Interpret unique starters, ordered milestones, adjacent-stage conversion, revisits and current outcomes correctly.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-funnel-calculations","keywords":"understand observed funnel progression and conversion interpret unique starters ordered milestones adjacent-stage conversion revisits and current outcomes correctly. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Map answers to eligible products","summary":"Understand how guided questions intersect product choices and how to diagnose an empty result.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-guided-product-mapping","keywords":"map answers to eligible products understand how guided questions intersect product choices and how to diagnose an empty result. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Add guided products to a quotation","summary":"Choose matching products inside the quotation editor while preserving your existing unsaved terms and line items.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-guided-quote-selection","keywords":"add guided products to a quotation choose matching products inside the quotation editor while preserving your existing unsaved terms and line items. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Find suitable products with guided selling","summary":"Use a short, administrator-configured questionnaire to narrow down products from a price book before preparing a quotation.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-guided-selling","keywords":"find suitable products with guided selling use a short administrator-configured questionnaire to narrow down products from a price book before preparing a quotation. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review deal health signals and history","summary":"Spot missing next steps and overdue opportunities, then inspect their recorded changes.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-health-and-history","keywords":"review deal health signals and history spot missing next steps and overdue opportunities then inspect their recorded changes. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Prepare import columns and custom fields","summary":"Format references, money, dates, native record links and typed custom fields correctly.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-import-column-reference","keywords":"prepare import columns and custom fields format references money dates native record links and typed custom fields correctly. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Import new opportunities from CSV","summary":"Review a small CSV batch, choose defaults and create valid deals while preserving existing records.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-import-deals","keywords":"import new opportunities from csv review a small csv batch choose defaults and create valid deals while preserving existing records. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Resolve import errors and retry safely","summary":"Use stable references and row results to recover from conflicts or partial completion without duplicating deals.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-import-retries-results","keywords":"resolve import errors and retry safely use stable references and row results to recover from conflicts or partial completion without duplicating deals. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Link deals to customers, contacts and leads","summary":"Connect a sales opportunity to existing CRM relationships while respecting their normal access rules.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-link-customer-contact-lead","keywords":"link deals to customers contacts and leads connect a sales opportunity to existing crm relationships while respecting their normal access rules. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Link existing emails to an opportunity","summary":"Find a received or sent message in an accessible mailbox and associate it with the correct customer contact or lead.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-link-emails","keywords":"link existing emails to an opportunity find a received or sent message in an accessible mailbox and associate it with the correct customer contact or lead. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Set macro dates and reminder timing","summary":"Understand base times, calendar-day delays, application timezone and daylight-saving checks.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-macro-dates","keywords":"set macro dates and reminder timing understand base times calendar-day delays application timezone and daylight-saving checks. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review macro results and resume interrupted runs","summary":"Inspect per-opportunity outcomes, recover unprocessed work and export your execution results without duplicating completed actions.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-macro-history","keywords":"review macro results and resume interrupted runs inspect per-opportunity outcomes recover unprocessed work and export your execution results without duplicating completed actions. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Use reusable sales macros","summary":"Save useful combinations of opportunity field changes and follow-up reminders, then review each run before applying it.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-macros","keywords":"use reusable sales macros save useful combinations of opportunity field changes and follow-up reminders then review each run before applying it. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Edit, retire and restore reports and dashboards","summary":"Maintain saved analytical definitions while preserving CRM records and avoiding conflicting edits.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-manage-report-definitions","keywords":"edit retire and restore reports and dashboards maintain saved analytical definitions while preserving crm records and avoiding conflicting edits. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Build matching conditions for scores and territories","summary":"Use All or Any conditions, typed comparisons and missing-value rules consistently.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-matching-conditions","keywords":"build matching conditions for scores and territories use all or any conditions typed comparisons and missing-value rules consistently. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Find Sales CRM from the Sales menu","summary":"Open the CRM sections from the native Sales arrow menu and use direct links to the workspace you need.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-navigation","keywords":"find sales crm from the sales menu open the crm sections from the native sales arrow menu and use direct links to the workspace you need. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Pause, resume or stop a cadence","summary":"Control follow-up without losing recorded outcomes or creating duplicate activities.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-pause-resume-stop-cadence","keywords":"pause resume or stop a cadence control follow-up without losing recorded outcomes or creating duplicate activities. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read sales conversion, stage-age and activity reports","summary":"Analyse actual closing results, current pipeline age, loss reasons and scheduled activity outcomes.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-performance-reports","keywords":"read sales conversion stage-age and activity reports analyse actual closing results current pipeline age loss reasons and scheduled activity outcomes. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Save and reuse personal deal views","summary":"Save a useful combination of filters for repeatable pipeline reviews.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-personal-saved-views","keywords":"save and reuse personal deal views save a useful combination of filters for repeatable pipeline reviews. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Prepare and save an opportunity quotation","summary":"Select a price book, review authoritative product totals and save a draft before approval.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-prepare-quotes","keywords":"prepare and save an opportunity quotation select a price book review authoritative product totals and save a draft before approval. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and retire currency-specific price books","summary":"Give your sales team approved product prices without changing the native product catalogue.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-price-books","keywords":"create and retire currency-specific price books give your sales team approved product prices without changing the native product catalogue. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand deal values, probabilities and forecast categories","summary":"Keep currency amounts and sales confidence classifications consistent.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-probabilities-forecast-categories","keywords":"understand deal values probabilities and forecast categories keep currency amounts and sales confidence classifications consistent. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Set required, incompatible and suggested products","summary":"Keep quotations consistent with product relationships that validate the selected scope.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-product-rules","keywords":"set required incompatible and suggested products keep quotations consistent with product relationships that validate the selected scope. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure quantity tiers and volume prices","summary":"Apply the correct unit rate to the whole product quantity at clearly defined thresholds.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-quantity-pricing","keywords":"configure quantity tiers and volume prices apply the correct unit rate to the whole product quantity at clearly defined thresholds. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure quotation approval limits and reviewer access","summary":"Require an independent review for every quote or for terms above explicit discount and total limits.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-quote-approval-policy","keywords":"configure quotation approval limits and reviewer access require an independent review for every quote or for terms above explicit discount and total limits. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand quotation discounts, taxes and rounding","summary":"Check how quantity prices, a quote-wide discount and native product taxes produce the final total.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-quote-calculation","keywords":"understand quotation discounts taxes and rounding check how quantity prices a quote-wide discount and native product taxes produce the final total. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Resolve quotation access and validation problems","summary":"Identify permission, configuration, product, validity and concurrent-edit errors without losing existing records.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-quote-troubleshooting","keywords":"resolve quotation access and validation problems identify permission configuration product validity and concurrent-edit errors without losing existing records. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read and export visible account relationships","summary":"Use ancestor navigation, paginated subsidiary cards and a clearly scoped CSV export.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-read-export-account-hierarchy","keywords":"read and export visible account relationships use ancestor navigation paginated subsidiary cards and a clearly scoped csv export. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read and export a customer reporting map","summary":"Navigate managers and direct reports, switch to the full relationship list and export the loaded map safely.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-read-export-contact-map","keywords":"read and export a customer reporting map navigate managers and direct reports switch to the full relationship list and export the loaded map safely. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read linked email previews safely","summary":"Inspect the current native email text from an opportunity while retaining the mailbox’s existing access rules.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-read-linked-emails","keywords":"read linked email previews safely inspect the current native email text from an opportunity while retaining the mailbox s existing access rules. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Use the opportunity relationship timeline","summary":"Review opportunity changes, scheduled activities, internal notes and explicitly linked emails in one chronological view.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-relationship-timeline","keywords":"use the opportunity relationship timeline review opportunity changes scheduled activities internal notes and explicitly linked emails in one chronological view. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Report on scheduled activities and outcomes","summary":"Measure opportunity activity counts, completions and overdue reminders using the correct owner and date.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-activities","keywords":"report on scheduled activities and outcomes measure opportunity activity counts completions and overdue reminders using the correct owner and date. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read report charts and inspect underlying records","summary":"Use bars, line charts, tables and number cards, then inspect the accessible records behind a group.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-charts-drill","keywords":"read report charts and inspect underlying records use bars line charts tables and number cards then inspect the accessible records behind a group. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Export saved reports and resolve reporting problems","summary":"Download a labelled summary and diagnose empty results, access changes, limits and stale definitions.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-export-troubleshooting","keywords":"export saved reports and resolve reporting problems download a labelled summary and diagnose empty results access changes limits and stale definitions. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Filter reports with opportunity fields and conditions","summary":"Combine standard CRM filters with up to ten typed conditions on active public opportunity fields.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-filters-conditions","keywords":"filter reports with opportunity fields and conditions combine standard crm filters with up to ten typed conditions on active public opportunity fields. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Choose report measures and date periods correctly","summary":"Distinguish deal value, weighted value, averages and date bases so a report answers the intended question.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-measures-periods","keywords":"choose report measures and date periods correctly distinguish deal value weighted value averages and date bases so a report answers the intended question. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Share report definitions without widening record access","summary":"Understand private reports, shared definitions, owner-only changes and permission-aware dashboard results.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-report-sharing-access","keywords":"share report definitions without widening record access understand private reports shared definitions owner-only changes and permission-aware dashboard results. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Refresh, revise or cancel quotation terms","summary":"Recover from pricing changes and preserve the history of previously approved commercial terms.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-reprice-revise-quotes","keywords":"refresh revise or cancel quotation terms recover from pricing changes and preserve the history of previously approved commercial terms. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Resolve Sales CRM validation and save conflicts","summary":"Recover from permission, validation, expired-session and concurrent-edit messages without overwriting another person’s work.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-resolve-save-errors","keywords":"resolve sales crm validation and save conflicts recover from permission validation expired-session and concurrent-edit messages without overwriting another person s work. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Retire and restore contact associations","summary":"Keep the buying team current while preserving relationship history and the original customer-contact records.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-retire-contact-associations","keywords":"retire and restore contact associations keep the buying team current while preserving relationship history and the original customer-contact records. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Retire and restore opportunity email links","summary":"Remove an email association from the active timeline without deleting or changing the original message.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-retire-email-links","keywords":"retire and restore opportunity email links remove an email association from the active timeline without deleting or changing the original message. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Retire, repair and restore contact reporting maps","summary":"Preserve an outdated map, repair changed contact membership and explicitly restore a reviewed structure.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-retire-repair-contact-map","keywords":"retire repair and restore contact reporting maps preserve an outdated map repair changed contact membership and explicitly restore a reviewed structure. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Retire, repair and restore guided flows","summary":"Withdraw outdated questionnaires, repair product mappings and restore a reviewed flow without deleting it.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-retire-repair-guided-flows","keywords":"retire repair and restore guided flows withdraw outdated questionnaires repair product mappings and restore a reviewed flow without deleting it. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Track revenue contributions on an opportunity","summary":"Recognise the people behind an opportunity with a revenue allocation and separate overlay credit, while preserving normal record access.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-revenue-contributions","keywords":"track revenue contributions on an opportunity recognise the people behind an opportunity with a revenue allocation and separate overlay credit while preserving normal record access. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review pending quotations and request changes","summary":"Find pending quotes, inspect their terms and record an independent approval decision.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-review-quotes","keywords":"review pending quotations and request changes find pending quotes inspect their terms and record an independent approval decision. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Review and apply an opportunity capacity assignment","summary":"Inspect the recommended owner and every member’s eligibility before applying a scoped territory assignment.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-reviewed-capacity-assignment","keywords":"review and apply an opportunity capacity assignment inspect the recommended owner and every member s eligibility before applying a scoped territory assignment. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Route a deal by territory and round robin","summary":"Classify a matching opportunity and optionally assign the next eligible territory member.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-route-deals","keywords":"route a deal by territory and round robin classify a matching opportunity and optionally assign the next eligible territory member. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand routing workload, capacity and skill matching","summary":"Interpret projected utilisation, filtered round robin and the reasons a territory member is excluded.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-routing-calculations","keywords":"understand routing workload capacity and skill matching interpret projected utilisation filtered round robin and the reasons a territory member is excluded. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Export routing assessments and inspect assignment history","summary":"Download the reviewed eligibility calculations and distinguish an assessment from an applied routing action.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-routing-history-export","keywords":"export routing assessments and inspect assignment history download the reviewed eligibility calculations and distinguish an assessment from an applied routing action. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Preview and run a macro on selected opportunities","summary":"Review exact field changes and reminder dates for each selected opportunity before applying a saved routine.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-run-macros","keywords":"preview and run a macro on selected opportunities review exact field changes and reminder dates for each selected opportunity before applying a saved routine. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Select opportunities and review a bulk change","summary":"Choose up to 60 opportunities, inspect each proposed change and apply only a reviewed selection.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-select-bulk","keywords":"select opportunities and review a bulk change choose up to 60 opportunities inspect each proposed change and apply only a reviewed selection. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Set and review sales targets","summary":"Maintain an owner’s revenue target for a specific currency and exact date period.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-set-owner-targets","keywords":"set and review sales targets maintain an owner s revenue target for a specific currency and exact date period. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Share, retire and restore macro definitions","summary":"Control reusable routine availability while preserving existing permissions and execution history.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-share-retire-macros","keywords":"share retire and restore macro definitions control reusable routine availability while preserving existing permissions and execution history. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Configure Sales CRM staff access","summary":"Understand viewing, creation, editing and approval permissions without changing access to unrelated CRM records.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-staff-access","keywords":"configure sales crm staff access understand viewing creation editing and approval permissions without changing access to unrelated crm records. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Request and review controlled stage changes","summary":"Use separate request and review actions for stages that require approval.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-stage-approval-requests","keywords":"request and review controlled stage changes use separate request and review actions for stages that require approval. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Build an observed stage funnel","summary":"Choose an ordered stage path and compare how accessible opportunities progressed through recorded milestones.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-stage-funnels","keywords":"build an observed stage funnel choose an ordered stage path and compare how accessible opportunities progressed through recorded milestones. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Read recorded opportunity stage transitions","summary":"Inspect recorded before-and-after stages, approved changes and creation entries without reconstructing missing history.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-stage-history","keywords":"read recorded opportunity stage transitions inspect recorded before-and-after stages approved changes and creation entries without reconstructing missing history. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Require information before a deal enters a stage","summary":"Prevent stage moves until the essential sales information has been recorded.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-stage-required-fields","keywords":"require information before a deal enters a stage prevent stage moves until the essential sales information has been recorded. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Start a cadence on an opportunity","summary":"Enrol an open deal in one follow-up process and verify its first activity and due time.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-start-cadence","keywords":"start a cadence on an opportunity enrol an open deal in one follow-up process and verify its first activity and due time. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Resolve timeline and email-access issues","summary":"Diagnose missing notes, unavailable email previews and search conflicts without weakening native CRM or mailbox permissions.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-timeline-access-troubleshooting","keywords":"resolve timeline and email-access issues diagnose missing notes unavailable email previews and search conflicts without weakening native crm or mailbox permissions. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Create and maintain internal opportunity notes","summary":"Keep shared sales context in an opportunity note with author controls, revision checks and reversible retirement.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-timeline-notes","keywords":"create and maintain internal opportunity notes keep shared sales context in an opportunity note with author controls revision checks and reversible retirement. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Understand a deal’s fit score","summary":"Read the score and its explanation without confusing qualification fit with a sales forecast.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-understand-deal-scores","keywords":"understand a deal s fit score read the score and its explanation without confusing qualification fit with a sales forecast. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Compare opportunity win cohorts","summary":"Group opportunities by creation month and compare how quickly mature opportunities became wins.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-win-cohorts","keywords":"compare opportunity win cohorts group opportunities by creation month and compare how quickly mature opportunities became wins. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Access Sales CRM in your workspace","summary":"Find the native Sales CRM features in existing and new workspaces, understand staff access, and troubleshoot availability.","category":"Sales CRM","url":"https://pixiecrm.com/help-centre/sales-crm-workspace-availability","keywords":"access sales crm in your workspace find the native sales crm features in existing and new workspaces understand staff access and troubleshoot availability. opportunity pipeline approval forecast custom fields personal views","type":"guide"},{"title":"Save a Mailbox Exchange draft","summary":"Store unfinished content.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/save-a-mailbox-exchange-draft","keywords":"compose reply forwarding and outbox workflows admin area inbox account send users action save_draft stores draft. schedule is cleared. listed under current staff drafts. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Save an HR notification rule","summary":"Create or update an implemented reminder rule, priority and channel.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/save-a-notification-rule","keywords":"resources admin area exact navigation automation module v1.3.0 how to","type":"guide"},{"title":"Save a reusable QuickBooks report definition","summary":"Detailed client guidance covering save a reusable QuickBooks report definition, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/save-a-reusable-quickbooks-report-definition","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Save a reusable Sage report definition","summary":"Detailed client guidance covering save a reusable Sage report definition, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting 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an HR retention policy","summary":"Create or update the review frequency and notes for an implemented HR data area.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/save-an-hr-retention-policy","keywords":"resources admin area exact navigation archives module v1.3.0 how to","type":"guide"},{"title":"Save an onboarding draft","summary":"Save incomplete onboarding information without submitting it for HR review.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/save-an-onboarding-draft","keywords":"resources admin area exact navigation employee module v1.3.0 how to","type":"guide"},{"title":"Save and continue an onboarding step","summary":"Use real_to_save_and_continue or the displayed workflow action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/save-and-continue-an-onboarding-step","keywords":"workspace current authorised tenant/rent staff tenant v1.0.0","type":"guide"},{"title":"Save and initiate a deposit return case","summary":"Move a reviewed settlement draft into the active return workflow.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/save-and-initiate-a-deposit-return-case","keywords":"process / administrators authorised property staff","type":"guide"},{"title":"Save and reuse a Bilty report definition","summary":"Save a personal or permitted shared report configuration and reopen it for repeat reporting.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/save-and-reuse-a-bilty-report-definition","keywords":"reports exports how to britixo transport logistics","type":"guide"},{"title":"Save and validate the Companies House API key","summary":"Store the module-specific Public Data API key only after the module validates it.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/save-and-validate-companies-house-api-key","keywords":"setup searching fresh uk connection administrator access","type":"guide"},{"title":"Save and verify OpenAI provider settings","summary":"Confirm that the API key, model and maximum-token values persist and the provider is registered.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/save-and-verify-openai-provider-settings","keywords":"admin area setup ai edit access configuration v1.0.0","type":"guide"},{"title":"Save or schedule a Mailbox Exchange reply","summary":"Apply draft/schedule rules to replies.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/save-or-schedule-a-mailbox-exchange-reply","keywords":"compose forwarding and outbox workflows admin area inbox open message account read send users supports now draft schedule. must be 60 seconds future. source id retained. the","type":"guide"},{"title":"Schedule a Mailbox Exchange message","summary":"Queue mail for future delivery.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/schedule-a-mailbox-exchange-message","keywords":"compose reply forwarding and outbox workflows admin area inbox account send users scheduled date/time timezone datetime required at least 60 seconds in future. optional. status queued. open the exact navigation path","type":"guide"},{"title":"Schedule a workforce rota once","summary":"Store a v1.3.0 rota for one future distribution date/time processed by the host cron.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/schedule-a-workforce-rota-once","keywords":"resources hrm admin area notifications create/amend rota-distribution-notifications hrm-automation","type":"guide"},{"title":"Schedule an estimate email","summary":"Prepare a future estimate delivery while keeping the document available for review.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/schedule-an-estimate-email","keywords":"scheduled sales staff","type":"guide"},{"title":"Schedule an invoice email","summary":"Choose a future date and time for an invoice message.","category":"Email and communications","url":"https://pixiecrm.com/help-centre/schedule-an-invoice-email","keywords":"scheduled finance staff","type":"guide"},{"title":"Schedule an invoice email — Contracts, invoices, payments and PDFs","summary":"Use the schedule modal where displayed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/schedule-an-invoice-email-contracts-invoices-payments-and-pdfs","keywords":"broker portal open authenticated user with access v1.0.0","type":"guide"},{"title":"Search and filter compliance records","summary":"Combine live search, section and compliance type filters to isolate the correct record.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/search-and-filter-compliance-records","keywords":"query section_key compliance_type pager core administrators authorised property staff","type":"guide"},{"title":"Search and page customer-profile Letter History","summary":"Use browser-side search and ten-row pagination inside the customer tab.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/search-and-page-customer-profile-letter-history","keywords":"v1.0.0 admin area customers open profile client portal pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Search and page Newsletter History","summary":"Filter campaigns by subject or status and use the server pagination limits.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/search-and-page-newsletter-history","keywords":"1.0.0 admin area letter manager / delivery read evidence","type":"guide"},{"title":"Search and select a broker","summary":"Use the live broker lookup to choose the transporter/broker connected to the Bilty.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/search-and-select-a-broker","keywords":"vehicles drivers brokers references dashboard step 3 how britixo transport logistics","type":"guide"},{"title":"Search and select a vehicle","summary":"Use the live vehicle lookup to select the transport vehicle and its stored driver context.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/search-and-select-a-vehicle","keywords":"vehicles drivers brokers references dashboard step 3 how britixo logistics","type":"guide"},{"title":"Search companies by SIC code","summary":"Search using one or more comma-separated SIC codes.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/search-companies-by-sic-code","keywords":"module setup and searching fresh uk administrator access","type":"guide"},{"title":"Search Employee 360 records","summary":"Use the dashboard employee search to find the correct employee dossier by supported identity values.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/search-employee-360-records","keywords":"resources admin area exact navigation enterprise module v1.3.0 how","type":"guide"},{"title":"Search for a Right to Rent tenant","summary":"Use the live tenant search endpoint to select the exact occupier before uploading evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/search-for-a-right-to-rent-tenant","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Search Mailbox Exchange messages","summary":"Search by sender or subject.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/search-mailbox-exchange-messages","keywords":"inbox folders and message actions admin area view plus account read users text q searches non-empty query prevents hybrid light-sync for that request. stays within accessible account/folder.","type":"guide"},{"title":"Search properties by text","summary":"Use the search box to find matching listing values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/search-properties-by-text","keywords":"admin area property operations real_property view or own maps filters and visibility v1.0.0","type":"guide"},{"title":"Search purchase items for a document line","summary":"Use the module item-search endpoint from a request, quotation, order or invoice form.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/search-purchase-items-for-a-document-line","keywords":"admin area open transaction form item selector purchase_items purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Search Sent Letters History","summary":"Filter the AJAX history by the fields implemented in the dashboard controller.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/search-sent-letter-history","keywords":"v1.0.0 admin area sent-letter and staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Search standalone client Letter History","summary":"Use the exact server-side search fields and retained page query.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/search-standalone-client-letter-history","keywords":"v1.0.0 area customer profile portal pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Search the Delivery Note register","summary":"Use the live client-side search across the rows already loaded by the register.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/search-the-delivery-note-register","keywords":"editing and status control admin area notes operations staff view open enter a reference invoice value recipient date or created-date fragment in","type":"guide"},{"title":"Search the Employee Record Centre register","summary":"Find an employee record using the browser search fields exposed by the v1.3.0 Employee Register.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/search-the-employee-record-centre-register","keywords":"resources hrm admin area employee-record-centre","type":"guide"},{"title":"Secure BP credentials and headers","summary":"Keep integration secrets out of visible records and logs.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/secure-bp-credentials-and-headers","keywords":"admin area settings fuel manage integrations connection cards reconciliation dispatch pod driver vehicle provider finance","type":"guide"},{"title":"Secure driver National Insurance and bank details","summary":"Understand how sensitive driver values are retained.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/secure-driver-national-insurance-and-bank-details","keywords":"admin area drivers open edit onboarding pay compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Select all visible or clear recipients","summary":"Use the bulk selector controls without unintentionally selecting hidden filtered entries.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/select-all-visible-or-clear-newsletter-recipients","keywords":"1.0.0 admin area letter manager / recipient directory and selection","type":"guide"},{"title":"Select an existing customer recipient","summary":"Use the live-search selector populated from CRM customer companies and primary-contact email addresses.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/select-an-existing-customer-recipient","keywords":"v1.0.0 admin area dashboard search clients leads existing-customer correspondence pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Select client groups for a newsletter","summary":"Expand one or more CRM customer groups into their eligible active contacts.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/select-client-groups","keywords":"1.0.0 admin area letter manager / clients contacts group recipient directory and selection","type":"guide"},{"title":"Select company results for import","summary":"Use individual checkboxes or the select-all control before fetching data to native Leads.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/select-company-results-for-import","keywords":"saved searches and registers fresh uk found administrator access","type":"guide"},{"title":"Select appointment date, time, duration and timezone","summary":"Store the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/select-date-time-duration-and-timezone","keywords":"new or edit staff who manage create creating editing viewing britixo booking services providers invoices feedback reports how to","type":"guide"},{"title":"Select individual contacts for a newsletter","summary":"Choose specific active customer contacts instead of sending to an entire group.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/select-individual-contacts","keywords":"1.0.0 admin area letter manager / clients recipient directory and selection","type":"guide"},{"title":"Select individual leads for a newsletter","summary":"Choose specific leads with valid email addresses.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/select-individual-leads","keywords":"1.0.0 admin area letter manager / recipient directory and selection","type":"guide"},{"title":"Select lead-status groups for a newsletter","summary":"Expand one or more lead statuses into eligible lead email recipients.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/select-lead-status-groups","keywords":"1.0.0 admin area letter manager / leads group recipient directory and selection","type":"guide"},{"title":"Select or create the tenant client context","summary":"Choose tenant_client_id or use the supported quick-add tenant flow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/select-or-create-the-tenant-client-context","keywords":"onboarding workspace parties / authorised tenant/rent staff and workflow v1.0.0","type":"guide"},{"title":"Select the Booking Client","summary":"Use live CRM customer search to select the client responsible for booking the Bilty.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/select-the-booking-client","keywords":"creation and drafts dashboard step 1 how britixo transport logistics","type":"guide"},{"title":"Select the Credit or Billing Client","summary":"For a Credit Bilty, select the CRM customer responsible for billing before issue.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/select-the-credit-or-billing-client","keywords":"creation and drafts dashboard step 2 how to britixo transport logistics","type":"guide"},{"title":"Select the property context","summary":"Choose the exact property used for tenancy terms and parties.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/select-the-property-context","keywords":"onboarding workspace authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Select the Receiver","summary":"Choose the consignee/receiver from the native Pixie CRM customer database; this party is also used for receiver e-sign workflows.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/select-the-receiver","keywords":"creation and drafts dashboard step 2 how to transport logistics","type":"guide"},{"title":"Select the Sender","summary":"Choose the consignor/sender from the native Pixie CRM customer database so the issued Bilty stores the linked party and snapshot.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/select-the-sender","keywords":"creation drafts dashboard step 2 how to transport logistics","type":"guide"},{"title":"Select vendors for a purchase request","summary":"Choose vendors that may receive the shared request or quotation request.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/select-vendors-for-a-purchase-request","keywords":"admin area new/edit send to purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Send a contract for review and signature","summary":"Email the secure client link and monitor signature status.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/send-a-contract-for-review-and-signature","keywords":"e-signature to authorised staff","type":"guide"},{"title":"Send a letter from a Companies House lead","summary":"Open Letter Manager from a native lead connected to the Companies House workflow.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/send-a-letter-from-a-companies-house-lead","keywords":"workflow record administrator access","type":"guide"},{"title":"Send a Mailbox Exchange message immediately","summary":"Attempt SMTP delivery now.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/send-a-mailbox-exchange-message-immediately","keywords":"compose reply forwarding and outbox workflows admin area inbox now account users action send_now triggers smtp. status becomes sending during attempt. success sets sent sent_at clears lock/error then syncs","type":"guide"},{"title":"Send a new-vendor welcome email","summary":"Verify the optional welcome message when a contact is created.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-new-vendor-welcome-email","keywords":"admin area vendors contacts and options administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a property listing by email","summary":"Use the detail-page email form with recipient, subject, content and PDF choice.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-a-property-listing-by-email","keywords":"admin area operations properties open real_property view/edit core details media v1.0.0","type":"guide"},{"title":"Send a proposal by email","summary":"Send the client-facing proposal link using the configured email template.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/send-a-proposal-by-email","keywords":"to sales staff","type":"guide"},{"title":"Send a purchase contract by email","summary":"Choose recipients and optional PDF attachment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-contract-by-email","keywords":"admin area contracts open purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Send a purchase-contract email","summary":"Verify signer/recipients, PDF attachment and SMTP.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-contract-email","keywords":"admin area contracts open contract administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a purchase debit note","summary":"Email the note and choose whether to attach its PDF.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-debit-note","keywords":"admin area notes open purchase_debit_notes capability refunds statements v1.7.9","type":"guide"},{"title":"Send a purchase debit-note email","summary":"Verify recipients and attached PDF option.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-debit-note-email","keywords":"admin area debit notes open note administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a purchase-order email","summary":"Verify vendor recipients, PDF/file choices and SMTP delivery.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-order-email","keywords":"admin area order open administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a purchase order to a vendor","summary":"Email the order with configured recipients/attachment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-order-to-a-vendor","keywords":"admin area open purchase_orders capability and purchase-order status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Send a purchase quotation","summary":"Email the quotation using selected recipients and PDF option.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-purchase-quotation","keywords":"admin area quotations open purchase_quotations capability status where applicable requests for v1.7.9","type":"guide"},{"title":"Send a quotation email","summary":"Verify recipients, PDF option and SMTP delivery evidence.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-quotation-email","keywords":"admin area quotations open administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a subscription link by email","summary":"Invite the customer to review and complete the subscription flow through the client-facing link.","category":"Subscriptions and recurring revenue","url":"https://pixiecrm.com/help-centre/send-a-subscription-link-by-email","keywords":"finance staff","type":"guide"},{"title":"Send a survey and manage mailing lists","summary":"Invite selected contacts or imported email lists and avoid duplicate sends.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/send-a-survey-and-manage-mailing-lists","keywords":"distribution / administrator","type":"guide"},{"title":"Send a tenant application invitation","summary":"Choose property, recipient name/email, invite mode and personal message.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-a-tenant-application-invitation","keywords":"admin area requests applications authorised reviewer public invites v1.0.0","type":"guide"},{"title":"Send a vendor statement","summary":"Email the statement to selected recipients.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-vendor-statement","keywords":"admin area purchase_debit_notes capability debit notes refunds and statements v1.7.9","type":"guide"},{"title":"Send a vendor statement email","summary":"Verify statement period, recipient and output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-vendor-statement-email","keywords":"admin area administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Send a welcome email for a new vendor contact","summary":"Enable send_email_welcome_for_new_contact.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-a-welcome-email-for-a-new-vendor-contact","keywords":"admin area settings options purchase_settings edit numbering pdfs and vendor-portal v1.7.9","type":"guide"},{"title":"Send a workforce rota now","summary":"Distribute the current v1.3.0 rota version immediately from the register.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/send-a-workforce-rota-now","keywords":"resources hrm admin area notifications register rota-distribution-notifications","type":"guide"},{"title":"Send an AML / KYC notification","summary":"Send the approved AML/KYC record through the supported notification workflow.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/send-an-aml-kyc-notification","keywords":"email administrators and authorised property staff","type":"guide"},{"title":"Send an invoice email","summary":"Select recipients, CC, custom template and attachments.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-an-invoice-email","keywords":"broker portal invoices open authenticated user with access contracts payments pdfs v1.0.0","type":"guide"},{"title":"Send an invoice to a customer","summary":"Deliver the client portal link and PDF using the invoice email template.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/send-an-invoice-to-a-customer","keywords":"finance staff","type":"guide"},{"title":"Send an outbox item now","summary":"Attempt delivery from an existing item.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/send-an-outbox-item-now","keywords":"compose reply forwarding and workflows admin area drafts or scheduled account owner users sendable states draft queued sending. model sets sending/increments attempts as needed. success sent failure retry/failed. open","type":"guide"},{"title":"Send an overdue notice","summary":"Trigger the core invoice overdue-notice action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-an-overdue-notice","keywords":"broker portal invoices open authenticated user with access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Send and manage an estimate","summary":"Email, download, copy, update status and review client acceptance or decline activity.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/send-and-manage-an-estimate","keywords":"sales open staff","type":"guide"},{"title":"Send and verify a client letter","summary":"Complete the supported create, PDF, email and history sequence.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/send-and-verify-a-client-letter","keywords":"v1.0.0 admin area dashboard search clients leads generate existing-customer correspondence templates e-signature verification read receipt postal tracking portal","type":"guide"},{"title":"Send an appointment reminder early","summary":"Manually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/send-appointment-early-reminder","keywords":"manual open staff who manage view reminders messages feedback and notifications notification email sms britixo booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Send a custom appointment email","summary":"Send an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/send-custom-appointment-email","keywords":"open staff who manage view reminders messages feedback and notifications notification customer britixo booking services providers availability calendar invoices reports how to","type":"guide"},{"title":"Send a Google Meet invitation","summary":"Deliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/send-google-meet-invitation","keywords":"meeting open / settings staff who manage view calendar outlook ics google-meet notification customer provider britixo booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Send new-vendor registration notifications","summary":"Notify selected staff by CRM notification/email/SMS options.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/send-new-vendor-registration-notifications","keywords":"public vendor and settings administrator or relevant capability automation security troubleshooting v1.7.9","type":"guide"},{"title":"Send onboarding messages","summary":"Use the supported messages/invite communication section.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-onboarding-messages","keywords":"workspace authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Send overdue invoice notices","summary":"Send a controlled reminder and understand automated overdue reminder settings.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/send-overdue-invoice-notices","keywords":"more notice finance staff","type":"guide"},{"title":"Send property, request, contract, invoice, payment and maintenance emails","summary":"Use the send action from the source record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-property-request-contract-invoice-payment-and-maintenance-emails","keywords":"admin area/broker portal open record email relevant access pdf branding integrations v1.0.0","type":"guide"},{"title":"Send the supplier work-order email","summary":"Allow the allocation flow to email a generated work order.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-the-supplier-work-order-email","keywords":"admin area maintenance jobs allocate/resend authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Send the tenant e-signature request","summary":"Use the supported provider/invite action and verify recipient email.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/send-the-tenant-e-signature-request","keywords":"onboarding workspace signature authorised reviewer workflow v1.0.0","type":"guide"},{"title":"Separate connection, sync, reconciliation and compliance responsibilities for QuickBooks","summary":"Detailed client guidance covering separate connection, sync, reconciliation and compliance responsibilities for QuickBooks, including prerequisites, exact controls, verification…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/separate-connection-sync-reconciliation-and-compliance-responsibilities-for-quickbooks","keywords":"setup access operating model how to integration audit troubleshooting","type":"guide"},{"title":"Separate connection, sync, reconciliation and compliance responsibilities for Sage","summary":"Detailed client guidance covering separate connection, sync, reconciliation and compliance responsibilities for Sage, including prerequisites, exact controls, verification evidence,…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/separate-connection-sync-reconciliation-and-compliance-responsibilities-for-sage","keywords":"setup access operating model how to integration audit troubleshooting","type":"guide"},{"title":"Separate connection, sync, reconciliation and compliance responsibilities for Xero","summary":"Detailed client guidance covering separate connection, sync, reconciliation and compliance responsibilities for Xero, including prerequisites, exact controls, verification evidence,…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/separate-connection-sync-reconciliation-and-compliance-responsibilities-for-xero","keywords":"setup access operating model how to integration audit troubleshooting","type":"guide"},{"title":"Serve protected POD signature and snapshot images","summary":"View retained evidence through token-authorised routes.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/serve-protected-pod-signature-and-snapshot-images","keywords":"public route /clm/signature/ token or /clm/snapshot/ valid delivery notes proof of signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Add a timeline activity","summary":"Enter required label and description and choose client visibility.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-activity","keywords":"activities operational tasks admin area projects work application note edit workspace or endpoint purpose the action is available only","type":"guide"},{"title":"Complete activity details","summary":"Required timeline description.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-activity-description","keywords":"activities and operational tasks admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete activity title","summary":"Required, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-activity-label","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Set activity client visibility","summary":"Select Visible to client only when the note is appropriate for the portal.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-activity-visible","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose action available where","type":"guide"},{"title":"Understand client activity/task filtering","summary":"Clients see only records marked visible, subject to journey ownership.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-client-filter","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose the action is available where supplied module exposes it","type":"guide"},{"title":"Complete a task","summary":"Use the task completion action and verify completion evidence.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-complete","keywords":"timeline activities operational tasks admin area projects work application edit workspace or endpoint purpose is available only where","type":"guide"},{"title":"Create a journey task","summary":"Enter title, optional details, due date, assignee and visibility/action flags.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task","keywords":"timeline activities operational tasks admin area projects work application add edit workspace or endpoint purpose the action is available","type":"guide"},{"title":"Set Client action required","summary":"Use the flag when the client must complete or provide something.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-action","keywords":"timeline activities and operational tasks admin area projects work application edit workspace endpoint purpose is available only where supplied module","type":"guide"},{"title":"Assign a task to staff","summary":"Choose an active staff member.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-assignee","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete task description","summary":"Explain the required work.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-description","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Set task due date","summary":"Enter the task due date when applicable.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-due","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Complete task title","summary":"Required task title.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-title","keywords":"timeline activities and operational tasks admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Set task client visibility","summary":"Visible tasks can be included in the client view.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-activities-tasks-task-visible","keywords":"timeline activities and operational admin area projects work application edit workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Assign staff","summary":"Choose an active staff member or Unassigned.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-assigned","keywords":"case control ownership status and progress admin area projects work application edit workspace endpoint purpose the action is available only where supplied module exposes","type":"guide"},{"title":"Link a CRM customer","summary":"Choose a customer or Not linked.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-client","keywords":"case control ownership status and progress admin area projects work application edit workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Link a CRM contact","summary":"Choose a contact or Not linked; ensure it belongs to the intended customer.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-contact","keywords":"case control ownership status and progress admin area projects work application edit workspace endpoint purpose action is available only","type":"guide"},{"title":"Update client-relevant details","summary":"Maintain the service description.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-description","keywords":"case control ownership status and progress admin area projects work application edit workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Change due date","summary":"Set or clear the due date.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-due","keywords":"case control ownership status and progress admin area projects work application edit workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Update internal notes","summary":"Store staff-only operational notes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-internal","keywords":"case control ownership status and progress admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Add a client timeline update with status","summary":"A status note is written to the journey timeline.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-note","keywords":"case control ownership and progress admin area projects work application edit workspace or endpoint purpose action available only where supplied module","type":"guide"},{"title":"Use the case-control panel","summary":"Update linked client/contact, assignment, priority, due date, details and internal notes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-overview","keywords":"case control ownership status progress admin area projects work application edit workspace or endpoint purpose action is","type":"guide"},{"title":"Change priority","summary":"Choose Normal, High or Urgent.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-priority","keywords":"case control ownership status and progress admin area projects work application edit workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Set manual progress","summary":"Enter a number from 0 to 100.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-progress","keywords":"case control ownership status and admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Save case-control changes","summary":"Submit all case-control fields as one update.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-save","keywords":"case control ownership status and progress admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes","type":"guide"},{"title":"Use status: Awaiting External","summary":"Select Awaiting External; its code-backed default progress is 75%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-awaiting-external","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. completed successfully only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Use status: Completed Successfully","summary":"Select Completed Successfully; its code-backed default progress is 100%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-completed-successfully","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Open Status Control","summary":"Choose status, progress 0–100 and an optional client timeline update.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-control","keywords":"case ownership admin area projects work application edit workspace or endpoint purpose the action is available only where","type":"guide"},{"title":"Use status: In Progress","summary":"Select In Progress; its code-backed default progress is 60%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-in-progress","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. completed successfully only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Use status: Information Required","summary":"Select Information Required; its code-backed default progress is 35%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-information-required","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. completed successfully only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Use status: Received","summary":"Select Received; its code-backed default progress is 5%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-received","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. completed successfully only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Use status: Under Review","summary":"Select Under Review; its code-backed default progress is 20%.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-case-control-status-progress-status-under-review","keywords":"case control ownership and admin area projects work application edit override 0100 input accepted by the form. completed successfully only when complete because it clears outstanding badge count.","type":"guide"},{"title":"Understand permanent activity history","summary":"Status, workflow and user actions add history rather than replacing all prior evidence.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-activity","keywords":"stored data audit continuity security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied module exposes","type":"guide"},{"title":"Understand structured intake answers","summary":"Type-specific intake values are stored separately from the application.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-answers","keywords":"data audit continuity and security admin area projects work view or administrator workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Preserve audit continuity on deactivation","summary":"Module records remain when disabled.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-deactivation","keywords":"stored data and security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied exposes it signed-in user api client meets","type":"guide"},{"title":"Protect internal notes","summary":"Internal notes must not be copied to client-visible activities/messages.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-internal-notes","keywords":"stored data audit continuity and security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand record-retention limitation","summary":"No user-facing delete/hard-delete workflow is supplied.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-no-hard-delete","keywords":"stored data audit continuity and security admin area projects work view or administrator workspace endpoint purpose the action available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Understand customer/contact ownership","summary":"Client endpoints filter by the signed-in customer and visible flags.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-ownership","keywords":"stored data audit continuity security admin area projects work view or administrator workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Protect personal data","summary":"Contact details, messages and documents require least privilege and retention governance.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-personal-data","keywords":"stored audit continuity security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand public page indexing","summary":"Public form/success views include noindex,nofollow metadata.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-public-noindex","keywords":"stored data audit continuity and security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand installed Service Journeys tables","summary":"Applications, answers, activities, tasks, messages, documents, workflow stages and notification logs store the workflow.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-tables","keywords":"stored data audit continuity security admin area projects work view or administrator workspace endpoint purpose action is available only","type":"guide"},{"title":"Audit a complete journey","summary":"Review source, answers, workflow, activities, tasks, messages, documents and notification logs.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-data-audit-security-verify","keywords":"stored data continuity security admin area projects work view or administrator workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Download a document as staff","summary":"Use the secure controller action from the case.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-admin-download","keywords":"documents mime validation and downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose is available only","type":"guide"},{"title":"Upload a staff document","summary":"Choose document type, file, notes and client visibility.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-admin-upload","keywords":"documents mime validation secure downloads admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand document storage","summary":"Document file content is stored in the module database record/BLOB workflow.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-blob","keywords":"documents mime validation and secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose","type":"guide"},{"title":"Download a document as a client","summary":"The document must belong to an owned journey and be visible to the client.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-client-download","keywords":"documents mime validation secure downloads clients area authenticated owning contact workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Upload a client document","summary":"Choose a document type, file and notes from the owned journey; client uploads are visible.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-client-upload","keywords":"documents mime validation secure downloads clients area authenticated owning contact workspace or endpoint purpose action is available only","type":"guide"},{"title":"Understand allowed file extensions","summary":"PDF, DOC/DOCX, XLS/XLSX, PNG, JPG and JPEG are supported.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-extensions","keywords":"documents mime validation secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose the action is","type":"guide"},{"title":"Understand secure download headers","summary":"Downloads use attachment disposition, nosniff and no-store controls.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-headers","keywords":"documents mime validation admin area projects work application edit or authenticated owning client workspace endpoint purpose the action","type":"guide"},{"title":"Resolve invalid type or size","summary":"Use a supported extension/MIME and a file no larger than 10 MB.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-invalid","keywords":"documents mime validation secure downloads admin area projects work application edit authenticated owning client workspace endpoint purpose the action is","type":"guide"},{"title":"Understand the 10 MB file limit","summary":"Uploads larger than 10 MB are rejected.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-limit","keywords":"documents mime validation and secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose action is available only where","type":"guide"},{"title":"Understand MIME validation","summary":"The controller verifies accepted type information instead of relying only on the filename.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-mime","keywords":"documents and secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose","type":"guide"},{"title":"Resolve a missing document","summary":"Check record, ownership, visibility and stored content.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-missing","keywords":"documents mime validation secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose the action is available","type":"guide"},{"title":"Complete Document notes","summary":"Add useful context.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-notes","keywords":"documents mime validation and secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Complete Document type","summary":"Required, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-type","keywords":"documents mime validation and secure downloads admin area projects work application edit or authenticated owning client workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Set document visibility","summary":"Staff can choose Visible to client; client uploads are stored as client-visible.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-documents-secure-downloads-visibility","keywords":"documents mime validation and secure downloads admin area projects work application edit or authenticated owning workspace endpoint purpose","type":"guide"},{"title":"Resolve missing activity fields","summary":"Provide both label and description.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-activity","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Resolve unexpected outstanding badge","summary":"Only completed_successfully clears the count.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-badge","keywords":"errors limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose action is available where supplied module exposes it signed-in user api","type":"guide"},{"title":"Resolve portal visibility","summary":"Link the correct customer/contact; clients cannot see unowned journeys.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-client-link","keywords":"errors limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve create validation errors","summary":"Check required type/title/client, valid optional email, maximum lengths and exact dates.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-create-validation","keywords":"limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied","type":"guide"},{"title":"Resolve missing reminders","summary":"Confirm CRM cron executes before_cron_run and the module is active.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-cron","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose action available only where supplied exposes it","type":"guide"},{"title":"Resolve document upload errors","summary":"Provide type, supported file/MIME and stay within 10 MB.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-document","keywords":"limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Resolve document not found","summary":"Check ownership, visible_to_client and record/file content.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-download","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve failed notifications","summary":"Check recipient, SMTP, sender options, logs and retry timing.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-email","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve an inactive module route","summary":"Activate the module; controllers return not found when the module is inactive.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-inactive","keywords":"errors limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose action available only where supplied exposes","type":"guide"},{"title":"Resolve missing compliance manager","summary":"Select an active manager for stage 2.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-manager","keywords":"errors limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Resolve blank message","summary":"Enter message content.","category":"Service 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Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-no-delete","keywords":"errors and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand webhook limitations","summary":"No outbound webhook manager is supplied.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-no-webhook","keywords":"errors and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Resolve staff access errors","summary":"Grant View/Create/Edit as needed.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-permission","keywords":"limitations and troubleshooting admin area projects work administrator or authorised workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Resolve stage sequence errors","summary":"Complete stages in order.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-stage-sequence","keywords":"limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Resolve invalid status/progress","summary":"Choose an installed status and progress 0–100.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-status","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Resolve missing task title","summary":"Provide the required title.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-task","keywords":"errors limitations and troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Run production verification","summary":"Test each type, public intake, all statuses, six stages, client visibility, documents and notification retries.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-errors-limitations-troubleshooting-verify","keywords":"errors limitations troubleshooting admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only","type":"guide"},{"title":"Send a client message","summary":"The signed-in client sends a message from the owned journey page.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-client-message","keywords":"secure messages and portal clients area authenticated owning contact workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand client-message recipients","summary":"A client message notifies assigned staff, or active administrators when unassigned.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-client-notify","keywords":"secure messages and portal admin area projects work application edit authenticated owning workspace endpoint purpose the action","type":"guide"},{"title":"Review client journeys","summary":"Clients see their owned journey list.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-list","keywords":"secure messages and portal area authenticated contact workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api meets stated access conditions. internal","type":"guide"},{"title":"Protect internal information","summary":"Internal notes and non-visible activities/tasks/documents are not returned to clients.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-no-internal","keywords":"secure messages client portal admin area projects work application edit or authenticated owning workspace endpoint purpose the","type":"guide"},{"title":"Understand client journey ownership","summary":"The client controller returns only applications belonging to the signed-in customer.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-ownership","keywords":"secure messages and portal admin area projects work application edit or authenticated owning workspace endpoint purpose action","type":"guide"},{"title":"Understand required message content","summary":"Blank messages are rejected.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-required","keywords":"secure and client portal admin area projects work application edit or authenticated owning workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Send a staff message to the client","summary":"Enter a required secure message; staff-origin messages can notify the client.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-staff-message","keywords":"and portal admin area projects work application edit workspace or endpoint purpose action is available only where supplied","type":"guide"},{"title":"Understand staff-message recipients","summary":"A staff message sends to the linked active contact or fallback contact email.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-staff-notify","keywords":"secure messages and client portal admin area projects work application edit authenticated owning workspace endpoint purpose action is","type":"guide"},{"title":"Open a client journey","summary":"Clients see authorised status, workflow, visible activities/tasks/messages/documents.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-messages-client-portal-view","keywords":"secure messages and portal area authenticated owning contact workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand activity notification rule","summary":"Client email is considered only when the activity is marked visible; no staff email is generated for staff-added activity.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-activity-rule","keywords":"notifications logs and cron automation crm processor administrator workspace or endpoint purpose action available","type":"guide"},{"title":"Understand BCC configuration","summary":"Configured bcc_emails can be applied.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-bcc","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Understand client recipients","summary":"A linked active contact is preferred; otherwise the stored contact email is used.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-client-recipient","keywords":"notifications logs and cron automation crm notification processor administrator workspace or endpoint purpose action available only where supplied module exposes it","type":"guide"},{"title":"Run notification automation","summary":"The module hooks before_cron_run and calls the notification processor.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-cron","keywords":"notifications email logs cron crm processor administrator workspace or endpoint purpose action is available only where supplied exposes it","type":"guide"},{"title":"Understand cron retry batch","summary":"Each cron run retries at most 25 eligible failed notifications.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-cron-batch","keywords":"notifications email logs and automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand notification deduplication","summary":"A hash prevents the same event/recipient payload being queued repeatedly.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-dedupe","keywords":"notifications email logs and cron automation crm processor administrator workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand document notification direction","summary":"Visible staff documents notify client; client documents notify staff.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-document-rule","keywords":"notifications email logs and cron automation crm processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand due/overdue recipients","summary":"Due and overdue reminders are staff-only.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-due-rule","keywords":"notifications email logs cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Understand due-soon reminders","summary":"Outstanding applications due within three days are eligible.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-due-window","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand event: Activity added","summary":"The notification/audit layer recognises the Activity added event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-activity-added","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Application created","summary":"The notification/audit layer recognises the Application created event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-application-created","keywords":"notifications email logs and cron automation admin area projects work or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Case updated","summary":"The notification/audit layer recognises the Case updated event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-case-updated","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Document added","summary":"The notification/audit layer recognises the Document added event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-document-added","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Due reminder","summary":"The notification/audit layer recognises the Due reminder event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-due-reminder","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Message added","summary":"The notification/audit layer recognises the Message added event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-message-added","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Overdue reminder","summary":"The notification/audit layer recognises the Overdue reminder event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-overdue-reminder","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Status changed","summary":"The notification/audit layer recognises the Status changed event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-status-changed","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Task added","summary":"The notification/audit layer recognises the Task added event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-task-added","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand event: Task completed","summary":"The notification/audit layer recognises the Task completed event.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-event-task-completed","keywords":"notifications email logs and cron automation admin area projects work application or crm view edit recipient visibility rules depend on direction record flags.","type":"guide"},{"title":"Understand failed email status","summary":"Failed attempts retain error evidence for retry.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-failed","keywords":"notifications logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Understand immediate email attempts","summary":"New log rows are attempted immediately.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-immediate","keywords":"notifications logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Review notification evidence","summary":"Inspect pending, sent, failed or skipped log entries and errors.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-log","keywords":"notifications email logs cron automation crm processor administrator workspace endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand message direction","summary":"Staff messages notify client; client messages notify staff.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-message-rule","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand overdue reminders","summary":"Outstanding applications with a due date before today are eligible.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-overdue","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Understand Service Journeys notifications","summary":"The notification library writes deduplicated log rows and attempts immediate email where recipients apply.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-overview","keywords":"logs cron automation crm processor administrator workspace or endpoint purpose action is available only","type":"guide"},{"title":"Understand reminder scan size","summary":"Due/overdue processing evaluates up to 250 application rows.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-reminder-scan","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand retry limit","summary":"Failed notifications are retried no more than three attempts.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-retry-count","keywords":"email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand first retry timing","summary":"The first failed attempt becomes eligible after 15 minutes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-retry-one","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand second retry timing","summary":"The second failed attempt becomes eligible after 60 minutes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-retry-two","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand sender address selection","summary":"The library checks smtp_email, company_email and companyemail options.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-sender","keywords":"notifications email logs cron automation crm notification processor administrator workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand staff recipients","summary":"Assigned staff are used first; otherwise active administrators receive staff notifications.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-staff-recipient","keywords":"notifications email logs and cron automation crm notification processor administrator workspace or endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand task-completion notification rule","summary":"Clients are notified only when the completed task is visible.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-task-complete-rule","keywords":"notifications email logs and cron automation crm processor administrator workspace or endpoint purpose action available where supplied module exposes it signed-in user","type":"guide"},{"title":"Understand task notification rule","summary":"Clients are notified when a task is visible or client action is required.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-notifications-email-cron-task-rule","keywords":"notifications email logs and cron automation crm processor administrator workspace endpoint purpose the available only where supplied module exposes it","type":"guide"},{"title":"Assign active staff","summary":"Choose an active staff member or leave unassigned.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-assigned","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Client name","summary":"Required, trimmed, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-client-name","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Contact email","summary":"Optional but must be valid when provided, maximum 191.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-contact-email","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose the action is available only where supplied module exposes","type":"guide"},{"title":"Complete Contact name","summary":"Provide the primary person.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-contact-name","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Contact phone","summary":"Provide the contact telephone number.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-contact-phone","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Create an administrator journey","summary":"Open the create form and submit required case and type-specific fields.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-create","keywords":"register creation kpi counts admin area projects work new workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Complete Details","summary":"Describe the requested service.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-description","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Set Due date","summary":"Use exact YYYY-MM-DD/date input when provided.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-due","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Service location","summary":"Describe the property/portfolio/service location.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-location","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Resolve an invalid application ID","summary":"The controller returns not found for a missing application.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-not-found","keywords":"administrator register creation and kpi counts admin area projects work view or create workspace endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Internal notes","summary":"Record staff-only context.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-notes","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Open the Service Journeys register","summary":"Review the selected type tab, counts, outstanding total and application list.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-open","keywords":"administrator creation kpi admin area projects work view or create workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Open an application","summary":"Select a register record; the type tab follows the record automatically.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-open-case","keywords":"administrator creation and kpi counts admin area projects work view or create workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand outstanding count","summary":"All statuses except completed_successfully are outstanding.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-outstanding","keywords":"administrator register creation and kpi counts admin area projects work view or create workspace endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Select Priority","summary":"Choose Normal, High or Urgent.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-priority","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace endpoint purpose the action is available only where supplied module exposes it signed-in","type":"guide"},{"title":"Understand type-tab counts","summary":"Each tab count reflects records of that journey type.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-tab-counts","keywords":"administrator register creation and kpi admin area projects work view or create workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Switch journey type tabs","summary":"Choose Full Compliance, One-Off Services or Property Licensing.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-tabs","keywords":"administrator register creation and kpi counts admin area projects work view create workspace endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Application title","summary":"Required, trimmed, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-title","keywords":"administrator register creation and kpi counts admin area projects work new journey create workspace or endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Select Journey type","summary":"Choose one of the three installed type keys.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-register-create-kpis-type","keywords":"administrator register creation and kpi counts admin area projects work new create workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Activate Service Journeys","summary":"Run the installer and verify the direct Projects & Work menu and client route.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-activate","keywords":"setup access permissions badges admin area modules administrator workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Open Service Journeys","summary":"Use the direct Projects & Work item registered by the source.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-admin-menu","keywords":"setup access permissions and menu badges admin area administrator or authorised staff workspace endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand the red outstanding badge","summary":"The badge counts every application whose status is not completed_successfully.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-badge","keywords":"setup access permissions and menu badges admin area projects work administrator or authorised staff workspace endpoint purpose action available only where supplied module","type":"guide"},{"title":"Open Service Journeys as a client","summary":"The module adds a Service Journeys item to authenticated client navigation.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-client-menu","keywords":"setup access permissions and menu badges clients area contact workspace or endpoint purpose action is available only where supplied exposes it signed-in user api","type":"guide"},{"title":"Understand Create permission","summary":"Create allows new administrator applications.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-create","keywords":"setup access permissions and menu badges admin area projects work or authorised staff workspace endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Deactivate while preserving records","summary":"Deactivation removes runtime menus/hooks/assets while retaining module-owned records.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-deactivate","keywords":"setup access permissions and menu badges admin area modules administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Understand Edit permission","summary":"Edit controls case updates, stages, activities, tasks, messages and documents.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-edit","keywords":"setup access permissions menu badges admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where supplied module","type":"guide"},{"title":"Understand the absence of Delete permission","summary":"The module registers no Delete capability or hard-delete controller action.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-no-delete","keywords":"setup access permissions and menu badges admin area projects work administrator authorised staff workspace endpoint purpose action is available only where supplied exposes","type":"guide"},{"title":"Understand uninstall behaviour","summary":"No module uninstall hook is registered; the supplied source does not define a module-owned destructive uninstall routine.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-no-uninstall","keywords":"setup access permissions and menu badges admin area projects work administrator or authorised staff workspace endpoint purpose action","type":"guide"},{"title":"Understand Service Journeys","summary":"Review all three journey types, case controls, six stages, client collaboration, documents and notifications.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-overview","keywords":"setup access permissions menu badges admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only","type":"guide"},{"title":"Assign Service Journeys permissions","summary":"Grant View, Create and Edit as required.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-permissions","keywords":"setup access menu badges admin area staff roles administrator workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Check the CRM requirement","summary":"Confirm the module targets CRM 3.0.*.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-requirements","keywords":"setup access permissions and menu badges admin area modules administrator workspace or endpoint purpose action is available only where supplied exposes it signed-in user api client meets stated conditions. internal helpers are","type":"guide"},{"title":"Verify after deployment","summary":"Test all type tabs, create, workflow, client view, messages, documents and cron notifications.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-verify","keywords":"setup access permissions menu badges admin area projects work administrator or authorised staff workspace endpoint purpose the action is available only where","type":"guide"},{"title":"Understand View permission","summary":"View opens the register and case workspace.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-setup-access-permissions-view","keywords":"setup access permissions menu badges admin area projects work administrator or authorised staff workspace endpoint purpose action is available only where supplied module exposes it signed-in user api","type":"guide"},{"title":"Stage 2: Allocating Compliance Manager","summary":"Select an active compliance manager; this stage requires a manager.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-allocate-manager","keywords":"six-stage managed-service workflow admin area projects work application complete edit required for hidden/zero other stages unless the view provides it. note optional evidence. earlier first.","type":"guide"},{"title":"Stage 3: Initial Consultation","summary":"Record consultation completion and note.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-consultation","keywords":"six-stage managed-service workflow admin area projects work application complete edit compliance manager required for 2 hidden/zero other stages unless the view provides it. note optional evidence. earlier first.","type":"guide"},{"title":"Understand compliance-manager validation","summary":"Stage 2 requires a valid active compliance manager.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-manager","keywords":"six-stage managed-service workflow admin area projects work application edit workspace or endpoint purpose the action is available only where supplied module exposes it and","type":"guide"},{"title":"Add a stage note","summary":"Use the optional note to explain completion evidence.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-note","keywords":"six-stage managed-service workflow admin area projects work application edit workspace or endpoint purpose action is available only where supplied module exposes it and","type":"guide"},{"title":"Stage 6: Onboarding & Kick-Off","summary":"Complete onboarding/kick-off after earlier stages.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-onboarding","keywords":"six-stage managed-service workflow admin area projects work application edit compliance manager required for 2 hidden/zero other stages unless the view provides it. note optional evidence. first.","type":"guide"},{"title":"Open the workflow panel","summary":"Select an application and locate the workflow section.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-open","keywords":"six-stage managed-service admin area projects work edit workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Understand the six-stage workflow","summary":"The workspace shows ordered stages and completion evidence.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-overview","keywords":"managed-service admin area projects work application edit or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Stage 4: Portfolio Review","summary":"Complete the portfolio/service review.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-portfolio-review","keywords":"six-stage managed-service workflow admin area projects work application edit compliance manager required for 2 hidden/zero other stages unless view provides it. note optional evidence. earlier first. completion is","type":"guide"},{"title":"Stage 5: Proposal","summary":"Record proposal readiness/delivery progress.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-proposal","keywords":"six-stage managed-service workflow admin area projects work application complete edit compliance manager required for 2 hidden/zero other stages unless the view provides it. note optional evidence. earlier first. completion is retained","type":"guide"},{"title":"Stage 1: Request Received","summary":"Confirm the application/intake exists.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-request-received","keywords":"six-stage managed-service workflow admin area projects work application complete edit compliance manager required for 2 hidden/zero other stages unless view provides it. note optional evidence. earlier first. completion is","type":"guide"},{"title":"Understand stage sequence validation","summary":"Stages must be completed in order; the model rejects an out-of-sequence completion.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-sequence","keywords":"six-stage managed-service workflow admin area projects work application edit workspace or endpoint purpose action is available only where","type":"guide"},{"title":"Review workflow summary","summary":"The case loads a workflow summary with completed/current stages.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-six-stage-workflow-summary","keywords":"six-stage managed-service admin area projects work application edit workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Understand public anti-bot validation","summary":"The hidden website field must remain empty.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-honeypot","keywords":"journey types structured intake and applications start form visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Understand Property Licensing journeys","summary":"Use property_licensing for HMO, selective, additional or other licence work.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing","keywords":"journey types structured intake and public applications website start form visitor workspace endpoint purpose the action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Bedrooms","summary":"Enter the property bedroom count.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing-bedrooms","keywords":"journey types structured intake and public applications form licensing create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it required fields must pass","type":"guide"},{"title":"Complete Current licence status","summary":"Explain the current application/licence position.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing-current-status","keywords":"journey types structured intake and public applications form property licensing create staff or visitor field is stored as part of request answer set. leave an optional blank only when permits it","type":"guide"},{"title":"Complete Licence type","summary":"Choose HMO, Selective, Additional or Other.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing-licence-type","keywords":"journey types structured intake and public applications form property licensing create staff visitor the field is stored as part of current request answer set. leave an optional blank only when permits it required fields must","type":"guide"},{"title":"Complete Local authority","summary":"Enter the relevant authority.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing-local-authority","keywords":"journey types structured intake and public applications form property licensing create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it required fields must pass","type":"guide"},{"title":"Complete Occupants","summary":"Enter the occupant count.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-licensing-occupants","keywords":"journey types structured intake and public applications form property licensing create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it required fields must pass server-side","type":"guide"},{"title":"Understand Full Compliance journeys","summary":"Use the managed_compliance type for portfolio-based ongoing compliance services.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed","keywords":"journey types structured intake and public applications website start form visitor workspace or endpoint purpose action is available only where supplied module exposes it","type":"guide"},{"title":"Complete Current arrangements","summary":"Explain current compliance-management processes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed-current-arrangements","keywords":"journey types structured intake and public applications form full compliance create staff or visitor the field is stored as part of request answer set. leave an optional blank only when permits it required","type":"guide"},{"title":"Complete Portfolio size","summary":"Number of properties or units in scope.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed-portfolio-size","keywords":"journey types structured intake and public applications form full compliance create staff visitor the field is stored as part current request answer set. leave an optional blank only when permits it required fields must pass","type":"guide"},{"title":"Complete Preferred start date","summary":"Select the desired service start date.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed-preferred-start-date","keywords":"journey types structured intake and public applications form full compliance create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it required fields must","type":"guide"},{"title":"Complete Priority concerns","summary":"List urgent risks or problem areas.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed-priority-concerns","keywords":"journey types structured intake and public applications form full compliance create staff visitor the field is stored as part of current request answer set. leave an optional blank only when permits it required fields must pass","type":"guide"},{"title":"Complete Tenancy count","summary":"Number of tenancies in scope.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-managed-tenancy-count","keywords":"journey types structured intake and public applications form full compliance create staff or visitor the field is stored as part current request answer set. leave an optional blank only when permits it required fields must pass","type":"guide"},{"title":"Understand One-Off Services journeys","summary":"Use one_off_service for a defined service request or task.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-one-off","keywords":"journey types structured intake and public applications website start form visitor workspace endpoint purpose the action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Authority or third party","summary":"Identify the authority, provider or external party.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-one-off-authority","keywords":"journey types structured intake and public applications form one-off services create staff visitor field is stored as part of current request answer set. leave an optional blank only when permits it","type":"guide"},{"title":"Complete Service required","summary":"Name the one-off service.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-one-off-service-required","keywords":"journey types structured intake and public applications form services create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it fields must pass","type":"guide"},{"title":"Complete Target date","summary":"Enter the desired completion/submission date.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-one-off-target-date","keywords":"journey types structured intake and public applications form one-off services create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it required fields must","type":"guide"},{"title":"Complete Task details","summary":"Describe the required work and evidence.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-one-off-task-details","keywords":"journey types structured intake public applications form one-off services create staff or visitor field is stored as part of current request answer set. leave an optional blank only when permits it fields must pass","type":"guide"},{"title":"Complete Client or organisation","summary":"Required, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-client","keywords":"journey types structured intake and public applications website start form visitor workspace endpoint purpose the action is available only where supplied module exposes it signed-in user api meets","type":"guide"},{"title":"Complete Primary contact","summary":"Required, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-contact","keywords":"journey types structured intake and public applications website start form visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Complete Details","summary":"Provide the public application description.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-details","keywords":"journey types structured intake and applications website start form visitor workspace or endpoint purpose action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Complete Contact email","summary":"Required and valid, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-email","keywords":"journey types structured intake public applications website start form visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client","type":"guide"},{"title":"Complete Service location","summary":"Optionally identify the property, portfolio or service area.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-location","keywords":"journey types structured intake and public applications website start form visitor workspace endpoint purpose action is available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Complete Contact phone","summary":"Optional, maximum 50 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-phone","keywords":"journey types structured intake and public applications website start form visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Open a public service journey form","summary":"Use /service-journeys/start/{slug}.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-route","keywords":"types structured intake and applications website start link visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Understand public source and ownership","summary":"Public applications use source public_form, normal priority, no linked client/contact, no assignment and no due date.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-source","keywords":"journey types structured intake website start form visitor workspace or endpoint purpose the action is available only","type":"guide"},{"title":"Complete Application title","summary":"Required, maximum 191 characters.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-public-title","keywords":"journey types structured intake and public applications website start form visitor workspace or endpoint purpose the action is available only where supplied module exposes it signed-in user api client meets","type":"guide"},{"title":"Understand public submission rate limiting","summary":"A source IP is limited to 10 submissions in 60 minutes.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-rate-limit","keywords":"journey types structured intake and applications website start form visitor workspace or endpoint purpose the action available only where supplied module exposes it signed-in user","type":"guide"},{"title":"Use the public success token","summary":"Successful submission redirects to a token page showing application, answers and workflow.","category":"Service Journeys","url":"https://pixiecrm.com/help-centre/service-journeys-types-intake-public-success","keywords":"journey types structured intake applications website start form visitor workspace or endpoint purpose action is available only where supplied module","type":"guide"},{"title":"Set a fine-tuned model as active","summary":"Choose the exact model ID used when fine-tuning is enabled.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/set-a-fine-tuned-model-as-active","keywords":"admin area setup settings ai advanced features fine tuning tuned models edit management v1.0.0","type":"guide"},{"title":"Set an approval manager","summary":"Change is_approval_manager for the selected staff member.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-an-approval-manager","keywords":"admin area property operations my real_estate_agent_staff edit estate-agent companies and v1.0.0","type":"guide"},{"title":"Set and interpret the minimum reconciliation confidence threshold for QuickBooks","summary":"Detailed client guidance covering set and interpret the minimum reconciliation confidence threshold for QuickBooks, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/set-and-interpret-the-minimum-reconciliation-confidence-threshold-for-quickbooks","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Set and interpret the minimum reconciliation confidence threshold for Sage","summary":"Detailed client guidance covering set and interpret the minimum reconciliation confidence threshold for Sage, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/set-and-interpret-the-minimum-reconciliation-confidence-threshold-for-sage","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Set and interpret the minimum reconciliation confidence threshold for Xero","summary":"Detailed client guidance covering set and interpret the minimum reconciliation confidence threshold for Xero, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/set-and-interpret-the-minimum-reconciliation-confidence-threshold-for-xero","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Set annual income and expense values","summary":"Record annual schedule income, income type, expenses, operating expenses and net operating income/type.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-annual-income-and-expense-values","keywords":"admin area property operations properties new/edit investment details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set appliances and equipment","summary":"Record appliances_included, other_equipment, computer, cable_TV and related items.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-appliances-and-equipment","keywords":"admin area property operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set automatic-reply cooldown minutes","summary":"Limit repeated responses.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-automatic-reply-cooldown-minutes","keywords":"templates categories and automatic replies admin area auto new/edit limits create/edit users checked against logs before send. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Set balcony, garage, parking and lift","summary":"Record balcony, garage, garage-door/parking features, parking and lift.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-balcony-garage-parking-and-lift","keywords":"admin area property operations properties new/edit access/parking real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set beds and bathrooms","summary":"Enter beds, full baths and half baths.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-beds-and-bathrooms","keywords":"admin area property operations properties new/edit rooms real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set building dimensions and access","summary":"Enter door/eaves dimensions and accessibility features.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-building-dimensions-and-access","keywords":"admin area property operations properties new/edit features real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set the Companies House page size","summary":"Choose the number of results up to the implemented maximum of 1,000.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/set-companies-house-page-size","keywords":"module setup and searching fresh uk search administrator access","type":"guide"},{"title":"Set construction and structural details","summary":"Record exterior construction, foundation, basement, ceiling, finishing and new-construction status.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-construction-and-structural-details","keywords":"admin area property operations properties new/edit real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set contract payment terms, amount and cycle","summary":"Enter payment terms, payment amount and payment cycle.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-contract-payment-terms-amount-and-cycle","keywords":"admin area contracts new/edit purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Set contract signer and email","summary":"Choose/enter signer information required by send/sign flows.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-contract-signer-and-email","keywords":"admin area contracts new/edit purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Set deposit and holding-deposit amounts","summary":"Enter deposit_amount and holding_deposit_amount.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-deposit-and-holding-deposit-amounts","keywords":"onboarding workspace financial terms authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Set disclosures and possession details","summary":"Record disclosures and possession conditions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-disclosures-and-possession-details","keywords":"admin area property operations properties new/edit legal/availability real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set document expiry control","summary":"Mark whether the document requires expiry monitoring and record the verified expiry date.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/set-document-expiry-control","keywords":"resources admin area exact navigation secure documents upload module v1.3.0 how to","type":"guide"},{"title":"Set electrical service and energy efficiency","summary":"Record electrical_Service, energy_efficiency and egenry_efficient values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-electrical-service-and-energy-efficiency","keywords":"admin area property operations properties new/edit energy/utilities real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set estate-agent company social links","summary":"Store Facebook, Instagram, WhatsApp and website links where exposed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-estate-agent-company-social-links","keywords":"admin area property operations agents open edit real_estate_agent companies staff v1.0.0","type":"guide"},{"title":"Set flooring and building features","summary":"Record floor_covering and building_features.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-flooring-and-building-features","keywords":"admin area property operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set furnished and tenant capacity values","summary":"Record furnished status and number_of_tenants.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-furnished-and-tenant-capacity-values","keywords":"admin area property operations properties new/edit occupancy real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set global AI language, tone, length and signature defaults","summary":"Set inherited writing preferences.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-global-ai-language-tone-length-and-signature-defaults","keywords":"settings synchronisation admin area administrator users mode default en. choices formal friendly firm. short medium detailed.","type":"guide"},{"title":"Set heating, air conditioning and fuel","summary":"Record heating, heating_and_fuel, air_conditioning and gas-related values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-heating-air-conditioning-and-fuel","keywords":"admin area property operations properties new/edit services real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set included utility charges","summary":"Record gas, hydro and internet included flags/details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-included-utility-charges","keywords":"admin area property operations properties new/edit services real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set kitchen, fireplace and grill details","summary":"Record kitchen, fireplace, fireplace_description and grill values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-kitchen-fireplace-and-grill-details","keywords":"admin area property operations properties new/edit interior features real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set latitude and longitude","summary":"Store map coordinates for marker and map views.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-latitude-and-longitude","keywords":"admin area property operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set limited or unlimited recurrence cycles","summary":"Control when appointment recurrence stops automatically or continues until staff end it.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/set-limited-or-unlimited-cycles","keywords":"settings who manage view recurring recurring-appointment security britixo booking services providers availability calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Set listing price, rent and commission","summary":"Complete commercial values including commission and contract_payment where displayed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-listing-price-rent-and-commission","keywords":"admin area property operations properties new/edit details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set listing privacy","summary":"Choose the supported privacy value that controls eligible visibility.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-listing-privacy","keywords":"admin area property operations properties new/edit real_property create or edit core details and media v1.0.0","type":"guide"},{"title":"Set listing type and transaction type","summary":"Choose the supported property/listing classification used by filters and requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-listing-type-and-transaction-type","keywords":"admin area property operations properties new/edit details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set lot features and other structures","summary":"Record lot_features, other_structures, adjoining_property and easements.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-lot-features-and-other-structures","keywords":"admin area property operations properties new/edit land/legal details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set maintenance fee","summary":"Record the maintenance_fee used in listing/commercial review.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-maintenance-fee","keywords":"admin area property operations properties new/edit commercial details real_property create or edit core and media v1.0.0","type":"guide"},{"title":"Set maintenance priority","summary":"Choose the displayed priority based on urgency and risk.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-maintenance-priority","keywords":"admin area jobs open request authorised staff requests tenant feedback v1.0.0","type":"guide"},{"title":"Set owner contact fields on the property","summary":"Record owner_name, owner_email and owner_phone where the listing form exposes them.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-owner-contact-fields-on-the-property","keywords":"admin area operations properties new/edit details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set ownership and front exposure","summary":"Choose ownership and front_exposure values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-ownership-and-front-exposure","keywords":"admin area property operations properties new/edit details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set pool details","summary":"Enter pool dimensions and pool features.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-pool-details","keywords":"admin area property operations properties new/edit outdoor features real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set property description content","summary":"Enter description and long_description for internal/public details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-property-description-content","keywords":"admin area operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set property size and land values","summary":"Enter total square feet/source, lot acres, front yard and garden square metres.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-property-size-and-land-values","keywords":"admin area operations properties new/edit measurements real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set purchase-contract identity and service category","summary":"Enter contract name and service category.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-contract-identity-and-service-category","keywords":"admin area contracts new/edit purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Set purchase-invoice dates and expiry","summary":"Enter invoice and due/expiry dates used for payment and notification logic.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-invoice-dates-and-expiry","keywords":"admin area invoices new/edit purchase_invoices capability status where applicable payments v1.7.9","type":"guide"},{"title":"Set purchase-order discount type and value","summary":"Apply the supported discount calculation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-discount-type-and-value","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set purchase-order Incoterm and days owed","summary":"Store delivery/payment commercial terms.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-incoterm-and-days-owed","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set purchase-order shipping address","summary":"Enter address, city, state, postal code and country.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-shipping-address","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set purchase-order shipping fee","summary":"Add shipping cost to the order total.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-shipping-fee","keywords":"admin area new/edit purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set purchase-order type and buyer","summary":"Choose the order type and responsible buyer.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-type-and-buyer","keywords":"admin area new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set purchase-order vendor note and terms","summary":"Enter document notes and terms, subject to PDF display settings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-purchase-order-vendor-note-and-terms","keywords":"admin area order new/edit purchase_orders capability status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Set QuickBooks queue batch size, retry attempts and refresh intervals","summary":"Detailed client guidance covering set QuickBooks queue batch size, retry attempts and refresh intervals, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/set-quickbooks-queue-batch-size-retry-attempts-and-refresh-intervals","keywords":"settings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set rent amount and frequency","summary":"Enter rent_amount and rent_frequency.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-rent-amount-and-frequency","keywords":"onboarding workspace financial terms authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Set Sage queue batch size, retry attempts and refresh intervals","summary":"Detailed client guidance covering set Sage queue batch size, retry attempts and refresh intervals, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/set-sage-queue-batch-size-retry-attempts-and-refresh-intervals","keywords":"settings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set schools, landmarks and hospitals","summary":"Choose or add nearby school, landmark and hospital values.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-schools-landmarks-and-hospitals","keywords":"admin area property operations properties new/edit places real_property create edit core details media v1.0.0","type":"guide"},{"title":"Set staff as an approval manager","summary":"Enable is_approval_manager for the responsible staff member.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-staff-as-an-approval-manager","keywords":"admin area property operations my real_estate_agent_staff edit status account and approvals v1.0.0","type":"guide"},{"title":"Set tenancy start, end and move-in dates","summary":"Enter tenancy_start_date, tenancy_end_date and move_in_date.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-tenancy-start-end-and-move-in-dates","keywords":"onboarding workspace terms authorised tenant/rent staff tenant workflow v1.0.0","type":"guide"},{"title":"Set the automatic-reply maximum per day","summary":"Cap daily sends.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-automatic-reply-maximum-per-day","keywords":"templates categories and automatic replies admin area auto new/edit limits create/edit users count checked from rule logs. open exact navigation path shown above. select authorised message or","type":"guide"},{"title":"Set the contract signed status","summary":"Record the supported signed-status value.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-the-contract-signed-status","keywords":"admin area contracts open purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Set the exact OAuth redirect URI for QuickBooks","summary":"Detailed client guidance covering set the exact OAuth redirect URI for QuickBooks, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-exact-oauth-redirect-uri-for-quickbooks","keywords":"connection organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set the exact OAuth redirect URI for Sage","summary":"Detailed client guidance covering set the exact OAuth redirect URI for Sage, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-exact-oauth-redirect-uri-for-sage","keywords":"connection organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set the exact OAuth redirect URI for Xero","summary":"Detailed client guidance covering set the exact OAuth redirect URI for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-exact-oauth-redirect-uri-for-xero","keywords":"connection organisation identity how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set the initial Mailbox Exchange sync period","summary":"Limit historical retrieval on initial sync.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-initial-mailbox-exchange-sync-period","keywords":"global settings synchronisation and ai defaults admin area administrator users days 1365 clamped from 1 to 365 days. default 30 this does not change mail servers retention policy. open exact navigation","type":"guide"},{"title":"Set the Mailbox Exchange sync chunk size","summary":"Control sync batch size.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-mailbox-exchange-sync-chunk-size","keywords":"global settings synchronisation and ai defaults admin area administrator users 5200 clamped from 5 to 200. default 25. operates with folder time limits. open exact navigation path shown above. select authorised","type":"guide"},{"title":"Set the Mailbox Exchange sync interval","summary":"Choose account due interval.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-mailbox-exchange-sync-interval","keywords":"global settings synchronisation and ai defaults admin area administrator users minutes 11440 clamped from 1 to 1440 minutes. default 3 cron still selects one eligible active per run. open exact navigation path shown","type":"guide"},{"title":"Set the maximum Mailbox Exchange attachment size","summary":"Set local attachment size limit.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-maximum-mailbox-exchange-attachment-size","keywords":"global settings synchronisation and ai defaults admin area administrator users mb 1100 clamped from 1 to 100 mb. default 10 extension security deny rules still apply. open exact navigation path shown above.","type":"guide"},{"title":"Set the maximum messages per folder","summary":"Limit folder processing scope.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/set-the-maximum-messages-per-folder","keywords":"global settings synchronisation and ai defaults admin area administrator users 105000 clamped from 10 to 5000. default 200. higher values increase storage. open exact navigation path shown above. select","type":"guide"},{"title":"Set the OpenAI maximum token value","summary":"Control the max_tokens value sent with each chat request.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/set-the-openai-maximum-token-value","keywords":"admin area setup settings ai edit access and model configuration v1.0.0","type":"guide"},{"title":"Set the property code and commodity code","summary":"Use generated/manual identifiers without collisions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-the-property-code-and-commodity-code","keywords":"admin area operations properties new/edit basic details real_property create or edit core media v1.0.0","type":"guide"},{"title":"Set the purchase-contract value","summary":"Enter the total contract value.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-the-purchase-contract-value","keywords":"admin area contracts new/edit purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Set the purchase-invoice automation hour","summary":"Choose the configured hour used by purchase invoice automation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/set-the-purchase-invoice-automation-hour","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Set the QuickBooks report maximum row limit","summary":"Detailed client guidance covering set the QuickBooks report maximum row limit, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-quickbooks-report-maximum-row-limit","keywords":"settings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set the Sage report maximum row limit","summary":"Detailed client guidance covering set the Sage report maximum row limit, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-sage-report-maximum-row-limit","keywords":"settings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set the Xero report maximum row limit","summary":"Detailed client guidance covering set the Xero report maximum row limit, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/set-the-xero-report-maximum-row-limit","keywords":"settings how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Set water, sewer and utilities","summary":"Choose supported water/sewer/utilities values used by filters and details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/set-water-sewer-and-utilities","keywords":"admin area property operations properties new/edit real_property create or edit core details media v1.0.0","type":"guide"},{"title":"Set Xero queue batch size, retry attempts and refresh intervals","summary":"Detailed client guidance covering set Xero queue batch size, retry attempts and refresh intervals, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting 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invoices feedback reports how to","type":"guide"},{"title":"Show only the purchase-order prefix and number","summary":"Enable po_only_prefix_and_number for display output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/show-only-the-purchase-order-prefix-and-number","keywords":"admin area settings options purchase_settings edit numbering pdfs vendor-portal v1.7.9","type":"guide"},{"title":"Show party, driver and broker contact details on the Bilty PDF","summary":"Choose whether the PDF shows Booking Client, Sender, Receiver, Driver and Broker contact numbers within the private document.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/show-party-driver-and-broker-contact-details-on-the-bilty-pdf","keywords":"bilingual tenant branding settings how to britixo transport logistics","type":"guide"},{"title":"Show provider email or phone on the public form","summary":"Control whether provider contact information is visible to visitors selecting a service provider.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/show-provider-email-phone-public-form","keywords":"display booking / settings staff who manage view and website embedding booking-form security customer britixo services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Show purchase custom fields on PDFs","summary":"Enable the purchase-order custom-field PDF option.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/show-purchase-custom-fields-on-pdfs","keywords":"admin area settings options purchase_settings edit numbering and vendor-portal v1.7.9","type":"guide"},{"title":"Show terms and conditions on purchase-order PDFs","summary":"Enable show_term_conditions_on_po_pdf.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/show-terms-and-conditions-on-purchase-order-pdfs","keywords":"admin area settings options purchase_settings edit 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authenticated and enabled authentication v1.7.9","type":"guide"},{"title":"Sign out of the vendor portal","summary":"End the authenticated vendor session.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/sign-out-of-the-vendor-portal","keywords":"logout active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Soft-delete a retired vehicle","summary":"Retire an unused asset without breaking historic jobs.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/soft-delete-a-retired-vehicle","keywords":"admin area vehicles open delete fleet and compliance dispatch pod driver provider bp fuel finance","type":"guide"},{"title":"Star or unstar a Mailbox Exchange message","summary":"Change one message star state.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/star-or-unstar-a-mailbox-exchange-message","keywords":"inbox folders search and actions admin area open/select star/unstar view plus account read users ajax account-scoped. supports starred filter. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Start a deposit return or deductions case","summary":"Select an eligible deposit record and open the end-of-tenancy settlement workflow.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/start-a-deposit-return-or-deductions-case","keywords":"search protection workflows returns / administrators authorised property staff","type":"guide"},{"title":"Start a fresh template after closing the modal","summary":"Use the modal-reset behaviour so a previous edit does not carry into a new template.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/start-a-fresh-template-after-closing-the-modal","keywords":"v1.0.0 admin area templates close and content authoring pdf correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Start a new Bilty 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admin area setup gateways administrator / access 1.0.0 publishable key secret 1","type":"guide"},{"title":"Check the supported CRM version","summary":"Verify the module-declared minimum CRM version before activation.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-check-the-supported-crm-version","keywords":"overview requirements and lifecycle admin area setup modules v2 administrator 1.0.0 3.1.6 or newer","type":"guide"},{"title":"Complete the embedded Stripe iDEAL checkout","summary":"Use Stripe.js v3 and the client secret created for this attempt.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-complete-the-embedded-stripe-ideal-checkout","keywords":"invoice flow v2 page recipient / configured staff 1.0.0 https //js.stripe.com/v3/ #checkout","type":"guide"},{"title":"Configure the encrypted Stripe secret key","summary":"Save the server-side secret key in the gateway encrypted setting.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-configure-the-encrypted-stripe-secret-key","keywords":"settings and activation admin area setup gateways v2 api administrator / access 1.0.0 true","type":"guide"},{"title":"Configure the invoice payment description","summary":"Control the Stripe Checkout product description shown for the invoice.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-configure-the-invoice-payment-description","keywords":"settings and activation admin area setup gateways v2 administrator / access 1.0.0 invoice_number textarea","type":"guide"},{"title":"Configure the Stripe publishable key","summary":"Save the client-side Stripe publishable key used by Stripe.js.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-configure-the-stripe-publishable-key","keywords":"settings and activation admin area setup gateways v2 api administrator / access 1.0.0 stripe.js initialisation","type":"guide"},{"title":"Create the Stripe webhook from the CRM warning","summary":"Allow the module to create and store a matching endpoint.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-create-the-stripe-webhook-from-the-crm-warning","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 /ideal/create_webhook","type":"guide"},{"title":"Create the webhook manually in Stripe","summary":"Recover when automatic endpoint creation fails.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-create-the-webhook-manually-in-stripe","keywords":"management dashboard developers webhooks add administrator / settings access 1.0.0 crm base url + /ideal/webhook payment_intent.succeeded","type":"guide"},{"title":"Deactivate Stripe iDEAL V2 safely","summary":"Stop offering the gateway without assuming Stripe endpoints or CRM payment records are deleted.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-deactivate-stripe-ideal-v2-safely","keywords":"overview requirements and lifecycle admin area setup modules administrator 1.0.0 stops module execution code supplies no deactivation cleanup for webhooks","type":"guide"},{"title":"Enable a disabled Stripe webhook from the CRM","summary":"Re-enable the stored endpoint when the gateway warning reports disabled status.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-enable-a-disabled-stripe-webhook-from-the-crm","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 edit","type":"guide"},{"title":"Find the exact webhook endpoint","summary":"Use the generated site URL ending in /ideal/webhook.","category":"Stripe iDEAL Payment 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iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-handle-an-incomplete-stripe-checkout-session","keywords":"client invoice flow return callback recipient / configured staff 1.0.0 complete","type":"guide"},{"title":"Install and activate Stripe iDEAL V2","summary":"Activate the gateway module and create its two stored webhook options.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-install-and-activate-stripe-ideal-v2","keywords":"overview requirements lifecycle admin area setup modules administrator 1.0.0 ideal_module_stripe_webhook_id ideal_module_stripe_webhook_signing_secret","type":"guide"},{"title":"Keep test and live Stripe keys in the same environment","summary":"Prevent environment and webhook mismatches.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-keep-test-and-live-stripe-keys-in-the-same-environment","keywords":"settings activation admin area setup gateways v2 administrator / access 1.0.0 secret contains sk_test production","type":"guide"},{"title":"Offer Stripe iDEAL V2 on an eligible invoice","summary":"Make the gateway available from the customer invoice payment action.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-offer-stripe-ideal-v2-on-an-eligible-invoice","keywords":"client flow pay now recipient / configured staff 1.0.0 passes core restrictions eur","type":"guide"},{"title":"Open the Stripe iDEAL V2 gateway settings","summary":"Reach the only staff configuration surface for the module.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-open-the-stripe-ideal-v2-gateway-settings","keywords":"and activation admin area setup gateways administrator / access 1.0.0","type":"guide"},{"title":"Prevent a duplicate callback payment","summary":"Understand the transaction-ID idempotency check.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-prevent-a-duplicate-callback-payment","keywords":"recording and reconciliation return finance staff / technical support 1.0.0 invoicepaymentrecords.transactionid","type":"guide"},{"title":"Prevent a duplicate webhook payment","summary":"Understand the webhook idempotency check.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-prevent-a-duplicate-webhook-payment","keywords":"recording and reconciliation /ideal/webhook finance staff / technical support 1.0.0 invoicepaymentrecords.transactionid","type":"guide"},{"title":"Protect Stripe API keys","summary":"Keep secret and publishable keys separated and environment-matched.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-protect-stripe-api-keys","keywords":"security limitations troubleshooting admin area setup settings gateways v2 administrator / finance technical support 1.0.0 encrypted client-visible by design","type":"guide"},{"title":"Protect the webhook signing secret","summary":"Treat the stored signing secret as a production credential.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-protect-the-webhook-signing-secret","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 ideal_module_stripe_webhook_signing_secret","type":"guide"},{"title":"Reconcile an iDEAL payment with Stripe","summary":"Match amount, invoice metadata, attempt reference and PaymentIntent ID.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-reconcile-an-ideal-payment-with-stripe","keywords":"recording reconciliation admin area sales invoices payments dashboard finance staff / technical support 1.0.0 id cents converted to crm decimal","type":"guide"},{"title":"Record a successful payment from the browser callback","summary":"Create the core invoice payment after a complete Checkout Session.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-record-a-successful-payment-from-the-browser-callback","keywords":"recording and reconciliation return finance staff / technical support 1.0.0 session amount_total 100 paymentintent id","type":"guide"},{"title":"Record a successful payment from the Stripe webhook","summary":"Allow signed payment_intent.succeeded events to create the invoice payment.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-record-a-successful-payment-from-the-stripe-webhook","keywords":"recording and reconciliation /ideal/webhook finance staff / technical support 1.0.0 paymentintent amount 100 - source","type":"guide"},{"title":"Recover when Stripe.js checkout initialisation fails","summary":"Return to the invoice after the client-side warning.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-recover-when-stripe-js-checkout-initialisation-fails","keywords":"client flow v2 embedded page recipient / configured staff 1.0.0 alert_float warning and redirect","type":"guide"},{"title":"Recover when the checkout client secret is missing","summary":"Return to the invoice instead of displaying an unusable payment form.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-recover-when-the-checkout-client-secret-is-missing","keywords":"flow v2 page recipient / configured staff 1.0.0 ideal_client_secret","type":"guide"},{"title":"Recreate a mismatched Stripe webhook","summary":"Delete the old matching endpoint and replace stored webhook credentials.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-recreate-a-mismatched-stripe-webhook","keywords":"management admin area setup settings gateways v2 id mismatch re-create administrator / access 1.0.0 /ideal/create_webhook true","type":"guide"},{"title":"Review Stripe iDEAL V2 version 1.0.0 release details","summary":"Confirm the exact implemented surface before production deployment.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-review-stripe-ideal-v2-version-1-0-0-release-details","keywords":"overview requirements and lifecycle admin area setup modules administrator / technical support payment_intent.succeeded embedded automatic","type":"guide"},{"title":"Review the create-webhook permission limitation","summary":"Understand that the supplied create route has no explicit staff capability check.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-review-the-create-webhook-permission-limitation","keywords":"webhook management direct technical /ideal/create_webhook administrator / settings access 1.0.0 staff_can check in create_webhook","type":"guide"},{"title":"Review the payment-attempt amount and fee","summary":"Check the figures saved in the session and displayed before payment.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-review-the-payment-attempt-amount-and-fee","keywords":"client invoice flow v2 embedded checkout page recipient / configured staff 1.0.0 attempt_amount attempt_fee","type":"guide"},{"title":"Start an iDEAL payment attempt","summary":"Create the Stripe embedded Checkout Session from the invoice.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-start-an-ideal-payment-attempt","keywords":"client invoice flow customer pay now v2 recipient / configured staff 1.0.0","type":"guide"},{"title":"Troubleshoot a disabled webhook","summary":"Enable the endpoint with settings permission or in Stripe Dashboard.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-a-disabled-webhook","keywords":"security limitations and troubleshooting admin area setup gateways v2 administrator / finance technical support 1.0.0 configured is","type":"guide"},{"title":"Troubleshoot a missing webhook warning","summary":"Confirm the gateway is active and has a secret key before expecting the check.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-a-missing-webhook-warning","keywords":"security limitations troubleshooting admin area setup settings gateways v2 administrator / finance technical support 1.0.0 present","type":"guide"},{"title":"Troubleshoot a webhook API-key warning","summary":"Correct a publishable-key/secret-key mismatch or invalid secret.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-a-webhook-api-key-warning","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 api rejects the configured key","type":"guide"},{"title":"Troubleshoot a webhook ID mismatch","summary":"Recreate the endpoint after confirming environment and URL.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-a-webhook-id-mismatch","keywords":"security limitations troubleshooting admin area setup settings gateways v2 administrator / finance technical support 1.0.0 stored does not match configured","type":"guide"},{"title":"Troubleshoot an iDEAL payment that is not recorded","summary":"Check callback, webhook, transaction ID and CRM addPayment outcome before retrying.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-an-ideal-payment-that-is-not-recorded","keywords":"security limitations troubleshooting invoice payments dashboard administrator / finance technical support 1.0.0 paymentintent session status delivery","type":"guide"},{"title":"Troubleshoot an invalid Stripe key","summary":"Use the exact provider exception displayed on the gateway tab.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-an-invalid-stripe-key","keywords":"security limitations and troubleshooting admin area setup settings gateways v2 administrator / finance technical support 1.0.0 api warning or checkout failure","type":"guide"},{"title":"Troubleshoot automatic webhook creation failure","summary":"Use the stored flash error and manual endpoint details.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-troubleshoot-automatic-webhook-creation-failure","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 stripe-webhook-failure","type":"guide"},{"title":"Understand automatic payment capture","summary":"Know that the PaymentIntent is created for automatic capture.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-automatic-payment-capture","keywords":"client invoice flow customer v2 checkout recipient / configured staff 1.0.0","type":"guide"},{"title":"Understand bank selection ownership","summary":"Know that Stripe embedded Checkout—not the CRM module—presents eligible iDEAL bank/payment steps.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-bank-selection-ownership","keywords":"security limitations and troubleshooting v2 checkout administrator / finance technical support 1.0.0 provided by","type":"guide"},{"title":"Understand callback and webhook payment labels","summary":"Recognise why labels can differ depending on which path records first.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-callback-and-webhook-payment-labels","keywords":"recording reconciliation invoice record finance staff / technical support 1.0.0 - paymentintent source","type":"guide"},{"title":"Understand invoice and attempt metadata","summary":"Know what the module stores on the PaymentIntent.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-invoice-and-attempt-metadata","keywords":"recording reconciliation checkout session paymentintent finance staff / technical support 1.0.0 crm id core payment-attempt reference fee","type":"guide"},{"title":"Understand invoice restriction checks","summary":"Know that both payment-page and callback access validate invoice ID and hash.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-invoice-restriction-checks","keywords":"client flow customer url v2 recipient / configured staff 1.0.0 check_invoice_restrictions hash","type":"guide"},{"title":"Understand matching-endpoint deletion during creation","summary":"Know which Stripe endpoints the create action can delete.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-matching-endpoint-deletion-during-creation","keywords":"webhook management admin area setup settings gateways v2 create/re-create administrator / access 1.0.0 metadata.identification_key exact url","type":"guide"},{"title":"Understand processing-fee support","summary":"Review the amount and fee shown on the embedded iDEAL checkout page.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-processing-fee-support","keywords":"overview requirements lifecycle customer invoice pay now v2 recipient 1.0.0 processingfees true attempt_amount attempt_fee","type":"guide"},{"title":"Understand session cleanup after callback","summary":"Know which temporary values are removed on return.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-session-cleanup-after-callback","keywords":"recording and reconciliation return finance staff / technical support 1.0.0 total_amount ideal_client_secret","type":"guide"},{"title":"Understand Stripe iDEAL V2","summary":"Identify the module as an EUR-only Stripe embedded Checkout gateway for invoice payments.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-stripe-ideal-v2","keywords":"overview requirements and lifecycle admin area setup settings gateways administrator / access 1.0.0 3.1.6 ideal_gateway","type":"guide"},{"title":"Understand the absence of an iDEAL report","summary":"Use core invoice payments and Stripe Dashboard for reporting.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-absence-of-an-ideal-report","keywords":"security limitations troubleshooting admin area sales invoices / administrator finance technical support 1.0.0 not implemented","type":"guide"},{"title":"Understand the absence of module cron automation","summary":"Know that no scheduled job is registered by Stripe iDEAL V2.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-absence-of-module-cron-automation","keywords":"security limitations and troubleshooting menu or setting administrator / finance technical support 1.0.0 not implemented","type":"guide"},{"title":"Understand the create-webhook authorisation limitation","summary":"Record that create_webhook lacks an explicit capability check.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-create-webhook-authorisation-limitation","keywords":"security limitations and troubleshooting technical route /ideal/create_webhook administrator / finance support 1.0.0 none in supplied method","type":"guide"},{"title":"Understand the EUR-only currency rule","summary":"Use Stripe iDEAL only for EUR invoice payment attempts.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-eur-only-currency-rule","keywords":"overview requirements and lifecycle admin area setup settings gateways v2 administrator / access 1.0.0 displayed but disabled","type":"guide"},{"title":"Understand the gateway key-check implementation caveat","summary":"Know that the internal helper returns true when the stored secret is empty.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-gateway-key-check-implementation-caveat","keywords":"security limitations and troubleshooting technical review ideal_gateway isgatewaykeyconfigured administrator / finance support 1.0.0 empty settings activation guard checks submitted keys","type":"guide"},{"title":"Understand the iDEAL return URL","summary":"Know where Stripe returns the customer after Checkout.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-ideal-return-url","keywords":"client invoice flow technical /ideal/callback/ invoice_id / hash session_id ... recipient configured staff 1.0.0 ideal/callback/ invoiceid","type":"guide"},{"title":"Understand the missing-key activation guard","summary":"Diagnose why the gateway refuses to remain active.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-missing-key-activation-guard","keywords":"settings and admin area setup gateways v2 administrator / access 1.0.0 ideal_gateway_cannot_be_activated_keys_not_configured","type":"guide"},{"title":"Understand the required Stripe webhook event","summary":"The module subscribes only to successful PaymentIntent events.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-required-stripe-webhook-event","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 payment_intent.succeeded","type":"guide"},{"title":"Understand the saved Stripe customer branch","summary":"Know when Checkout uses an existing Stripe customer.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-saved-stripe-customer-branch","keywords":"client invoice flow pay now v2 recipient / configured staff 1.0.0 has stripe_id set and payment_method_save enabled","type":"guide"},{"title":"Understand the webhook CSRF exclusion","summary":"Limit the CSRF exclusion to the inbound Stripe endpoint.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-the-webhook-csrf-exclusion","keywords":"security limitations and troubleshooting technical configuration ideal/webhook administrator / finance support 1.0.0","type":"guide"},{"title":"Understand unsupported non-EUR payments","summary":"Use another gateway for invoices requiring another currency.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-unsupported-non-eur-payments","keywords":"security limitations and troubleshooting customer invoice pay now administrator / finance technical support 1.0.0 eur only","type":"guide"},{"title":"Understand unsupported refunds","summary":"Use Stripe/core CRM refund controls because the module provides no refund action.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-unsupported-refunds","keywords":"security limitations and troubleshooting route approved finance procedures administrator / technical support 1.0.0 not implemented","type":"guide"},{"title":"Understand unsupported webhook events","summary":"Do not expect failed, cancelled, refunded or chargeback events to be processed.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-unsupported-webhook-events","keywords":"security limitations and troubleshooting dashboard endpoint administrator / finance technical support 1.0.0 payment_intent.succeeded only","type":"guide"},{"title":"Understand webhook environment detection","summary":"Know why the settings warning says test or production.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-understand-webhook-environment-detection","keywords":"management admin area setup gateways v2 administrator / access 1.0.0 secret key contains sk_test all other secret-key values","type":"guide"},{"title":"Use the customer language on the iDEAL page","summary":"Understand how invoice client language is loaded.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-use-the-customer-language-on-the-ideal-page","keywords":"flow pay now v2 recipient / configured staff 1.0.0 id","type":"guide"},{"title":"Use the invoice-number placeholder in the description","summary":"Include the formatted invoice number in Stripe Checkout.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-use-the-invoice-number-placeholder-in-the-description","keywords":"settings and activation admin area setup gateways v2 administrator / access 1.0.0 invoice_number","type":"guide"},{"title":"Validate Stripe webhook signatures","summary":"Accept only events signed with the stored endpoint secret.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-validate-stripe-webhook-signatures","keywords":"security limitations and troubleshooting technical /ideal/webhook administrator / finance support 1.0.0 stripe-signature ideal_module_stripe_webhook_signing_secret","type":"guide"},{"title":"Verify gateway settings after saving","summary":"Confirm settings, active state and webhook health before offering iDEAL.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-gateway-settings-after-saving","keywords":"activation admin area setup gateways v2 administrator / access 1.0.0 keys eur description warning","type":"guide"},{"title":"Verify the locked EUR setting","summary":"Confirm the disabled Currencies field is intentional.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-the-locked-eur-setting","keywords":"settings and activation admin area setup gateways v2 administrator / access 1.0.0 no","type":"guide"},{"title":"Verify the payment-attempt reference","summary":"Confirm the CRM payment record receives the original attempt reference.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-the-payment-attempt-reference","keywords":"recording and reconciliation invoice finance staff / technical support 1.0.0 payment_attempt_reference","type":"guide"},{"title":"Verify the recorded Stripe transaction ID","summary":"Use the PaymentIntent ID as the unique CRM payment transaction.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-the-recorded-stripe-transaction-id","keywords":"recording and reconciliation invoice payments / record finance staff technical support 1.0.0","type":"guide"},{"title":"Verify the stored webhook ID","summary":"Confirm the CRM webhook ID matches the endpoint found in Stripe.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-the-stored-webhook-id","keywords":"management admin area setup settings gateways v2 administrator / access 1.0.0 ideal_module_stripe_webhook_id","type":"guide"},{"title":"Verify the Stripe Checkout invoice description","summary":"Confirm the configured text and invoice placeholder are used.","category":"Stripe iDEAL Payment Gateway","url":"https://pixiecrm.com/help-centre/stripe-ideal-verify-the-stripe-checkout-invoice-description","keywords":"client flow customer pay now v2 recipient / staff 1.0.0 setting","type":"guide"},{"title":"Submit a controlled employee amendment","summary":"Send a sensitive v1.3.0 employee change to the Approval Queue with encrypted payload, changed-field list and reason.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/submit-a-controlled-employee-amendment","keywords":"resources hrm admin area record centre select current employee-record-approvals","type":"guide"},{"title":"Submit a maintenance request","summary":"Choose property/address, subject and issue; upload photos when needed.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/submit-a-maintenance-request","keywords":"client portal new authenticated tenant/client contact requests tenant feedback v1.0.0","type":"guide"},{"title":"Submit a signed POD","summary":"Commit the local proof, close the job where eligible and trigger downstream actions.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/submit-a-signed-pod","keywords":"public page token delivery notes of signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Submit an approved Income Tax business update","summary":"Send the exact approved cumulative or annual business payload through the correct HMRC endpoint.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/submit-an-approved-income-tax-business-update","keywords":"making digital uk vat accounting accountant agent saas return","type":"guide"},{"title":"Submit an employee leave request","summary":"Record leave type, start, end and reason for the selected employee.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/submit-an-employee-leave-request","keywords":"resources admin area exact navigation time timesheets module v1.3.0 how to","type":"guide"},{"title":"Submit an employee timesheet","summary":"Record hours, breaks, description and reference for approval.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/submit-an-employee-timesheet","keywords":"resources admin area exact navigation time leave timesheets module v1.3.0 how to","type":"guide"},{"title":"Submit, approve, reject or void a project budget","summary":"Move a project budget through the configured approval chain and preserve the decision history.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/submit-approve-reject-or-void-a-project-budget","keywords":"budgets open managers approvers edit assigned authority approvals project-budget britixo how to","type":"guide"},{"title":"Submit leave from People Operations","summary":"Create a leave request connected to the selected employee.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/submit-leave-from-people-operations","keywords":"resources admin area exact navigation and approval queue module v1.3.0 how","type":"guide"},{"title":"Submit onboarding for HR review","summary":"Validate all required step data and move the case from draft to the review queue.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/submit-onboarding-for-hr-review","keywords":"resources admin area exact navigation employee module v1.3.0 how","type":"guide"},{"title":"Submit or update client appointment feedback","summary":"Allow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/submit-or-update-client-feedback","keywords":"submission / portal customers and staff valid access reminders messages notifications client-portal customer security britixo booking services providers availability calendar invoices reports","type":"guide"},{"title":"Submit tenant feedback","summary":"Enter rating, notes and optional attachment after completion.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/submit-tenant-feedback","keywords":"client portal maintenance completed request authenticated tenant/client contact requests v1.0.0","type":"guide"},{"title":"Submit the approved VAT Return to HMRC","summary":"Submit only the exact approved frozen payload and prevent an accidental duplicate filing attempt.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/submit-the-approved-vat-return-to-hmrc","keywords":"making tax digital uk income accounting accountant agent saas","type":"guide"},{"title":"Submit the public tenant application","summary":"Review all fields and submit once.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/submit-the-public-tenant-application","keywords":"invited applicant applications invites v1.0.0","type":"guide"},{"title":"Summarise one email with AI","summary":"Produce 3–6 bullet summary.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/summarise-one-email-with-ai","keywords":"assistance crm conversion read receipts and attachments admin area inbox open message account enabled users action summarize_email. required. prompt requests about bullets. the exact navigation path shown above.","type":"guide"},{"title":"Supplier bills overview","summary":"Create, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/supplier-bills-overview","keywords":"accounts payable staff view vendors checks bill payment approval report britixo how to","type":"guide"},{"title":"Suspend or offboard a driver","summary":"Remove operational eligibility while retaining history.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/suspend-or-offboard-a-driver","keywords":"admin area drivers open edit onboarding pay and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Switch between property table and map views","summary":"Use the supported map switch and persist the selected state.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/switch-between-property-table-and-map-views","keywords":"admin area operations properties map/table real_property view or own search maps filters visibility v1.0.0","type":"guide"},{"title":"Switch the client portal property map","summary":"Use the portal map/table mode.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/switch-the-client-portal-property-map","keywords":"properties authenticated contact search maps filters and visibility v1.0.0","type":"guide"},{"title":"Synchronise an appointment to Google Calendar","summary":"Create a Google Calendar event from a Pixie CRM appointment and retain the remote reference for later updates.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/sync-appointment-to-google-calendar","keywords":"creation open add staff who manage view meet outlook ics google-calendar provider timezone booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Sync Income Tax businesses and obligations","summary":"Retrieve HMRC business details and obligations for the taxpayer through the configured Income Tax APIs.","category":"MTD - HMRC Compliant 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capabilities and schema rather than editing navigation files.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/troubleshoot-missing-module-menus","keywords":"admin area setup staff roles administrator troubleshooting operational controls dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Troubleshoot missing newsletter recipients","summary":"Resolve active-status, invalid-email, grouping or stale-directory causes.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/troubleshoot-missing-newsletter-recipients","keywords":"1.0.0 admin area customers / leads then letter manager troubleshooting and verified limitations","type":"guide"},{"title":"Troubleshoot missing predefined newsletter templates","summary":"Restore the Letter Manager template source expected by the module.","category":"Email Marketing & 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ticket. open","type":"guide"},{"title":"Troubleshoot missing recipient suggestions","summary":"Check option/query/source permissions.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/troubleshoot-missing-recipient-suggestions","keywords":"automation security data ownership and troubleshooting admin area compose account send users autosuggest enabled. non-blank query. source records active with email. non-admin sees assigned leads only. results capped/deduped.","type":"guide"},{"title":"Troubleshoot no available appointment time slots","summary":"Diagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/troubleshoot-no-available-time-slots","keywords":"no-slot troubleshooting public booking form / staff who manage view company hours availability booking-form britixo services providers calendar reminders 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order-return approval or refund","summary":"Check source eligibility, items, quantities, approval state, permissions and recorded amounts.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/troubleshoot-order-return-approval-or-refund","keywords":"admin area order returns open return purchase_order_return capability refunds v1.7.9","type":"guide"},{"title":"Troubleshoot protected document access","summary":"Check permission, record identity and protected storage without exposing a path.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/troubleshoot-protected-document-access","keywords":"admin area drivers / delivery notes manage compliance troubleshooting operational controls dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Troubleshoot provider invoice import","summary":"Validate endpoint, payload identity and import limit.","category":"Courier & Logistics 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discount, shipping, status, payments and refresh actions.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/troubleshoot-purchase-order-total-or-delivery-mismatches","keywords":"admin area order open purchase_orders capability where applicable orders v1.7.9","type":"guide"},{"title":"Troubleshoot Purchase PDF output","summary":"Check company details, logo, template, custom-field/tax/name/note/terms options and source data.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/troubleshoot-purchase-pdf-output","keywords":"admin area settings open record administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Troubleshoot Purchase recurring invoices","summary":"Check recurrence fields, cron execution, source status and application logs.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/troubleshoot-purchase-recurring-invoices","keywords":"admin area crm 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Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-client-to-xero-synchronisation","keywords":"customers contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic employee numbers","summary":"Understand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-automatic-employee-numbers","keywords":"resources admin area exact navigation onboarding code module v1.3.0 how to","type":"guide"},{"title":"Understand automatic Employee Record Centre synchronisation","summary":"Understand how the v1.3.0 authoritative record updates linked HR profile, master employee, restrictions, staff and portal contact data.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-automatic-employee-record-synchronisation","keywords":"resources hrm admin area select automation employee-record-centre hrm-automation","type":"guide"},{"title":"Understand automatic invoice create and update events for QuickBooks","summary":"Detailed client guidance covering understand automatic invoice create and update events for QuickBooks, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-invoice-create-and-update-events-for-quickbooks","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic invoice create and update events for Sage","summary":"Detailed client guidance covering understand automatic invoice create and update events for Sage, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-invoice-create-and-update-events-for-sage","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic invoice create and update events for Xero","summary":"Detailed client guidance covering understand automatic invoice create and update events for Xero, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-invoice-create-and-update-events-for-xero","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic maintenance-job creation","summary":"Know when a supplier assignment creates a realestate_jobs record.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-automatic-maintenance-job-creation","keywords":"admin area maintenance jobs assign authorised staff suppliers portal and invoices v1.0.0","type":"guide"},{"title":"Understand automatic model selection after successful training","summary":"Know when the returned model becomes selected and enabled.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-automatic-model-selection-after-successful-training","keywords":"admin area setup settings ai advanced features fine tuning edit fine-tuning job lifecycle v1.0.0","type":"guide"},{"title":"Understand automatic payment synchronisation to QuickBooks","summary":"Detailed client guidance covering understand automatic payment synchronisation to QuickBooks, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-payment-synchronisation-to-quickbooks","keywords":"how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic payment synchronisation to Sage","summary":"Detailed client guidance covering understand automatic payment synchronisation to Sage, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-payment-synchronisation-to-sage","keywords":"how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic payment synchronisation to Xero","summary":"Detailed client guidance covering understand automatic payment synchronisation to Xero, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-automatic-payment-synchronisation-to-xero","keywords":"how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand automatic POD creation at dispatch","summary":"Verify that assignment creates or reuses the job delivery note.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-automatic-pod-creation-at-dispatch","keywords":"admin area assign notes proof of and public signing driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand automatic-reply delivery and logging","summary":"Know headers, logs and stop behaviour.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-automatic-reply-delivery-and-logging","keywords":"templates categories automatic replies rule processing no separate menu route auto permission users uses account smtp. marks auto-submitted sets in-reply-to/references. sent/failed. stops after first matching attempted","type":"guide"},{"title":"Understand automatic-reply message exclusions","summary":"Know early skip conditions.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-automatic-reply-message-exclusions","keywords":"templates categories and automatic replies rule processing no separate menu route auto permission users outgoing ignored. blank sender own already-logged open the exact navigation path shown above.","type":"guide"},{"title":"Understand automatic supplier invoice creation","summary":"Know what happens when a supplier completes a job.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-automatic-supplier-invoice-creation","keywords":"portal open job mark completed authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Understand Bilty audit redaction and evidence boundaries","summary":"Understand which operational facts are retained while raw API secrets and raw signature-canvas payloads are excluded or redacted.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-bilty-audit-redaction-and-evidence-boundaries","keywords":"compliance how to britixo transport logistics","type":"guide"},{"title":"Understand Bilty payment statuses","summary":"Interpret unpaid, part-paid and paid outcomes in the context of Credit, To Pay and Cash Bilty modes.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-bilty-payment-statuses","keywords":"finance payments bilties / how britixo transport logistics","type":"guide"},{"title":"Understand Bilty signature PNG validation","summary":"Understand the server-side checks for PNG structure, CRCs, dimensions, decompression bounds, visible ink, trailing data and file size.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-bilty-signature-png-validation","keywords":"qr verification receiver e-sign secure receipt how to britixo transport logistics","type":"guide"},{"title":"Understand Bilty webhook queue, retry and signing","summary":"Understand how lifecycle events enter the outbound queue, are signed for delivery and retain retry/log evidence.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-bilty-webhook-queue-retry-and-signing","keywords":"api webhooks to britixo transport logistics","type":"guide"},{"title":"Understand Bilty WhatsApp recipient resolution","summary":"Understand verified CRM-conversation precedence, optional stored-phone conversation matching and why IP addresses are never used to infer a telephone number.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-bilty-whatsapp-recipient-resolution","keywords":"automation settings how britixo transport logistics","type":"guide"},{"title":"Understand BP-client request flow","summary":"Trace BP transaction requests and OAuth handling.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-bp-client-request-flow","keywords":"technical reference libraries/clm_bp_fuel_client.php administrator settings cron automation code dispatch pod driver vehicle provider fuel finance","type":"guide"},{"title":"Understand BP transaction mapping","summary":"Map external transaction fields into fuel expense/reconciliation records.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-bp-transaction-mapping","keywords":"admin area settings manage integrations connection cards and reconciliation dispatch pod driver vehicle provider finance","type":"guide"},{"title":"Understand broker portal layout helper methods","summary":"Do not treat layout/data/view/title/disable-navigation methods as separate user pages.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-broker-portal-layout-helper-methods","keywords":"pages technical administrator business brokers and v1.0.0","type":"guide"},{"title":"Understand busy-time conflict checks","summary":"Prevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/understand-busy-time-conflict-checks","keywords":"detection availability engine staff who manage view company hours google-calendar britixo booking services providers reminders invoices feedback reports to","type":"guide"},{"title":"Understand central HMRC app credentials and tenant OAuth","summary":"Keep Pixie CRM application credentials under controlled deployment configuration while each taxpayer or agent grants their own HMRC authority.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-central-hmrc-app-credentials-and-tenant-oauth","keywords":"making tax digital uk vat income accounting accountant saas return","type":"guide"},{"title":"Understand client invoice access checks","summary":"Know every branch that authorises or denies the client-facing PDF action.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-client-invoice-access-checks","keywords":"secure public and e-signing portal invoices open administrators support staff view plus client/invoice confirm exists has a non-empty stored hash. route hash","type":"guide"},{"title":"Understand client portal menu omissions","summary":"Do not expect commented Saved Properties or My Rental Listings menu entries.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-client-portal-menu-omissions","keywords":"authenticated contact and landlord portals v1.0.0","type":"guide"},{"title":"Understand client recipient data sourcing","summary":"Distinguish customer-linked data from external-recipient snapshot fields.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-client-recipient-data-sourcing","keywords":"v1.0.0 admin area create/open a client-linked existing-customer correspondence pdf templates email e-signature verification read receipt postal tracking portal","type":"guide"},{"title":"Understand commented or hidden portal features","summary":"Do not document Saved Properties/My Rental Listings as visible menu items.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-commented-or-hidden-portal-features","keywords":"client authenticated contact troubleshooting limitations and technical reference v1.0.0","type":"guide"},{"title":"Understand Companies House data separation","summary":"Understand the distinction between saved module results, native Leads and Letter Manager history.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-companies-house-data-separation","keywords":"governance safe use fresh uk / administrator access lead enrichment intelligence","type":"guide"},{"title":"Understand the Companies House lead source","summary":"Understand how the module finds or creates the native Companies House lead source.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-companies-house-lead-source","keywords":"import to setup sources / fresh uk administrator access","type":"guide"},{"title":"Understand Companies House module data retention","summary":"Understand that deleting a saved search removes its module rows but not native leads already created.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-companies-house-module-data-retention","keywords":"governance and safe use fresh uk recent lead searches delete administrator access enrichment intelligence","type":"guide"},{"title":"Understand compliance record statuses","summary":"Read draft, pending, approved, current, due, overdue, expired, rejected, revoked and cancelled states consistently.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/understand-compliance-record-statuses","keywords":"status records administrators authorised property staff","type":"guide"},{"title":"Understand compliant, pending, action-required and expired states","summary":"Apply the same compliance vocabulary throughout operations.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-compliant-pending-action-required-and-expired-states","keywords":"admin area manage workspaces alerts dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand compose action normalisation","summary":"Know supported action values.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-compose-action-normalisation","keywords":"reply forwarding and outbox workflows admin area inbox account send users send_now save_draft schedule. invalid defaults to so integrations must submit exact value. open the navigation path shown","type":"guide"},{"title":"Understand concurrency and remote version protection for QuickBooks invoices","summary":"Detailed client guidance covering understand concurrency and remote version protection for QuickBooks invoices, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-concurrency-and-remote-version-protection-for-quickbooks-invoices","keywords":"invoice synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand concurrency and remote version protection for Sage invoices","summary":"Detailed client guidance covering understand concurrency and remote version protection for Sage invoices, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-concurrency-and-remote-version-protection-for-sage-invoices","keywords":"invoice synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand concurrency and remote version protection for Xero invoices","summary":"Detailed client guidance covering understand concurrency and remote version protection for Xero invoices, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-concurrency-and-remote-version-protection-for-xero-invoices","keywords":"invoice synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand core CRM hooks used by Courier","summary":"Know which external CRM events update module records.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-core-crm-hooks-used-by-courier","keywords":"event hook administrator settings cron automation and technical code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand core invoice creation rules","summary":"Know how the accounting service finds clients and avoids unsupported writes.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-core-invoice-creation-rules","keywords":"admin area jobs open job create manage finance settlements expenses dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand Courier accounting side effects","summary":"Trace customer sync, invoices, journals and payments through the accounting service.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-courier-accounting-side-effects","keywords":"technical reference libraries/clm_accounting_service.php administrator settings cron automation code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand Courier public routes","summary":"Identify token and webhook endpoints without exposing internal files.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-courier-public-routes","keywords":"application public/api controllers administrator settings cron automation technical code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the credit-note bulk-export defect","summary":"Avoid relying on the offered credit-note bulk action in the supplied version.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-credit-note-bulk-export-defect","keywords":"1.0.0 admin area utilities export type credit note and operational limitations","type":"guide"},{"title":"Understand appointment cron 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& Logistics Management","url":"https://pixiecrm.com/help-centre/understand-daily-close-duplicate-prevention","keywords":"admin area settings / cron logs manage integrations instant reports and scheduled summaries dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand data never shown on public Bilty verification","summary":"Keep prices, payment data, party telephone numbers, driver contact data and broker data outside the public verification response.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-data-never-shown-on-public-bilty-verification","keywords":"qr receiver e-sign page how to britixo transport logistics","type":"guide"},{"title":"Understand deactivation and removal limitations","summary":"Avoid assuming that the supplied release automatically removes its database tables or campaign data.","category":"Email Marketing & 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portal","type":"guide"},{"title":"Understand deletion and correction boundaries for mapped QuickBooks invoices","summary":"Detailed client guidance covering understand deletion and correction boundaries for mapped QuickBooks invoices, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-deletion-and-correction-boundaries-for-mapped-quickbooks-invoices","keywords":"invoice synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand deletion and correction boundaries for mapped Sage invoices","summary":"Detailed client guidance covering understand deletion and correction boundaries for mapped Sage invoices, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting 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Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-asset-and-hook-scoping","keywords":"setup access architecture technical inspection hooks invoice/module pages system administrators developers open a non-invoice admin page confirm assets are","type":"guide"},{"title":"Understand Delivery Note data retention and uninstall risk","summary":"Plan retention around invoices, signed evidence, events, public links and module removal.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-data-retention-and-uninstall-risk","keywords":"technical configuration lifecycle troubleshooting organisation process admin area owners administrators auditors view administrator for","type":"guide"},{"title":"Understand Delivery Note event types","summary":"Use the exact lifecycle event names written by the supplied model and controllers.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-event-types","keywords":"pdf qr email audit evidence admin area view compliance log auditors support staff open note. read each type message. match created to record creation updated","type":"guide"},{"title":"Understand Delivery Note invoice-payload isolation","summary":"Explain how module fields are prevented from entering the core invoice insert or update payload.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-invoice-payload-isolation","keywords":"integration and creation automatic code flow during admin area invoices save system administrators developers technical inspection submit an with without add note.","type":"guide"},{"title":"Understand Delivery Note limitations and unsupported possibilities","summary":"Identify features the supplied version 1.0.0 does not implement so users are not misled.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-limitations-and-unsupported-possibilities","keywords":"technical configuration lifecycle troubleshooting module v1.0.0 code-backed capability review administrators product owners support staff view use documented","type":"guide"},{"title":"Understand Delivery Note PDF content","summary":"Know every major section the PDF renders and what it intentionally excludes.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-delivery-note-pdf-content","keywords":"qr email audit evidence admin area view staff customers auditors or authorised client access open pdf. review company branding document reference. check","type":"guide"},{"title":"Understand Delivery Note PDF footer behaviour","summary":"Distinguish the installed footer-text option from the footer actually rendered by the supplied PDF code.","category":"Delivery 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notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Understand director and officer summaries","summary":"Interpret the active public people summary stored against each company result.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-director-and-officer-summaries","keywords":"data fresh uk found directors / officers administrator access lead","type":"guide"},{"title":"Understand discount, adjustment and line-structure limits for QuickBooks invoice sync","summary":"Detailed client guidance covering understand discount, adjustment and line-structure limits for QuickBooks invoice sync, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-discount-adjustment-and-line-structure-limits-for-quickbooks-invoice-sync","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand discount, adjustment and line-structure limits for Sage invoice sync","summary":"Detailed client guidance covering understand discount, adjustment and line-structure limits for Sage invoice sync, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-discount-adjustment-and-line-structure-limits-for-sage-invoice-sync","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand discount, adjustment and line-structure limits for Xero invoice sync","summary":"Detailed client guidance covering understand discount, adjustment and line-structure limits for Xero invoice sync, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting 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chart-of-accounts mapping to","type":"guide"},{"title":"Understand driver availability states","summary":"Use availability independently from employment status.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-driver-availability-states","keywords":"admin area drivers open edit onboarding pay and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Understand driver employment statuses","summary":"Apply the supported employment lifecycle consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-driver-employment-statuses","keywords":"admin area drivers open edit onboarding pay and compliance dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Understand driver onboarding progress","summary":"Use the percentage as a code-backed readiness indicator.","category":"Courier & Logistics 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not rely on the displayed period/custom-date UI in the supplied version without correction.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-bulk-export-period-limitations","keywords":"1.0.0 admin area utilities bulk export and operational","type":"guide"},{"title":"Understand e-Invoice bulk ZIP structure","summary":"Know the archive name, year subdirectories and generated file names.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-bulk-zip-structure","keywords":"1.0.0 admin area utilities export download operational limitations","type":"guide"},{"title":"Understand e-Invoice local-file security","summary":"Know the file writer restrictions and complete-write checks.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-local-file-security","keywords":"1.0.0 automatic bulk export temp_folder operational limitations","type":"guide"},{"title":"Understand e-Invoice output filenames and MIME types","summary":"Interpret the route-generated name and headers.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-output-filenames-and-mime-types","keywords":"1.0.0 admin area invoice/credit note view/download single-document email","type":"guide"},{"title":"Understand e-Invoice placeholder sections","summary":"Use the reference panel and Mustache sections for document and repeating item/tax data.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-placeholder-sections","keywords":"1.0.0 admin area setup settings finance new/edit template available placeholders rendering","type":"guide"},{"title":"Understand e-Invoice render error output","summary":"Recognise error XML/JSON returned by runtime rendering exceptions.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-render-error-output","keywords":"1.0.0 admin area invoice/credit note view/download placeholders and","type":"guide"},{"title":"Understand e-Invoice render filters","summary":"Know where authorised extensions can modify data and final XML/JSON.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-render-filters","keywords":"1.0.0 code-backed reference handler placeholders rendering","type":"guide"},{"title":"Understand e-Invoice version 1.0.0 limitations","summary":"Use the supplied release without claiming unsupported or defective behaviour works.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-version-1-0-0-limitations","keywords":"admin area setup settings finance / utilities bulk export and operational","type":"guide"},{"title":"Understand e-Invoice XML and JSON post-processing","summary":"Know the final transformations made after Mustache rendering.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/understand-e-invoice-xml-and-json-post-processing","keywords":"1.0.0 automatic rendering placeholders","type":"guide"},{"title":"Understand e-sign form-token expiry and rate limits","summary":"Use the configurable short-lived form token, failed-attempt limit and rate window as part of the protected public signing flow.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-e-sign-form-token-expiry-and-rate-limits","keywords":"qr verification receiver settings how to britixo transport logistics","type":"guide"},{"title":"Understand editable fields and form defaults","summary":"Know which values can be changed and which values remain system-controlled.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-editable-fields-and-form-defaults","keywords":"register editing status control admin area view edit operations staff open an unsigned note. review the fields. leave system identifiers unchanged because they","type":"guide"},{"title":"Understand effective Mailbox Exchange AI preferences","summary":"Know global/account preference resolution.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-effective-mailbox-exchange-ai-preferences","keywords":"assistance crm conversion read receipts and attachments admin area accounts open account settings edit users overrides global. tone length language signature style notes affect prompts.","type":"guide"},{"title":"Understand email image-proxy opens","summary":"Interpret Gmail/Google and Outlook/Microsoft proxy evidence correctly.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-email-image-proxy-opens","keywords":"1.0.0 admin area letter manager / history details delivery read","type":"guide"},{"title":"Understand Email Marketing & Newsletter access","summary":"Apply the access behaviour actually enforced by the supplied controller.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-email-marketing-newsletter-access","keywords":"1.0.0 admin area letter manager / setup and integration","type":"guide"},{"title":"Understand Email Marketing & Newsletter limitations","summary":"Use only the functions present in module v1.0.0.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-email-marketing-newsletter-limitations","keywords":"1.0.0 admin area letter manager / troubleshooting and verified","type":"guide"},{"title":"Understand email-open tracking limitations","summary":"Avoid treating a tracking-pixel request as conclusive proof that the intended recipient read the correspondence.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-email-open-tracking-limitations","keywords":"v1.0.0 read-receipt evidence review email delivery attachments and receipts pdf correspondence templates e-signature verification receipt postal client portal","type":"guide"},{"title":"Understand restricted Employee 360 sections","summary":"Understand why payroll, bank, identity, right-to-work or access information may be masked or unavailable.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-employee-360-restricted-sections","keywords":"resources admin area exact navigation record module v1.3.0 how to","type":"guide"},{"title":"Understand Employee Record Centre document validation","summary":"Review the code-backed v1.3.0 file, MIME, date and rollback controls used for replacement documents.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-employee-document-upload-validation","keywords":"resources hrm admin area select documents replace employee-document-versioning","type":"guide"},{"title":"Understand Employee Record Centre permissions","summary":"Apply the exact v1.3.0 capability gates for viewing records, editing data, approving protected changes and downloading versions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-employee-record-centre-permissions","keywords":"resources hrm admin area setup staff roles employee-record-centre employee-record-approvals","type":"guide"},{"title":"Understand the Employee Record Centre tabs","summary":"Use each v1.3.0 tab for its intended record, approval, document, history or automation task.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-employee-record-centre-tabs","keywords":"resources hrm admin area select employee-record-centre","type":"guide"},{"title":"Understand enclosure storage and filenames","summary":"Trace the stored file while preserving the original safe display name.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-enclosure-storage-and-filenames","keywords":"v1.0.0 internal full view enclosed attachment server uploads/letter_manager/enclosures email delivery attachments read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand encrypted Employee Record Centre storage","summary":"Understand the protected v1.3.0 payload, IV, authentication tag and hash used for authoritative employee records and change requests.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-encrypted-employee-record-storage","keywords":"resources hrm admin area employee-record-centre hrm-automation","type":"guide"},{"title":"Understand enrichment evidence sources","summary":"Review likely official websites, contact/about/team/privacy pages, public UK directories, search evidence and social links.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-enrichment-evidence-sources","keywords":"internet fresh administrator access lead","type":"guide"},{"title":"Understand Estimate and Proposal client snapshot rules","summary":"Know when customer merge data is included in the compliance snapshot.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-estimate-and-proposal-client-snapshot-rules","keywords":"open an or pdf administrator version 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Understand existing rota overlap checks","summary":"Prevent an employee from holding overlapping shifts in another non-cancelled/non-archived rota.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-existing-workforce-rota-overlap-checks","keywords":"resources hrm v1.3.0 admin area workforce notifications rota-eligibility-compliance","type":"guide"},{"title":"Understand external completion without local POD","summary":"Prevent a provider webhook from closing a job without local evidence.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-external-completion-without-local-pod","keywords":"admin area jobs open externally updated view delivery notes proof of and public signing dispatch driver vehicle bp fuel finance","type":"guide"},{"title":"Understand external-letter field validation","summary":"Know which fields the supplied UI and controller actually require.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-external-letter-field-validation","keywords":"v1.0.0 admin area dashboard manual entry external external-recipient correspondence pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand external-recipient history display","summary":"Interpret the External badge and combined name/company column.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-external-recipient-history-display","keywords":"v1.0.0 admin area sent letters correspondence pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand extractor endpoint, DNS, TLS and redirect protections for QuickBooks","summary":"Detailed client guidance covering understand extractor endpoint, DNS, TLS and redirect protections for QuickBooks, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-extractor-endpoint-dns-tls-and-redirect-protections-for-quickbooks","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand extractor endpoint, DNS, TLS and redirect protections for Sage","summary":"Detailed client guidance covering understand extractor endpoint, DNS, TLS and redirect protections for Sage, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-extractor-endpoint-dns-tls-and-redirect-protections-for-sage","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand extractor endpoint, DNS, TLS and redirect protections for Xero","summary":"Detailed client guidance covering understand extractor endpoint, DNS, TLS and redirect protections for Xero, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-extractor-endpoint-dns-tls-and-redirect-protections-for-xero","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand file-storage responsibilities","summary":"Use supported upload/preview/delete actions and secure web-server permissions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-file-storage-responsibilities","keywords":"property profile onboarding maintenance supplier file areas administrator security data storage audit v1.0.0","type":"guide"},{"title":"Understand fine-tuned model list ordering","summary":"Know why some models appear before others.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-fine-tuned-model-list-ordering","keywords":"admin area setup settings ai advanced features fine tuning view management v1.0.0","type":"guide"},{"title":"Understand fine-tuning job statuses and timestamps","summary":"Interpret status, created time, finished time and error information returned by the provider.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-fine-tuning-job-statuses-and-timestamps","keywords":"admin area setup settings ai advanced features fine tuning view lifecycle v1.0.0","type":"guide"},{"title":"Understand fine-tuning permissions","summary":"Separate read access from job, model and option changes.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-fine-tuning-permissions","keywords":"admin area setup settings ai advanced features fine tuning view / edit data sources eligibility v1.0.0","type":"guide"},{"title":"Understand first QR scan evidence","summary":"Know what is captured when the public URL is first accessed.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-first-qr-scan-evidence","keywords":"2.1.0 page valid access scanning and signing","type":"guide"},{"title":"Understand first-version Trips, Manifests, POD, Rates and Automation workspaces","summary":"Treat these workspaces as lifecycle-connected register views where the module explicitly states that dedicated business rules can be extended later.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-first-version-trips-manifests-pod-rates-and-automation-workspaces","keywords":"operational / how to britixo transport logistics","type":"guide"},{"title":"Understand frozen MTD return snapshots","summary":"Use the immutable snapshot as the exact tax data reviewed, approved and later submitted to HMRC.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-frozen-mtd-return-snapshots","keywords":"making digital uk vat income accounting accountant agent saas","type":"guide"},{"title":"Understand GDPR anonymisation boundaries","summary":"Recognise which sensitive fields the module masks while preserving operational audit structure.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/understand-gdpr-anonymisation-boundaries","keywords":"mask anonymise retention execution preview administrators and authorised property staff","type":"guide"},{"title":"Understand the generated PDF email attachment","summary":"Confirm every email attempt attaches the current reference-based PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-generated-pdf-email-attachment","keywords":"v1.0.0 send or resend a recipient attachments delivery and read receipts correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand generated record codes and slugs","summary":"Use system-generated references without manually duplicating them.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-generated-record-codes-and-slugs","keywords":"admin area relevant create form module setup access navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand Google Maps region configuration","summary":"Know the supplied scripts request region EG.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-google-maps-region-configuration","keywords":"property map pages technical administrator email pdf branding and integrations v1.0.0","type":"guide"},{"title":"Understand gross-margin calculation","summary":"Read the module’s direct job margin formula.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-gross-margin-calculation","keywords":"admin area jobs open finance summary view stops dispatch and status control pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand HMRC Business IDs in Pixie CRM","summary":"Use the HMRC business ID to keep each self-employment or property business source separate in preparation and filing.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-hmrc-business-ids-in-pixie","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Understand how QuickBooks access and refresh tokens are protected","summary":"Detailed client guidance covering understand how QuickBooks access and refresh tokens are protected, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-how-quickbooks-access-and-refresh-tokens-are-protected","keywords":"connection oauth organisation identity to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand how Sage access and refresh tokens are protected","summary":"Detailed client guidance covering understand how Sage access and refresh tokens are protected, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-how-sage-access-and-refresh-tokens-are-protected","keywords":"connection oauth organisation identity to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand how Xero access and refresh tokens are protected","summary":"Detailed client guidance covering understand how Xero access and refresh tokens are protected, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-how-xero-access-and-refresh-tokens-are-protected","keywords":"connection oauth organisation identity to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand HRM cron automation","summary":"Understand the complete v1.3.0 after_cron_run sequence for notification rules, queue processing and due rota distributions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-cron-automation","keywords":"resources admin area setup job then / workforce notifications module how to","type":"guide"},{"title":"Understand the HR dashboard redirect","summary":"Understand why authorised HR users are redirected from the standard admin dashboard to the Human Resources dashboard.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-dashboard-redirect","keywords":"area exact navigation automatic module v1.3.0 how","type":"guide"},{"title":"Understand HR email alert events","summary":"Review the implemented core HR, leave, timesheet, expense, payroll, payslip, RTI, document, training, case, attendance, onboarding, policy and repair events.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-email-alert-events","keywords":"resources admin area exact navigation centre automated templates module v1.3.0 how to","type":"guide"},{"title":"Understand HR email recipient rules","summary":"Understand how administrator and related record recipients are resolved by the module.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-email-recipient-rules","keywords":"resources admin area exact navigation alert centre rule module v1.3.0 to","type":"guide"},{"title":"Understand HR record priorities","summary":"Use low, normal, high and critical priority without confusing priority with approval or legal risk.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-record-priorities","keywords":"resources admin area exact navigation work module v1.3.0 how to","type":"guide"},{"title":"Understand HR record statuses","summary":"Use draft, pending, approved, rejected, active, completed, locked and archived states consistently.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-record-statuses","keywords":"resources admin area exact navigation work module v1.3.0 how to","type":"guide"},{"title":"Understand HR workspace groups","summary":"Navigate the nine implemented groups covering core HR, hiring, time, payroll, benefits, talent, portals, communications and governance.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hr-workspace-groups","keywords":"resources admin area exact navigation group menus module v1.3.0 how to","type":"guide"},{"title":"Understand HRM migration 120","summary":"Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hrm-migration-120","keywords":"resources v1.3.0 admin area setup modules upgrade database workforce-rota-builder human-resource-management-version-1-3-0","type":"guide"},{"title":"Understand HRM migration 130","summary":"Understand the v1.3.0 tenant schema reconciliation for authoritative employee records, controlled amendments and document versioning.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hrm-migration-130","keywords":"resources admin area setup modules upgrade database employee-record-centre human-resource-management-version-1-3-0","type":"guide"},{"title":"Understand HRM v1.3.0 tenant scope","summary":"Understand how install and migration code applies schema changes to the current SaaS tenant while preserving other tenants.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-hrm-v1-3-0-tenant-scope","keywords":"resources admin area setup modules human-resource-management-version-1-3-0","type":"guide"},{"title":"Understand HTML code-fence stripping","summary":"Review how a response wrapped in an html code fence is cleaned.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-html-code-fence-stripping","keywords":"code-backed reference openaiprovider chat technical administrator and text-enhancement flow v1.0.0","type":"guide"},{"title":"Understand HTML-to-Markdown conversion before enhancement","summary":"Know how existing formatted content is prepared for the enhancement prompt.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-html-to-markdown-conversion-before-enhancement","keywords":"code-backed reference openaiprovider text-enhancement flow technical administrator chat and v1.0.0","type":"guide"},{"title":"Understand the Human Resources menu","summary":"Use the exact v1.3.0 Human Resources sidebar items registered by the module and distinguish operational centres from grouped shared-record workspaces.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-human-resources-menu","keywords":"admin area how to","type":"guide"},{"title":"Understand hybrid light-sync conditions","summary":"Know exact conditions for limited web sync.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-hybrid-light-sync-conditions","keywords":"inbox folders search and message actions automatic behaviour no separate button view users requires explicit refresh selected folder page 1 q sync mode filter demo off. stale/runtime/message limits apply.","type":"guide"},{"title":"Understand immediate sync versus queued cron processing in QuickBooks","summary":"Detailed client guidance covering understand immediate sync versus queued cron processing in QuickBooks, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-immediate-sync-versus-queued-cron-processing-in-quickbooks","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand immediate sync versus queued cron processing in Sage","summary":"Detailed client guidance covering understand immediate sync versus queued cron processing in Sage, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-immediate-sync-versus-queued-cron-processing-in-sage","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand immediate sync versus queued cron processing in Xero","summary":"Detailed client guidance covering understand immediate sync versus queued cron processing in Xero, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-immediate-sync-versus-queued-cron-processing-in-xero","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand inactive-account send failures","summary":"Know missing/inactive account handling.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-inactive-account-send-failures","keywords":"compose reply forwarding and outbox workflows automatic processing no separate menu route users is checked before smtp. produces controlled failure/retry never substitution with another account. open the exact","type":"guide"},{"title":"Understand input normalisation helpers","summary":"Know how dates, enums, fields and nested mappings are constrained.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-input-normalisation-helpers","keywords":"technical reference model administrator settings cron automation code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the internal lead score","summary":"Use the module’s score as a prioritisation signal based on company, enrichment and suppression evidence.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-internal-lead-score","keywords":"intelligence fresh uk row administrator access","type":"guide"},{"title":"Understand internet enrichment statuses","summary":"Distinguish verified, review-required, failed/no-evidence and not-started states.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-internet-enrichment-statuses","keywords":"evidence fresh uk company row own administrator access lead","type":"guide"},{"title":"Understand invalid AI actions","summary":"Know supported action names.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-invalid-ai-actions","keywords":"assistance crm conversion read receipts and attachments endpoint no separate menu route enabled account access users accepted suggest_reply improve_message summarize_email classify_email refine_reply. unsupported rejected. open the exact","type":"guide"},{"title":"Understand invalid, missing and void public-link errors","summary":"Interpret each access-denied branch implemented by the public controller.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-invalid-missing-and-void-public-link-errors","keywords":"secure access e-signing link recipients support staff token possession if page says request check whether includes its token. it document not found","type":"guide"},{"title":"Understand invoice and item snapshot data","summary":"Know which invoice, client and item data is copied so the delivery record remains auditable.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-invoice-and-item-snapshot-data","keywords":"module setup access architecture admin area invoices open create operations auditors or view source invoice. note. review","type":"guide"},{"title":"Understand invoice-status reconciliation","summary":"Map core invoice changes back to Courier payment states.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-invoice-status-reconciliation","keywords":"admin area sales invoices open linked manage finance settlements expenses and accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand issue-time Bilty PDF snapshots","summary":"Understand why issued documents prefer saved party and shipment snapshots so later CRM master-data edits do not silently rewrite historical facts.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-issue-time-bilty-pdf-snapshots","keywords":"bilingual tenant branding bilties open how to britixo transport logistics","type":"guide"},{"title":"Understand issued Bilty number allocation","summary":"Understand why the official BILTY NO-DDMMYYYYNNN reference is allocated only at issue time and resets its sequence daily.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-issued-bilty-number-allocation","keywords":"register lifecycle settings / how to britixo transport logistics","type":"guide"},{"title":"Understand job-linked expense margin updates","summary":"Know how an expense changes other costs and gross margin.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-job-linked-expense-margin-updates","keywords":"admin area jobs open job finance manage settlements expenses accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand job payment statuses","summary":"Track invoice/payment progress separately from delivery status.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-job-payment-statuses","keywords":"admin area jobs open finance view stops dispatch and status control pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand job sources and external references","summary":"Identify whether a job was created internally or imported from a provider.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-job-sources-and-external-references","keywords":"admin area jobs open view stops dispatch status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand lead grade and persona","summary":"Review the generated grade and SIC-based persona before outreach.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-lead-grade-and-persona","keywords":"internal intelligence fresh uk company row administrator access","type":"guide"},{"title":"Understand Letter Manager API, webhook and cron limitations","summary":"Do not document or promise integration endpoints that are not supplied.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-api-webhook-and-cron-limitations","keywords":"v1.0.0 code-backed reference module security privacy troubleshooting pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand bulk postal selection scope","summary":"Avoid assuming selection persists across AJAX pages or searches.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-bulk-selection-scope","keywords":"v1.0.0 admin area sent letters history delivery and tracking pdf correspondence templates email e-signature verification read receipt client portal","type":"guide"},{"title":"Understand Letter Manager client data isolation","summary":"Confirm client history and view routes restrict records by the logged-in customer ID.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-client-data-isolation","keywords":"v1.0.0 area / profile portal pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Understand Letter Manager data ownership","summary":"Identify records and files created by the module before setting retention, backup or deletion policy.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-data-ownership","keywords":"v1.0.0 code-backed reference installation schema uploads/letter_manager setup version access architecture pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager email audit fields","summary":"Review who sent the message, where it was sent and when the send succeeded.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-email-audit-fields","keywords":"v1.0.0 admin area internal full view delivery attachments read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager email automation limitations","summary":"Use manual send/resend without assuming a queue, retry scheduler or cron exists.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-email-automation-limitations","keywords":"v1.0.0 admin area dashboard / sent letters history delivery attachments and read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand the Letter Manager email subject and body","summary":"Know exactly what the recipient receives around the attached PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-email-subject-and-body","keywords":"v1.0.0 send a controlled inspect delivery attachments read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand every Sent Letters History action","summary":"Use each icon for its implemented purpose.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-history-actions","keywords":"v1.0.0 admin area options sent-letter and staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager identifiers and tokens","summary":"Distinguish database ID, reference, unique verification code, signature hash, visible verification code and email-open token.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-identifiers-and-tokens","keywords":"v1.0.0 admin area internal full view code-backed security privacy limitations troubleshooting pdf correspondence templates email e-signature read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager menu and hook integration","summary":"Know where the module appears for staff, customer profiles and logged-in clients.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-menu-and-hook-integration","keywords":"v1.0.0 admin area customers open history client setup version access architecture pdf correspondence templates email e-signature verification read receipt postal tracking portal","type":"guide"},{"title":"Understand the PDF company closing block","summary":"Verify the automatically appended Best regards company block.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-pdf-company-signature-block","keywords":"v1.0.0 generated end of content generation branding and files correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager PDF filenames","summary":"Locate the generated file based on the letter reference.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-pdf-filenames","keywords":"v1.0.0 server filesystem uploads/letter_manager/letter_ reference .pdf generation branding and files correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand the PDF header and footer","summary":"Review reference, company contact, verification code and page numbering added automatically.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-pdf-header-and-footer","keywords":"v1.0.0 generated generation branding files correspondence templates email e-signature read receipt postal tracking client portal","type":"guide"},{"title":"Understand PDF QR verification","summary":"Use the QR code to open the public verification URL tied to the letter unique code.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-pdf-qr-verification","keywords":"v1.0.0 generated scan top-right generation branding and files correspondence templates email e-signature read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager read-receipt tokens","summary":"Know how the hidden tracking pixel is created and linked to the letter.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-read-receipt-tokens","keywords":"v1.0.0 outgoing email 11 image delivery attachments read receipts pdf correspondence templates e-signature verification receipt postal client portal","type":"guide"},{"title":"Understand recipient-window formatting","summary":"Verify the person, organisation and address lines rendered in the PDF receiver block.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-recipient-window-formatting","keywords":"v1.0.0 generate top window generation branding files correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager reference numbers","summary":"Interpret the automatically generated LTR date-and-sequence reference.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-reference-numbers","keywords":"v1.0.0 admin area sent letters history existing-customer correspondence pdf templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager routes and public endpoints","summary":"Map staff, client, verification, read-receipt and signature paths without treating technical endpoints as menu pages.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-routes-and-public-endpoints","keywords":"v1.0.0 code-backed reference controllers setup version access architecture pdf correspondence templates email e-signature read receipt postal tracking portal","type":"guide"},{"title":"Understand Letter Manager staff access","summary":"Apply the actual access model instead of assuming a module-specific capability exists.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-staff-access","keywords":"v1.0.0 admin area setup version and architecture pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager stored personal data","summary":"Identify recipient, signature, delivery and tracking data before setting privacy controls.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-stored-personal-data","keywords":"v1.0.0 history email-open table uploads security limitations troubleshooting pdf correspondence templates email e-signature verification read receipt postal client portal","type":"guide"},{"title":"Understand Letter Manager subject and body layout","summary":"Check the highlighted subject box and HTML letter content in the PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-subject-and-body-layout","keywords":"v1.0.0 generate pdf main generation branding files correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager template access limitations","summary":"Do not assume create, edit or delete is protected by a dedicated template capability.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-template-access-limitations","keywords":"v1.0.0 admin area templates and content authoring pdf correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager template fields","summary":"Keep the internal template label separate from the recipient-facing subject and PDF content.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-template-fields","keywords":"v1.0.0 admin area templates new/edit content authoring correspondence email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand unsupported Letter Manager features","summary":"Set accurate expectations for v1.0.0.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-manager-unsupported-features","keywords":"v1.0.0 module overview security privacy limitations and troubleshooting pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager public token and hash security","summary":"Protect possession-based verification and signature URLs.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-public-token-and-hash-security","keywords":"v1.0.0 email/pdf/public links e-signature pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Understand letter record edit, delete and void limitations","summary":"Avoid promising lifecycle controls that the supplied history UI does not implement.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-record-edit-delete-and-void-limitations","keywords":"v1.0.0 admin area sent letters sent-letter staff actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager signature evidence","summary":"Review the stored image and signer metadata after acceptance.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-signature-evidence","keywords":"v1.0.0 admin area sent letters history internal full view / verify e-signature public verification pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Understand signature-link lifecycle limitations","summary":"Plan for public links that have no built-in expiry, revocation or resend-specific rotation.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-signature-link-lifecycle-limitations","keywords":"v1.0.0 signature and verification e-signature pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Understand Letter Manager signature validation limitations","summary":"Do not claim controls that the supplied acceptance endpoint does not enforce server-side.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-letter-signature-validation-limitations","keywords":"v1.0.0 public flow review e-signature and verification pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Understand local message deletion scope","summary":"Know deletion is local.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-local-message-deletion-scope","keywords":"automation security data ownership and troubleshooting admin area inbox delete account users removes module record. does not claim remote imap expunge. check mail server separately if required. open the exact navigation path","type":"guide"},{"title":"Understand Mailbox Exchange account and ownership enforcement","summary":"Know layered access.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-account-and-ownership-enforcement","keywords":"automation security data troubleshooting automatic access control no separate menu route user users each action resolves account/staff personal ownership/shared membership/read-send-delete flags supplement role","type":"guide"},{"title":"Understand Mailbox Exchange AI prerequisites","summary":"Check every condition before AI use.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-ai-prerequisites","keywords":"assistance crm conversion read receipts and attachments admin area inbox/compose account where required enabled users global enabled. decryptable openai key supported model. message-based","type":"guide"},{"title":"Understand Mailbox Exchange AI request limits","summary":"Know input/output parameters.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-ai-request-limits","keywords":"assistance crm conversion read receipts and attachments automatic library behaviour no separate menu route enabled users default input maximum 12000 characters. unread body 3000 per message. temperature 0.4 output 600 tokens.","type":"guide"},{"title":"Understand Mailbox Exchange cron account synchronisation","summary":"Know after_cron_run account processing.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-cron-account-synchronisation","keywords":"automation security data ownership and troubleshooting automatic process no separate menu route administrator users manual_only exits. requests one active per run. skips not-due prior non-ok last_sync_status. passes","type":"guide"},{"title":"Understand Mailbox Exchange cron outbox processing","summary":"Know scheduled queue processing.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-cron-outbox-processing","keywords":"automation security data ownership and troubleshooting automatic process no separate menu route administrator users exits if disabled or manual_only. calls outbox_process_due_queue 10 20 up to items max seconds. open the exact navigation","type":"guide"},{"title":"Understand Mailbox Exchange CSRF handling","summary":"Know AJAX request protection.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-csrf-handling","keywords":"automation security data ownership and troubleshooting automatic protection no separate menu route user users uses application controls. json returns current token. do not add broad exclusions. open the exact navigation path","type":"guide"},{"title":"Understand Mailbox Exchange database tables","summary":"Identify module-owned data areas.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-database-tables","keywords":"automation security ownership and troubleshooting technical reference no staff menu route administrator / developer users accounts members folders threads messages categories attachments outbox templates autoreplies","type":"guide"},{"title":"Understand Mailbox Exchange demo mode restrictions","summary":"Know which actions are blocked by MAILBOXAI_DEMO.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-demo-mode-restrictions","keywords":"module setup access and navigation automatic guard no separate menu route user users blocks synchronisation sending modifying routes. ai approved read-only table requests remain","type":"guide"},{"title":"Understand Mailbox Exchange local licence behaviour","summary":"Understand the local activation screen and disabled marketplace callbacks.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-local-licence-behaviour","keywords":"module setup access navigation admin area modules administrator users view links administrators to settings inbox. still requires normal crm","type":"guide"},{"title":"Understand Mailbox Exchange outbox statuses","summary":"Interpret every outbox state.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-outbox-statuses","keywords":"compose reply forwarding and workflows admin area drafts or scheduled account send users draft saved only. queued awaiting due processing. sending locked active attempt. sent successful smtp. failed retry limit/unrecoverable error.","type":"guide"},{"title":"Understand Mailbox Exchange read-receipt tokens","summary":"Know secure token creation/validation.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-read-receipt-tokens","keywords":"ai assistance crm conversion read receipts and attachments automatic outgoing behaviour no separate menu route account send users uses 32 random bytes hex with sha-256 fallback. public accepts 3280 characters. identifies receipt","type":"guide"},{"title":"Understand Mailbox Exchange retention and file cleanup","summary":"Know dependent cleanup.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-retention-and-file-cleanup","keywords":"automation security data ownership troubleshooting admin area accounts or drafts relevant delete users account removes module dependants/files. outbox attachments. log separately 190 days. open the exact","type":"guide"},{"title":"Understand Mailbox Exchange retry limits","summary":"Know retry count and delay.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-retry-limits","keywords":"automation security data ownership troubleshooting automatic outbox process no separate menu route administrator users attempts below 3 requeue five minutes later. at limit status failed. error retained. open the exact navigation path shown above. select","type":"guide"},{"title":"Understand Mailbox Exchange secret encryption","summary":"Know protected credentials.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-mailbox-exchange-secret-encryption","keywords":"automation security data ownership and troubleshooting automatic storage behaviour no separate menu route administrator users imap password smtp openai key encrypted. blank edit retains. plaintext not displayed. open the exact navigation path shown","type":"guide"},{"title":"Understand maximum retry attempts for QuickBooks automation","summary":"Detailed client guidance covering understand maximum retry attempts for QuickBooks automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-maximum-retry-attempts-for-quickbooks-automation","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand maximum retry attempts for Sage automation","summary":"Detailed client guidance covering understand maximum retry attempts for Sage automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-maximum-retry-attempts-for-sage-automation","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand maximum retry attempts for Xero automation","summary":"Detailed client guidance covering understand maximum retry attempts for Xero automation, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-maximum-retry-attempts-for-xero-automation","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand maximum-token handling in chat requests","summary":"Confirm how the configured numeric value is applied.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-maximum-token-handling-in-chat-requests","keywords":"code-backed reference openaiprovider constructor and technical administrator text-enhancement flow v1.0.0","type":"guide"},{"title":"Understand module assets and page scoping","summary":"Know when real-estate CSS, JavaScript and Google Maps assets load.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-module-assets-and-page-scoping","keywords":"open a admin client or broker technical administrator setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Understand module assets and route scoping","summary":"Confirm Courier CSS and JavaScript load only on module routes.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-module-assets-and-route-scoping","keywords":"admin area any page view setup access navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand module enabled and invoice UI options","summary":"Distinguish the master module-enabled control from the optional invoice-page interface flag.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-module-enabled-and-invoice-ui-options","keywords":"setup access architecture no staff-menu settings screen exists in supplied code review installed system administrators technical configuration confirm","type":"guide"},{"title":"Understand module route compatibility and portal themes","summary":"Use the rendered links rather than constructing controller URLs manually.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-module-route-compatibility-and-portal-themes","keywords":"admin/client/broker/public pages relevant role email pdf branding integrations v1.0.0","type":"guide"},{"title":"Understand module version and migration details","summary":"Document visible module v1.0.0 and installer-managed schema without exposing migration scaffolding as user actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-module-version-and-migration-details","keywords":"admin area setup modules administrator troubleshooting limitations technical reference","type":"guide"},{"title":"Understand submission locks and duplicate protection","summary":"Prevent simultaneous or repeated submission of the same logical filing while an HMRC request is in progress.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-mtd-submission-locks-and-duplicate-protection","keywords":"making tax digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Understand MTD tenant isolation","summary":"See how the module derives a tenant key and scopes tax records, approvals, OAuth states, tokens, obligations and audit data.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-mtd-tenant-isolation","keywords":"making digital uk vat income accounting accountant agent saas return","type":"guide"},{"title":"Understand My Rental Listings menu limitation","summary":"Know that the client menu item is not visibly registered in the supplied build.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-my-rental-listings-menu-limitation","keywords":"portal authenticated contact property search maps filters and visibility v1.0.0","type":"guide"},{"title":"Understand campaign and recipient statuses","summary":"Interpret every delivery state used by the supplied code.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-campaign-and-recipient-statuses","keywords":"1.0.0 admin area letter manager / history content validation","type":"guide"},{"title":"Understand newsletter database records","summary":"Know which campaign, recipient, delivery and open metadata is retained.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-database-records","keywords":"1.0.0 code-backed reference installation schema setup access letter manager integration","type":"guide"},{"title":"Understand newsletter open tracking","summary":"Know how the appended one-pixel image records email-client image requests.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-open-tracking","keywords":"1.0.0 public request email_marketing_newsletter/open/ recipient_id / tracking_token history delivery and read evidence","type":"guide"},{"title":"Understand newsletter queue locking","summary":"Prevent browser and cron workers from processing the same queue simultaneously.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-queue-locking","keywords":"1.0.0 automatic control mysql campaign lock rate limit","type":"guide"},{"title":"Understand recipient deduplication","summary":"Prevent duplicate delivery where the same email address is represented by more than one selected CRM record.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-recipient-deduplication","keywords":"1.0.0 admin area letter manager / review selection directory and","type":"guide"},{"title":"Understand newsletter routes and endpoints","summary":"Map the AJAX campaign endpoints and public tracking-pixel route without exposing them as ordinary menu pages.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-routes-and-endpoints","keywords":"1.0.0 code-backed reference controller setup access letter manager integration","type":"guide"},{"title":"Understand newsletter send success and failure","summary":"Review how each SMTP attempt changes recipient and campaign evidence.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-send-success-and-failure","keywords":"1.0.0 admin area letter manager / history details queue rate limit cron","type":"guide"},{"title":"Understand sender identity and personalised greeting","summary":"Know the sender fallback and fresh CRM name lookup used for each outgoing message.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-sender-and-personalised-greeting","keywords":"1.0.0 automatic queue delivery smtp rate limit cron","type":"guide"},{"title":"Understand newsletter template HTML preparation","summary":"Know how complete HTML templates are reduced to email-body content before editing and delivery.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-newsletter-template-html-preparation","keywords":"1.0.0 admin area letter manager / predefined campaign validation","type":"guide"},{"title":"Understand no generic Real Estate REST API","summary":"Do not expect a documented external REST API from the supplied module.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-no-generic-real-estate-rest-api","keywords":"technical reference controllers/routes administrator security data storage and audit v1.0.0","type":"guide"},{"title":"Understand no Real Estate webhook framework","summary":"Do not expect inbound/outbound webhook configuration from this module.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-no-real-estate-webhook-framework","keywords":"technical reference hooks/controllers administrator security data storage and audit v1.0.0","type":"guide"},{"title":"Understand no registered Real Estate cron hook","summary":"Do not expect module background scheduling from the supplied realestate.php registration.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-no-registered-real-estate-cron-hook","keywords":"crm and technical reference administrator security data storage audit v1.0.0","type":"guide"},{"title":"Understand non-configurable public verification elements","summary":"Recognise page elements not included in the Public Verification Fields checklist.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-nonconfigurable-public-verification-elements","keywords":"v1.0.0 verify e-signature and pdf correspondence templates email read receipt postal tracking client portal","type":"guide"},{"title":"Understand notification logging","summary":"Trace emails as events linked to an entity and recipient.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-notification-logging","keywords":"technical reference model sendnotification administrator settings cron automation code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand HR notification rule types","summary":"Review document, right-to-work, governance, access, leave, timesheet, portal and RTI rule keys.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-notification-rule-types","keywords":"resources admin area exact navigation automation rules module v1.3.0 how to","type":"guide"},{"title":"Understand oldest queued campaign selection","summary":"Know which campaign autonomous processing chooses when no campaign ID is requested.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-oldest-queued-campaign-selection","keywords":"1.0.0 automatic queue control crm cron rate limit and","type":"guide"},{"title":"Understand onboarding invoices and downstream records","summary":"Review any invoice/contract/customer/property records created by the workflow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-onboarding-invoices-and-downstream-records","keywords":"workspace linked authorised reviewer with target-record access tenant workflow v1.0.0","type":"guide"},{"title":"Understand onboarding workflow statuses","summary":"Use only statuses implemented by the workflow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-onboarding-workflow-statuses","keywords":"workspace status authorised tenant/rent staff tenant and v1.0.0","type":"guide"},{"title":"Understand one active Delivery Note per invoice","summary":"Understand the model rule that prevents duplicate non-void notes.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-one-active-delivery-note-per-invoice","keywords":"integration and creation admin area invoices open create or view administrators staff invoice. use action. if a exists review edit","type":"guide"},{"title":"Understand one-way SaaS API-token storage","summary":"Understand why SaaS API tokens are stored as non-recoverable server-side representations.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/understand-one-way-saas-api-token-storage","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers token purpose controlled value representation","type":"guide"},{"title":"Understand open and fulfilled VAT obligations","summary":"Use the HMRC obligation status to determine whether Pixie CRM can prepare a return for the selected period.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-open-and-fulfilled-vat-obligations","keywords":"making tax digital uk income accounting accountant agent saas","type":"guide"},{"title":"Understand open, signed and void statuses","summary":"Apply the complete status model implemented by the module.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-open-signed-and-void-statuses","keywords":"register editing control admin area operations auditors view treat as awaiting or available for recipient signing. cryptographically sealed read-only.","type":"guide"},{"title":"Understand OpenAI training JSONL generation","summary":"Review the exact line-oriented format sent to the provider.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-openai-training-jsonl-generation","keywords":"code-backed reference openaiprovider formattrainingdata technical administrator fine-tuning job lifecycle v1.0.0","type":"guide"},{"title":"Understand order-return statuses","summary":"Interpret Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-order-return-statuses","keywords":"admin area order returns purchase_order_return capability refunds v1.7.9","type":"guide"},{"title":"Understand original onboarding evidence preservation","summary":"Distinguish immutable onboarding evidence from the editable v1.3.0 authoritative operational employee record.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-original-onboarding-evidence-preservation","keywords":"resources hrm admin area record centre select employee-record-centre","type":"guide"},{"title":"Understand outbox retry behaviour","summary":"Know retry delay and threshold.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-outbox-retry-behaviour","keywords":"compose reply forwarding workflows automatic processing no separate menu route account send users while attempts below 3 failure requeues for five minutes later. at limit status failed. error/attempt data retained. open the exact navigation path shown","type":"guide"},{"title":"Understand overlapping shifts in the same rota","summary":"Prevent two submitted v1.3.0 rows for the same employee/date from overlapping each other.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-overlapping-shifts-in-the-same-rota","keywords":"resources hrm admin area workforce notifications create/amend rota-eligibility-compliance","type":"guide"},{"title":"Understand payment reconciliation","summary":"Map core payments to the linked Courier job.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-payment-reconciliation","keywords":"admin area sales manage finance settlements expenses and accounting dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Understand payroll draft limitations","summary":"Understand that the draft engine does not provide complete PAYE, NI, statutory-pay or HMRC submission processing.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-payroll-draft-limitations","keywords":"resources admin area exact navigation controls module v1.3.0 how to","type":"guide"},{"title":"Understand pcrm-owned model identification","summary":"Know which models the module treats as its own.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-pcrm-owned-model-identification","keywords":"admin area setup settings ai advanced features fine tuning view fine-tuned management v1.0.0","type":"guide"},{"title":"Understand PDF signature, MIME, size and duplicate checks in QuickBooks Document Intake","summary":"Detailed client guidance covering understand PDF signature, MIME, size and duplicate checks in QuickBooks Document Intake, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-pdf-signature-mime-size-and-duplicate-checks-in-quickbooks-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand PDF signature, MIME, size and duplicate checks in Sage Document Intake","summary":"Detailed client guidance covering understand PDF signature, MIME, size and duplicate checks in Sage Document Intake, including prerequisites, exact controls, verification evidence,…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-pdf-signature-mime-size-and-duplicate-checks-in-sage-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand PDF signature, MIME, size and duplicate checks in Xero Document Intake","summary":"Detailed client guidance covering understand PDF signature, MIME, size and duplicate checks in Xero Document Intake, including prerequisites, exact controls, verification evidence,…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-pdf-signature-mime-size-and-duplicate-checks-in-xero-document-intake","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand personal and shared mailbox types","summary":"Choose ownership and membership model.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-personal-and-shared-mailbox-types","keywords":"accounts credentials access admin area new or edit account create users belongs to one owner. is administrator-managed member-assigned.","type":"guide"},{"title":"Understand POD recipient selection","summary":"Verify all addresses used for signature requests and completion messages.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-pod-recipient-selection","keywords":"admin area delivery notes open note view proof of public signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand portal governance boundaries","summary":"Understand that the supplied module provides an administrative portal framework and previews, not an independent public employee login route.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-portal-governance-boundaries","keywords":"resources admin area exact navigation v1.3.0 how to","type":"guide"},{"title":"Understand postal update audit fields","summary":"Review which staff member last saved postal details.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-postal-update-audit-fields","keywords":"v1.0.0 admin area internal full view / authorised record inspection delivery and bulk tracking pdf correspondence templates email e-signature verification read receipt client portal","type":"guide"},{"title":"Understand previous-hash and current-hash evidence in QuickBooks compliance records","summary":"Detailed client guidance covering understand previous-hash and current-hash evidence in QuickBooks compliance records, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-previous-hash-and-current-hash-evidence-in-quickbooks-compliance-records","keywords":"audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand previous-hash and current-hash evidence in Sage compliance records","summary":"Detailed client guidance covering understand previous-hash and current-hash evidence in Sage compliance records, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-previous-hash-and-current-hash-evidence-in-sage-compliance-records","keywords":"audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand previous-hash and current-hash evidence in Xero compliance records","summary":"Detailed client guidance covering understand previous-hash and current-hash evidence in Xero compliance records, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-previous-hash-and-current-hash-evidence-in-xero-compliance-records","keywords":"audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand previous pcrm-model cleanup before a new job","summary":"Know why module-owned fine-tuned models may be deleted when training starts.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-previous-pcrm-model-cleanup-before-a-new-job","keywords":"code-backed reference openaiprovider createfinetuningjob settings edit fine-tuning lifecycle v1.0.0","type":"guide"},{"title":"Understand primary-contact email delivery","summary":"Know which customer contact receives a client-linked letter.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-primary-contact-email-delivery","keywords":"v1.0.0 admin area customers open contacts then dashboard existing-customer correspondence pdf templates e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand primary contact mapping","summary":"Understand how the module selects a director, officer, PSC or authorised representative for the native lead contact.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-primary-contact-mapping","keywords":"import to fresh uk fetch data administrator access","type":"guide"},{"title":"Understand property status date effects","summary":"Know when date_sold, date_update and days-on-market values are written.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-property-status-date-effects","keywords":"admin area operations properties real_property edit account approvals v1.0.0","type":"guide"},{"title":"Understand protected message-body rendering","summary":"Know email HTML sanitisation and CSP.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-protected-message-body-rendering","keywords":"inbox folders search message actions admin area open view plus account read users scripts stylesheet links are removed. csp default-src none images allow data/http/https inline styles approved fonts","type":"guide"},{"title":"Understand protected non-configurable Bilty security rules","summary":"Understand why public privacy, authentication, Cash-only finance rules, signature integrity, API secret handling and audit integrity cannot be weakened by tenant switches.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/understand-protected-non-configurable-bilty-security-rules","keywords":"administration troubleshooting settings how to britixo transport logistics","type":"guide"},{"title":"Understand protected POD storage","summary":"Know how captured evidence is retained.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-protected-pod-storage","keywords":"admin area delivery notes open note view proof of and public signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand provider-client request flow","summary":"Trace endpoint construction, auth, TLS validation and response controls.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-client-request-flow","keywords":"technical reference libraries/clm_provider_client.php administrator settings cron automation code dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand provider-job normalisation","summary":"Map provider payload fields into the module’s common live-job structure.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-job-normalisation","keywords":"admin area settings providers mapping manage integrations live jobs and external imports dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Understand provider live-job caching","summary":"Use cache and force refresh without excessive provider calls.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-live-job-caching","keywords":"admin area live jobs view connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Understand provider notification after appointment invoice payment","summary":"Notify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/understand-provider-notification-after-payment","keywords":"event / detail staff who manage view invoices taxes payments britixo booking services providers availability calendar reminders feedback reports how to","type":"guide"},{"title":"Understand provider POD submission stages","summary":"Track signature, snapshot and final POD submission separately.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-pod-submission-stages","keywords":"admin area delivery notes open note view proof of public signing dispatch driver vehicle bp fuel finance","type":"guide"},{"title":"Understand provider request limits and errors","summary":"Interpret controlled HTTP failures.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-request-limits-and-errors","keywords":"admin area settings providers test / sync logs manage integrations connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Understand provider webhook event processing","summary":"Know how invoice, job and location payloads are routed.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-provider-webhook-event-processing","keywords":"public api route /clm/webhook/ provider_slug manage integrations connections apis webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Understand PSC summaries","summary":"Interpret the persons-with-significant-control summary stored against a company result.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-psc-summaries","keywords":"people data fresh uk found administrator access lead","type":"guide"},{"title":"Understand public application consent separation","summary":"Keep processing/referencing/credit and marketing choices distinct.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-public-application-consent-separation","keywords":"tenant consents data controller/reviewer security storage audit v1.0.0","type":"guide"},{"title":"Understand public application options","summary":"Review invite TTL, retention, public enablement, jurisdiction, deposit and e-sign defaults.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-public-application-options","keywords":"admin area settings general / tenant onboarding configuration administrator applications invites v1.0.0","type":"guide"},{"title":"Understand public token routes and compatibility","summary":"Know which public paths are implemented and why the generated helper URL should be preferred.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-public-token-routes-and-compatibility","keywords":"secure access e-signing use link on admin page email or pdf administrators technical support view copy from","type":"guide"},{"title":"Understand public verification email masking","summary":"Interpret the partially masked email shown for delivery evidence.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-public-verification-email-masking","keywords":"v1.0.0 verify page e-signature and pdf correspondence templates read receipt postal tracking client portal","type":"guide"},{"title":"Understand purchase-invoice payment statuses","summary":"Interpret Unpaid, Partially paid and Paid.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-invoice-payment-statuses","keywords":"admin area invoices purchase_invoices capability invoice status where applicable payments v1.7.9","type":"guide"},{"title":"Understand Purchase Management API and webhook limitations","summary":"Do not assume a generic REST API or inbound webhook exists in the supplied module.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-api-and-webhook-limitations","keywords":"code-backed reference controllers hooks administrator relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Understand Purchase Management capability groups","summary":"Review the separate feature capabilities registered by the module.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-capability-groups","keywords":"admin area setup roles or settings permissions administrator relevant status and approval workflows v1.7.9","type":"guide"},{"title":"Understand Purchase Management data ownership","summary":"Identify module tables, uploaded files, options, portal records and linked core CRM records before retention or removal.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-data-ownership","keywords":"code-backed reference purchase/install.php migrations models upload folders administrator setup version access navigation v1.7.9","type":"guide"},{"title":"Understand Purchase Management email dependencies","summary":"Use the CRM global SMTP/mail configuration; the module does not provide a separate mail server.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-email-dependencies","keywords":"admin area setup settings and send actions administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Understand Purchase Management routes and AJAX actions","summary":"Distinguish visible menu pages from controller endpoints used by tables, forms, PDFs, files and status actions.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-routes-and-ajax-actions","keywords":"code-backed reference purchase/controllers administrator setup version access navigation v1.7.9","type":"guide"},{"title":"Understand Purchase Management SMS dependencies","summary":"Use configured CRM SMS gateways for enabled vendor registration/contract-sign events.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-purchase-management-sms-dependencies","keywords":"admin area setup settings and options administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Understand QR Code Compliance administrator access","summary":"Apply the exact is_admin gate used by the records controller and settings registration.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-code-compliance-administrator-access","keywords":"2.1.0 admin area / setup installation lifecycle","type":"guide"},{"title":"Understand QR Code Compliance limitations","summary":"Use only the capabilities present in version 2.1.0.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-code-compliance-limitations","keywords":"2.1.0 admin area records / setup settings troubleshooting and","type":"guide"},{"title":"Understand QR Code Compliance migrations","summary":"Know the supplied 1.0.1, 1.0.2, 2.0.0 and 2.1.0 migration sequence without presenting migration internals as user features.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-code-compliance-migrations","keywords":"admin area setup modules manager upgrade database installation access lifecycle","type":"guide"},{"title":"Understand QR Code Compliance routes","summary":"Use the supported admin, document lookup and public signing endpoints through their normal links.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-code-compliance-routes","keywords":"2.1.0 code-backed reference qrcode controllers helper urls installation access lifecycle","type":"guide"},{"title":"Understand QR-code generation and fallback","summary":"Know how the module represents the secure public URL when different QR libraries are available.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-qr-code-generation-and-fallback","keywords":"pdf email audit evidence admin area or document administrators technical support view generate a for note. locate secure-link graphic. scan it with","type":"guide"},{"title":"Understand QR document and client snapshots","summary":"Know the immutable evidence copied at record creation.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-document-and-client-snapshots","keywords":"2.1.0 admin area records open snapshot creation pdf output","type":"guide"},{"title":"Understand QR document fingerprint","summary":"Use the SHA-256 snapshot fingerprint as part of later integrity verification.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-document-fingerprint","keywords":"2.1.0 admin area records open signed record cryptographic evidence creation snapshots and pdf output","type":"guide"},{"title":"Understand QR IP masking and location evidence","summary":"Distinguish full/masked IP, network location headers and optional device coordinates.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-ip-masking-and-location-evidence","keywords":"2.1.0 admin area records open record audit","type":"guide"},{"title":"Understand legacy fallback when record creation fails","summary":"Know why a PDF may contain configured merge-field content instead of a signing URL.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-legacy-fallback-when-record-creation-fails","keywords":"2.1.0 admin area setup settings then generate snapshots and output","type":"guide"},{"title":"Understand QR PDF positioning","summary":"Know when the renderer uses configured X/Y coordinates or the current automatic PDF position.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-pdf-positioning","keywords":"2.1.0 admin area setup settings document tab general and","type":"guide"},{"title":"Understand QR public security headers","summary":"Know the browser protections applied to the public signing page.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-public-security-headers","keywords":"2.1.0 page response scanning and","type":"guide"},{"title":"Understand QR public token generation","summary":"Know how the 64-character public URL token is created and checked.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-public-token-generation","keywords":"2.1.0 automatic record creation signing snapshots pdf output","type":"guide"},{"title":"Understand QR record statuses","summary":"Interpret pending and signed states used by the live model and filters.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-record-statuses","keywords":"2.1.0 admin area records creation snapshots pdf output","type":"guide"},{"title":"Understand QR signing transaction and concurrency","summary":"Know how the model prevents two successful signatures on one pending record.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-signing-transaction-and-concurrency","keywords":"2.1.0 public page submit signature scanning","type":"guide"},{"title":"Understand QR snapshot secret redaction","summary":"Confirm security-like keys are replaced before snapshot storage.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-snapshot-secret-redaction","keywords":"2.1.0 admin area records open record creation snapshots and pdf output","type":"guide"},{"title":"Understand QR verification code and evidence hash","summary":"Interpret the HMAC-backed evidence and grouped verification code.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-qr-verification-code-and-evidence-hash","keywords":"2.1.0 admin area records open signed record public scanning signing","type":"guide"},{"title":"Understand queued outbox locking","summary":"Prevent duplicate sends.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-queued-outbox-locking","keywords":"automation security data ownership and troubleshooting automatic process no separate menu route administrator users due item claimed as sending. locks older than 300 seconds treated stale. database state checks guard queue claim. open the exact navigation path shown","type":"guide"},{"title":"Understand QuickBooks entity locks and already-processing protection","summary":"Detailed client guidance covering understand QuickBooks entity locks and already-processing protection, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-quickbooks-entity-locks-and-already-processing-protection","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand Real Estate global SMTP dependency","summary":"Configure mail through core CRM settings.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-real-estate-global-smtp-dependency","keywords":"admin area setup settings email administrator pdf branding and integrations v1.0.0","type":"guide"},{"title":"Understand Real Estate Management uninstall risk","summary":"Do not run uninstall without reviewing the supplied uninstall behaviour and preserving records/files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-real-estate-management-uninstall-risk","keywords":"admin area setup modules administrator navigation lifecycle v1.0.0","type":"guide"},{"title":"Understand the Received lead status","summary":"Understand how imported companies enter native Leads with the Received status.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-received-lead-status","keywords":"import to fresh uk fetch data / administrator access","type":"guide"},{"title":"Understand Recent Lead Searches","summary":"Review each saved query’s filters, totals, creation date and available actions.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-recent-lead-searches","keywords":"company registers fresh uk administrator access","type":"guide"},{"title":"Understand recommended and checkpoint model labels","summary":"Interpret the model-table badges accurately.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-recommended-and-checkpoint-model-labels","keywords":"admin area setup settings ai advanced features fine tuning view fine-tuned management v1.0.0","type":"guide"},{"title":"Understand the recommended outreach action","summary":"Use the displayed internal action as a review aid, not an automatic communication instruction.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-recommended-outreach-action","keywords":"lead intelligence fresh uk company row administrator access","type":"guide"},{"title":"Understand record statuses and activity history","summary":"Read status labels, timelines, notes and audit information before changing a record.","category":"Getting started","url":"https://pixiecrm.com/help-centre/understand-record-statuses-and-activity-history","keywords":"log open any crm / staff","type":"guide"},{"title":"Understand recurring invoice generation","summary":"Learn how cron, next invoice date and recurrence limits control automated invoice creation.","category":"Invoices, payments and credit notes","url":"https://pixiecrm.com/help-centre/understand-recurring-invoice-generation","keywords":"billing job administrator","type":"guide"},{"title":"Understand redacted payload logging for QuickBooks API calls","summary":"Detailed client guidance covering understand redacted payload logging for QuickBooks API calls, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-redacted-payload-logging-for-quickbooks-api-calls","keywords":"compliance audit and history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand redacted payload logging for Sage API calls","summary":"Detailed client guidance covering understand redacted payload logging for Sage API calls, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-redacted-payload-logging-for-sage-api-calls","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand redacted payload logging for Xero API calls","summary":"Detailed client guidance covering understand redacted payload logging for Xero API calls, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-redacted-payload-logging-for-xero-api-calls","keywords":"compliance audit history how to integration reconciliation troubleshooting","type":"guide"},{"title":"Understand reply subject handling","summary":"Know Re: prefix behaviour.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-reply-subject-handling","keywords":"compose forwarding and outbox workflows admin area inbox open message account read send users existing reused. is not duplicated. the exact navigation path shown above. select authorised or","type":"guide"},{"title":"Understand response-choice handling","summary":"Know which part of the provider response is returned to the CRM.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-response-choice-handling","keywords":"code-backed reference openaiprovider chat technical administrator and text-enhancement flow v1.0.0","type":"guide"},{"title":"Understand restricted CSRF exclusions","summary":"Understand why only explicitly required endpoints may bypass CSRF checks.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/understand-restricted-csrf-exclusions","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers protected form routes explicit approved normal browser forms retain","type":"guide"},{"title":"Understand retention and deletion boundaries","summary":"Understand that snapshots and policies support governance review but do not automatically delete employee data.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-retention-and-deletion-boundaries","keywords":"resources admin area exact navigation archives module v1.3.0 how to","type":"guide"},{"title":"Understand roles, permissions and visible menus","summary":"Learn why different users see different menu options and how permissions protect customer and financial data.","category":"Getting started","url":"https://pixiecrm.com/help-centre/understand-roles-permissions-and-visible-menus","keywords":"access setup / staff administrator","type":"guide"},{"title":"Understand rota availability rules","summary":"Apply the exact v1.3.0 unavailable and available-window checks used while parsing shift rows.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-rota-availability-rules","keywords":"resources hrm admin area workforce notifications rota-eligibility-compliance","type":"guide"},{"title":"Understand rota-eligible employees","summary":"Understand why the v1.3.0 employee selector includes only active profiles with a verified/approved/valid/complete Right to Work status.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-rota-eligible-employees","keywords":"resources hrm admin area workforce rota notifications rota-eligibility-compliance","type":"guide"},{"title":"Understand RTI validation severity","summary":"Distinguish informational, warning and failure results before approving payroll readiness.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-rti-severity","keywords":"resources admin area exact navigation draft module v1.3.0 how to","type":"guide"},{"title":"Understand safer Invoice, Payment and Credit Note data access","summary":"Generate supported PDFs without relying on missing nested object properties.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-safer-invoice-payment-and-credit-note-data-access","keywords":"open the source document pdf administrator version 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Understand Sage entity locks and already-processing protection","summary":"Detailed client guidance covering understand Sage entity locks and already-processing protection, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-sage-entity-locks-and-already-processing-protection","keywords":"queue exceptions manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand salary driver pay in dispatch","summary":"Use salary as a non-per-job pay method.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-salary-driver-pay-in-dispatch","keywords":"admin area drivers open profile edit onboarding and compliance pod vehicle provider bp fuel finance","type":"guide"},{"title":"Understand saved-properties limitations","summary":"Know that the supplied client menu registration does not expose a Saved Properties menu item.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-saved-properties-limitations","keywords":"portal authenticated contact property search maps filters and visibility v1.0.0","type":"guide"},{"title":"Understand schema readiness checks","summary":"Recognise a missing/partial installation before using workflows.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-schema-readiness-checks","keywords":"admin area dashboard administrator settings cron automation and technical code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand secret encryption and redaction","summary":"Know where sensitive integration and driver values are protected.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-secret-encryption-and-redaction","keywords":"technical reference model settings administrator cron automation code flow dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Understand secure public token generation","summary":"Understand how the module creates the 64-character public token used by email and QR links.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-secure-public-token-generation","keywords":"setup access architecture no staff action is generated automatically when a created administrators security reviewers auditors view create through","type":"guide"},{"title":"Understand sensitive Employee Record Centre fields","summary":"Identify the v1.3.0 fields that trigger controlled approval and prevent protected values from appearing in ordinary notifications.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-sensitive-employee-record-fields","keywords":"resources hrm admin area select current employee-record-approvals employee-record-centre","type":"guide"},{"title":"Understand server-side QR signature validation","summary":"Meet the PNG, byte-size, image-dimension and non-blank checks performed after submission.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-server-side-qr-signature-validation","keywords":"2.1.0 public page submit scanning signing","type":"guide"},{"title":"Understand session regeneration improvements","summary":"Understand improved session-identifier replacement around authentication and security-sensitive state changes.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/understand-session-regeneration-improvements","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers authenticated identifier","type":"guide"},{"title":"Understand signature security metadata","summary":"Interpret the evidence stored with a successful public signature.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-signature-security-metadata","keywords":"secure access and e-signing admin area open signed auditors supervisors reviewers view note. review time ip address displayed hash. confirm","type":"guide"},{"title":"Understand soft deletion and record retention","summary":"Remove supported records without breaking historic operational links.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-soft-deletion-and-record-retention","keywords":"admin area relevant register delete module setup access navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand source manifests and frozen hashes","summary":"See how transaction lineage, source hashes and payload hashes bind the Accounting data to a filing snapshot.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/understand-source-manifests-and-frozen-hashes","keywords":"making tax digital uk vat income accountant agent saas return","type":"guide"},{"title":"Understand spreadsheet formula-injection protection in QuickBooks exports","summary":"Detailed client guidance covering understand spreadsheet formula-injection protection in QuickBooks exports, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-spreadsheet-formula-injection-protection-in-quickbooks-exports","keywords":"reports and how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand spreadsheet formula-injection protection in Sage exports","summary":"Detailed client guidance covering understand spreadsheet formula-injection protection in Sage exports, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-spreadsheet-formula-injection-protection-in-sage-exports","keywords":"reports and how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand spreadsheet formula-injection protection in Xero exports","summary":"Detailed client guidance covering understand spreadsheet formula-injection protection in Xero exports, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-spreadsheet-formula-injection-protection-in-xero-exports","keywords":"reports and how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand staff, client, broker and public route areas","summary":"Distinguish admin controllers, client portal pages, broker portal authentication and token-based public pages.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-staff-client-broker-and-public-route-areas","keywords":"area / application or countersign link relevant authenticated role valid token setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Understand staff-in-company menu behaviour","summary":"Know why My Real Estate Agent replaces some all-company menus.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-staff-in-company-menu-behaviour","keywords":"admin area property operations authenticated staff linked to a company estate-agent companies and v1.0.0","type":"guide"},{"title":"Understand staged compliance notifications","summary":"Interpret advance, due and overdue notice stages without sending duplicate messages.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/understand-staged-compliance-notifications","keywords":"30 day stage chain renewal notification / intimation engine administrators authorised property staff","type":"guide"},{"title":"Understand standard versus fine-tuned model selection","summary":"Know which model is used for each request.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-standard-versus-fine-tuned-model-selection","keywords":"admin area setup settings ai view chat and text-enhancement flow v1.0.0","type":"guide"},{"title":"Understand static PDF and enclosure access","summary":"Apply server protections because generated files are addressed through web paths in the supplied UI.","category":"Letter 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sales","type":"guide"},{"title":"Understand supported enclosure file types","summary":"Use only extensions accepted by the upload helper.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-supported-enclosure-file-types","keywords":"v1.0.0 admin area enclosed / additional email attachment delivery attachments and read receipts pdf correspondence templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand supported HR document files","summary":"Use the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-supported-hr-document-files","keywords":"resources admin area exact navigation secure documents module v1.3.0 how to","type":"guide"},{"title":"Understand supported provider types","summary":"Choose the type matching the external service.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-supported-provider-types","keywords":"admin area settings providers manage integrations connections apis and webhooks dispatch pod driver vehicle bp fuel finance","type":"guide"},{"title":"Understand supported QR document types","summary":"Use QR compliance on the five live service classes and do not claim expense support.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/understand-supported-qr-document-types","keywords":"2.1.0 admin area sales invoices / payments credit notes estimates proposals record creation snapshots pdf output","type":"guide"},{"title":"Understand suppression status","summary":"Do not progress a company marked for review or suppression until the stated reason has been assessed.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-suppression-status","keywords":"internal lead intelligence fresh uk row administrator access","type":"guide"},{"title":"Understand tenant branding in the Delivery Note PDF","summary":"Identify the company options and logo file used by the document generator.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-tenant-branding-in-the-delivery-note-pdf","keywords":"qr email audit evidence admin area setup settings information then administrators manage view confirm name contact/address","type":"guide"},{"title":"Understand that RTI is not live submission","summary":"Confirm that the supplied framework does not submit FPS or EPS and is not HMRC-recognised payroll software.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-that-rti-is-not-live-submission","keywords":"resources admin area exact navigation draft validation module v1.3.0 how to","type":"guide"},{"title":"Understand the 30-minute assignment response window","summary":"Use the dispatch response due time as an operational control.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-30-minute-assignment-response-window","keywords":"admin area jobs open assigned job view stops and status control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the 100 emails per five minutes limit","summary":"Apply the exact global rolling-window rule enforced by the queue.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/understand-the-100-emails-per-five-minutes-limit","keywords":"1.0.0 automatic queue control browser processing and crm cron rate","type":"guide"},{"title":"Understand the absence of a generic API/webhook interface","summary":"Do not promise third-party API or webhook automation not in the supplied code.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-the-absence-of-a-generic-api-webhook-interface","keywords":"technical reference administrator troubleshooting limitations and v1.0.0","type":"guide"},{"title":"Understand the absence of a module-specific cron scheduler","summary":"Plan only around user actions and core CRM services implemented by the code.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-the-absence-of-a-module-specific-cron-scheduler","keywords":"/ technical reference administrator troubleshooting limitations v1.0.0","type":"guide"},{"title":"Understand the absence of API-key rotation controls","summary":"Plan credential lifecycle outside the module.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-the-absence-of-api-key-rotation-controls","keywords":"provider account and admin area setup settings ai administrator security privacy limitations troubleshooting v1.0.0","type":"guide"},{"title":"Understand the absence of OpenAI module cron and webhooks","summary":"Do not expect background polling or inbound provider events from this module.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-the-absence-of-openai-module-cron-and-webhooks","keywords":"code-backed reference supplied hooks/controllers technical administrator security privacy limitations troubleshooting v1.0.0","type":"guide"},{"title":"Understand the boundary between API-visible activity and the provider banking UI for QuickBooks","summary":"Detailed client guidance covering understand the boundary between API-visible activity and the provider banking UI for QuickBooks, including prerequisites, exact controls, verification…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-boundary-between-api-visible-activity-and-the-provider-banking-ui-for-quickbooks","keywords":"bank api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the boundary between API-visible activity and the provider banking UI for Sage","summary":"Detailed client guidance covering understand the boundary between API-visible activity and the provider banking UI for Sage, including prerequisites, exact controls, verification…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-boundary-between-api-visible-activity-and-the-provider-banking-ui-for-sage","keywords":"bank api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the boundary between API-visible activity and the provider banking UI for Xero","summary":"Detailed client guidance covering understand the boundary between API-visible activity and the provider banking UI for Xero, including prerequisites, exact controls, verification…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-boundary-between-api-visible-activity-and-the-provider-banking-ui-for-xero","keywords":"bank api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the Companies House importer-candidate limitation","summary":"Understand that Companies House does not provide a standalone verified importer flag, so Importers by SIC Code returns sector-matched candidate companies for review rather than verified…","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-the-companies-house-importer-candidate-limitation","keywords":"prospects fresh uk how to britixo","type":"guide"},{"title":"Understand the company results register","summary":"Review company number, name, status, incorporation, SIC codes, directors/officers, PSC, address and import state.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-the-company-results-register","keywords":"saved searches registers fresh uk found administrator access","type":"guide"},{"title":"Understand the complete job-status matrix","summary":"Apply only model-authorised transitions.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-complete-job-status-matrix","keywords":"admin area jobs open job change status edit stops dispatch and control pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the Compliance Monitor menu groups","summary":"Navigate Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and the audit menus.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/understand-the-compliance-monitor-menu-groups","keywords":"britixo staff administration left navigation administrators authorised property","type":"guide"},{"title":"Understand the Courier automation sequence","summary":"Know the major tasks run by the model automation entry point.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-courier-automation-sequence","keywords":"server scheduler after_cron_run run_automation administrator settings cron and technical code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the Courier controller-action map","summary":"Use the exact code flow behind every admin workspace.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-courier-controller-action-map","keywords":"technical reference controllers/courier_logistic_management.php administrator settings cron automation and dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the Courier menu and exact navigation paths","summary":"Use the code-registered menu labels to reach every workspace.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-courier-menu-and-exact-navigation-paths","keywords":"admin area view module setup access dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the Courier model workflow map","summary":"Trace validation and side effects to model methods.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/understand-the-courier-model-workflow-map","keywords":"technical reference models/courier_logistic_management_model.php administrator settings cron automation code flow dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Understand the Create or View Delivery Note invoice button","summary":"Know how the dynamic invoice action decides whether to create or open a note.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-create-or-view-delivery-note-invoice-button","keywords":"integration and creation admin area invoices staff required when no exists an invoice. wait for injected action.","type":"guide"},{"title":"Understand the current QuickBooks PDF page-format behaviour","summary":"Detailed client guidance covering understand the current QuickBooks PDF page-format behaviour, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-current-quickbooks-pdf-page-format-behaviour","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the current Sage PDF page-format behaviour","summary":"Detailed client guidance covering understand the current Sage PDF page-format behaviour, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-current-sage-pdf-page-format-behaviour","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the current Xero PDF page-format behaviour","summary":"Detailed client guidance covering understand the current Xero PDF page-format behaviour, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-current-xero-pdf-page-format-behaviour","keywords":"reports exports how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the customer billing address default","summary":"Know how the create form composes the initial delivery address.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-customer-billing-address-default","keywords":"invoice integration and creation admin area invoices open operations staff from invoice. review prefilled","type":"guide"},{"title":"Understand the default fine-tuning training prompt","summary":"Know how each source item is converted into a user/assistant example.","category":"OpenAI 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server administration britixo crm system administrators developers auditors authorised inspection inspect prefixed","type":"guide"},{"title":"Understand the Delivery Note menu and exact routes","summary":"Map the visible sidebar entry and supported admin, public and client-PDF endpoints.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-delivery-note-menu-and-exact-routes","keywords":"module setup access architecture area administrators technical support view use to open register. from an invoice injected","type":"guide"},{"title":"Understand the dispatch-email automation","summary":"Know when the module sends the initial recipient message and what it contains.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-dispatch-email-automation","keywords":"pdf qr email audit evidence automatic after supported creation operations staff administrators create with populated. verify saved status is open.","type":"guide"},{"title":"Understand the employee-record RTW transition notification","summary":"Understand when an applied v1.3.0 record change triggers the safe operations email for newly verified Right to Work.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/understand-the-employee-record-rtw-transition-notification","keywords":"resources hrm admin area employee centre select current / workforce rota notifications settings employee-record-centre rota-distribution-notifications hrm-automation","type":"guide"},{"title":"Understand the fine-tuning job suffix","summary":"Identify module-created jobs and models.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-the-fine-tuning-job-suffix","keywords":"code-backed reference finetuning createjob technical administrator lifecycle v1.0.0","type":"guide"},{"title":"Understand the hardened PDF-close hook","summary":"Know when the module safely renders a QR code and when it 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templates e-signature verification receipt postal tracking client portal","type":"guide"},{"title":"Understand the Letter Sent status guard","summary":"Understand why only a Received lead is changed to Letter Sent and progressed statuses are preserved.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/understand-the-letter-sent-status-guard","keywords":"manager workflow administrator access","type":"guide"},{"title":"Understand the letter verification barcode","summary":"Use the printed verification code as secondary visible evidence.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/understand-the-letter-verification-barcode","keywords":"v1.0.0 open generated pdf bottom digital security area generation branding and files correspondence templates email e-signature read receipt postal tracking client portal","type":"guide"},{"title":"Understand the Mailbox Exchange menu and exact routes","summary":"Use every code-registered workspace.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-the-mailbox-exchange-menu-and-exact-routes","keywords":"module setup access navigation admin area relevant view capability users inbox /admin/mailboxai/inbox. accounts /admin/mailboxai/accounts. email templates /admin/mailboxai/templates. auto replies","type":"guide"},{"title":"Understand the mixed Sent folder","summary":"Interpret IMAP messages and local outbox rows together.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-the-mixed-sent-folder","keywords":"inbox folders search message actions admin area view users can mix synchronised server records items. queued/failed/sending items are not equivalent to server-delivered","type":"guide"},{"title":"Understand the one-time e-signature lock","summary":"Know how repeated visits and repeat posts behave after the first successful signature.","category":"Delivery 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v1.0.0","type":"guide"},{"title":"Understand the OpenAI training-file upload","summary":"Know the purpose and file identifier used for the provider upload.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-the-openai-training-file-upload","keywords":"code-backed reference files technical administrator fine-tuning job lifecycle v1.0.0","type":"guide"},{"title":"Understand the payment-added property activity hook","summary":"Know when a CRM payment can add real-estate activity evidence.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-the-payment-added-property-activity-hook","keywords":"admin area sales payments record invoice/payment permission setup navigation and lifecycle v1.0.0","type":"guide"},{"title":"Understand the Property Operations menu","summary":"Open Dashboard, Properties, Property Status, Account Status, Approvals, Owners, staff, agents and brokers according to permission.","category":"Real Estate 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administrator or relevant capability automation notifications security troubleshooting v1.7.9","type":"guide"},{"title":"Understand the Purchase menu order","summary":"Navigate Items, Vendors, Vendor Items, Purchase Request, Quotations, Purchase Order, FAF Request, Order Returns, Contracts, Debit Notes, Invoices, Reports and Settings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/understand-the-purchase-menu-order","keywords":"admin area relevant view capability setup version access navigation v1.7.9","type":"guide"},{"title":"Understand the QuickBooks document confidence threshold","summary":"Detailed client guidance covering understand the QuickBooks document confidence threshold, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-quickbooks-document-confidence-threshold","keywords":"secure intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the QuickBooks reconciliation match-confidence score","summary":"Detailed client guidance covering understand the QuickBooks reconciliation match-confidence score, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-quickbooks-reconciliation-match-confidence-score","keywords":"and certified how to integration audit troubleshooting","type":"guide"},{"title":"Understand the remote invoice status used by QuickBooks automation","summary":"Detailed client guidance covering understand the remote invoice status used by QuickBooks automation, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"QuickBooks Accounting 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and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-remote-invoice-status-used-by-xero-automation","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand the Requests & Applications menu","summary":"Open Buy Requests, Rent Requests, Tenant Onboarding and Onboarding workspace.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/understand-the-requests-and-applications-menu","keywords":"admin area real_buy_request real_rent_request or real_tenant access setup navigation lifecycle v1.0.0","type":"guide"},{"title":"Understand the Sage document confidence threshold","summary":"Detailed client guidance covering understand the Sage document confidence threshold, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting 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Manager","url":"https://pixiecrm.com/help-centre/understand-the-search-clients-and-leads-label-limitation","keywords":"v1.0.0 admin area dashboard setup version access and architecture pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Understand the signed-confirmation email","summary":"Know what is sent after the model accepts the one-time signature.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-signed-confirmation-email","keywords":"pdf qr and audit evidence automatic secure public link confirm recipients administrators valid open-note token complete wait for sealed page. check recipient","type":"guide"},{"title":"Understand the signed Delivery Note lock","summary":"Know which actions stop once a valid signature has been stored.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-the-signed-delivery-note-lock","keywords":"register editing and status control admin area open operations auditors view note. verify time ip user agent-derived evidence hash. confirm","type":"guide"},{"title":"Understand the temporary training-file path and cleanup","summary":"Review local temporary-file handling during job creation.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-the-temporary-training-file-path-and-cleanup","keywords":"server directory pcrm_training_ timestamp .jsonl technical administrator fine-tuning lifecycle v1.0.0","type":"guide"},{"title":"Understand the Xero document confidence threshold","summary":"Detailed client guidance covering understand the Xero document confidence threshold, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-the-xero-document-confidence-threshold","keywords":"secure intake how to integration reconciliation audit 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feedback reports to","type":"guide"},{"title":"Understand TinyMCE-compatible enhancement output","summary":"Review the expected output format and paragraph-wrapper handling.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/understand-tinymce-compatible-enhancement-output","keywords":"open an ai-enabled tinymce editor ai action crm content author chat text-enhancement flow v1.0.0","type":"guide"},{"title":"Understand topbar auto-refresh behaviour","summary":"Know automatic unread refresh.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/understand-topbar-auto-refresh-behaviour","keywords":"inbox folders search and message actions admin envelope view users runs every 60 seconds on tab visibility. updates csrf counts title badges. open the exact navigation path shown above. select authorised","type":"guide"},{"title":"Understand transparent phpass password upgrading after login","summary":"Understand how a valid legacy phpass password is 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the implemented controller capability from the buttons actually present in the supplied UI.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/understand-void-action-visibility-and-permission","keywords":"register editing status control admin area setup staff roles delete administrators implementation teams manage grant only to approved","type":"guide"},{"title":"Understand what happens when a native client is deleted after QuickBooks sync","summary":"Detailed client guidance covering understand what happens when a native client is deleted after QuickBooks sync, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-what-happens-when-a-native-client-is-deleted-after-quickbooks-sync","keywords":"customers and contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand what happens when a native client is deleted after Sage sync","summary":"Detailed client guidance covering understand what happens when a native client is deleted after Sage sync, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-what-happens-when-a-native-client-is-deleted-after-sage-sync","keywords":"customers and contacts how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand what happens when a native client is deleted after Xero sync","summary":"Detailed client guidance covering understand what happens when a native client is deleted after Xero sync, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-what-happens-when-a-native-client-is-deleted-after-xero-sync","keywords":"customers and contacts how to integration reconciliation audit 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client guidance covering understand which records remain authoritative when using Sage, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-which-records-remain-authoritative-when-using-sage","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand which records remain authoritative when using Xero","summary":"Detailed client guidance covering understand which records remain authoritative when using Xero, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/understand-which-records-remain-authoritative-when-using-xero","keywords":"setup access and operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Understand why an 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human-resource-management-version-1-3-0","type":"guide"},{"title":"Upgrade QR Code Manager to version 2.1.1","summary":"Apply migration 211 and rerun the idempotent installer used by the new migration.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/upgrade-qr-code-manager-to-version-2-1-1","keywords":"admin area setup modules database administrator update safety hardening v2.1.1","type":"guide"},{"title":"Upload a driver compliance document","summary":"Add protected evidence to a driver record.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/upload-a-driver-compliance-document","keywords":"admin area drivers open documents manage onboarding pay and dispatch pod vehicle provider bp fuel finance","type":"guide"},{"title":"Upload a FAF attachment","summary":"Attach supporting evidence.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-faf-attachment","keywords":"admin area request open files 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templates and signatures v1.7.9","type":"guide"},{"title":"Upload a purchase-invoice attachment","summary":"Attach supporting evidence.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-invoice-attachment","keywords":"admin area invoices open invoice files purchase_invoices capability and status where applicable payments v1.7.9","type":"guide"},{"title":"Upload a purchase item attachment","summary":"Attach a file to an item.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-item-attachment","keywords":"admin area items open files purchase_items or purchase_vendor_items capability units groups and vendor v1.7.9","type":"guide"},{"title":"Upload a purchase-order attachment","summary":"Attach a file to the order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-order-attachment","keywords":"admin area order open files purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Upload a purchase-order file in the vendor portal","summary":"Attach a supported file to an order.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-order-file-in-the-vendor-portal","keywords":"orders open order files authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Upload a purchase-request attachment","summary":"Attach a supporting file.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-request-attachment","keywords":"admin area request open files purchase_request capability and status where applicable requests v1.7.9","type":"guide"},{"title":"Upload a purchase-request file in the vendor portal","summary":"Attach a file using the authorised request hash.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-purchase-request-file-in-the-vendor-portal","keywords":"open authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Upload a quotation attachment","summary":"Attach vendor evidence to a quotation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-quotation-attachment","keywords":"admin area quotations open files purchase_quotations capability and status where applicable requests for v1.7.9","type":"guide"},{"title":"Upload a quotation file in the vendor portal","summary":"Attach a supported file to a quotation.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-quotation-file-in-the-vendor-portal","keywords":"quotations open authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Upload a requestor FAF signature","summary":"Store the requestor signature attachment.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-requestor-faf-signature","keywords":"admin area request open purchase_faf capability requests v1.7.9","type":"guide"},{"title":"Upload a secure HR document","summary":"Validate and store a protected employee file in the secure document register.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/upload-a-secure-hr-document","keywords":"resources admin area exact navigation documents validated module v1.3.0 how to","type":"guide"},{"title":"Upload a vendor attachment","summary":"Store a file against the vendor record.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-a-vendor-attachment","keywords":"admin area vendors open files purchase_vendors capability contacts and administrators v1.7.9","type":"guide"},{"title":"Upload alternate property attachment groups","summary":"Use the additional attachment actions exposed by the view.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-alternate-property-attachment-groups","keywords":"admin area operations properties open media/files real_property edit core details and media v1.0.0","type":"guide"},{"title":"Upload AML / KYC evidence","summary":"Create a multi-file intake for identity, address, credit or due-diligence evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-aml-kyc-evidence","keywords":"multiple files tenant selection administrators and authorised property staff","type":"guide"},{"title":"Upload and share customer files","summary":"Store attachments and control whether each file is visible in the client portal.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/upload-and-share-customer-files","keywords":"sharing authorised staff","type":"guide"},{"title":"Upload Asbestos Management evidence","summary":"Create a document-intake record for asbestos survey or management evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-asbestos-management-evidence","keywords":"intake safety certificates administrators authorised property staff","type":"guide"},{"title":"Upload Building Safety / Higher-Risk Buildings evidence","summary":"Create a document-intake record for building safety evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-building-safety-evidence","keywords":"intake certificates administrators authorised property staff","type":"guide"},{"title":"Upload CMP / Client Money evidence","summary":"Create a document-intake record for client money protection evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-cmp-client-money-evidence","keywords":"intake agency governance scheme administrators authorised property staff","type":"guide"},{"title":"Upload EICR evidence","summary":"Create a document-intake record for electrical installation condition report and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-eicr-evidence","keywords":"intake safety certificates tracking administrators authorised property staff","type":"guide"},{"title":"Upload England PRS Database evidence","summary":"Create a document-intake record for PRS database registration evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-england-prs-database-evidence","keywords":"intake licensing gov administrators authorised property staff","type":"guide"},{"title":"Upload EPC / MEES evidence","summary":"Create a document-intake record for EPC or MEES evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-epc-mees-evidence","keywords":"intake safety certificates tracking administrators authorised property staff","type":"guide"},{"title":"Upload Fire Risk Assessment evidence","summary":"Create a document-intake record for fire risk assessment evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-fire-risk-assessment-evidence","keywords":"intake safety certificates administrators authorised property staff","type":"guide"},{"title":"Upload Gas Safety / CP12 evidence","summary":"Create a document-intake record for gas safety certificate and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-gas-safety-cp12-evidence","keywords":"intake certificates tracking administrators authorised property staff","type":"guide"},{"title":"Upload HMO / Licensing evidence","summary":"Create a document-intake record for HMO licence or application evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-hmo-licensing-evidence","keywords":"intake gov tracking administrators authorised property staff","type":"guide"},{"title":"Upload HMRC / MTD evidence","summary":"Create a document-intake record for HMRC or Making Tax Digital evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-hmrc-mtd-evidence","keywords":"intake agency governance workflows administrators authorised property staff","type":"guide"},{"title":"Upload Legionella Risk Assessment evidence","summary":"Create a document-intake record for legionella risk assessment evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-legionella-risk-assessment-evidence","keywords":"intake safety certificates administrators authorised property staff","type":"guide"},{"title":"Upload maintenance photos","summary":"Attach supported images to evidence the issue.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-maintenance-photos","keywords":"client portal new request authenticated tenant/client contact requests and tenant feedback v1.0.0","type":"guide"},{"title":"Upload multiple invoice PDFs to QuickBooks Document Intake","summary":"Detailed client guidance covering upload multiple invoice PDFs to QuickBooks Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/upload-multiple-invoice-pdfs-to-quickbooks-document-intake","keywords":"secure how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Upload multiple invoice PDFs to Sage Document Intake","summary":"Detailed client guidance covering upload multiple invoice PDFs to Sage Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/upload-multiple-invoice-pdfs-to-sage-document-intake","keywords":"secure how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Upload multiple invoice PDFs to Xero Document Intake","summary":"Detailed client guidance covering upload multiple invoice PDFs to Xero Document Intake, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/upload-multiple-invoice-pdfs-to-xero-document-intake","keywords":"secure how integration reconciliation audit troubleshooting","type":"guide"},{"title":"Upload multiple Right to Rent evidence files","summary":"Create an OCR intake with the selected tenant, check path and all relevant evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-multiple-right-to-rent-evidence-files","keywords":"selection administrators authorised property staff","type":"guide"},{"title":"Upload Northern Ireland Landlord Registration evidence","summary":"Create a document-intake record for Northern Ireland landlord registration evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-northern-ireland-landlord-registration-evidence","keywords":"intake licensing gov administrators authorised property staff","type":"guide"},{"title":"Upload onboarding documents","summary":"Attach required tenant/property/tenancy files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-onboarding-documents","keywords":"workspace authorised tenant/rent staff tenant and workflow v1.0.0","type":"guide"},{"title":"Upload or delete a property listing PDF file","summary":"Maintain the listing’s dedicated PDF attachment.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-or-delete-a-property-listing-pdf-file","keywords":"admin area operations properties open real_property edit core details and media v1.0.0","type":"guide"},{"title":"Upload or delete an invoice attachment","summary":"Maintain source files on the invoice.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-or-delete-an-invoice-attachment","keywords":"broker portal invoices open authenticated user with edit access contracts payments and pdfs v1.0.0","type":"guide"},{"title":"Upload or remove a debit-note attachment","summary":"Manage supporting files on a debit note.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-or-remove-a-debit-note-attachment","keywords":"admin area notes open note attachments purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Upload or remove an estate-agent profile image","summary":"Maintain the company image used in supported views/PDFs.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-or-remove-an-estate-agent-profile-image","keywords":"admin area property operations agents open real_estate_agent edit companies and staff v1.0.0","type":"guide"},{"title":"Upload POD documents to a provider","summary":"Send protected signature/snapshot evidence through the provider client.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/upload-pod-documents-to-a-provider","keywords":"admin area delivery notes open signed note manage integrations connections apis and webhooks dispatch driver vehicle bp fuel finance","type":"guide"},{"title":"Upload property attachments","summary":"Add files through the supported listing attachment action.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-property-attachments","keywords":"admin area operations properties open real_property edit core details and media v1.0.0","type":"guide"},{"title":"Upload renewal evidence from the public page","summary":"Submit a replacement certificate or supporting file through the tokenised renewal workflow.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-renewal-evidence-from-the-public-page","keywords":"external recipients","type":"guide"},{"title":"Upload renter identity evidence","summary":"Upload identity_document_file through the profile.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-renter-identity-evidence","keywords":"client portal profile authenticated contact rent requests and profiles v1.0.0","type":"guide"},{"title":"Upload renter income evidence","summary":"Upload income_source_file and maintain income sources.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-renter-income-evidence","keywords":"client portal profile authenticated contact rent requests profiles v1.0.0","type":"guide"},{"title":"Upload Scotland Letting Agent Register evidence","summary":"Create a document-intake record for Scottish letting-agent register evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-scotland-letting-agent-register-evidence","keywords":"intake licensing gov administrators authorised property staff","type":"guide"},{"title":"Upload Selective / Additional Licensing evidence","summary":"Create a document-intake record for selective or additional licensing evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-selective-additional-licensing-evidence","keywords":"intake gov administrators authorised property staff","type":"guide"},{"title":"Upload Smoke & CO Alarms evidence","summary":"Create a document-intake record for smoke or carbon-monoxide alarm evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-smoke-co-alarms-evidence","keywords":"intake safety certificates administrators authorised property staff","type":"guide"},{"title":"Upload supplier completion photos","summary":"Attach supported photos during status update.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/upload-supplier-completion-photos","keywords":"portal open job complete authorised user suppliers jobs and invoices v1.0.0","type":"guide"},{"title":"Upload the purchase-order PDF logo","summary":"Store the logo used by purchase-order PDF output.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/upload-the-purchase-order-pdf-logo","keywords":"admin area settings order setting purchase_settings edit numbering pdfs and vendor-portal options v1.7.9","type":"guide"},{"title":"Upload Wales Licensing / Registration evidence","summary":"Create a document-intake record for Wales licensing or registration evidence and attach it to the correct linked entity.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/upload-wales-licensing-registration-evidence","keywords":"intake gov administrators authorised property staff","type":"guide"},{"title":"Use a currency rate on a purchase document","summary":"Select currency and verify the rate before adding lines.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-a-currency-rate-on-a-purchase-document","keywords":"admin area request/quotation/order/invoice purchase_settings edit rates v1.7.9","type":"guide"},{"title":"Use a drawn approval signature","summary":"Capture the signature pad value when the relevant approval view exposes it.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-a-drawn-approval-signature","keywords":"admin area open action sign administrator or status capability permissions and workflows v1.7.9","type":"guide"},{"title":"Use a Letter Manager template in a newsletter","summary":"Copy the selected Letter Manager template subject and body into the newsletter composer.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/use-a-letter-manager-template-in-a-newsletter","keywords":"1.0.0 admin area / predefined templates campaign content validation","type":"guide"},{"title":"Use a manual driver-pay override at dispatch","summary":"Override the calculated assignment amount with an authorised value.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-a-manual-driver-pay-override-at-dispatch","keywords":"admin area select job driver onboarding pay and compliance pod vehicle provider bp fuel finance","type":"guide"},{"title":"Use a template for an external recipient","summary":"Copy a predefined subject and body into the external send form.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/use-a-template-for-an-external-recipient","keywords":"v1.0.0 admin area dashboard manual entry templates external-recipient correspondence pdf email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Use account email username autofill","summary":"Copy email into empty username fields.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-account-email-username-autofill","keywords":"accounts credentials and shared access admin area new or edit create users only imap/smtp usernames are autofilled. existing custom not overwritten. open the exact","type":"guide"},{"title":"Use account registers","summary":"Review ledger activity by account, inspect balances and trace transactions back to their source records.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/use-account-registers","keywords":"staff view chart of accounts chart-of-accounts journal-entry banking britixo how","type":"guide"},{"title":"Use AI controls while composing or replying","summary":"Request AI drafting assistance.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-ai-controls-while-composing-or-replying","keywords":"compose reply forwarding and outbox workflows admin area account access enabled users tone length language style influence output. output is not sent automatically. user must review facts recipients","type":"guide"},{"title":"Use AI text enhancement and ticket assistance","summary":"Improve draft text, summarise tickets and suggest replies with human review before use.","category":"Enterprise modules and integrations","url":"https://pixiecrm.com/help-centre/use-ai-text-enhancement-and-ticket-assistance","keywords":"openai assistant supported editor or action authorised staff","type":"guide"},{"title":"Use AI ticket summary and reply suggestions","summary":"Generate an assisted summary or draft response while keeping staff responsible for final review.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/use-ai-ticket-summary-and-reply-suggestions","keywords":"open actions","type":"guide"},{"title":"Use an active email template in compose","summary":"Insert reusable active content.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-an-active-email-template-in-compose","keywords":"reply forwarding and outbox workflows admin area inbox account send availability users only templates are offered. review subject/body before sending. open the exact navigation path shown above.","type":"guide"},{"title":"Use an uploaded approval signature","summary":"Attach the permitted e-signature file when uploaded signatures are enabled.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-an-uploaded-approval-signature","keywords":"admin area open action upload administrator or relevant status capability permissions and workflows v1.7.9","type":"guide"},{"title":"Use the Appointments analytics dashboard","summary":"Review operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-appointments-analytics-dashboard","keywords":"reports who manage view history widgets troubleshooting report provider dashboard-widget britixo booking services providers availability calendar reminders invoices feedback how to","type":"guide"},{"title":"Use the Appointments dashboard","summary":"Review live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-appointments-dashboard","keywords":"staff who manage view tables filters dashboard-widget report britixo booking services providers availability reminders invoices feedback reports how","type":"guide"},{"title":"Use Appointments history","summary":"Review the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-appointments-history","keywords":"staff who manage view reports widgets troubleshooting report notification security britixo booking services providers availability calendar reminders invoices feedback how to","type":"guide"},{"title":"Use Asbestos Management tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for asbestos survey or management evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-asbestos-management-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use audit logs and chain of custody","summary":"Trace hashes, events, source snapshots and evidence movements across the module.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-audit-logs-and-chain-of-custody","keywords":"hash trail administrators authorised property staff","type":"guide"},{"title":"Use bearer authentication with the Bilty API","summary":"Send the API client bearer credential to the scoped /bilty_management/api/v1 endpoints and handle denied, expired or rate-limited requests correctly.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-bearer-authentication-with-the-bilty-api","keywords":"webhooks how britixo transport logistics","type":"guide"},{"title":"Use Bilty API read and tracking endpoints","summary":"Use health, Bilties, single Bilty, status, tracking, clients, material types, vehicles and brokers endpoints according to the granted scopes.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-bilty-api-read-and-tracking-endpoints","keywords":"webhooks /bilty_management/api/v1 how britixo transport logistics","type":"guide"},{"title":"Use broker portal contracts","summary":"Create/edit, sign/un-sign, renew, copy, comment, attach, PDF and email contracts.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-broker-portal-contracts","keywords":"authenticated user with contract access business brokers v1.0.0","type":"guide"},{"title":"Use broker portal dashboard reports","summary":"Review buy/rent status, property type, listing status and operational reports.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-broker-portal-dashboard-reports","keywords":"/ authenticated user with report visibility business brokers v1.0.0","type":"guide"},{"title":"Use broker portal invoices","summary":"Create/edit, cancel/un-cancel, mark sent, email, PDF and manage attachments.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-broker-portal-invoices","keywords":"authenticated user with invoice access business brokers v1.0.0","type":"guide"},{"title":"Use broker portal notifications","summary":"Review, mark one/all read and open notification details.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-broker-portal-notifications","keywords":"authenticated user business brokers v1.0.0","type":"guide"},{"title":"Use broker portal payments","summary":"Open payment records, PDFs and email actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-broker-portal-payments","keywords":"authenticated user with access business brokers v1.0.0","type":"guide"},{"title":"Use Building Safety / Higher-Risk Buildings tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for building safety evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-building-safety-tracking","keywords":"workflow certificates administrators authorised property staff","type":"guide"},{"title":"Use bulk PDF export","summary":"Create downloadable PDF packages for supported sales records in a controlled batch.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/use-bulk-pdf-export","keywords":"utilities exporter authorised staff","type":"guide"},{"title":"Use appointment tooltips and the universal calendar","summary":"Review appointment timing and essential context from calendar entries while keeping access controlled by the Pixie CRM Appointments & Scheduling module.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-calendar-tooltips-and-universal-calendar","keywords":"display / staff who manage view dashboard tables filters provider timezone booking services providers availability reminders invoices feedback reports how to","type":"guide"},{"title":"Use central security audit logging","summary":"Use the consolidated event trail for security-sensitive activity.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/use-central-security-audit-logging","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers actor/token identity type timestamp source/context outcome correlate","type":"guide"},{"title":"Use CMP / Client Money tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for client money protection evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-cmp-client-money-tracking","keywords":"workflow agency governance scheme administrators authorised property staff","type":"guide"},{"title":"Use the Companies House start index","summary":"Use the implemented offset when retrieving a later result page.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/use-companies-house-start-index","keywords":"module setup and searching fresh uk search administrator access","type":"guide"},{"title":"Use the company schedule for staff","summary":"Make a provider inherit the organisation's current working hours and closures.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-company-schedule-for-staff","keywords":"inheritance who manage view availability britixo booking services providers calendar reminders invoices feedback reports how to","type":"guide"},{"title":"Use company summary filter cards","summary":"Filter the current result table by enrichment, verification, websites, contact data, lead linkage, priority, letter readiness or suppression.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/use-company-summary-filter-cards","keywords":"saved searches and registers fresh uk found administrator access","type":"guide"},{"title":"Use contract templates","summary":"Reuse approved wording when drafting a new or existing contract.","category":"Contracts and documents","url":"https://pixiecrm.com/help-centre/use-contract-templates","keywords":"template insert authorised staff","type":"guide"},{"title":"Use credit-note e-Invoice placeholders","summary":"Map all supplied credit-note identity, status, totals, currency and address fields.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-credit-note-e-invoice-placeholders","keywords":"1.0.0 admin area setup settings finance template credit note rendering","type":"guide"},{"title":"Use CRM customer-profile tabs","summary":"Open property links, landlord/supplier payouts and related module tabs.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-crm-customer-profile-tabs","keywords":"admin area customers customer view email pdf branding integrations v1.0.0","type":"guide"},{"title":"Use cryptographically secure public tokens","summary":"Understand how public links and tokenised actions use secure unpredictable token generation.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/use-cryptographically-secure-public-tokens","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers system-generated linked action are","type":"guide"},{"title":"Use customer country and currency formats","summary":"Prevent validation and reporting errors.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-customer-country-and-currency-formats","keywords":"admin area customers add/edit edit crm synchronisation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Use customer groups","summary":"Segment customers for reporting, pricing context and operational organisation.","category":"Customers and contacts","url":"https://pixiecrm.com/help-centre/use-customer-groups","keywords":"setup administrator","type":"guide"},{"title":"Use customer reports","summary":"Review customer acquisition, groups and account-level performance.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/use-customer-reports","keywords":"analytics customers manager","type":"guide"},{"title":"Use deposit protection workflows","summary":"Manage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-deposit-protection-workflows","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use display references and certificate numbers","summary":"Use generated references to distinguish records, notifications and certificates across workspaces.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-display-references-and-certificate-numbers","keywords":"reference number notification engine administrators authorised property staff","type":"guide"},{"title":"Use e-Invoice company placeholders","summary":"Render the configured CRM company identity and address.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-e-invoice-company-placeholders","keywords":"1.0.0 admin area setup settings finance template rendering","type":"guide"},{"title":"Use e-Invoice custom-field placeholders","summary":"Include supported custom fields added by the data helper.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-e-invoice-custom-field-placeholders","keywords":"1.0.0 admin area setup settings finance template and rendering","type":"guide"},{"title":"Use e-Invoice customer and primary-contact placeholders","summary":"Render customer identity, address, VAT and primary-contact values.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-e-invoice-customer-placeholders","keywords":"1.0.0 admin area setup settings finance template client rendering","type":"guide"},{"title":"Use e-Invoice line-item and tax placeholders","summary":"Render repeating items and their taxes through Mustache sections.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-e-invoice-line-item-and-tax-placeholders","keywords":"1.0.0 admin area setup settings finance template line / rendering","type":"guide"},{"title":"Use EICR tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for electrical installation condition report.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-eicr-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use England PRS Database tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for PRS database registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-england-prs-database-tracking","keywords":"workflow licensing gov administrators authorised property staff","type":"guide"},{"title":"Use the Enterprise HR Dashboard","summary":"Use the v1.3.0 Enterprise HR Dashboard for live metrics, primary shortcuts, Employee 360 search and permission-controlled employee reporting.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-enterprise-hr-dashboard","keywords":"resources admin area module how to","type":"guide"},{"title":"Use EPC / MEES tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for EPC or MEES evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-epc-mees-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use the Estate Agency AML Supervision register","summary":"Track supervisory authority, registration, status, evidence and renewal dates as a live governance record with evidence and audit history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-estate-agency-aml-supervision-register","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use estimate pipeline view","summary":"Review estimates visually by status and open records directly from the pipeline.","category":"Proposals, estimates and requests","url":"https://pixiecrm.com/help-centre/use-estimate-pipeline-view","keywords":"kanban sales staff","type":"guide"},{"title":"Use expenses and income reports","summary":"Compare operational costs and revenue over selected periods.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/use-expenses-and-income-reports","keywords":"profitability / vs manager","type":"guide"},{"title":"Use financial sanctions checks","summary":"Review the financial-sanctions compliance workspace alongside AML/KYC evidence and audit records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-financial-sanctions-checks","keywords":"agency governance administrators authorised property staff","type":"guide"},{"title":"Use Fire Risk Assessment tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for fire risk assessment evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-fire-risk-assessment-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use Fix It for missing Bilty information","summary":"After an Issue attempt identifies missing required information, use Fix It to open the correct step, highlight the field and focus the control.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-fix-it-for-missing-bilty-information","keywords":"creation drafts dashboard how britixo transport logistics","type":"guide"},{"title":"Use Gas Safety / CP12 tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for gas safety certificate.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-gas-safety-cp12-tracking","keywords":"workflow certificates administrators authorised property staff","type":"guide"},{"title":"Use GDPR retention and deletion controls","summary":"Review retention policies, due records, legal holds, dry runs, execution and anonymisation audit results.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-gdpr-retention-and-deletion-controls","keywords":"anonymise hold agency governance / administrators authorised property staff","type":"guide"},{"title":"Use global search to find CRM records","summary":"Find customers, contacts, leads, invoices, projects, tasks and other records without opening each module.","category":"Getting started","url":"https://pixiecrm.com/help-centre/use-global-search-to-find-crm-records","keywords":"quick top bar staff","type":"guide"},{"title":"Use Google Maps places/marker integration","summary":"Search locations and display markers in property forms/maps.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-google-maps-places-marker-integration","keywords":"admin area operations properties map real_property access email pdf branding integrations v1.0.0","type":"guide"},{"title":"Use High Priority and Ready for Letter filters","summary":"Use the implemented score thresholds and clear-suppression state to filter the current results.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/use-high-priority-and-ready-for-letter-filters","keywords":"internal lead intelligence fresh uk summary cards administrator access","type":"guide"},{"title":"Use HMO / Licensing tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for HMO licence or application evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-hmo-licensing-tracking","keywords":"workflow gov administrators authorised property staff","type":"guide"},{"title":"Use HMRC / MTD tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for HMRC or Making Tax Digital evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-hmrc-mtd-tracking","keywords":"workflow agency governance workflows administrators authorised property staff","type":"guide"},{"title":"Use the HR Command Centre","summary":"Use the v1.3.0 HR Command Centre to open each implemented control centre and inspect route, file, storage and database health before using repair actions.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-hr-command-centre","keywords":"resources admin area module how","type":"guide"},{"title":"Use HRM dashboard widget metrics","summary":"Review the module metric endpoint and consolidated counts used by the HR command-centre widget.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-hr-widget-metrics","keywords":"resources admin area exact navigation command centre v1.3.0 how to","type":"guide"},{"title":"Use the ICO Data Protection Fee / Registration register","summary":"Track ICO registration status, reference, issue, expiry and review dates as a live governance record with evidence and audit history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-ico-data-protection-fee-registration-register","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Use incorporation, location and status filters for importer prospects","summary":"Apply the same incorporation-date, location, company-status, start-index and page-size filters already used by the Companies House search.","category":"Companies House Leads","url":"https://pixiecrm.com/help-centre/use-incorporation-location-and-status-filters-for-importer-prospects","keywords":"sic code fresh uk importers how to britixo","type":"guide"},{"title":"Use invoice e-Invoice placeholders","summary":"Map all supplied invoice totals, dates, statuses, currency and billing/shipping fields.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-invoice-e-invoice-placeholders","keywords":"1.0.0 admin area setup settings finance template rendering","type":"guide"},{"title":"Use the Landlord Ombudsman register","summary":"Track ombudsman or scheme status, references, evidence and review dates as a live governance record with evidence and audit history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-landlord-ombudsman-register","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Use lead reports","summary":"Measure lead volume, source, status, conversion and monthly trends.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/use-lead-reports","keywords":"rate leads sales manager","type":"guide"},{"title":"Use Legionella Risk Assessment tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for legionella risk assessment evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-legionella-risk-assessment-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use Live Operations","summary":"Monitor the current operational snapshot in one screen.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-live-operations","keywords":"admin area view module setup access and navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Use Mailbox Exchange bulk message actions","summary":"Apply supported action to selected messages.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-mailbox-exchange-bulk-message-actions","keywords":"inbox folders search and admin area select messages view plus account permissions users category where required mark_read mark_unread star unstar","type":"guide"},{"title":"Use Mailbox Exchange menu badges","summary":"Interpret unread, draft and scheduled counters.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-mailbox-exchange-menu-badges","keywords":"module setup access navigation admin area relevant view capability users inbox shows accessible total. drafts are scoped to the current staff member. a count does not grant underlying account or","type":"guide"},{"title":"Use Mailbox Exchange recipient autosuggestions","summary":"Search authorised CRM addresses.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-mailbox-exchange-recipient-autosuggestions","keywords":"compose reply forwarding and outbox workflows admin area inbox field account send users sources active staff contacts customers with email leads. non-admins get assigned leads only. blank query returns none","type":"guide"},{"title":"Use the Material Information register","summary":"Track governance position, authority guidance, phase gate, enforcement date and evidence as a live governance record with evidence and audit history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-material-information-register","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Use MTD - HMRC Compliant across Pixie CRM SaaS tenants","summary":"Activate the same reusable module through each authorised tenant runtime while keeping data in the active tenant database.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/use-mtd-hmrc-compliant-across-pixie-saas-tenants","keywords":"making tax digital uk vat income accounting accountant agent return","type":"guide"},{"title":"Use My appointments and Assigned to me","summary":"Separate appointments created by you from appointments where you are the responsible provider or attendee.","category":"Appointments & Scheduling","url":"https://pixiecrm.com/help-centre/use-my-appointments-and-assigned-to-me","keywords":"assignment filters appointment list staff who manage view dashboard tables customer britixo booking services providers availability calendar reminders invoices feedback reports how","type":"guide"},{"title":"Use recipient live search","summary":"Filter the visible recipient list before making individual or group selections.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/use-newsletter-recipient-live-search","keywords":"1.0.0 admin area letter manager / selector directory and selection","type":"guide"},{"title":"Use Northern Ireland Landlord Registration tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for Northern Ireland landlord registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-northern-ireland-landlord-registration-tracking","keywords":"workflow licensing gov administrators authorised property staff","type":"guide"},{"title":"Use official PDF reports","summary":"Open system-generated compliance reports from the central legal audit area.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-official-pdf-reports","keywords":"administrators and authorised property staff","type":"guide"},{"title":"Use onboarding autosave safely","summary":"Understand how the module saves the current step and row version while the case remains open.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-onboarding-autosave","keywords":"resources admin area exact navigation employee v1.3.0 to","type":"guide"},{"title":"Use OpenAI through a core CRM AI action","summary":"Run a supported core AI action after configuring the provider.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/use-openai-through-a-core-crm-ai-action","keywords":"open editor or ai-enabled feature choose configured permission of host chat and text-enhancement flow v1.0.0","type":"guide"},{"title":"Use optional Compliance Monitor links","summary":"Open linked property status/certificate pages when the data/module is available.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-optional-compliance-monitor-links","keywords":"client portal authenticated contact email pdf branding and integrations v1.0.0","type":"guide"},{"title":"Use optional Warehouse integration for returns","summary":"Select warehouse information only when the Warehouse module integration is active.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-optional-warehouse-integration-for-returns","keywords":"admin area order capability of related record files notes comments and crm links v1.7.9","type":"guide"},{"title":"Use pet requests compliance","summary":"Track pet-request intake, decision due dates, evidence, review and approval.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-pet-requests-compliance","keywords":"request date tenancy administrators authorised property staff","type":"guide"},{"title":"Use possession and notice compliance","summary":"Record notice evidence, review required fields and preserve service history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-possession-and-notice-compliance","keywords":"section 21 tenancy administrators authorised property staff","type":"guide"},{"title":"Use posted bank transactions and the banking register","summary":"Review bank transactions already represented in Accounting and compare them with the bank-account ledger balance.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/use-posted-bank-transactions-and-the-banking-register","keywords":"/ staff view reconciliation chart-of-accounts report britixo how to","type":"guide"},{"title":"Use predefined ticket replies","summary":"Create reusable response content and insert it into ticket replies.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/use-predefined-ticket-replies","keywords":"canned setup lead","type":"guide"},{"title":"Use project discussions","summary":"Create threaded project conversations and control client visibility.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/use-project-discussions","keywords":"discussion team","type":"guide"},{"title":"Use project overview and progress","summary":"Review project health, tracked time, tasks, milestones, financials and recent activity.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/use-project-overview-and-progress","keywords":"team","type":"guide"},{"title":"Use project, task and reminder links where exposed","summary":"Open core CRM records linked from real-estate workflows.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-project-task-and-reminder-links-where-exposed","keywords":"admin area relevant property/request/contract/invoice target-record access email pdf branding integrations v1.0.0","type":"guide"},{"title":"Use property owner codes and numbering","summary":"Verify the owner prefix/next number generates the intended code.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-property-owner-codes-and-numbering","keywords":"admin area settings prefix owners new administrator or creator landlords client links v1.0.0","type":"guide"},{"title":"Use Purchase custom fields","summary":"Create/apply custom fields for supported purchase relations.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-purchase-custom-fields","keywords":"admin area setup and record forms capability of the related files notes comments crm links v1.7.9","type":"guide"},{"title":"Use Purchase project tabs","summary":"Review project-linked requests, orders and contracts.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-purchase-project-tabs","keywords":"admin area projects open capability of the related record files notes comments crm links v1.7.9","type":"guide"},{"title":"Use Purchase-related tasks","summary":"Create CRM tasks linked to supported purchase records.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-purchase-related-tasks","keywords":"admin area open record capability of the related files notes comments and links v1.7.9","type":"guide"},{"title":"Use Purchase reminders","summary":"Create CRM reminders against supported purchase relations.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-purchase-reminders","keywords":"admin area open record capability of the related files notes comments and links v1.7.9","type":"guide"},{"title":"Use QR source-document and public links","summary":"Open the underlying CRM document or its public evidence from the record detail.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-qr-source-document-and-public-links","keywords":"2.1.0 admin area records audit","type":"guide"},{"title":"Use QuickBooks Document Intake for external PDF invoices","summary":"Detailed client guidance covering use QuickBooks Document Intake for external PDF invoices, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/use-quickbooks-document-intake-for-external-pdf-invoices","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use QuickBooks reconciliation history as accounting evidence","summary":"Detailed client guidance covering use QuickBooks reconciliation history as accounting evidence, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/use-quickbooks-reconciliation-history-as-accounting-evidence","keywords":"compliance audit and how to integration troubleshooting","type":"guide"},{"title":"Use Real Estate app search","summary":"Search supported module records through CRM global search.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-real-estate-app-search","keywords":"admin area relevant record view permission dashboard reports notifications and v1.0.0","type":"guide"},{"title":"Use Real Estate merge fields","summary":"Insert supported module/customer/property/request fields in templates.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-real-estate-merge-fields","keywords":"admin area setup email templates template administrator pdf branding and integrations v1.0.0","type":"guide"},{"title":"Use Real Estate PDF logo branding","summary":"Understand the hook that can supply a Real Estate/company logo.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-real-estate-pdf-logo-branding","keywords":"generate supported estate/core administrator email and integrations v1.0.0","type":"guide"},{"title":"Use Real Estate PDF organisation text","summary":"Understand the hook that can alter organisation text in supported PDFs.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-real-estate-pdf-organisation-text","keywords":"generate a estate/core administrator email branding and integrations v1.0.0","type":"guide"},{"title":"Use the Redress Scheme Membership register","summary":"Track redress provider, scheme, membership reference and dates as a live governance record with evidence and audit history.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-redress-scheme-membership-register","keywords":"agency administrators authorised property staff","type":"guide"},{"title":"Use relation-data lookups in Purchase forms","summary":"Allow the module to load supported related record labels/links.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-relation-data-lookups-in-purchase-forms","keywords":"admin area relation selector capability of files notes comments and crm links v1.7.9","type":"guide"},{"title":"Use rent increase and bidding compliance","summary":"Record rent or bidding changes, review decision fields and retain an audit trail.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-rent-increase-and-bidding-compliance","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use Sage Document Intake for external PDF invoices","summary":"Detailed client guidance covering use Sage Document Intake for external PDF invoices, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/use-sage-document-intake-for-external-pdf-invoices","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use Sage reconciliation history as accounting evidence","summary":"Detailed client guidance covering use Sage reconciliation history as accounting evidence, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/use-sage-reconciliation-history-as-accounting-evidence","keywords":"compliance audit how to integration troubleshooting","type":"guide"},{"title":"Use sales reports","summary":"Analyse invoices, payments, estimates, proposals, items, taxes and credit notes.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/use-sales-reports","keywords":"analytics manager","type":"guide"},{"title":"Use Scotland Letting Agent Register tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for Scottish letting-agent register evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-scotland-letting-agent-register-tracking","keywords":"workflow licensing gov administrators authorised property staff","type":"guide"},{"title":"Use secure HttpOnly and SameSite cookie defaults","summary":"Understand the hardened defaults applied to authentication and session cookies.","category":"Data, privacy and security","url":"https://pixiecrm.com/help-centre/use-secure-httponly-and-samesite-cookie-defaults","keywords":"core crm hardening automatic protection no separate staff menu route release / deployment authority administrators engineers limits transport https.","type":"guide"},{"title":"Use Selective / Additional Licensing tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for selective or additional licensing evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-selective-additional-licensing-tracking","keywords":"workflow gov administrators authorised property staff","type":"guide"},{"title":"Use Smoke & CO Alarms tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for smoke or carbon-monoxide alarm evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-smoke-co-alarms-tracking","keywords":"workflow safety certificates administrators authorised property staff","type":"guide"},{"title":"Use SMS when a vendor signs a contract","summary":"Verify the optional SMS notification after signature.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-sms-when-a-vendor-signs-a-contract","keywords":"admin area contracts options purchase_contracts capability templates and signatures v1.7.9","type":"guide"},{"title":"Use task checklists and attachments","summary":"Break work into verifiable steps and keep supporting files with the task.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/use-task-checklists-and-attachments","keywords":"checklist / staff","type":"guide"},{"title":"Use task list and Kanban views","summary":"Filter tasks, change view and move work through statuses.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/use-task-list-and-kanban-views","keywords":"board / staff","type":"guide"},{"title":"Use tenant fees and permitted payments","summary":"Create automated fee logs, calculate supported limits and retain evidence for review.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-tenant-fees-and-permitted-payments","keywords":"holding deposit default tenancy / administrators authorised property staff","type":"guide"},{"title":"Use tenant information and prescribed documents","summary":"Create a service log for required tenant information and link it to active approved compliance records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-tenant-information-and-prescribed-documents","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use tenant information pack acknowledgement","summary":"Allow the tokenised recipient to acknowledge receipt of the issued information pack.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-tenant-information-pack-acknowledgement","keywords":"token public link or authorised","type":"guide"},{"title":"Use the accountant or agent filing workflow","summary":"Prepare and review a client filing in Pixie CRM while keeping the taxpayer approval requirement separate from the agent OAuth connection.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/use-the-accountant-agent-filing-workflow","keywords":"making tax digital uk vat income accounting saas return","type":"guide"},{"title":"Use the Accounting dashboard","summary":"Review conversion status, income and sales summaries and the high-level accounting position from the module dashboard.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/use-the-accounting-dashboard","keywords":"finance managers staff view foundations report invoice expense britixo how to","type":"guide"},{"title":"Use the Agreement_countersign controller reference","summary":"Map the public countersign endpoint to the landlord-signature workflow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-agreement-countersign-controller-reference","keywords":"onboarding workspace landlord link authorised reviewer/signatory troubleshooting limitations and technical v1.0.0","type":"guide"},{"title":"Use the AML / KYC and sanctions audit","summary":"Review AML, KYC, manual credit-check and sanctions evidence from the financial audit workspace.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-aml-kyc-and-sanctions-audit","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use the AML / KYC intake workspace","summary":"Manage tenant selection, multi-file evidence, OCR, review, manual credit checks, approval, notification and PDF evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-aml-kyc-intake-workspace","keywords":"sanctions check agency governance administrators authorised property staff","type":"guide"},{"title":"Use the Apply controller reference","summary":"Map the tokenised public application endpoint to the tenant-application workflow.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-apply-controller-reference","keywords":"tenant invitation link invited applicant troubleshooting limitations and technical v1.0.0","type":"guide"},{"title":"Use the approved records register","summary":"Review approved compliance records across operational workspaces.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-approved-records-register","keywords":"legal audit administrators and authorised property staff","type":"guide"},{"title":"Use the Authentication_broker controller reference","summary":"Map login, registration, password reset, logout and validation helpers to broker portal guides.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-authentication-broker-controller-reference","keywords":"user/administrator troubleshooting limitations technical v1.0.0","type":"guide"},{"title":"Use the Bilty Finance workspace","summary":"Review issued Bilties with payment status and totals when the staff member has Finance permission.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-the-bilty-finance-workspace","keywords":"operational workspaces how to britixo transport logistics","type":"guide"},{"title":"Use the Bilty operational workspaces","summary":"Navigate the module workspaces and understand which views are filtered live registers versus dedicated first-version masters.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-the-bilty-operational-workspaces","keywords":"top navigation how to britixo transport logistics","type":"guide"},{"title":"Use the Bookings and Dispatch workspaces","summary":"Review booked Bilties and the dispatch queue using the live transit-status filters.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-the-bookings-and-dispatch-workspaces","keywords":"operational / how to britixo transport logistics","type":"guide"},{"title":"Use the Broker controller reference","summary":"Map broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-broker-controller-reference","keywords":"portal user/administrator troubleshooting limitations and technical v1.0.0","type":"guide"},{"title":"Use the broker portal dashboard","summary":"Review the broker’s accessible summary data.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-broker-portal-dashboard","keywords":"authenticated user business and v1.0.0","type":"guide"},{"title":"Use the calendar","summary":"Review and create calendar events alongside tasks, projects and other dated CRM activity.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/use-the-calendar","keywords":"utilities staff","type":"guide"},{"title":"Use the check register, reprint and void controls","summary":"Track check numbers and status, reprint only when justified and retain a clear void history for unusable or cancelled checks.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/use-the-check-register-reprint-and-void","keywords":"lifecycle checks / voided treasury staff view/edit/delete as applicable bills vendors banking payment approval report britixo how to","type":"guide"},{"title":"Use the Client controller reference","summary":"Map client properties, renter profile, history/income/occupants, applications and request actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-client-controller-reference","keywords":"portal authenticated contact troubleshooting limitations technical v1.0.0","type":"guide"},{"title":"Use the client portal buy application","summary":"Create and review buy requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-client-portal-buy-application","keywords":"authenticated contact landlord portals v1.0.0","type":"guide"},{"title":"Use the client portal rental application","summary":"Create and review rent requests.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-client-portal-rental-application","keywords":"authenticated contact landlord portals v1.0.0","type":"guide"},{"title":"Use the client renter profile","summary":"Maintain identity, address, income, occupants, pets and files.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-client-renter-profile","keywords":"portal authenticated contact landlord portals v1.0.0","type":"guide"},{"title":"Use the Compliance Monitor dashboard","summary":"Read live counts and open the correct operational workspace from the dashboard.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-compliance-monitor-dashboard","keywords":"metrics overdue due 30 days core administrators authorised property staff","type":"guide"},{"title":"Use the compliance records register","summary":"Search all approved and active compliance records from one register.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-compliance-records-register","keywords":"section type status core administrators authorised property staff","type":"guide"},{"title":"Use the corporate dashboard","summary":"Read high-level business metrics, recent activity and permission-aware widgets from one screen.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/use-the-corporate-dashboard","keywords":"admin area staff","type":"guide"},{"title":"Use the Courier audit trail","summary":"Trace who changed an operational record and what changed.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-courier-audit-trail","keywords":"admin area detail / relevant register view module setup access navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Use the Courier dashboard","summary":"Read the live summary without changing operational records.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-courier-dashboard","keywords":"admin area view module setup access and navigation dispatch pod driver vehicle provider bp fuel finance","type":"guide"},{"title":"Use the cPanel mailbox connection preset","summary":"Populate common cPanel values and replace the example domain.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-the-cpanel-mailbox-connection-preset","keywords":"accounts credentials shared access admin area new account create users imap mail.yourdomain.com 993 ssl password. smtp 587","type":"guide"},{"title":"Use the custom date range instant-report period","summary":"Apply the custom date range date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-custom-date-range-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use the dashboard email-detail view","summary":"Open a message from dashboard integration.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-the-dashboard-email-detail-view","keywords":"inbox folders search and actions admin area email detail plus account read users uses same account/message access checks as inbox. exact navigation path shown above. select authorised","type":"guide"},{"title":"Use the e-Invoice code editor","summary":"Use the supplied CodeMirror build for structured template editing.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/use-the-e-invoice-code-editor","keywords":"1.0.0 admin area setup settings finance new/edit and validation","type":"guide"},{"title":"Use the Email Alert Centre","summary":"Review automated event templates, recent activity and recipient rules.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-the-email-alert-centre","keywords":"resources admin area exact navigation module v1.3.0 how to","type":"guide"},{"title":"Use the Employee Record Centre","summary":"Maintain the current authoritative operational employee record, approve controlled changes, manage document versions and review synchronisation.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-the-employee-record-centre","keywords":"resources hrm v1.3.0 admin area employee-record-centre employee-record-approvals","type":"guide"},{"title":"Use the enforced QR size limits","summary":"Configure a QR width and height inside the 10–100 range enforced by version 2.1.1.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-the-enforced-qr-size-limits","keywords":"admin area setup settings general manager administrator 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Use the enforced verified-stamp size limits","summary":"Configure verified-stamp width from 78–118 and height from 29–44.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-the-enforced-verified-stamp-size-limits","keywords":"admin area setup settings general manager administrator version 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Use the Enterprise Solutions catalogue","summary":"Browse bundled product, module and integration information and manage catalogue requests.","category":"Enterprise modules and integrations","url":"https://pixiecrm.com/help-centre/use-the-enterprise-solutions-catalogue","keywords":"administrator","type":"guide"},{"title":"Use the financial audit workspace","summary":"Review AML/KYC, sanctions, CMP, client money, redress, ICO and estate-agency AML audit views.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-financial-audit-workspace","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use the Fleet, Drivers and Transporters workspaces","summary":"Review vehicle, driver and broker/transport-provider master records created through Bilty operations.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-the-fleet-drivers-and-transporters-workspaces","keywords":"operational / how to britixo transport logistics","type":"guide"},{"title":"Use the floating QR Compliance document button","summary":"Open an existing compliance record from supported admin document pages.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-the-floating-qr-compliance-document-button","keywords":"2.1.0 area invoice/payment/credit note/estimate/proposal records and audit","type":"guide"},{"title":"Use the Gmail connection preset","summary":"Populate standard Gmail fields without overwriting entered values.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-the-gmail-connection-preset","keywords":"accounts credentials and shared access admin area new account create users imap imap.gmail.com 993 ssl password. smtp smtp.gmail.com 587 tls","type":"guide"},{"title":"Use the hybrid client-and-accountant workflow","summary":"Combine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot.","category":"MTD - HMRC Compliant Module","url":"https://pixiecrm.com/help-centre/use-the-hybrid-client-and-accountant-workflow","keywords":"making tax digital uk vat income accountant saas return","type":"guide"},{"title":"Use the last month instant-report period","summary":"Apply the last month date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-last-month-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use the leads Kanban pipeline","summary":"Move leads between statuses visually and focus on active opportunities.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/use-the-leads-kanban-pipeline","keywords":"staff","type":"guide"},{"title":"Use the leads list view","summary":"Filter, sort, search and perform controlled bulk actions across lead records.","category":"Leads and sales pipeline","url":"https://pixiecrm.com/help-centre/use-the-leads-list-view","keywords":"filters staff","type":"guide"},{"title":"Use the legacy Section 21 archive","summary":"Review retained historical Section 21 service records without treating them as a new live notice workflow.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-legacy-section-21-archive","keywords":"tenancy audit administrators and authorised property staff","type":"guide"},{"title":"Use the Legal & Audit dashboard","summary":"Review legal obligations, approved records, audit packs, PDFs and regulator export routes.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-legal-and-audit-dashboard","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use the legal governance register","summary":"Manage the shared governance register for redress, ICO, AML supervision, ombudsman and material-information obligations.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-legal-governance-register","keywords":"obligations audit administrators authorised property staff","type":"guide"},{"title":"Use the Letter Manager Verify action","summary":"Open the public unique-code page directly from staff history.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/use-the-letter-manager-verify-action","keywords":"v1.0.0 admin area sent letters history link icon sent-letter and actions pdf correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Use the Mailbox Exchange topbar unread indicator","summary":"Review total and per-account unread counts.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/use-the-mailbox-exchange-topbar-unread-indicator","keywords":"module setup access navigation admin envelope view users dropdown is limited to accessible accounts. selecting an account opens unread-filtered inbox for that account. counts refresh every","type":"guide"},{"title":"Use the Maintenance and supplier controller references","summary":"Map client/admin/landlord/supplier requests, jobs, evidence, invoices and payment actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-maintenance-and-supplier-controller-references","keywords":"portals relevant staff/client/supplier access troubleshooting limitations technical reference v1.0.0","type":"guide"},{"title":"Use the media library","summary":"Upload, organise and reuse media files available to supported editor fields.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/use-the-media-library","keywords":"utilities staff","type":"guide"},{"title":"Use the module guide screen","summary":"Review the supplied in-CRM orientation page.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-module-guide-screen","keywords":"admin area settings administrator setup navigation and lifecycle v1.0.0","type":"guide"},{"title":"Use the OpenAI module action links","summary":"Open either the provider-specific settings or the parent AI settings from the module list.","category":"OpenAI Integration","url":"https://pixiecrm.com/help-centre/use-the-openai-module-action-links","keywords":"admin area setup modules administrator access and model configuration v1.0.0","type":"guide"},{"title":"Use the pet requests audit","summary":"Review request timing, decisions, evidence and lifecycle events.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-pet-requests-audit","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use the project Gantt chart","summary":"Visualise task dates, dependencies and delivery sequence on a timeline.","category":"Projects, tasks and time tracking","url":"https://pixiecrm.com/help-centre/use-the-project-gantt-chart","keywords":"team","type":"guide"},{"title":"Use the property audit workspace","summary":"Review safety certificates, HMO/licensing, building safety and asbestos audit records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-property-audit-workspace","keywords":"gas eicr epc fire administrators authorised staff","type":"guide"},{"title":"Use the property map drawing tools","summary":"Draw or adjust supported map geometry for the listing.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-property-map-drawing-tools","keywords":"admin area operations properties new/edit real_property create edit core details and media v1.0.0","type":"guide"},{"title":"Use the public compliance renewal link","summary":"Open the tokenised renewal page sent with a compliance notification.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-public-compliance-renewal-link","keywords":"token upload compliance-renewal/ external recipients and administrators","type":"guide"},{"title":"Use the public POD link","summary":"Allow the intended recipient to review and sign without staff-area access.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-public-pod-link","keywords":"route /clm/pod/ token delivery notes proof of signing dispatch driver vehicle provider bp fuel finance","type":"guide"},{"title":"Use the purchase-order value repair action","summary":"Run refresh_order_value_fix only for the intended repair case.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/use-the-purchase-order-value-repair-action","keywords":"admin area order maintenance/repair purchase_orders capability and status where applicable orders delivery payments v1.7.9","type":"guide"},{"title":"Use the quick weekly rota pattern","summary":"Add the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-the-quick-weekly-rota-pattern","keywords":"resources hrm admin area workforce notifications create/amend workforce-rota-builder","type":"guide"},{"title":"Use the QuickBooks Exceptions queue","summary":"Detailed client guidance covering use the QuickBooks Exceptions queue, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-quickbooks-exceptions-queue","keywords":"manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the QuickBooks Reconciliation Centre","summary":"Detailed client guidance covering use the QuickBooks Reconciliation Centre, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-quickbooks-reconciliation-centre","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Use the Real Estate Permissions table","summary":"Review staff/role permission records exposed by the module.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-real-estate-permissions-table","keywords":"admin area settings real_permission view roles plans and prefixes v1.0.0","type":"guide"},{"title":"Use the Realestate controller reference","summary":"Map settings, roles/plans, companies/staff, owners, properties, approvals, requests, tenants, onboarding, reports and permissions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-realestate-controller-reference","keywords":"admin area menus relevant staff capability troubleshooting limitations technical v1.0.0","type":"guide"},{"title":"Use the Realestate_portal reference","summary":"Map client index, linked property status and compliance certificate actions.","category":"Real Estate Management","url":"https://pixiecrm.com/help-centre/use-the-realestate-portal-reference","keywords":"portal / authenticated contact troubleshooting limitations technical v1.0.0","type":"guide"},{"title":"Use the renewal submissions register","summary":"Search external renewal uploads and track their internal review status.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-renewal-submissions-register","keywords":"locked core administrators authorised property staff","type":"guide"},{"title":"Use the rent increase and bidding audit","summary":"Review rent-change and bidding evidence, statuses and audit events.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-rent-increase-and-bidding-audit","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use the Right to Rent audit workspace","summary":"Review check records, evidence state and lifecycle events from the tenancy audit area.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-right-to-rent-audit-workspace","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use the Right to Rent workspace","summary":"Manage tenant selection, multiple evidence files, check paths, human review and approved certificate records.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-right-to-rent-workspace","keywords":"ocr path tenancy administrators authorised property staff","type":"guide"},{"title":"Use the Sage Exceptions queue","summary":"Detailed client guidance covering use the Sage Exceptions queue, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-sage-exceptions-queue","keywords":"manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the Sage Reconciliation Centre","summary":"Detailed client guidance covering use the Sage Reconciliation Centre, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-sage-reconciliation-centre","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Use the standalone Letter Manager portal history","summary":"Search a separate authenticated history page registered by Letter_manager_portal.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/use-the-standalone-letter-manager-portal-history","keywords":"v1.0.0 client area menu route letter_manager/letter_manager_portal/letter_history customer profile and pdf correspondence templates email e-signature verification read receipt postal tracking","type":"guide"},{"title":"Use the summary-line fallback only when the source evidence permits it for QuickBooks","summary":"Detailed client guidance covering use the summary-line fallback only when the source evidence permits it for QuickBooks, including prerequisites, exact controls, verification evidence,…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-summary-line-fallback-only-when-the-source-evidence-permits-it-for-quickbooks","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the summary-line fallback only when the source evidence permits it for Sage","summary":"Detailed client guidance covering use the summary-line fallback only when the source evidence permits it for Sage, including prerequisites, exact controls, verification evidence, failure…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-summary-line-fallback-only-when-the-source-evidence-permits-it-for-sage","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the summary-line fallback only when the source evidence permits it for Xero","summary":"Detailed client guidance covering use the summary-line fallback only when the source evidence permits it for Xero, including prerequisites, exact controls, verification evidence, failure…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-summary-line-fallback-only-when-the-source-evidence-permits-it-for-xero","keywords":"secure document intake how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the tenancy audit workspace","summary":"Review deposit, Right to Rent, tenant fees, information service, notices, rent changes, pet requests and regional registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-tenancy-audit-workspace","keywords":"administrators authorised property staff","type":"guide"},{"title":"Use the tenant fees audit","summary":"Review fee records, calculations, evidence and status changes.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-the-tenant-fees-audit","keywords":"tenancy administrators authorised property staff","type":"guide"},{"title":"Use the this month instant-report period","summary":"Apply the this month date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-this-month-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use the this year instant-report period","summary":"Apply the this year date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-this-year-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use the today instant-report period","summary":"Apply the today date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-today-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use the top navigation and second header","summary":"Move quickly between configured menu groups and understand the administrator-controlled second header.","category":"Dashboard and navigation","url":"https://pixiecrm.com/help-centre/use-the-top-navigation-and-second-header","keywords":"bar staff","type":"guide"},{"title":"Use the Tracking and Deliveries workspaces","summary":"Review issued tracking records and the out-for-delivery queue from operational workspace views.","category":"Bilty Management","url":"https://pixiecrm.com/help-centre/use-the-tracking-and-deliveries-workspaces","keywords":"/ how to britixo transport logistics","type":"guide"},{"title":"Use the UK Compliance Centre","summary":"Review the module’s readiness cards, risks, source links and connected operational routes.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/use-the-uk-compliance-centre","keywords":"resources admin area exact navigation module v1.3.0 how to","type":"guide"},{"title":"Use the validated QR document identifier","summary":"Generate a supported document PDF only from a saved document with a positive ID.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-the-validated-qr-document-identifier","keywords":"open sales administrator version 2.1.1 update and safety hardening v2.1.1","type":"guide"},{"title":"Use the Xero Exceptions queue","summary":"Detailed client guidance covering use the Xero Exceptions queue, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-xero-exceptions-queue","keywords":"manual review how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use the Xero Reconciliation Centre","summary":"Detailed client guidance covering use the Xero Reconciliation Centre, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/use-the-xero-reconciliation-centre","keywords":"certified how to integration audit troubleshooting","type":"guide"},{"title":"Use the yesterday instant-report period","summary":"Apply the yesterday date selection consistently.","category":"Courier & Logistics Management","url":"https://pixiecrm.com/help-centre/use-the-yesterday-instant-report-period","keywords":"admin area instant report manage finance reports and scheduled summaries dispatch pod driver vehicle provider bp fuel","type":"guide"},{"title":"Use These Details and save the invoice","summary":"Understand what the modal confirmation does before the final invoice submit.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/use-these-details-and-save-the-invoice","keywords":"integration creation admin area invoices new staff create complete modal. select details. check that add","type":"guide"},{"title":"Use ticket statuses, priorities and services","summary":"Configure the controlled values used to route and report support work.","category":"Support and knowledge base","url":"https://pixiecrm.com/help-centre/use-ticket-statuses-priorities-and-services","keywords":"workflow setup administrator","type":"guide"},{"title":"Use timesheet reports","summary":"Review tracked time by staff, project, task and period.","category":"Reports, goals and surveys","url":"https://pixiecrm.com/help-centre/use-timesheet-reports","keywords":"utilisation timesheets manager","type":"guide"},{"title":"Use validated legacy QR merge-field output","summary":"Generate legacy QR content only from a non-empty template and valid formatter arrays.","category":"QR Code Compliance","url":"https://pixiecrm.com/help-centre/use-validated-legacy-qr-merge-field-output","keywords":"setup settings general manager supported document administrator version 2.1.1 update safety hardening v2.1.1","type":"guide"},{"title":"Use View DN PDF from the invoice More menu","summary":"Open the generated delivery-note PDF from the invoice’s existing actions menu.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/use-view-dn-pdf-from-the-invoice-more-menu","keywords":"integration and creation admin area staff an with a non-void note. select pdf. allow","type":"guide"},{"title":"Use Wales Licensing / Registration tracking","summary":"Manage the end-to-end intake, review, approval and evidence lifecycle for Wales licensing or registration evidence.","category":"Compliance Monitor","url":"https://pixiecrm.com/help-centre/use-wales-licensing-registration-tracking","keywords":"workflow gov administrators authorised property staff","type":"guide"},{"title":"Use Xero Document Intake for external PDF invoices","summary":"Detailed client guidance covering use Xero Document Intake for external PDF invoices, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/use-xero-document-intake-for-external-pdf-invoices","keywords":"secure how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Use Xero reconciliation history as accounting 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Select the customer, review dates, GBP and status, add a reusable service item, save and verify the stored draft.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/create-save-draft-estimate","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Create & Save a Draft Invoice | Live Walkthrough","summary":"Create a draft invoice in Pixie CRM with live clicks. Select the customer, review dates and GBP currency, add a reusable service item and verify the saved draft.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/create-save-draft-invoice","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Create & Save a Draft Proposal | Live Walkthrough","summary":"Create a draft proposal in Pixie CRM with live clicks. Enter its subject, link a customer, review recipient details and dates, add a service item, save and verify the draft.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/create-save-draft-proposal","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Create & Verify an Accounting Vendor | Live Tutorial","summary":"Create a Pixie CRM accounting vendor with live clicks. Enter the supplier identity, phone, GBP currency and address, save the record and reopen it to verify the retained details.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/create-verify-accounting-vendor","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Create & Verify a Customer Custom Field | Live Tutorial","summary":"Create a Pixie CRM customer custom field with live clicks. Set its record type, name, input type, display order and administrator-only visibility, then reopen the field to verify the saved definition.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/create-verify-customer-custom-field","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Create & Verify a Customer Group | Live Tutorial","summary":"Create a customer group in Pixie CRM with live clicks. Open the group creator from a customer profile, enter a clear name, save and verify that the group remains available after reopening.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/create-verify-customer-group","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Create & Verify an Expense Category | Live Tutorial","summary":"Create an expense category in Pixie CRM. Use the plus button beside Category, enter its name and description, save and reopen the form to verify it is available.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/create-verify-expense-category","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Create & Verify an Internal Knowledge Base Article | Live Tutorial","summary":"Create an internal Pixie CRM knowledge-base article with live clicks. Set its title and group, choose Internal Article, write the guidance and verify the saved audience and content.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-internal-knowledge-base-article","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a Knowledge Base Group | Live Tutorial","summary":"Create a Pixie CRM knowledge-base group with live clicks. Set its name, colour, description and order, save it and reopen the group to verify the retained settings.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-knowledge-base-group","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a Lead Conversion Goal | Live Tutorial","summary":"Create a Pixie CRM lead conversion goal with live clicks. Set the target type, staff member, achievement and dates, review notification choices, save and reopen the goal to verify the retained settings.","category":"Video tutorials / Projects & tasks","url":"https://pixiecrm.com/help-centre/videos/create-verify-lead-conversion-goal","keywords":"video tutorial walkthrough Projects & tasks","type":"video"},{"title":"Pixie CRM: Create & Verify a Lead Source | Live Setup Tutorial","summary":"Add a lead source in Pixie CRM with live clicks. Enter Website Enquiry, save it using the tick icon and reopen New Lead to confirm the source remains available.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/create-verify-lead-source","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Create & Verify a Lead Status | Live Setup Tutorial","summary":"Create a lead status from the Pixie CRM New Lead form. Add the status name, save it with the tick icon and reopen the form to confirm the saved option is available.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/create-verify-lead-status","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Create & Verify a Predefined Support Reply | Live Tutorial","summary":"Create a Pixie CRM predefined support reply with live clicks. Enter its name and message, save the reusable text and reopen it to verify the retained wording.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-predefined-support-reply","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a Support Department | Live Tutorial","summary":"Create a Pixie CRM support department with live clicks. Set its name and client visibility, save it and reopen the department to verify the retained settings.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-support-department","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a Ticket Priority | Live Tutorial","summary":"Create a Pixie CRM ticket priority with live clicks. Enter its label, save the new option and reopen the Edit form to verify that the name is retained.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-ticket-priority","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a Ticket Service | Live Tutorial","summary":"Create a Pixie CRM ticket service with live clicks. Enter its label, save the new option and reopen the Edit form to verify that the name is retained.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-ticket-service","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Create & Verify a WhatsApp Standard Reply | Live Tutorial","summary":"Create a Pixie CRM WhatsApp standard reply with live clicks. Choose its account, title, shortcut, category, text, order and visibility, save and reopen the record to verify every retained field.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/create-verify-whatsapp-standard-reply","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Set Customer Billing & Shipping Addresses | Live Tutorial","summary":"Set separate customer billing and shipping addresses in Pixie CRM. Follow live clicks to copy the customer address, copy billing to shipping, save and verify both sets of fields.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/customer-billing-shipping-addresses","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Set Date Format, Time Zone & Language | Live Tutorial","summary":"Configure Pixie CRM localisation settings with live clicks. 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Start with trial registration guidance and company setup, then work through customers, leads, projects and tasks before exploring the wider business tools.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/detailed-product-walkthrough","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Disable & Restore a Customer Custom Field | Live Tutorial","summary":"Disable and restore a Pixie CRM customer custom field with live clicks. Verify the field disappears from the customer form, restore it and confirm the original saved customer value is retained.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/disable-restore-customer-custom-field","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Disable & Restore a Knowledge Base Article | Live Tutorial","summary":"Disable and restore a Pixie CRM knowledge-base article with live clicks. Save and verify both availability states while preserving the Internal Article audience setting.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/disable-restore-knowledge-base-article","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Disable & Restore a WhatsApp Standard Reply | Live Tutorial","summary":"Make a Pixie CRM WhatsApp standard reply inactive and restore it with live clicks. Save and reopen both availability states while retaining the existing reply settings.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/disable-restore-whatsapp-standard-reply","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Edit & Verify a Draft Invoice | Live Tutorial","summary":"Edit a draft invoice in Pixie CRM. Follow live clicks to revise the due date and client note, save the same draft and reopen it to verify the stored changes.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/edit-verify-draft-invoice","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Edit & Verify a Draft Proposal | Live Walkthrough","summary":"Edit a saved Pixie CRM draft proposal with live clicks. Change its expiry date and service description, save the draft, then reopen it to verify both changes.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/edit-verify-draft-proposal","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Edit & Verify a Task Timesheet Note | Live Tutorial","summary":"Edit a saved Pixie CRM task timesheet note with live clicks. Update the wording, retain the existing member and timestamps, save and reopen the entry to verify the retained changes.","category":"Video tutorials / Projects & tasks","url":"https://pixiecrm.com/help-centre/videos/edit-verify-task-timesheet-note","keywords":"video tutorial walkthrough Projects & tasks","type":"video"},{"title":"Pixie CRM: Edit & Verify a WhatsApp Standard Reply | Live Tutorial","summary":"Edit a saved Pixie CRM WhatsApp standard reply with live clicks. Revise its message and sort order, save the existing record and reopen it to verify the changes and retained settings.","category":"Video tutorials / Communication & support","url":"https://pixiecrm.com/help-centre/videos/edit-verify-whatsapp-standard-reply","keywords":"video tutorial walkthrough Communication & support","type":"video"},{"title":"Pixie CRM: Enter & Verify a Customer Custom Field Value | Live Tutorial","summary":"Enter a Pixie CRM customer custom field value with live clicks. Open the customer Custom Fields tab, enter the planning reference, save and reopen the record to verify that the value is retained.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/enter-verify-customer-custom-field-value","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Integrations & Administration | Live Setup Overview","summary":"Locate Pixie CRM integrations and administration controls with live clicks. Review Xero, QuickBooks and Sage readiness, automation, staff, roles, custom fields, privacy settings and the solution catalogue.","category":"Video tutorials / Administration & integrations","url":"https://pixiecrm.com/help-centre/videos/integrations-administration-overview","keywords":"video tutorial walkthrough Administration & integrations","type":"video"},{"title":"Pixie CRM: Manage Leads in Kanban View | Live Pipeline Tutorial","summary":"Use the Pixie CRM leads Kanban board with live clicks and cursor movement. Review a lead, move its card to the next stage and confirm the saved status in list view.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/manage-leads-kanban-pipeline","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Operational Tools & Reports | Live Workspace Tour","summary":"Explore Pixie CRM operational tools with actual screens and guided clicks. 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Add a name and reference, choose the category, check the date and currency, enter the amount and verify the saved record.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/record-verify-expense","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Record & Verify Lead Qualification Checks | Live Tutorial","summary":"Record Pixie CRM lead qualification checks with live clicks. Set each check, add evidence, save and reopen to verify the retained values and score.","category":"Video tutorials / Sales & customers","url":"https://pixiecrm.com/help-centre/videos/record-verify-lead-qualification-checks","keywords":"video tutorial walkthrough Sales & customers","type":"video"},{"title":"Pixie CRM: Reopen & Verify a Task Checklist | Live Tutorial","summary":"Reopen a completed task checklist in Pixie CRM with live clicks. Review the retained item checkboxes, check the separate task status and reopen the task to verify persistence.","category":"Video tutorials / Projects & tasks","url":"https://pixiecrm.com/help-centre/videos/reopen-verify-task-checklist","keywords":"video tutorial walkthrough Projects & tasks","type":"video"},{"title":"Pixie CRM: Require & Verify Task Checklist Completion | Live Tutorial","summary":"Require task checklist completion in Pixie CRM with live clicks. Save the workflow setting and reopen the task to verify it is retained.","category":"Video tutorials / Projects & tasks","url":"https://pixiecrm.com/help-centre/videos/require-verify-task-checklist-completion","keywords":"video tutorial walkthrough Projects & tasks","type":"video"},{"title":"Pixie CRM: Sales & Finance Overview | Live CRM and Accounting Tour","summary":"Explore the Pixie CRM sales and finance workspaces with live clicks. 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Follow the live dashboard and General settings, enter the name, choose Save Settings and verify the saved result.","category":"Video tutorials / Getting started","url":"https://pixiecrm.com/help-centre/videos/set-company-name","keywords":"video tutorial walkthrough Getting started","type":"video"},{"title":"Pixie CRM: Set Vendor Billing & Shipping Addresses | Live Tutorial","summary":"Set Pixie CRM vendor billing and shipping addresses with live clicks. Copy the main supplier address to billing, copy billing to shipping, save and reopen both address blocks to verify the retained details.","category":"Video tutorials / Finance & accounting","url":"https://pixiecrm.com/help-centre/videos/set-verify-vendor-billing-shipping-addresses","keywords":"video tutorial walkthrough Finance & accounting","type":"video"},{"title":"Pixie CRM: Start, Stop & Verify a Task Timer | Live Tutorial","summary":"Track time on a Pixie CRM task with live clicks. 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Open General settings, choose the image file, save the settings and confirm the logo appears in the workspace header and preview.","category":"Video tutorials / Administration & integrations","url":"https://pixiecrm.com/help-centre/videos/upload-verify-company-logo","keywords":"video tutorial walkthrough Administration & integrations","type":"video"},{"title":"View a credit-note e-Invoice","summary":"Stream the default credit-note XML/JSON inline.","category":"e-Invoice","url":"https://pixiecrm.com/help-centre/view-a-credit-note-e-invoice","keywords":"1.0.0 admin area sales credit notes open note single-document output and email","type":"guide"},{"title":"View a FAF request","summary":"Review header, values, approval, notes, files and signature.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-a-faf-request","keywords":"admin area open purchase_faf capability requests v1.7.9","type":"guide"},{"title":"View a letter from the client area","summary":"Open a 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Management","url":"https://pixiecrm.com/help-centre/view-purchase-item-details","keywords":"admin area items open purchase_items or purchase_vendor_items capability units groups vendor v1.7.9","type":"guide"},{"title":"View purchase orders on the Purchase dashboard","summary":"Read the dashboard PO table.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-purchase-orders-on-the-purchase-dashboard","keywords":"admin area purchase_orders capability and purchase-order status where applicable delivery payments v1.7.9","type":"guide"},{"title":"View vendor portal contracts","summary":"Review contracts linked to the signed-in vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-contracts","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal items","summary":"Review vendor item mappings.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-items","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal order returns","summary":"Review returns linked to the signed-in vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-order-returns","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal payments","summary":"Review recorded purchase payments.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-payments","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal purchase invoices","summary":"Review vendor invoices.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-purchase-invoices","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal purchase orders","summary":"Review orders visible under the configured status filter.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-purchase-orders","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal purchase requests","summary":"Review shared/authorised purchase requests.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-purchase-requests","keywords":"request authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"View vendor portal quotations","summary":"Review quotations for the signed-in vendor.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/view-vendor-portal-quotations","keywords":"authenticated active contact and enabled authentication v1.7.9","type":"guide"},{"title":"Set the access-area attribute","summary":"Use data-access-area to identify website, admin, client or another embedded context.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-access-area","keywords":"tracking snippet identities and events area manage settings workspace action only controls rendered by","type":"guide"},{"title":"Activate Visitor Intelligence","summary":"Run activation and verify data tables and menu entries.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-activate","keywords":"setup version access admin area modules administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Understand administrator chat routes","summary":"chat_open, chat_poll, chat_send, unread and thread-open support staff engagement.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-admin-chat-routes","keywords":"public endpoints data flow admin area monitor view workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand live_json","summary":"The administrator Live Monitor polls this endpoint for KPIs and rows.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-admin-json","keywords":"public endpoints data flow admin area view workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Understand administrator chat polling","summary":"The administrator interface polls for updates and unread state.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-admin-poll","keywords":"admin area top bar view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Understand administrator message validation","summary":"Messages are stripped of tags and must be 1–2000 characters.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-admin-validation","keywords":"chat admin area monitor view workspace action only controls rendered by the supplied module documented hidden ajax helpers","type":"guide"},{"title":"Understand administrator voice routes","summary":"chat_voice_start, poll and signal support staff WebRTC signalling.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-admin-voice-routes","keywords":"public endpoints data flow admin area monitor chat call view workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Assign settings management","summary":"Grant Create or Edit only to staff responsible for tracking settings.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-assign-settings","keywords":"setup version and access admin area roles administrator workspace action controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm","type":"guide"},{"title":"Assign View Visitor Intelligence","summary":"Grant access to live data, logs and engagement tools.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-assign-view","keywords":"setup version admin area roles administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Understand live-feed refresh","summary":"The page polls live_json to refresh current data.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-auto-refresh","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Understand event batching","summary":"The browser batches events and uses sendBeacon or fetch with keepalive where available.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-batching","keywords":"tracking snippet identities tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Review browser evidence","summary":"Inspect browser and platform values.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-browser-detail","keywords":"logs session journeys admin area view workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Check voice browser requirements","summary":"Use HTTPS, compatible WebRTC browsers, microphone permission and reachable peer networking.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-browser-requirements","keywords":"calling session view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Use the top-bar visitor chat icon","summary":"Open unread visitor conversations from the administrator navbar.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-chat-icon","keywords":"admin area top bar view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Resolve a chat that will not open","summary":"Confirm a valid session, View permission and successful chat endpoints.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-chat-not-open","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Understand public chat routes","summary":"chat_poll, chat_send and chat_close support the embedded visitor interface.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-chat-routes","keywords":"endpoints data flow tracked website technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Resolve chat message validation errors","summary":"Use plain content between 1 and 2000 characters and avoid immediate duplicates.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-chat-send-error","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand click-event tracking","summary":"The script records supported click metadata, not arbitrary page content.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-clicks","keywords":"snippet identities and events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Close a visitor chat","summary":"Use the visitor close action; the thread receives a system message.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-close-chat","keywords":"tracked website workspace only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Understand the public collect endpoint","summary":"Receives validated event batches for a registered site.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-collect","keywords":"endpoints and data flow visitor_intelligence/visitor_collect/collect tracking client workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Enable or disable visitor collection","summary":"Use Collection Enabled to accept or ignore new tracking requests.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-collection","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Resolve collection_disabled","summary":"Enable collection or intentionally leave it disabled.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-collection-disabled-error","keywords":"security limitations and troubleshooting admin area staff technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the connected state","summary":"Connected indicates successful peer media negotiation.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-connected","keywords":"browser voice calling session view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Use explicit granted consent","summary":"Set data-consent=\"granted\" only where the site’s consent process authorises collection.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-consent-granted","keywords":"tracking snippet identities and events admin area manage settings workspace action controls rendered by","type":"guide"},{"title":"Understand restricted public CSRF exclusions","summary":"Only the module’s required public collection/chat/voice endpoints are excluded through its filter.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-csrf","keywords":"and data flow routes technical administrator workspace action controls rendered by supplied module documented hidden ajax","type":"guide"},{"title":"Use the current-page value","summary":"Identify the visitor’s latest tracked location.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-current-page","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand the default collection endpoint","summary":"The installed endpoint is /visitor_intelligence/visitor_collect/collect.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-default-endpoint","keywords":"setup version and access admin area tracking snippet manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the default site key","summary":"The installed default is a97d1331a473a5903bbdfe6d3c5fdc8f.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-default-site","keywords":"setup version and access admin area tracking snippet manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand installed default settings","summary":"Defaults are retention 90, full IP on, DNT on, staff exclusion on, live window 5 and collection enabled.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-defaults","keywords":"privacy admin area manage workspace action only controls rendered by the supplied","type":"guide"},{"title":"Understand the Delete Data capability limitation","summary":"The capability is registered, but the supplied controller exposes no visible delete-data action.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-delete-capability-limit","keywords":"setup version and access admin area roles administrator workspace action only controls rendered by module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Interpret device and browser values","summary":"Use parsed user-agent information for support context.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-device-browser","keywords":"monitor feed admin area view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Review device evidence","summary":"Inspect device type and parsed user-agent context.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-device-detail","keywords":"logs session journeys admin area view workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Understand collection_disabled responses","summary":"The collector rejects collection while disabled.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-disabled-response","keywords":"public endpoints and data flow endpoint tracking client workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Understand duplicate-message suppression","summary":"The server suppresses the same message repeated within roughly 10 seconds.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-duplicate-suppression","keywords":"chat admin area monitor view workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"End a voice call","summary":"Use the hang-up control and verify the ended state.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-end","keywords":"browser calling session view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions","type":"guide"},{"title":"Configure the data-endpoint attribute","summary":"Use the generated collector endpoint when tracking outside the CRM host.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-endpoint","keywords":"snippet identities and events admin area manage settings workspace action only controls rendered by supplied module","type":"guide"},{"title":"Understand the event-detail limit","summary":"The supplied session detail retrieves up to 500 events.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-event-limit","keywords":"logs and journeys admin area view workspace action only controls rendered by module are documented hidden","type":"guide"},{"title":"Understand event storage","summary":"Supported event payloads are recorded against the visitor session.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-event-storage","keywords":"public endpoints and data flow collection endpoint technical administrator workspace action only controls rendered by supplied module documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Understand the failed state","summary":"The flow records failed when negotiation or browser media setup does not complete.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-failed","keywords":"voice calling session view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Understand form-submission metadata","summary":"The script records form submission metadata while avoiding unsupported field-content capture.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-forms","keywords":"tracking snippet identities and events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Store full IP addresses","summary":"Enable only where lawful and operationally required; the IP hash remains available.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-full-ip","keywords":"settings privacy retention admin area manage workspace action controls rendered by supplied module are","type":"guide"},{"title":"Use hashed IP evidence","summary":"The collector calculates a one-way IP hash even when full IP storage is disabled.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-hashed-ip","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Understand session heartbeat pings","summary":"Periodic pings keep the visitor session active.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-heartbeat","keywords":"tracking snippet identities and events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Understand ICE signalling","summary":"Both browsers exchange ICE candidates through the signal routes.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ice","keywords":"browser voice calling session view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Review session identity","summary":"Inspect type, label, access area and available user identifiers.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-identity","keywords":"logs journeys admin view workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Set a visitor label","summary":"Use data-user-label for a readable identity label where appropriate.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-identity-label","keywords":"tracking snippet identities and events admin area manage settings workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Set visitor identity type","summary":"Use data-user-type to classify website visitor, client or other supported context.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-identity-type","keywords":"tracking snippet identities and events admin area manage settings workspace action only controls rendered by the","type":"guide"},{"title":"Investigate ignored collection","summary":"Check DNT/GPC, staff exclusion and privacy attributes.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ignored-event","keywords":"security limitations troubleshooting admin area or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand ignored responses","summary":"Privacy or staff-exclusion rules can return an ignored result.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ignored-response","keywords":"public endpoints and data flow collection endpoint tracking client workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Install the tracking snippet on a website","summary":"Place the script before the closing head tag or in the approved global template.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-install-snippet","keywords":"identities and events admin area manage settings workspace action only controls rendered by supplied","type":"guide"},{"title":"Understand invalid_site responses","summary":"The collector rejects an unknown or invalid site key.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-invalid-site","keywords":"public endpoints and data flow collection endpoint tracking client workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Resolve invalid_site","summary":"Copy the exact configured site key into data-site.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-invalid-site-error","keywords":"security limitations and troubleshooting admin area staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Review IP storage privacy","summary":"Disable full IP unless justified and document retention and access.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ip-privacy","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Read today’s event KPI","summary":"Review event volume for the current day.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-kpi-events","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Read today’s page-view KPI","summary":"Review page-view volume for the current day.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-kpi-pageviews","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Read today’s session KPI","summary":"Review session volume for the current day.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-kpi-sessions","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Read the live visitors KPI","summary":"Review visitors inside the configured live window.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-kpi-visitors","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Resolve an empty Live Monitor","summary":"Check recent event timing, live window and successful collection.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-live-empty","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax","type":"guide"},{"title":"Understand the live result limit","summary":"The live endpoint returns at most 50 rows.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-live-limit","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Read a live visitor row","summary":"Review identity, location, device, browser, current page, referrer and event count.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-live-row","keywords":"monitor feed admin area view workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Set the live visitor window","summary":"Enter 1–60 minutes in the user interface.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-live-window","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand live-window selection","summary":"The Live Monitor is a recent subset of stored sessions.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-live-window-subset","keywords":"logs and session journeys admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Interpret visitor location","summary":"Treat location as best-effort network-derived context, not precise physical position.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-location","keywords":"monitor and feed admin area view workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Review session location","summary":"Inspect country, region or city values where available.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-location-detail","keywords":"logs and journeys admin area view workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Use the Visitor Intelligence menu","summary":"Locate Live Monitor, Visitor Logs, Tracking Snippet and Settings.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-menu","keywords":"setup version access admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand chat message history limit","summary":"The supplied flow retrieves approximately the newest 200 messages.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-message-limit","keywords":"admin area monitor view workspace action only controls rendered by module are documented hidden ajax","type":"guide"},{"title":"Resolve a missing Visitor Intelligence menu","summary":"Check activation and View permission.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-missing-menu","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand the full-IP fallback","summary":"If the option is absent, model fallback can behave as full-IP storage off.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-model-fallback","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Understand disabled mouse-movement capture","summary":"The supplied script does not stream mouse movement.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-mouse-disabled","keywords":"tracking snippet identities and events tracked website manage settings workspace action only controls rendered by module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Review session network evidence","summary":"Inspect hashed IP and full IP only where full storage is enabled.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-network","keywords":"logs journeys admin area view workspace action controls rendered by the supplied module are","type":"guide"},{"title":"Resolve missing visitor events","summary":"Check collection enabled, site key, endpoint, consent, DNT/GPC, staff exclusion and browser requests.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-no-events","keywords":"security limitations troubleshooting admin area or technical administrator workspace action only controls rendered by the","type":"guide"},{"title":"Understand the PSTN limitation","summary":"The supplied module cannot dial telephone numbers.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-no-pstn","keywords":"browser voice calling admin area monitor chat call view workspace action only controls rendered by are documented hidden ajax","type":"guide"},{"title":"Understand the recording limitation","summary":"The supplied module does not record call audio.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-no-recording","keywords":"browser voice calling admin area monitor chat view workspace action only controls rendered by are documented hidden ajax","type":"guide"},{"title":"Understand WebRTC offer and answer","summary":"The administrator creates an offer and the visitor returns an answer through signalling endpoints.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-offer-answer","keywords":"browser voice calling session view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Start chat from the live feed","summary":"Use Chat on an eligible live visitor.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-chat-live","keywords":"monitor and admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Open the Live Monitor","summary":"View active sessions and KPI totals.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-live","keywords":"feed admin area workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Open Visitor Logs","summary":"Review recent sessions in the administrator list.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-logs","keywords":"and session journeys admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Open a session from the live feed","summary":"Use View to open complete journey detail.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-session-live","keywords":"monitor and admin area workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Open Visitor Intelligence settings","summary":"Review collection and privacy options.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-settings","keywords":"retention admin area manage workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Open the tracking snippet","summary":"Copy the generated async/defer script and required data attributes.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-snippet","keywords":"identities events admin area manage settings workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Open a chat thread","summary":"Open or create a thread for an eligible session.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-open-thread","keywords":"admin area monitor view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand Visitor Intelligence & Live Engagement","summary":"Learn the live monitor, logs, snippet, settings, chat and voice workflows.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-overview","keywords":"setup version access admin area applicable capability workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand page-view storage","summary":"Page views are stored separately for journey reporting.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-page-storage","keywords":"public endpoints and data flow collection endpoint technical administrator workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Review the page journey","summary":"Read page views in recorded order.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-pages","keywords":"logs and session journeys admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand page-view tracking","summary":"The script records initial and supported navigation page views.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-pageviews","keywords":"snippet identities events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Understand Visitor Intelligence capabilities","summary":"View controls access; Create and Edit are both labelled Manage Settings; Delete Data is registered.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-permissions","keywords":"setup version admin area roles administrator workspace action only rendered by the supplied module documented hidden ajax helpers mapped to their visible","type":"guide"},{"title":"Understand the public ping endpoint","summary":"Maintains active session state.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ping","keywords":"endpoints and data flow visitor_intelligence/visitor_collect/ping tracking client workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Read chat history","summary":"Review recent admin, visitor and system messages.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-read-thread","keywords":"area monitor view workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Use referrer evidence","summary":"Review the recorded referrer where the browser supplies it.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-referrer","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand starting another call","summary":"Starting a new active call for the thread ends the previous active call.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-replace-active","keywords":"browser voice calling admin area monitor chat view workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Check CRM requirements","summary":"Confirm CRM 2.3.* and modern browser support.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-requirements","keywords":"setup version access admin area modules administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core record permissions","type":"guide"},{"title":"Respect Do Not Track and Global Privacy Control","summary":"Enable the option to ignore eligible DNT/GPC requests.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-respect-dnt","keywords":"settings retention admin area manage workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Use the data-respect-dnt attribute","summary":"Match the script attribute to the configured privacy policy.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-respect-dnt-attribute","keywords":"tracking snippet identities and events admin area manage settings workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Set the retention period","summary":"Enter 1–3650 days in the user interface.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-retention","keywords":"settings privacy and admin area manage workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand retention automation limits","summary":"A cleanup_old_data model method exists, but this source registers no cron hook that proves scheduled cleanup.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-retention-limit","keywords":"settings privacy and admin area manage workspace action only controls rendered by the","type":"guide"},{"title":"Verify retention cleanup","summary":"Do not assume scheduled deletion; implement or confirm an external call to cleanup_old_data before relying on retention.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-retention-not-running","keywords":"security limitations and troubleshooting admin area settings staff technical administrator workspace action","type":"guide"},{"title":"Understand the ringing state","summary":"The new call is stored as ringing until answered, declined, ended or failed.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-ringing","keywords":"browser voice calling admin area monitor chat view workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Use runtime-required consent","summary":"Omit granted consent or integrate the script with the site consent process where required.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-runtime-consent","keywords":"tracking snippet identities and events admin area manage settings workspace action only controls rendered by","type":"guide"},{"title":"Save Visitor Intelligence settings","summary":"Submit the displayed values and verify the refreshed state.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-save-settings","keywords":"privacy retention admin area manage workspace action only controls rendered by supplied module are documented hidden ajax helpers","type":"guide"},{"title":"Understand the public script endpoint","summary":"Serves or supports portable script delivery where used.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-script","keywords":"endpoints and data flow visitor_intelligence/visitor_collect/script tracking client workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Understand scroll-depth tracking","summary":"The script records milestone depth events.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-scroll","keywords":"snippet identities and events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record","type":"guide"},{"title":"Apply Visitor Intelligence security controls","summary":"Use consent, least privilege, HTTPS, constrained public routes and log review.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-security","keywords":"limitations troubleshooting admin area staff or technical administrator workspace action only rendered by the supplied module are","type":"guide"},{"title":"Send an administrator chat message","summary":"Enter a message and submit it to the open thread.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-send-admin","keywords":"admin area monitor view workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Understand chat sender types","summary":"Messages are identified as admin, visitor or system.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-sender-types","keywords":"area monitor view workspace action only controls rendered by the supplied module documented hidden ajax helpers mapped","type":"guide"},{"title":"Understand server-side numeric validation","summary":"The controller enforces a minimum of 1; the form supplies the practical upper limits.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-server-validation","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by supplied module are","type":"guide"},{"title":"Open a visitor session","summary":"Review identity, network, device, browser, pages and events.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-session-detail","keywords":"logs journeys admin area view workspace action only controls rendered by the supplied module are documented","type":"guide"},{"title":"Understand the session-list limit","summary":"The supplied list retrieves up to 150 sessions.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-session-limit","keywords":"logs and session journeys admin area view workspace action only controls rendered by module are documented hidden ajax helpers mapped","type":"guide"},{"title":"Resolve a missing session detail","summary":"Confirm the session still exists and the correct ID is used.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-session-missing","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Understand session creation and update","summary":"The collector creates or refreshes a session and records last activity.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-session-model","keywords":"public endpoints data flow collection endpoint technical administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Configure the data-site attribute","summary":"Use the exact site key registered by the module.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-site-key","keywords":"tracking snippet identities and events admin area manage settings workspace action only controls rendered supplied module are documented hidden","type":"guide"},{"title":"Control live-monitor sound preference","summary":"Use the displayed browser control; the preference is stored locally in that browser.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-sound","keywords":"monitor and feed admin area view workspace action only controls rendered by supplied module are documented","type":"guide"},{"title":"Track single-page application routes","summary":"The script observes supported history/navigation changes.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-spa-routes","keywords":"tracking snippet identities and events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Exclude staff tracking","summary":"Enable the setting to avoid collecting eligible staff sessions.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-staff-exclusion","keywords":"settings privacy and retention admin area manage workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Understand session staleness","summary":"Sessions are treated as stale after approximately 25 minutes without activity.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-stale-session","keywords":"logs and journeys admin area view workspace action only controls rendered by the supplied module","type":"guide"},{"title":"Start a visitor voice call","summary":"Open the chat and use the call control to create an offer.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-start-call","keywords":"browser calling admin area monitor view workspace action only controls rendered by supplied module are documented hidden","type":"guide"},{"title":"Understand stored Visitor Intelligence records","summary":"The installer creates sites, sessions, events, pageviews, conversions, settings, ignored IPs, chat threads/messages and voice records.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-tables","keywords":"public endpoints data flow admin area technical administrator workspace action only controls rendered by supplied module","type":"guide"},{"title":"Review the event timeline","summary":"Inspect supported event types and timestamps.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-timeline","keywords":"logs session journeys admin area view workspace action only controls rendered by supplied module are documented hidden ajax","type":"guide"},{"title":"Read the unread chat badge","summary":"The badge is populated by the unread JSON endpoint.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-unread","keywords":"admin area top bar view workspace action only controls rendered supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core","type":"guide"},{"title":"Resolve an incorrect unread badge","summary":"Check polling, thread read state and administrator endpoint responses.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-unread-badge","keywords":"security limitations troubleshooting admin area staff or technical workspace action only controls rendered by the supplied module are documented hidden","type":"guide"},{"title":"Verify Visitor Intelligence after deployment","summary":"Test snippet load, collect, ping, Live Monitor, session detail, chat and an optional voice call.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-verify","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied","type":"guide"},{"title":"Verify the tracking script","summary":"Load a controlled page and confirm collect/ping responses and a visible session.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-verify-script","keywords":"snippet identities events tracked website manage settings workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Understand the runtime version 1.4.0","summary":"Use the runtime constant as the functional version; the source comment still says 1.0.0.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-version","keywords":"setup and access admin area modules administrator workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent","type":"guide"},{"title":"Answer a voice call as the visitor","summary":"Use the embedded call prompt and allow microphone access.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-visitor-answer","keywords":"browser calling tracked website workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow.","type":"guide"},{"title":"Decline a voice call","summary":"Use the decline control; the status is updated.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-visitor-decline","keywords":"browser calling tracked website prompt workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm","type":"guide"},{"title":"Understand visitor chat polling","summary":"The browser polls for new thread messages.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-visitor-poll","keywords":"tracked website workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped to their visible parent workflow. core crm record permissions and","type":"guide"},{"title":"Understand visitor message submission","summary":"The embedded visitor interface posts messages to the public chat endpoint.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-visitor-send","keywords":"tracked website workspace action only controls rendered by supplied module are documented hidden ajax helpers mapped their visible parent workflow. core","type":"guide"},{"title":"Resolve WebRTC connection failure","summary":"Check compatible browsers, offer/answer, ICE exchange and network restrictions.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-voice-no-connect","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Resolve microphone access problems","summary":"Use HTTPS and grant browser permission.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-voice-no-microphone","keywords":"security limitations troubleshooting admin area staff or technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to","type":"guide"},{"title":"Understand browser voice calling","summary":"Use WebRTC between administrator and visitor browsers; it is not PSTN calling.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-voice-overview","keywords":"admin area monitor chat call view workspace action only controls rendered by the supplied module are","type":"guide"},{"title":"Understand public voice routes","summary":"voice_poll, voice_answer and voice_signal support visitor WebRTC signalling.","category":"Visitor Intelligence & Live Engagement","url":"https://pixiecrm.com/help-centre/visitor-intelligence-live-engagement-voice-routes","keywords":"endpoints data flow tracked website technical administrator workspace action only controls rendered by the supplied module are documented hidden ajax helpers mapped to their","type":"guide"},{"title":"Void a notification queue item","summary":"Void an incorrect or no-longer-required queue item with a reason.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/void-a-notification-queue-item","keywords":"resources admin area exact navigation automation reminder module v1.3.0 how to","type":"guide"},{"title":"Void a payroll draft item","summary":"Void an incorrect item with a reason while preserving the audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/void-a-payroll-draft-item","keywords":"resources admin area exact navigation controls items module v1.3.0 how to","type":"guide"},{"title":"Void a protected HR export","summary":"Void a generated export with a reason while preserving its job and audit history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/void-a-protected-hr-export","keywords":"resources admin area exact navigation reporting exports history module v1.3.0 how to","type":"guide"},{"title":"Void a purchase debit note","summary":"Mark the note void rather than deleting it.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/void-a-purchase-debit-note","keywords":"admin area notes open purchase_debit_notes capability refunds and statements v1.7.9","type":"guide"},{"title":"Void an HR archive snapshot","summary":"Void a snapshot with a reason without deleting its source HR records.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/void-an-hr-archive-snapshot","keywords":"resources admin area exact navigation retention archives jobs module v1.3.0 how to","type":"guide"},{"title":"Void an unsigned Delivery Note","summary":"Withdraw an open note through the permission-protected status action.","category":"Delivery Note","url":"https://pixiecrm.com/help-centre/void-an-unsigned-delivery-note","keywords":"register editing and control technical authorised action /admin/delivery_note/void/ noteid administrators or supervisors delete verify is unsigned. obtain approval to it. invoke supported","type":"guide"},{"title":"Convert Warehouse and stock transactions","summary":"Post approved stock receipts, deliveries, opening stock and loss adjustments when the Warehouse integration is active.","category":"Accounting & Bookkeeping","url":"https://pixiecrm.com/help-centre/warehouse-and-stock-conversion","keywords":"conversion inventory finance staff view module active mapping chart-of-accounts report approval britixo how to","type":"guide"},{"title":"Filter audit records by account","summary":"Choose All accounts or one permitted account and apply the filter.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-filter-audit-records-by-account","keywords":"trail verification sessions compliance evidence admin area administrator capability","type":"guide"},{"title":"Filter audit records by staff member","summary":"Choose All staff or one staff member.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-filter-audit-records-by-staff-member","keywords":"trail verification sessions and compliance evidence admin area administrator capability","type":"guide"},{"title":"Filter by action text","summary":"Enter part of an action name to narrow the general audit rows.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-filter-by-action-text","keywords":"trail verification sessions and compliance evidence admin area administrator or capability","type":"guide"},{"title":"Open the Audit Trail","summary":"Review general module actions and verification-session evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-open-the-audit-trail","keywords":"verification sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Read a general audit row","summary":"Review date, account, staff/system actor, action, conversation, IP and redacted context.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-read-a-general-audit-row","keywords":"trail verification sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Review account access changes","summary":"See before/after View, Reply, Convert and Manage values recorded when the matrix changes.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-account-access-changes","keywords":"audit trail verification sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Review account deletion evidence","summary":"Confirm who deleted the account and that retained operational history remains available.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-account-deletion-evidence","keywords":"audit trail verification sessions compliance admin area administrator or capability","type":"guide"},{"title":"Review CRM conversion evidence","summary":"Find Task, Ticket or Lead creation identifiers associated with a conversation.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-crm-conversion-evidence","keywords":"audit trail verification sessions and compliance admin area administrator capability","type":"guide"},{"title":"Review portal and customer-history views","summary":"Inspect recorded access to verified history and protected media.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-portal-and-customer-history-views","keywords":"audit trail verification sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Review verification event sequences","summary":"Follow prompt, reply classification, retry, verification, automation and manual-review events within one session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-verification-event-sequences","keywords":"audit trail sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Review verification sessions","summary":"Read started time, session ID, account, conversation, status, matched contact, attempts and events.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-review-verification-sessions","keywords":"audit trail compliance evidence admin area administrator or capability","type":"guide"},{"title":"Understand audit context redaction","summary":"Sensitive key names and long/binary values are removed or shortened before storage/display.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-audit-context-redaction","keywords":"trail verification sessions compliance evidence admin area administrator capability","type":"guide"},{"title":"Understand audit context size limits","summary":"Context is bounded to protect storage and the interface; individual strings are truncated to a controlled maximum.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-audit-context-size-limits","keywords":"trail verification sessions compliance evidence admin area administrator or capability","type":"guide"},{"title":"Understand audit-event deduplication","summary":"Repeated connector or workflow evidence with the same identity is prevented from creating misleading duplicates.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-audit-event-deduplication","keywords":"audit trail verification sessions and compliance admin area administrator capability","type":"guide"},{"title":"Understand staff, system and contact actors","summary":"Audit evidence distinguishes authenticated staff actions, connector/system actions and contact-driven workflow events.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-staff-system-and-contact-actors","keywords":"trail verification sessions compliance admin area administrator or capability","type":"guide"},{"title":"Understand the 250-session verification limit","summary":"The verification panel returns a bounded recent set.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-the-250-session-verification-limit","keywords":"audit trail sessions and compliance evidence admin area administrator or capability","type":"guide"},{"title":"Understand the 500-row audit limit","summary":"The general audit page returns a bounded recent set rather than an unlimited export.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-the-500-row-audit-limit","keywords":"trail verification sessions and compliance evidence admin area administrator or capability","type":"guide"},{"title":"Understand the absence of a built-in audit export","summary":"The supplied Audit Trail is an on-screen bounded review; it does not expose a dedicated CSV/PDF export action.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-audit-verification-events-compliance-understand-the-absence-of-a-built-in-audit-export","keywords":"verification sessions and compliance evidence admin area administrator or capability","type":"guide"},{"title":"Download a portal attachment","summary":"Select the attachment; the portal controller verifies contact ownership and message association before sending the file.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-download-a-portal-attachment","keywords":"client administrator customer-profile history area authenticated verified customer staff require account view","type":"guide"},{"title":"Download customer-profile media","summary":"Use the protected administrator media endpoint, which rechecks account View permission.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-download-customer-profile-media","keywords":"client portal and history area authenticated verified customer contact staff require","type":"guide"},{"title":"Load older customer-profile messages","summary":"Use the before-message parameter to page backwards.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-load-older-customer-profile-messages","keywords":"client portal and administrator history area authenticated verified customer contact staff require account view","type":"guide"},{"title":"Load older portal messages","summary":"Use the before-message cursor to retrieve an earlier page.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-load-older-portal-messages","keywords":"client and administrator customer-profile history area authenticated verified customer contact staff require account view","type":"guide"},{"title":"Open a portal conversation","summary":"Select a conversation to view its bounded message page.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-open-a-portal-conversation","keywords":"client and administrator customer-profile history area authenticated verified customer contact staff require account","type":"guide"},{"title":"Open WhatsApp History in the client portal","summary":"Sign in as the verified contact and select WhatsApp History from the client menu.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-open-whatsapp-history-in-the-client-portal","keywords":"administrator customer-profile area authenticated customer staff require account view","type":"guide"},{"title":"Open WhatsApp History on a customer profile","summary":"Go to Admin Area → Customers → Open customer → WhatsApp History.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-open-whatsapp-history-on-a-customer-profile","keywords":"client portal and administrator customer-profile per-account view","type":"guide"},{"title":"Review the portal conversation list","summary":"Choose among conversations securely linked to the signed-in contact.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-review-the-portal-conversation-list","keywords":"client and administrator customer-profile history area authenticated verified customer contact staff require account view","type":"guide"},{"title":"Select a customer-profile conversation","summary":"Choose a verified conversation to load up to 200 messages.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-select-a-customer-profile-conversation","keywords":"client portal and administrator history area authenticated customer contact staff require account view","type":"guide"},{"title":"Understand account-scope filtering in customer history","summary":"Staff see only customer conversations from accounts they can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-account-scope-filtering-in-customer-history","keywords":"client portal and administrator customer-profile area authenticated verified contact require account view","type":"guide"},{"title":"Understand customer-history view auditing","summary":"Opening a selected conversation records the customer, conversation, staff and cursor context.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-customer-history-view-auditing","keywords":"client portal administrator customer-profile history area authenticated verified contact require account","type":"guide"},{"title":"Understand portal history after account deletion","summary":"Verified history remains available for compliance where the retained account/conversation evidence still belongs to the contact.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-portal-history-after-account-deletion","keywords":"client and administrator customer-profile area authenticated customer contact staff require view","type":"guide"},{"title":"Understand portal media-download auditing","summary":"A successful contact download records the portal session, contact, conversation and message evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-portal-media-download-auditing","keywords":"client administrator customer-profile history area authenticated verified customer staff require account view","type":"guide"},{"title":"Understand portal ownership isolation","summary":"A contact cannot request another contact’s verified conversation by changing the URL ID.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-portal-ownership-isolation","keywords":"client and administrator customer-profile history area authenticated customer staff require account view","type":"guide"},{"title":"Understand when the customer-profile tab appears","summary":"The tab is rendered only when at least one verified conversation for that customer is visible to the current staff member.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-when-the-customer-profile-tab-appears","keywords":"client portal and administrator history area authenticated contact require account view","type":"guide"},{"title":"Understand when the portal menu appears","summary":"The menu is added only for an authenticated contact with verified WhatsApp conversations available.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-client-portal-customer-profile-history-understand-when-the-portal-menu-appears","keywords":"client and administrator customer-profile history area customer staff require account view","type":"guide"},{"title":"Choose a professional account name","summary":"Use a name that identifies the team, brand, location or purpose because staff see it in account selectors, access control, audit and history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-choose-a-professional-account-name","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Confirm the connected state","summary":"Verify the connection card shows the linked device as ready and that recent conversations become available in Inbox.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-confirm-the-connected-state","keywords":"connections accounts qr linking account lifecycle admin area administrator","type":"guide"},{"title":"Create a WhatsApp account","summary":"Enter a clear account name, choose whether it is active, save it and allow Pixie CRM to prepare its private linked-device runtime.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-create-a-whatsapp-account","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Delete a WhatsApp account","summary":"Remove one account from operational screens only after typing DELETE exactly and allowing its isolated runtime/session removal to succeed.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-delete-a-whatsapp-account","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Edit an account name","summary":"Change the display name while preserving the account key, connector token, linked-device session, messages and audit history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-edit-an-account-name","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Open the Connections workspace","summary":"View every non-deleted WhatsApp account, preparation state, live QR, connector status and account actions.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-open-the-connections-workspace","keywords":"accounts linking lifecycle admin area administrator","type":"guide"},{"title":"Reconnect after unlinking","summary":"Run Connect/repair, wait for a new QR and scan it from the phone because an unlinked session cannot be restored from the previous QR.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-reconnect-after-unlinking","keywords":"connections accounts linking account lifecycle admin area administrator","type":"guide"},{"title":"Repair or connect an account","summary":"Use Connect/repair when preparation is incomplete, a runtime file is missing or the account needs the managed connector rebuilt without deleting its retained session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-repair-or-connect-an-account","keywords":"connections accounts qr linking and lifecycle admin area administrator","type":"guide"},{"title":"Restart a connected account","summary":"Use Restart to recycle the private connector process while keeping the account configuration and linked-device authentication directory.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-restart-a-connected-account","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Scan the live WhatsApp QR code","summary":"Link the business phone through WhatsApp → Linked devices → Link a device and scan only the QR displayed for the intended account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-scan-the-live-whatsapp-qr-code","keywords":"connections accounts linking account lifecycle admin area administrator","type":"guide"},{"title":"Set an account active or inactive","summary":"Control whether a saved account participates in operational Inbox access, live synchronisation and unread totals without deleting its history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-set-an-account-active-or-inactive","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Synchronise recent WhatsApp history manually","summary":"Use Sync history to request the configured recent-chat and per-chat message window for one account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-synchronise-recent-whatsapp-history-manually","keywords":"connections accounts qr linking account lifecycle admin area administrator","type":"guide"},{"title":"Understand automatic loopback port allocation","summary":"Know that Pixie CRM allocates a private loopback connector port from the managed range rather than exposing a port field in the CRM.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-automatic-loopback-port-allocation","keywords":"connections accounts qr linking and account lifecycle admin area administrator","type":"guide"},{"title":"Understand connected-state authority","summary":"Know that late loading/authentication events cannot overwrite a later authoritative connected state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-connected-state-authority","keywords":"connections accounts qr linking and account lifecycle admin area administrator","type":"guide"},{"title":"Understand deleted-account restrictions","summary":"Know that a soft-deleted account cannot be reactivated or edited through normal account controls and is excluded from operational account queries.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-deleted-account-restrictions","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Understand deletion failure rollback","summary":"Know that if the runtime/session removal fails, the account record remains operationally unchanged rather than being partially deleted.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-deletion-failure-rollback","keywords":"connections accounts qr linking and lifecycle admin area administrator","type":"guide"},{"title":"Understand QR expiry and refresh","summary":"Know that WhatsApp QR codes are temporary and the page refreshes the live QR while the account is awaiting a scan.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-qr-expiry-and-refresh","keywords":"connections accounts linking lifecycle admin area administrator","type":"guide"},{"title":"Understand retained history after deletion","summary":"Confirm messages, verified portal history, verification sessions and audit entries remain available for compliance review.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-retained-history-after-deletion","keywords":"connections accounts qr linking account lifecycle admin area administrator","type":"guide"},{"title":"Understand the generated account key","summary":"Know that the module derives a unique internal slug-like key and resolves collisions without asking administrators to edit routing identifiers.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-the-generated-account-key","keywords":"connections accounts qr linking lifecycle admin area administrator","type":"guide"},{"title":"Understand the private connector token","summary":"Know that a cryptographically random token is generated and encrypted at rest; administrators do not type or reveal it during normal setup.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-understand-the-private-connector-token","keywords":"connections accounts qr linking account lifecycle admin area administrator","type":"guide"},{"title":"Unlink WhatsApp from an account","summary":"Use Unlink WhatsApp only when the linked device must be logged out; confirm the warning because the isolated authentication session is removed.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-unlink-whatsapp-from-an-account","keywords":"connections accounts qr linking and lifecycle admin area administrator","type":"guide"},{"title":"Wait for automatic connection preparation","summary":"Read the progress percentage and status message while Pixie CRM validates the runtime, dependencies, browser and account-specific files.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-connections-accounts-qr-linked-devices-wait-for-automatic-connection-preparation","keywords":"connections accounts qr linking account lifecycle admin area administrator","type":"guide"},{"title":"Add conversation tags","summary":"Enter comma-separated labels such as billing, support or urgent and save controls.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-add-conversation-tags","keywords":"status assignment priority admin area inbox open per-account manage","type":"guide"},{"title":"Assign a conversation to staff","summary":"Choose an authorised staff member from Assigned staff and save controls.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-assign-a-conversation-to-staff","keywords":"status assignment priority tags admin area inbox open per-account manage","type":"guide"},{"title":"Close a conversation","summary":"Choose Closed and save controls after the operational issue is complete.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-close-a-conversation","keywords":"status assignment priority tags admin area inbox open per-account manage","type":"guide"},{"title":"Open conversation controls","summary":"Open a conversation and review its current status, owner, priority and tags.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-open-conversation-controls","keywords":"assignment tags admin area inbox per-account manage","type":"guide"},{"title":"Remove a conversation assignment","summary":"Choose Unassigned and save controls while retaining the conversation and its audit history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-remove-a-conversation-assignment","keywords":"status priority tags admin area inbox open per-account manage","type":"guide"},{"title":"Remove conversation tags","summary":"Delete unwanted values from the Tags field and save the reduced list.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-remove-conversation-tags","keywords":"status assignment priority admin area inbox open per-account manage","type":"guide"},{"title":"Set a conversation to Open","summary":"Choose Open and save controls when active staff attention is required.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-a-conversation-to-open","keywords":"status assignment priority tags admin area inbox per-account manage","type":"guide"},{"title":"Set a conversation to Pending","summary":"Choose Pending and save controls when the team is waiting for customer information or a scheduled follow-up.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-a-conversation-to-pending","keywords":"status assignment priority tags admin area inbox open per-account manage","type":"guide"},{"title":"Set High priority","summary":"Choose High for important work requiring earlier attention.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-high-priority","keywords":"conversation status assignment and tags admin area inbox open per-account manage","type":"guide"},{"title":"Set Low priority","summary":"Choose Low for work that can wait behind normal service items.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-low-priority","keywords":"conversation status assignment and tags admin area inbox open per-account manage","type":"guide"},{"title":"Set Normal priority","summary":"Choose Normal for ordinary service work.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-normal-priority","keywords":"conversation status assignment and tags admin area inbox open per-account manage","type":"guide"},{"title":"Set Urgent priority","summary":"Choose Urgent only for work requiring immediate operational attention.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-set-urgent-priority","keywords":"conversation status assignment and tags admin area inbox open per-account manage","type":"guide"},{"title":"Understand assignment eligibility","summary":"Only active staff with account View access are valid assignment targets.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-understand-assignment-eligibility","keywords":"conversation status priority and tags admin area inbox open per-account manage","type":"guide"},{"title":"Understand automatic reopening on inbound","summary":"Know when a genuinely new inbound message changes a closed conversation back to open.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-understand-automatic-reopening-on-inbound","keywords":"status assignment priority and tags admin area inbox open per-account manage","type":"guide"},{"title":"Understand tag validation","summary":"Use no more than 20 unique tags and keep each normalised tag within 40 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-understand-tag-validation","keywords":"conversation status assignment priority admin area inbox open per-account manage","type":"guide"},{"title":"Understand why history sync does not reopen records","summary":"Historical imported events are deliberately prevented from changing a closed workflow state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-conversation-status-assignment-priority-tags-understand-why-history-sync-does-not-reopen-records","keywords":"conversation status assignment priority and tags admin area inbox open per-account manage","type":"guide"},{"title":"Assign a converted task","summary":"Choose an authorised staff member or leave Unassigned/current user as offered by the adapter.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-assign-a-converted-task","keywords":"crm matching and manual ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Choose a lead source and status","summary":"Select configured values when the conversation origin and pipeline stage are known.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-choose-a-lead-source-and-status","keywords":"crm matching manual task ticket conversions admin area inbox open per-account convert","type":"guide"},{"title":"Choose a support department","summary":"Select an existing CRM support department before creating the ticket.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-choose-a-support-department","keywords":"matching and manual task ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Create a lead from a conversation","summary":"Enter the lead name and description, then choose priority context, assignee, source and status.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-create-a-lead-from-a-conversation","keywords":"crm matching manual task ticket conversions admin area inbox open per-account convert","type":"guide"},{"title":"Create a support ticket manually","summary":"Enter the ticket subject and details, choose priority, department and authorised assignee, then create the native ticket.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-create-a-support-ticket-manually","keywords":"crm matching manual task lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Create a task from a conversation","summary":"Enter the task name, description, priority, authorised assignee, start date and optional due date, then create the native task.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-create-a-task-from-a-conversation","keywords":"crm matching manual ticket lead conversions admin area inbox open per-account convert","type":"guide"},{"title":"Enable or disable automatic CRM matching","summary":"Change Automatically match contacts by telephone number in Settings.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-enable-or-disable-automatic-crm-matching","keywords":"and manual task ticket lead conversions admin area settings administrator","type":"guide"},{"title":"Open the CRM conversion actions","summary":"Open a conversation and select Task, Ticket or Lead when Convert access is present.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-open-the-crm-conversion-actions","keywords":"matching manual conversions admin area inbox per-account","type":"guide"},{"title":"Set task start and due dates","summary":"Use the displayed start date, optionally enter a due date and ensure the chosen dates are operationally sensible.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-set-task-start-and-due-dates","keywords":"crm matching manual ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Troubleshoot a missing conversion button","summary":"Confirm the current user has Convert access for the selected account and the conversation is loaded.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-troubleshoot-a-missing-conversion-button","keywords":"crm matching manual task ticket lead conversions admin area inbox open per-account","type":"guide"},{"title":"Troubleshoot an invalid assignee","summary":"Choose a staff member who has View access to the selected WhatsApp account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-troubleshoot-an-invalid-assignee","keywords":"crm matching and manual task ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Understand automatic CRM telephone matching","summary":"When enabled, normalise the WhatsApp number and check contacts, customers and leads for a usable match.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-automatic-crm-telephone-matching","keywords":"manual task ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Understand conversion audit entries","summary":"The audit trail records the staff action and identifiers without needing to duplicate an entire message transcript.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-conversion-audit-entries","keywords":"crm matching manual task ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Understand conversion history","summary":"Each successful Task, Ticket or Lead action stores its type, native record ID and conversation association.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-conversion-history","keywords":"crm matching manual conversions admin area inbox open per-account convert","type":"guide"},{"title":"Understand linked customer/contact context","summary":"When a conversation is matched or verified, native records use the available customer/contact relationship where the CRM model supports it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-linked-customer-contact-context","keywords":"matching and manual task ticket lead conversions admin area inbox open per-account convert","type":"guide"},{"title":"Understand telephone suffix matching","summary":"Know that normalised-number comparison can use the significant trailing digits and may select the first matching contact, customer or lead for general Inbox context.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-telephone-suffix-matching","keywords":"crm manual task ticket conversions admin area open conversation per-account convert","type":"guide"},{"title":"Understand verified matching versus general matching","summary":"Distinguish strict unique active-contact verification from the broader optional Inbox CRM matching helper.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-understand-verified-matching-versus-general-matching","keywords":"and manual task ticket lead conversions admin area open conversation per-account convert","type":"guide"},{"title":"Use default lead source and status","summary":"Leave either selector at Use default so the adapter chooses the first available configured record.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-use-default-lead-source-and-status","keywords":"crm matching manual task ticket conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Use the first available support department","summary":"Leave Department at Use first available department when no specific destination is required.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-use-the-first-available-support-department","keywords":"crm matching and manual task ticket lead conversions admin area inbox open conversation per-account convert","type":"guide"},{"title":"Verify a converted CRM record","summary":"Open the returned native record and confirm its title, details, ownership, priority, linked context and activity history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-verify-a-converted-crm-record","keywords":"matching manual task ticket lead conversions admin area inbox conversation per-account convert","type":"guide"},{"title":"Clear the conversation search","summary":"Remove the search text to restore the selected account’s normal bounded conversation list.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-clear-the-conversation-search","keywords":"inbox account switching and filters admin area per-account view","type":"guide"},{"title":"Combine search, status and unread filters","summary":"Apply the available controls together to narrow the current account without changing stored conversation data.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-combine-search-status-and-unread-filters","keywords":"inbox switching admin area per-account view","type":"guide"},{"title":"Filter all conversation statuses","summary":"Choose All statuses to show open, pending and closed records together.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-filter-all-conversation-statuses","keywords":"inbox account switching search filters admin area per-account view","type":"guide"},{"title":"Filter closed conversations","summary":"Choose Closed to review completed conversations without reopening them.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-filter-closed-conversations","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Filter open conversations","summary":"Choose Open to focus on conversations actively awaiting or receiving service.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-filter-open-conversations","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Filter pending conversations","summary":"Choose Pending to focus on conversations intentionally held for follow-up.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-filter-pending-conversations","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Load older messages","summary":"Use the older-message control so the next request uses the earliest displayed message ID as the before cursor.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-load-older-messages","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Open a conversation","summary":"Select a conversation to load up to 200 messages, account permissions, controls and CRM actions.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-open-a-conversation","keywords":"inbox switching search filters admin area per-account view","type":"guide"},{"title":"Open the WhatsApp Inbox","summary":"Load the first or last-selected accessible account and its stored conversations.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-open-the-whatsapp-inbox","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Search conversations","summary":"Enter part of the display name, telephone number or latest-message preview to find matching conversations.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-search-conversations","keywords":"inbox account switching and filters admin area per-account view","type":"guide"},{"title":"Show unread conversations only","summary":"Select Unread only to restrict the list to records with authoritative unread counts greater than zero.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-show-unread-conversations-only","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Switch between WhatsApp accounts","summary":"Choose another account and allow the page to render its stored Inbox immediately before refreshing live connector events.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-switch-between-whatsapp-accounts","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Synchronise the Inbox now","summary":"Select Synchronise now to pull pending connector events for the selected account and refresh the visible list.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-synchronise-the-inbox-now","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Understand bounded Inbox results","summary":"Know that bootstrap and list calls use controlled limits to protect performance rather than loading an unlimited account history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-bounded-inbox-results","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Understand conversation list ordering","summary":"Read the most recently active conversations first, based on the stored latest-message time.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-conversation-list-ordering","keywords":"inbox account switching search and filters admin area per-account view","type":"guide"},{"title":"Understand conversation preview information","summary":"Use contact name/number, latest-message excerpt, timestamp, unread count, status, assignment, priority and tags to choose the correct record.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-conversation-preview-information","keywords":"inbox account switching search filters admin area per-account view","type":"guide"},{"title":"Understand empty Inbox states","summary":"Distinguish no accessible accounts, no matching filtered conversations, an unconnected account and a connector error.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-empty-inbox-states","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Understand retained account selection","summary":"Know that page refresh and the header Inbox button reopen the last account that remains accessible to the current staff browser.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-retained-account-selection","keywords":"switching search filters admin area per-account view","type":"guide"},{"title":"Understand selected-account permissions","summary":"Notice that Reply, Convert and Manage controls are enabled or hidden using the current account’s access matrix.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-selected-account-permissions","keywords":"inbox account switching search filters admin area per-account view","type":"guide"},{"title":"Understand stale-response isolation","summary":"Know that account-owned requests prevent a late response from the previous account changing the selected account’s conversations or permissions.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-understand-stale-response-isolation","keywords":"inbox switching search and filters admin area per-account view","type":"guide"},{"title":"Use the header unread badge","summary":"Select the permission-scoped aggregate badge to open Inbox while retaining the last accessible account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-use-the-header-unread-badge","keywords":"account switching search and filters admin area per-account view","type":"guide"},{"title":"Verify account data after rapid switching","summary":"Switch repeatedly between two accounts and confirm names, messages, statuses, permissions and unread totals never cross between them.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-inbox-account-switching-search-filters-verify-account-data-after-rapid-switching","keywords":"inbox search filters admin area per-account view","type":"guide"},{"title":"Check the CRM version requirement","summary":"Confirm the CRM is compatible with the module header requirement of version 3.0.* before activation.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-check-the-crm-version-requirement","keywords":"installation schema and access admin area setup modules administrator","type":"guide"},{"title":"Open the WhatsApp administrator workspace","summary":"Use the WhatsApp sidebar group and select the workspace permitted for the signed-in staff member.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-open-the-whatsapp-administrator-workspace","keywords":"installation version schema module access admin area","type":"guide"},{"title":"Review the eleven module-owned tables","summary":"Understand the accounts, access, conversations, messages, standard replies, reply visibility, conversions, audit, verification sessions, verification events and automation-session tables.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-review-the-eleven-module-owned-tables","keywords":"installation version schema module admin area setup modules administrator","type":"guide"},{"title":"Understand account schema additions in r20.5","summary":"Review event-stream identity, deletion metadata and connector-cursor fields used for safe live-event recovery and soft deletion.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-account-schema-additions-in-r20-5","keywords":"installation version module access admin area setup modules administrator","type":"guide"},{"title":"Understand automatic schema upgrades","summary":"See how every request can call ensure_installed so an older installation is brought to the current schema without a manual database command.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-automatic-schema-upgrades","keywords":"version and module access admin area setup modules administrator","type":"guide"},{"title":"Understand conversation verification fields","summary":"Review verification session, verification status, verified contact and verified customer fields stored on conversations.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-conversation-verification-fields","keywords":"installation version schema module access admin area setup modules administrator","type":"guide"},{"title":"Understand deactivation and removal boundaries","summary":"Distinguish disabling the CRM module from using the explicit Unlink WhatsApp or Delete account controls; linked-device and compliance history are not silently removed by normal page…","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-deactivation-and-removal-boundaries","keywords":"installation version schema access admin area setup modules administrator page navigation.","type":"guide"},{"title":"Understand menu visibility rules","summary":"Learn why Inbox, Standard Replies, Connections, Access Control, Settings and Audit Trail appear for different users.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-menu-visibility-rules","keywords":"installation version schema module admin area setup modules administrator","type":"guide"},{"title":"Understand message verification linkage","summary":"Understand why imported and automated messages can retain the verification session responsible for the event.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-message-verification-linkage","keywords":"installation version schema module access admin area setup modules administrator","type":"guide"},{"title":"Understand module version 1.0.0 and build r20.5","summary":"Distinguish the semantic module version from the dated release build that contains registered-mobile recognition and administrator customer-history improvements.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-module-version-1-0-0-and-build-r20-5","keywords":"installation schema access admin area setup modules","type":"guide"},{"title":"Understand native module capabilities","summary":"Distinguish View, Manage standard replies and Audit Trail capabilities from the separate per-account permission matrix.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-native-module-capabilities","keywords":"installation version schema access admin area setup modules administrator","type":"guide"},{"title":"Understand prefix-safe database installation","summary":"Confirm all table names use the current CRM database prefix and can therefore work in installations that do not use the default prefix.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-prefix-safe-database-installation","keywords":"version schema module access admin area setup modules administrator","type":"guide"},{"title":"Understand session preservation during module upgrades","summary":"Know that routine installer and runtime preparation work preserves the isolated linked-device authentication directory for each account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-session-preservation-during-module-upgrades","keywords":"installation version schema access admin area setup modules administrator","type":"guide"},{"title":"Understand the activation hook","summary":"Understand that activation loads the helper and install.php, then runs the idempotent installation function.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-the-activation-hook","keywords":"version schema module access admin area setup modules administrator","type":"guide"},{"title":"Understand the module hooks","summary":"Review administrator menus, portal menus, customer-profile history, assets, cron synchronisation and runtime watchdog hooks.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-the-module-hooks","keywords":"installation version schema access admin area setup modules","type":"guide"},{"title":"Understand WhatsApp Web Messaging","summary":"Review the shared linked-device inbox, account isolation, verification, automation, CRM conversions, portal history and audit design delivered in build r20.5.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-understand-whatsapp-web-messaging","keywords":"installation version schema module access admin area setup modules administrator","type":"guide"},{"title":"Upload and activate the module","summary":"Install the ZIP through the native module manager and allow the activation hook to create or upgrade the module-owned schema.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-upload-and-activate-the-module","keywords":"installation version schema access admin area setup modules administrator","type":"guide"},{"title":"Verify installation after activation","summary":"Confirm the WhatsApp menu, Connections page, schema build option, assets and private runtime preparation are available without PHP errors.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-installation-version-schema-permissions-verify-installation-after-activation","keywords":"version module access admin area setup modules administrator","type":"guide"},{"title":"Configure messages per chat during history sync","summary":"Set the per-chat import from 1 to 200.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-configure-messages-per-chat-during-history-sync","keywords":"live events synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Configure the default history chat limit","summary":"Set the number of recent chats from 1 to 500.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-configure-the-default-history-chat-limit","keywords":"live events synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Configure the Inbox refresh interval","summary":"Set a value from 4 to 60 seconds in Settings.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-configure-the-inbox-refresh-interval","keywords":"live events history synchronisation and unread reconciliation admin area settings administrator","type":"guide"},{"title":"Disable cron synchronisation","summary":"Turn off the after-cron sync branch only when another supported live/manual flow is deliberately used.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-disable-cron-synchronisation","keywords":"live events history and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Disable synchronisation on Inbox load","summary":"Turn off the page-load pull when cron/live flow is intentionally relied upon.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-disable-synchronisation-on-inbox-load","keywords":"live events history and unread reconciliation admin area per-account view administrator settings for limits","type":"guide"},{"title":"Enable synchronisation when Inbox loads","summary":"Turn on Synchronise WhatsApp messages when an inbox loads.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-enable-synchronisation-when-inbox-loads","keywords":"live events history and unread reconciliation admin area per-account view administrator settings for limits","type":"guide"},{"title":"Enable WhatsApp cron synchronisation","summary":"Turn on Synchronise WhatsApp messages through Pixie CRM cron so queued events import while no Inbox is open.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-enable-whatsapp-cron-synchronisation","keywords":"live history and unread reconciliation admin area per-account view administrator settings for limits","type":"guide"},{"title":"Run manual history synchronisation","summary":"Use Sync history on Connections for the selected account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-run-manual-history-synchronisation","keywords":"live events and unread reconciliation admin area inbox per-account view administrator settings limits","type":"guide"},{"title":"Troubleshoot a stale unread badge","summary":"Open the account, allow live/fallback refresh, verify connector state and use the real mark-read operation rather than manually changing database values.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-troubleshoot-a-stale-unread-badge","keywords":"live events history synchronisation reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand account-state reconciliation on event pulls","summary":"Each pull compares stored connection state with the connector’s current authoritative state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-account-state-reconciliation-on-event-pulls","keywords":"live events history synchronisation and unread admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand aggregate unread badges","summary":"The header sum includes only active, accessible accounts and excludes soft-deleted accounts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-aggregate-unread-badges","keywords":"live events history synchronisation reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand authoritative unread snapshots","summary":"The connector publishes WhatsApp browser-store unread counts rather than relying only on local increments.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-authoritative-unread-snapshots","keywords":"live events history synchronisation and reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand continuous inbound and outbound ingestion","summary":"Native linked-device events are stored as they occur after connection.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-continuous-inbound-and-outbound-ingestion","keywords":"live history synchronisation unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand duplicate-event safety","summary":"The same WhatsApp message ID arriving through history, live and reconciliation is stored once.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-duplicate-event-safety","keywords":"events synchronisation unread admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand event cursors","summary":"Each account stores its last consumed connector sequence so events are not replayed unnecessarily.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-event-cursors","keywords":"live history synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand event-stream identity recovery","summary":"If the connector event store is recreated and sequence restarts, the changed stream ID triggers a safe cursor reset.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-event-stream-identity-recovery","keywords":"live events history synchronisation unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand fallback Inbox refresh","summary":"If long-polling stalls, the configured 4–60 second refresh path recovers visible state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-fallback-inbox-refresh","keywords":"live events history synchronisation and unread reconciliation admin area per-account view administrator settings for limits","type":"guide"},{"title":"Understand immediate post-connect history import","summary":"After a linked device becomes ready, the connector requests the configured recent chats automatically.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-immediate-post-connect-history-import","keywords":"live events synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand missed-message reconciliation","summary":"A lightweight browser-store check recovers a recent message missed by the native event hook and deduplicates it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-missed-message-reconciliation","keywords":"live events history synchronisation unread admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand the 18-second live wait","summary":"Know that the installed option bounds the connector wait before the browser renews the request.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-the-18-second-live-wait","keywords":"events history synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand the browser-store compatibility history reader","summary":"If normal chat conversion is rejected by the current WhatsApp Web client, a bounded compatibility reader retrieves the recent window.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-the-browser-store-compatibility-history-reader","keywords":"live events synchronisation and unread reconciliation admin area inbox per-account view administrator settings for limits","type":"guide"},{"title":"Understand the shared all-account live channel","summary":"The Inbox and header use one low-latency wait covering all active accounts the staff member can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-live-events-history-sync-unread-reconciliation-understand-the-shared-all-account-live-channel","keywords":"events history synchronisation unread reconciliation admin area per-account view administrator settings for limits","type":"guide"},{"title":"Configure the maximum attachment size","summary":"Set a limit from 1 to 32 MB in Settings and verify larger uploads are rejected.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-configure-the-maximum-attachment-size","keywords":"messages attachments read acknowledgements delivery evidence admin area administrator","type":"guide"},{"title":"Download an Inbox attachment","summary":"Open the message and select its media link; the controller checks account View access, path containment and file existence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-download-an-inbox-attachment","keywords":"messages attachments read acknowledgements delivery evidence admin area conversation per-account reply for sending reading downloading","type":"guide"},{"title":"Load older message pages","summary":"Use the before-message cursor to retrieve an earlier page without duplicating the messages already shown.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-load-older-message-pages","keywords":"attachments read acknowledgements and delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Load up to 200 messages","summary":"Understand that a conversation request returns a bounded page to protect the browser and server.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-load-up-to-200-messages","keywords":"attachments read acknowledgements delivery evidence admin area inbox open per-account reply for sending view reading downloading","type":"guide"},{"title":"Mark an unread conversation as read","summary":"Open the conversation and allow Pixie CRM to call WhatsApp sendSeen before setting the CRM unread count to zero.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-mark-an-unread-conversation-as-read","keywords":"messages attachments acknowledgements delivery evidence admin area inbox per-account reply for sending view reading downloading","type":"guide"},{"title":"Read inbound and outbound directions","summary":"Use message direction and sender attribution to distinguish customer messages, staff replies and automated system messages.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-read-inbound-and-outbound-directions","keywords":"attachments acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Send a text reply","summary":"Write up to 10,000 characters and send it through the selected linked-device account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-send-a-text-reply","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account for sending view reading downloading","type":"guide"},{"title":"Send an attachment with a message","summary":"Select a supported file, optionally add text, verify the configured size limit and send once.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-send-an-attachment-with-a-message","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Send an attachment without text","summary":"Attach a supported file and send it when the media itself is the complete response.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-send-an-attachment-without-text","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Troubleshoot a missing attachment","summary":"Confirm the message has a media path, the file remains inside the managed upload directory and the current staff can view the account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-troubleshoot-a-missing-attachment","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending reading downloading","type":"guide"},{"title":"Troubleshoot a read acknowledgement failure","summary":"Keep the CRM unread count when the linked-device read operation fails, repair the account if needed and retry.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-troubleshoot-a-read-acknowledgement-failure","keywords":"messages attachments acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand download response protections","summary":"Know that protected downloads send a safe filename, Content-Disposition and X-Content-Type-Options: nosniff.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-download-response-protections","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand empty-message validation","summary":"Know that a request with neither text nor a valid attachment is rejected.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-empty-message-validation","keywords":"messages attachments read acknowledgements and delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand internal staff attribution","summary":"Know that outbound CRM messages retain the responsible staff or system actor for operational evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-internal-staff-attribution","keywords":"attachments read acknowledgements and delivery evidence admin area inbox open conversation per-account reply sending view reading downloading","type":"guide"},{"title":"Understand mark-read idempotency","summary":"Know that a conversation already at zero unread can be opened again without creating an incorrect negative or duplicate state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-mark-read-idempotency","keywords":"messages attachments read acknowledgements and delivery evidence admin area inbox open per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand message delivery acknowledgements","summary":"Read stored acknowledgement/state information supplied by the linked-device connector without treating it as a contractual delivery guarantee.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-message-delivery-acknowledgements","keywords":"messages attachments and evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand MIME validation","summary":"Know that the server inspects file content rather than trusting only the browser filename or extension.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-mime-validation","keywords":"messages attachments read acknowledgements and delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand profile-photo URL storage","summary":"When enabled, store only the current WhatsApp profile-photo URL and expect it to expire or change.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-profile-photo-url-storage","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand secure attachment storage","summary":"Know that stored media uses randomised names and is served through an authorised controller rather than a public guessed path.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-secure-attachment-storage","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand supported attachment categories","summary":"Use only media types accepted by the module allowlist, including supported image, audio, video, PDF, text and office-document formats.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-supported-attachment-categories","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Understand the 10,000-character reply limit","summary":"Keep manual reply text within the HTML and server validation limit.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-the-10-000-character-reply-limit","keywords":"messages attachments read acknowledgements delivery evidence admin area inbox open conversation per-account for sending view reading downloading","type":"guide"},{"title":"Understand WhatsApp message-ID deduplication","summary":"Know that repeated connector events with the same WhatsApp message ID do not create duplicate CRM messages.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-messages-attachments-read-delivery-evidence-understand-whatsapp-message-id-deduplication","keywords":"messages attachments read acknowledgements and delivery evidence admin area inbox open conversation per-account reply for sending view reading downloading","type":"guide"},{"title":"Configure the email-not-found response","summary":"Edit the message used when the exact address does not resolve to one active contact.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-email-not-found-response","keywords":"registered-customer verification and secure crm linkage admin area settings administrator automatic system workflow after inbound messages","type":"guide"},{"title":"Configure the initial registered-email prompt","summary":"Edit the first message sent to an unknown or ambiguous number and keep it within 4,000 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-initial-registered-email-prompt","keywords":"registered-customer verification secure crm linkage admin area settings administrator automatic system workflow after inbound messages","type":"guide"},{"title":"Configure the invalid email-format response","summary":"Edit the message used when a reply is not a valid standalone email address.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-invalid-email-format-response","keywords":"registered-customer verification and secure crm linkage admin area settings administrator to automatic system workflow after inbound messages","type":"guide"},{"title":"Configure the manual-review response","summary":"Edit the message sent after the allowed attempts are exhausted or automatic verification cannot complete.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-manual-review-response","keywords":"registered-customer and secure crm linkage admin area settings administrator to system workflow inbound messages","type":"guide"},{"title":"Configure the registered-number welcome","summary":"Use {{company_name}} and {{client_name}} placeholders in the immediate mobile-match and continuation welcome.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-registered-number-welcome","keywords":"registered-customer verification secure crm linkage admin area settings administrator to automatic system workflow after inbound messages","type":"guide"},{"title":"Configure the successful verification response","summary":"Edit the confirmation sent after an exact active-contact email match.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-the-successful-verification-response","keywords":"registered-customer and secure crm linkage admin area settings administrator to automatic system workflow inbound messages","type":"guide"},{"title":"Configure verification attempts","summary":"Set a value from 1 to 10 before the workflow moves an unresolved session to manual review.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-configure-verification-attempts","keywords":"registered-customer and secure crm linkage admin area settings administrator automatic system after inbound messages","type":"guide"},{"title":"Disable registered-customer verification","summary":"Turn off the verification workflow while retaining manual Inbox operation and existing evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-disable-registered-customer-verification","keywords":"secure crm linkage admin area settings administrator to configure automatic system after inbound messages","type":"guide"},{"title":"Disable registered-mobile recognition","summary":"Force unknown/new one-to-one conversations through the exact registered-email workflow when verification remains enabled.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-disable-registered-mobile-recognition","keywords":"registered-customer and secure crm linkage admin area settings administrator to configure automatic system after inbound messages","type":"guide"},{"title":"Enable registered-customer verification","summary":"Select Verify new WhatsApp contacts against registered customer email and save Settings.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-enable-registered-customer-verification","keywords":"secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Enable registered-mobile recognition","summary":"Allow a unique active contact telephone match to verify immediately.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-enable-registered-mobile-recognition","keywords":"registered-customer verification and secure crm linkage admin area settings administrator configure automatic system workflow after inbound messages","type":"guide"},{"title":"Review verification evidence in Audit Trail","summary":"Filter the verification-session table and inspect status, attempts, contact link and event sequence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-review-verification-evidence-in-audit-trail","keywords":"registered-customer secure crm linkage admin area administrator or capability","type":"guide"},{"title":"Submit a registered email from WhatsApp","summary":"Reply with only the exact email address used on the active customer contact.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-submit-a-registered-email-from-whatsapp","keywords":"registered-customer verification and secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand ambiguous mobile matches","summary":"More than one active contact match is not auto-verified and moves to registered-email checking.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-ambiguous-mobile-matches","keywords":"registered-customer verification secure crm linkage admin area settings administrator configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand canonical telephone updates","summary":"After successful verification, the contact telephone value is normalised to the verified international WhatsApp number.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-canonical-telephone-updates","keywords":"registered-customer and secure crm linkage admin area settings administrator configure automatic system workflow inbound messages","type":"guide"},{"title":"Understand conversation CRM linkage","summary":"Successful verification stores the contact and customer IDs on the conversation and verification session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-conversation-crm-linkage","keywords":"registered-customer secure admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand exact active-contact email matching","summary":"Verification succeeds only when one active CRM contact has the exact submitted address.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-exact-active-contact-email-matching","keywords":"registered-customer and secure linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand manual-review status","summary":"Know that staff can continue handling the conversation manually when automatic verification stops.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-manual-review-status","keywords":"registered-customer and secure crm linkage admin area settings administrator to configure system workflow after inbound messages","type":"guide"},{"title":"Understand one-to-one conversation scope","summary":"Know that groups, status broadcasts and non-personal WhatsApp contexts do not enter the customer verification flow.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-one-to-one-conversation-scope","keywords":"registered-customer secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand unique mobile-number verification","summary":"A single active contact whose registered number matches the canonical WhatsApp number is linked immediately.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-unique-mobile-number-verification","keywords":"registered-customer and secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand unknown mobile numbers","summary":"A number with no qualifying active contact match receives the configured registered-email prompt.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-unknown-mobile-numbers","keywords":"registered-customer verification and secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand verification message unread behaviour","summary":"Automated verification replies do not mark the customer’s inbound conversation as read.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-verification-message-unread-behaviour","keywords":"registered-customer and secure crm linkage admin area settings administrator to configure automatic system workflow after messages","type":"guide"},{"title":"Understand verification retry handling","summary":"Invalid, missing or ambiguous results increment the session attempt count until success or manual review.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-verification-retry-handling","keywords":"registered-customer and secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Understand verification-session isolation","summary":"Each verification attempt series has its own session and event trail rather than sharing state across unrelated conversations.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-registered-customer-verification-understand-verification-session-isolation","keywords":"registered-customer secure crm linkage admin area settings administrator to configure automatic system workflow after inbound messages","type":"guide"},{"title":"Apply least-privilege account access","summary":"Grant only View, Reply, Convert or Manage required for each staff member and account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-apply-least-privilege-account-access","keywords":"security privacy operational boundaries admin area settings / control audit trail administrator security/compliance roles","type":"guide"},{"title":"Protect the connected phone and linked devices","summary":"Review WhatsApp Linked devices on the phone and unlink unfamiliar sessions immediately.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-protect-the-connected-phone-and-linked-devices","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Rotate a connector token safely","summary":"Use the administrator-only internal rotation action only as part of managed repair; the connector configuration must be updated consistently.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-rotate-a-connector-token-safely","keywords":"security privacy and operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Run a security verification checklist","summary":"Test unauthorised Inbox access, media IDs, portal ownership, CSRF, account isolation, audit redaction and loopback-only connector binding.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-run-a-security-verification-checklist","keywords":"privacy operational boundaries admin area settings / control trail administrator security/compliance roles","type":"guide"},{"title":"Understand account session isolation","summary":"One account’s session, QR, event stream and runtime removal cannot intentionally remove another account’s session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-account-session-isolation","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand administrator customer-history scope","summary":"Staff history is filtered to accounts they can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-administrator-customer-history-scope","keywords":"security privacy and operational boundaries admin area settings / access control audit trail security/compliance roles","type":"guide"},{"title":"Understand automated-message privacy","summary":"Audit/session event context stores identifiers and field lengths/results rather than duplicating raw customer replies.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-automated-message-privacy","keywords":"security operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand client-portal ownership checks","summary":"The signed-in contact can retrieve only verified conversations and media linked to that contact.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-client-portal-ownership-checks","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand CSRF protection","summary":"Administrator form and AJAX state-changing requests require the current CRM CSRF token.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-csrf-protection","keywords":"security privacy operational boundaries admin area settings / access control audit trail security/compliance roles","type":"guide"},{"title":"Understand encrypted connector-token storage","summary":"Random connector secrets are encrypted using the CRM’s supported encryption service before database storage.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-encrypted-connector-token-storage","keywords":"security privacy and operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand file-content validation","summary":"Uploads are checked by server MIME inspection and configured size rather than filename alone.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-file-content-validation","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand loopback connector protection","summary":"The private connector is intended for 127.0.0.1 and not for public Internet exposure.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-loopback-connector-protection","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand profile-photo privacy","summary":"Only a remote URL may be stored and it can expire; the module does not promise a permanent local image copy.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-profile-photo-privacy","keywords":"security operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand protected media paths","summary":"Download endpoints validate account/contact access and constrain the resolved file to the managed upload root.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-protected-media-paths","keywords":"security privacy operational boundaries admin area settings / control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand retained compliance history","summary":"Soft deletion removes an account from operations but deliberately retains messages, verification and audit evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-retained-compliance-history","keywords":"security privacy operational boundaries admin area settings / access control trail administrator security/compliance roles","type":"guide"},{"title":"Understand server-side permission checks","summary":"Menu hiding is not the only protection; each controller action rechecks native and per-account access.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-server-side-permission-checks","keywords":"security privacy operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand the linked-device security model","summary":"The phone authorises a persistent WhatsApp Web device session that remains isolated per CRM account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-the-linked-device-security-model","keywords":"privacy and operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand the no-Business-API boundary","summary":"The module does not use WhatsApp Business API, Cloud API, Meta Graph API or public Meta webhooks.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-the-no-business-api-boundary","keywords":"security privacy and operational boundaries admin area settings / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Understand verification email privacy","summary":"The raw email reply is not copied into audit context; a one-way hash supports evidence without unnecessary disclosure.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-verification-email-privacy","keywords":"security and operational boundaries admin area settings / access control trail administrator security/compliance roles","type":"guide"},{"title":"Understand why tokens are not shown in normal settings","summary":"Zero-touch preparation removes the need for staff to copy secrets, ports or URLs.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-security-privacy-operational-boundaries-understand-why-tokens-are-not-shown-in-normal-settings","keywords":"security privacy and operational boundaries admin area / access control audit trail administrator security/compliance roles","type":"guide"},{"title":"Disable profile-photo URL storage","summary":"Stop retaining newly supplied profile-photo URLs.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-disable-profile-photo-url-storage","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Disable reopening on inbound messages","summary":"Clear the toggle to keep closed conversations closed until staff changes them.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-disable-reopening-on-inbound-messages","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Enable automatic contact matching","summary":"Select the telephone-number matching toggle for general Inbox context.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-automatic-contact-matching","keywords":"settings operating limits and behaviour admin area administrator","type":"guide"},{"title":"Enable cron synchronisation","summary":"Select the toggle to import queued messages after the CRM cron runs.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-cron-synchronisation","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Enable customer verification","summary":"Start strict unique-mobile/exact-email verification for new one-to-one contacts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-customer-verification","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Enable profile-photo URL storage","summary":"Store only the current remote URL supplied by WhatsApp.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-profile-photo-url-storage","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Enable reopening on new inbound messages","summary":"Select the toggle so a genuinely new inbound event can reopen a closed conversation.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-reopening-on-new-inbound-messages","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Enable synchronisation on Inbox load","summary":"Select the toggle to pull connector events when an Inbox opens.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-enable-synchronisation-on-inbox-load","keywords":"settings operating limits and behaviour admin area administrator","type":"guide"},{"title":"Open WhatsApp Settings","summary":"Review all operating limits, general Inbox toggles and verified-customer automation options.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-open-whatsapp-settings","keywords":"behaviour admin area administrator","type":"guide"},{"title":"Save all WhatsApp settings","summary":"Review values, select Save settings and confirm the success notice.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-save-all-whatsapp-settings","keywords":"operating limits inbox behaviour admin area administrator","type":"guide"},{"title":"Set Inbox refresh interval","summary":"Enter 4–60 seconds for bounded fallback refresh.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-set-inbox-refresh-interval","keywords":"settings operating limits and behaviour admin area administrator","type":"guide"},{"title":"Set maximum attachment size","summary":"Enter a whole number from 1 to 32 MB and save.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-set-maximum-attachment-size","keywords":"settings operating limits inbox behaviour admin area administrator","type":"guide"},{"title":"Set messages per chat","summary":"Enter 1–200 messages for history import.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-set-messages-per-chat","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Set the history chat limit","summary":"Enter 1–500 recent chats.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-set-the-history-chat-limit","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Set verification attempts before staff review","summary":"Enter 1–10.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-set-verification-attempts-before-staff-review","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Understand immediate setting application","summary":"The Inbox uses saved values immediately and managed connector preparation applies relevant limits without unlinking.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-understand-immediate-setting-application","keywords":"settings operating behaviour admin area administrator","type":"guide"},{"title":"Understand invalid setting normalisation","summary":"Out-of-range or malformed numeric values are constrained to safe supported ranges.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-understand-invalid-setting-normalisation","keywords":"settings operating limits and inbox behaviour admin area administrator","type":"guide"},{"title":"Verify settings after an upgrade","summary":"Open Settings after activation and confirm new r20.5 options have defaults without overwriting deliberate existing values.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-settings-operating-limits-behaviour-verify-settings-after-an-upgrade","keywords":"operating limits inbox behaviour admin area administrator","type":"guide"},{"title":"Assign Audit Trail capability","summary":"Grant the native Audit capability to allow a non-administrator to open permitted account audit evidence.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-assign-audit-trail-capability","keywords":"staff capabilities and per-account access control admin area administrator","type":"guide"},{"title":"Assign Manage standard replies capability","summary":"Grant the native capability and at least one account Manage permission before expecting the Standard Replies menu for non-administrators.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-assign-manage-standard-replies-capability","keywords":"staff capabilities per-account access control admin area administrator","type":"guide"},{"title":"Assign the native View capability","summary":"Use Setup → Staff → Roles or the staff permission screen to allow the module capability, while still assigning account View access.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-assign-the-native-view-capability","keywords":"capabilities and per-account access control admin area administrator","type":"guide"},{"title":"Give a staff member different rights on different accounts","summary":"Set the four permissions independently in each account column so a user can reply in one account and view-only in another.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-give-a-staff-member-different-rights-on-different-accounts","keywords":"capabilities per-account access control admin area administrator","type":"guide"},{"title":"Grant Convert access to an account","summary":"Select Convert to allow Task, Ticket and Lead actions; View is implied.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-grant-convert-access-to-an-account","keywords":"staff capabilities per-account control admin area administrator","type":"guide"},{"title":"Grant Manage access to an account","summary":"Select Manage to allow conversation controls and account-specific standard-reply administration; View is implied.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-grant-manage-access-to-an-account","keywords":"staff capabilities per-account control admin area administrator","type":"guide"},{"title":"Grant Reply access to an account","summary":"Select Reply; the saved matrix also grants View so the staff member can open and answer that account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-grant-reply-access-to-an-account","keywords":"capabilities per-account control admin area administrator","type":"guide"},{"title":"Grant View access to an account","summary":"Select View for the staff member and account, save the matrix and verify the account appears in Inbox.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-grant-view-access-to-an-account","keywords":"capabilities per-account control admin area administrator","type":"guide"},{"title":"Open Access Control","summary":"View the staff-by-account permission matrix and current selections.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-open-access-control","keywords":"staff capabilities per-account admin area administrator","type":"guide"},{"title":"Remove a staff member from one account","summary":"Clear all four account checkboxes, save and verify that account no longer appears for the staff member.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-remove-a-staff-member-from-one-account","keywords":"capabilities per-account access control admin area administrator","type":"guide"},{"title":"Test access after permission changes","summary":"Sign in as the affected staff member and verify menus, account selector, actions, unread badge, customer history and media access match the saved matrix.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-test-access-after-permission-changes","keywords":"capabilities per-account control admin area administrator","type":"guide"},{"title":"Understand account-creator permissions","summary":"Know that the administrator who creates a new account receives View, Reply, Convert and Manage for that account automatically.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-account-creator-permissions","keywords":"staff capabilities per-account access control admin area","type":"guide"},{"title":"Understand administrator Inbox access","summary":"Know that administrator status alone exposes Connections, Access Control and Settings, but does not automatically grant operational Inbox access.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-administrator-inbox-access","keywords":"staff capabilities per-account admin area","type":"guide"},{"title":"Understand permission-scoped customer history","summary":"The customer-profile WhatsApp History tab includes only verified conversations from accounts the staff member can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-permission-scoped-customer-history","keywords":"capabilities and per-account access control admin area administrator","type":"guide"},{"title":"Understand permission-scoped media downloads","summary":"A staff media request is accepted only when the message belongs to an account the staff member can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-permission-scoped-media-downloads","keywords":"capabilities and per-account access control admin area administrator","type":"guide"},{"title":"Understand permission-scoped unread totals","summary":"The header badge and live channel include only active accounts the current staff member can view.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-permission-scoped-unread-totals","keywords":"capabilities per-account access control admin area administrator","type":"guide"},{"title":"Understand staff visibility in assignment lists","summary":"Only staff with View access to the selected account are offered as conversation or CRM-conversion assignees.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-staff-visibility-in-assignment-lists","keywords":"capabilities and per-account control admin area administrator","type":"guide"},{"title":"Understand the two-layer permission model","summary":"Distinguish native module capabilities from the View, Reply, Convert and Manage matrix that is assigned separately for every WhatsApp account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-staff-permissions-access-control-understand-the-two-layer-permission-model","keywords":"staff per-account access control admin area administrator","type":"guide"},{"title":"Allow all authorised staff","summary":"Choose All authorised staff so any staff member who can use that account and reply can select it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-allow-all-authorised-staff","keywords":"standard replies shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Clear the standard-reply form","summary":"Select Clear to reset the editor for a new record.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-clear-the-standard-reply-form","keywords":"standard replies shortcuts categories and visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Configure a slash shortcut","summary":"Enter an optional shortcut such as /hello within 80 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-configure-a-slash-shortcut","keywords":"standard replies shortcuts categories and visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Create a global standard reply","summary":"As an administrator, choose All accounts so the reply can appear across accessible accounts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-create-a-global-standard-reply","keywords":"replies shortcuts categories and visibility admin area or manage plus per-account","type":"guide"},{"title":"Create an account-specific standard reply","summary":"Choose one managed account, enter the required title and text, configure visibility and save.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-create-an-account-specific-standard-reply","keywords":"replies shortcuts categories admin area administrator or manage plus per-account","type":"guide"},{"title":"Delete a standard reply","summary":"Confirm deletion; the reply and its selected-staff mappings are removed permanently.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-delete-a-standard-reply","keywords":"replies shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Edit a standard reply","summary":"Select the edit action, update fields and save without creating a duplicate.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-edit-a-standard-reply","keywords":"replies shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Enter a standard-reply title","summary":"Use a clear required title no longer than 191 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-enter-a-standard-reply-title","keywords":"standard replies shortcuts categories and visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Make a standard reply active or inactive","summary":"Clear Active to retain the record without offering it in Inbox.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-make-a-standard-reply-active-or-inactive","keywords":"replies shortcuts categories and visibility admin area administrator manage plus per-account","type":"guide"},{"title":"Open Standard Replies","summary":"View the reusable-reply form and existing entries allowed by the current permissions.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-open-standard-replies","keywords":"shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Organise replies by category","summary":"Use a category up to 100 characters; leave or enter General for the default grouping.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-organise-replies-by-category","keywords":"standard shortcuts categories and visibility admin area administrator manage plus per-account","type":"guide"},{"title":"Restrict a reply to selected staff","summary":"Choose Selected staff only and select the allowed staff members.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-restrict-a-reply-to-selected-staff","keywords":"standard replies shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Set standard-reply sort order","summary":"Use 0–10,000; lower values are listed earlier before title ordering.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-set-standard-reply-sort-order","keywords":"standard replies shortcuts categories and visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Understand reply ordering in Inbox","summary":"Replies are grouped and ordered using account applicability, active state, category, sort order and title.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-understand-reply-ordering-in-inbox","keywords":"standard shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Understand selected-staff visibility","summary":"Know that a selected reply is excluded for a staff member not stored in its visibility mapping.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-understand-selected-staff-visibility","keywords":"standard replies shortcuts categories and admin area administrator or manage plus per-account","type":"guide"},{"title":"Use a standard reply in Inbox","summary":"Open a conversation, select the reply from the list, review or amend the inserted text and send it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-use-a-standard-reply-in-inbox","keywords":"replies shortcuts categories visibility admin area administrator manage plus per-account","type":"guide"},{"title":"Write standard-reply text","summary":"Enter the reusable body and keep it within 10,000 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-standard-replies-visibility-management-write-standard-reply-text","keywords":"standard replies shortcuts categories visibility admin area administrator or manage plus per-account","type":"guide"},{"title":"Run final production verification","summary":"Test two accounts, separate staff rights, QR link/restart, history/live events, read state, files, conversions, verification, all automation branches, portal/admin history, audit and…","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-run-final-production-verification","keywords":"troubleshooting verified limitations and release admin area connections / inbox settings trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a disconnected linked device","summary":"Check the phone’s Linked devices, restart the connector and rescan only if WhatsApp invalidated the session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-disconnected-linked-device","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a missing Inbox account","summary":"Confirm the account is active, not deleted and the staff member has View access.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-missing-inbox-account","keywords":"troubleshooting verified limitations release history admin area connections / settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a missing Send button","summary":"Confirm Reply access for the selected account.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-missing-send-button","keywords":"troubleshooting verified limitations and release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a missing WhatsApp menu","summary":"Confirm activation, staff native capability and at least one per-account View permission; administrators see administration submenus but still need account access for Inbox.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-missing-whatsapp-menu","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator","type":"guide"},{"title":"Troubleshoot a QR that does not appear","summary":"Wait for preparation, repair the account and confirm the private connector reports a live QR state.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-qr-that-does-not-appear","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a QR that was scanned for the wrong account","summary":"Unlink only the affected account, prepare it again and scan while its account card is selected.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-qr-that-was-scanned-for-the-wrong-account","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot a rejected attachment","summary":"Check configured MB limit, server-detected MIME type, upload completion and protected storage availability.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-a-rejected-attachment","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot an account stuck on INITIALISING","summary":"Allow the watchdog’s bounded recovery or use Restart/Connect repair, then inspect Audit Trail.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-an-account-stuck-on-initialising","keywords":"troubleshooting verified limitations and release history admin area connections / inbox settings trail relevant module administrator permission","type":"guide"},{"title":"Troubleshoot an expired QR","summary":"Allow the page to refresh the QR and scan the newest image.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-an-expired-qr","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot an incorrect unread count","summary":"Allow authoritative snapshots, open the conversation to sendSeen and repair the connector if the read operation fails.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-an-incorrect-unread-count","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot automatic preparation","summary":"Read the Connections progress/error, confirm runtime/browser requirements and select Connect/repair.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-automatic-preparation","keywords":"troubleshooting verified limitations release history admin area / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot automation not starting","summary":"Confirm the master automated-response switch, verification success and branch settings.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-automation-not-starting","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot duplicate messages","summary":"Confirm the events share the same WhatsApp ID; the model should deduplicate history, live and reconciliation paths.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-duplicate-messages","keywords":"troubleshooting verified limitations release admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot duplicate support-ticket blocking","summary":"Locate the earlier module-created ticket for the same verified customer and confirm whether it is still awaiting staff response.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-duplicate-support-ticket-blocking","keywords":"troubleshooting limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot failed email verification","summary":"Confirm the customer replied with one exact active-contact email and has not exceeded the attempt limit.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-failed-email-verification","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot failed mobile verification","summary":"Check for zero, one or multiple active contact matches after number normalisation.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-failed-mobile-verification","keywords":"troubleshooting verified limitations and release history admin area connections / inbox settings audit trail relevant module administrator permission","type":"guide"},{"title":"Troubleshoot failed Task, Ticket or Lead conversion","summary":"Confirm Convert permission, native CRM dependencies, valid department/source/status and an eligible assignee.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-failed-task-ticket-or-lead-conversion","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module administrator","type":"guide"},{"title":"Troubleshoot missing client portal history","summary":"Confirm the conversation is verified to the signed-in contact and contains retained history.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-client-portal-history","keywords":"troubleshooting limitations release admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot missing confirmation emails","summary":"Verify the CRM SMTP transport, verified contact email, admin toggle/recipients and mailer audit outcome.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-confirmation-emails","keywords":"troubleshooting limitations release history area connections / inbox settings trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot missing customer-profile history","summary":"Confirm the customer has verified conversations and the staff member can view their accounts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-customer-profile-history","keywords":"troubleshooting limitations release admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot missing live messages","summary":"Verify connector state, long-poll/fallback refresh, cron setting and browser-store reconciliation before resending.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-live-messages","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot missing recent chats","summary":"Run Sync history and confirm history chat/message limits are not set lower than expected.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-recent-chats","keywords":"troubleshooting verified limitations release admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Troubleshoot missing Standard Replies","summary":"Confirm administrator status or Manage standard replies capability plus account Manage access, and ensure the reply is active and visible to the staff member.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-troubleshoot-missing-standard-replies","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module permission","type":"guide"},{"title":"Understand build r20.1 changes","summary":"Review prefix-safe DBForge installation improvements.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-1-changes","keywords":"troubleshooting verified limitations and release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Understand build r20.2 changes","summary":"Review heartbeat, event-cursor recovery and administrator account deletion.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-2-changes","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or permission","type":"guide"},{"title":"Understand build r20.3 changes","summary":"Review sub-second browser-store recovery and fallback refresh fixes.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-3-changes","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Understand build r20.4 changes","summary":"Review verified-customer service automation, native CRM actions and confirmation emails.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-4-changes","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Understand build r20.5 changes","summary":"Review unique registered-mobile recognition, administrator customer-profile history, continuation and duplicate-ticket safeguards.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-5-changes","keywords":"troubleshooting verified limitations release admin area connections / inbox settings audit trail relevant module or permission","type":"guide"},{"title":"Understand build r20 changes","summary":"Review shared long-polling, authoritative unread, registered-email verification and client-portal history introduced in r20.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-build-r20-changes","keywords":"troubleshooting verified limitations release admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Understand the no audit export limitation","summary":"Audit and verification evidence is reviewed on screen; the supplied module has no dedicated CSV/PDF export button.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-the-no-audit-export-limitation","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings trail relevant or administrator permission","type":"guide"},{"title":"Understand the no broadcast-campaign limitation","summary":"The module is a shared operational Inbox, not a bulk WhatsApp marketing broadcaster.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-the-no-broadcast-campaign-limitation","keywords":"troubleshooting verified limitations and release history admin area connections / settings audit trail relevant or administrator permission","type":"guide"},{"title":"Understand the no group-verification limitation","summary":"Registered-customer verification and automation are limited to one-to-one conversations.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-the-no-group-verification-limitation","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Understand the no public connector limitation","summary":"There is no supported public remote connector URL or administrator-exposed port/token configuration.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-the-no-public-connector-limitation","keywords":"troubleshooting verified limitations and release history admin area connections / inbox settings audit trail relevant module administrator permission","type":"guide"},{"title":"Understand the no WhatsApp Business API limitation","summary":"Cloud API templates, Meta business webhooks, phone-number IDs and business-account management are not part of this module.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-troubleshooting-limitations-release-history-understand-the-no-whatsapp-business-api-limitation","keywords":"troubleshooting verified limitations release history admin area connections / inbox settings audit trail relevant module or administrator permission","type":"guide"},{"title":"Choose a service option by name","summary":"Reply with the recognised enabled option name where the automation parser accepts it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-choose-a-service-option-by-name","keywords":"verified-customer menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Choose a service option by number","summary":"Reply with the displayed option number and continue the state-specific prompts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-choose-a-service-option-by-number","keywords":"verified-customer menu tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Configure administrator recipients","summary":"Enter one address per line or comma-separated, use no more than 20, and save.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-administrator-recipients","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure automated record priority","summary":"Choose Low, Medium, High or Urgent for module-created tickets and callback tasks.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-automated-record-priority","keywords":"verified-customer service menu callbacks team hand-off admin area settings administrator to automatic system workflow verified conversations","type":"guide"},{"title":"Configure the automatic-action failure response","summary":"Edit the fallback sent when a native CRM action or required delivery step fails.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-automatic-action-failure-response","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the automation owner","summary":"Choose an active staff member or Unassigned / normal CRM workflow.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-automation-owner","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the callback reason prompt","summary":"Edit the question asking what the customer wants to discuss.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-callback-reason-prompt","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the callback time prompt","summary":"Edit the request for date, time and timezone.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-callback-time-prompt","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to automatic system workflow verified conversations","type":"guide"},{"title":"Configure the duplicate-ticket response","summary":"Use {reference} to identify the existing open ticket in the customer message.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-duplicate-ticket-response","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the hand-off details prompt","summary":"Edit the request for the information staff need to review.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-hand-off-details-prompt","keywords":"verified-customer service menu tickets callbacks and team admin area settings administrator automatic system workflow verified conversations","type":"guide"},{"title":"Configure the invalid menu choice response","summary":"Edit the reply used when the customer sends a value that is not an enabled number or option name.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-invalid-menu-choice-response","keywords":"verified-customer service tickets callbacks and team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the service-menu introduction","summary":"Edit the introduction and optionally use {{contact_name}}.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-service-menu-introduction","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the simultaneous-request response","summary":"Edit the message returned when the same workflow session is already atomically processing another request.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-simultaneous-request-response","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to automatic system for verified conversations","type":"guide"},{"title":"Configure the support-ticket department","summary":"Choose a department or Use first available department.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-support-ticket-department","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure the ticket details prompt","summary":"Edit the request for the issue, reference and desired result.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-ticket-details-prompt","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to automatic system workflow verified conversations","type":"guide"},{"title":"Configure the ticket subject prompt","summary":"Edit the first support-ticket question within 4,000 characters.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-the-ticket-subject-prompt","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Configure ticket, callback and hand-off confirmations","summary":"Edit each success message and use {reference} only in the ticket/callback messages that support it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-configure-ticket-callback-and-hand-off-confirmations","keywords":"verified-customer service menu tickets callbacks team admin area settings administrator to automatic system workflow for verified conversations","type":"guide"},{"title":"Create a callback task through WhatsApp","summary":"Choose callback, provide the reason, then provide preferred date, time and timezone; verify the native task and confirmation reference.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-create-a-callback-task-through-whatsapp","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Create a support ticket through WhatsApp","summary":"Choose the ticket option, provide a short subject, then provide full issue/reference details and wait for the native ticket confirmation.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-create-a-support-ticket-through-whatsapp","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow verified conversations","type":"guide"},{"title":"Disable administrator notification emails","summary":"Stop the administrator email branch without disabling the WhatsApp workflow.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-administrator-notification-emails","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable all automated responses","summary":"Turn off the master switch; verification prompts, menus, CRM actions and confirmations stop while manual Inbox work continues.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-all-automated-responses","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable automated support-ticket creation","summary":"Remove the ticket option from the generated service menu.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-automated-support-ticket-creation","keywords":"verified-customer menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable callback requests","summary":"Remove the callback option from the generated service menu.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-callback-requests","keywords":"verified-customer menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable customer confirmation emails","summary":"Keep WhatsApp confirmations while suppressing the module’s customer email branch.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-customer-confirmation-emails","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable team hand-off","summary":"Remove the hand-off option from the generated service menu.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-team-hand-off","keywords":"verified-customer menu tickets callbacks and admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Disable the service menu","summary":"Prevent menu presentation while retaining any other enabled verification behaviour supported by the master workflow.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-disable-the-service-menu","keywords":"verified-customer tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Enable administrator notification emails","summary":"Send a separate notification to each validated administrator recipient.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-administrator-notification-emails","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings configure automatic system workflow for verified conversations","type":"guide"},{"title":"Enable automated support-ticket creation","summary":"Allow verified customers to choose the ticket branch and provide subject and issue details.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-automated-support-ticket-creation","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator configure automatic system workflow for conversations","type":"guide"},{"title":"Enable callback requests","summary":"Allow verified customers to submit a reason plus preferred date, time and timezone for a native task.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-callback-requests","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator configure automatic system workflow conversations","type":"guide"},{"title":"Enable customer confirmation emails","summary":"Send a confirmation to the exact verified contact email using the CRM mail transport and default header/footer.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-customer-confirmation-emails","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator configure automatic system workflow for conversations","type":"guide"},{"title":"Enable team hand-off","summary":"Allow a verified customer to submit an enquiry for authorised Inbox staff without creating an unrelated native record.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-team-hand-off","keywords":"verified-customer service menu tickets callbacks and admin area settings administrator configure automatic system workflow conversations","type":"guide"},{"title":"Enable the post-verification service menu","summary":"Offer only the service options whose branch toggles are also enabled.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-the-post-verification-service-menu","keywords":"verified-customer tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Enable verified-customer automation","summary":"Turn on Enable automated responses and save the Settings page.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-enable-verified-customer-automation","keywords":"service menu tickets callbacks team hand-off admin area administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Submit a team hand-off enquiry","summary":"Choose the team option, provide details and wait for the hand-off confirmation; no unrelated Task, Ticket or Lead is invented.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-submit-a-team-hand-off-enquiry","keywords":"verified-customer service menu tickets callbacks admin area settings administrator to configure automatic system workflow verified conversations","type":"guide"},{"title":"Troubleshoot an automatic CRM action failure","summary":"Review the session events and Audit Trail, confirm native departments/staff/models exist and continue the conversation manually if required.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-troubleshoot-an-automatic-crm-action-failure","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to configure system workflow for verified conversations","type":"guide"},{"title":"Troubleshoot missing automation options","summary":"Confirm the master switch, service menu and specific branch are enabled and the conversation is verified.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-troubleshoot-missing-automation-options","keywords":"verified-customer tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Understand automation-session data retention","summary":"Raw submitted details remain in the module-owned automation session and the created native CRM record; event/audit context stores identifiers, lengths and outcomes rather than copying…","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-understand-automation-session-data-retention","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Understand blank administrator recipients","summary":"When the field is blank, the module attempts to use a valid CRM sender or company email.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-understand-blank-administrator-recipients","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings configure automatic system workflow for verified conversations","type":"guide"},{"title":"Understand continuation after completion","summary":"After a successful ticket, callback or hand-off, the personalised welcome and enabled menu are sent again and the next choice can be accepted immediately.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-understand-continuation-after-completion","keywords":"verified-customer service tickets callbacks team admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Understand duplicate open-ticket protection","summary":"A second WhatsApp-created support ticket is refused while an earlier module-created ticket for the same verified customer is still awaiting staff response.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-understand-duplicate-open-ticket-protection","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow conversations","type":"guide"},{"title":"Understand when a new ticket is allowed again","summary":"An answered or closed earlier module-created ticket no longer blocks a new WhatsApp support request.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-understand-when-a-new-ticket-is-allowed-again","keywords":"verified-customer service menu tickets callbacks and team hand-off admin area settings administrator to configure automatic system workflow for verified conversations","type":"guide"},{"title":"Use MENU to reopen the service menu","summary":"A verified contact can send MENU at any time to receive the enabled options.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-use-menu-to-reopen-the-service-menu","keywords":"verified-customer tickets callbacks and team hand-off admin area settings administrator configure automatic system workflow for conversations","type":"guide"},{"title":"Verify automated emails","summary":"Check the verified contact mailbox and each administrator recipient separately, using the CRM’s configured SMTP transport, default header and footer.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-verified-customer-automation-verify-automated-emails","keywords":"verified-customer service menu tickets callbacks team hand-off admin area settings to configure automatic system workflow for conversations","type":"guide"},{"title":"Diagnose a missing browser","summary":"Read the preparation message, confirm the environment permits the managed browser, and rerun Connect/repair after the browser requirement is resolved.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-diagnose-a-missing-browser","keywords":"zero-touch runtime repair recovery admin area connections administrator","type":"guide"},{"title":"Recover after a server restart","summary":"Open Connections or allow the watchdog/cron to restart prepared connectors, then verify the account returns to connected without rescanning unless WhatsApp invalidated it.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-recover-after-a-server-restart","keywords":"zero-touch runtime browser preparation repair and recovery admin area administrator","type":"guide"},{"title":"Repair missing runtime files","summary":"Use Connect/repair for the affected account and wait for preparation to validate and rebuild only the managed runtime files.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-repair-missing-runtime-files","keywords":"zero-touch browser recovery admin area connections administrator","type":"guide"},{"title":"Understand account-isolated runtime directories","summary":"See why each account has its own managed runtime, authentication and event-store paths.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-account-isolated-runtime-directories","keywords":"zero-touch browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand automatic build upgrades","summary":"See how the runtime build marker triggers managed connector-file refresh while preserving the linked-device session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-automatic-build-upgrades","keywords":"zero-touch browser preparation repair and recovery admin area connections administrator","type":"guide"},{"title":"Understand bundled and system runtime fallbacks","summary":"See how the runtime manager tries safe PHP process-launch methods and available runtime locations before queueing a retry.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-bundled-and-system-runtime-fallbacks","keywords":"zero-touch browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand Chromium browser discovery","summary":"Review how the connector resolves a usable private or system Chromium/Chrome binary and reports a preparation error if none is available.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-chromium-browser-discovery","keywords":"zero-touch runtime repair recovery admin area connections administrator","type":"guide"},{"title":"Understand launch-method fallbacks","summary":"Review the managed alternatives used when a hosting environment disables a preferred PHP process-launch function.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-launch-method-fallbacks","keywords":"zero-touch runtime browser preparation repair and recovery admin area connections administrator","type":"guide"},{"title":"Understand loopback-only binding","summary":"Confirm the connector binds to 127.0.0.1 and is not intended to be exposed as a public remote service.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-loopback-only-binding","keywords":"zero-touch runtime browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand private browser fallback","summary":"Know that the installer can prepare a module-owned browser runtime when a suitable system browser is unavailable.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-private-browser-fallback","keywords":"zero-touch preparation repair and recovery admin area connections administrator","type":"guide"},{"title":"Understand queued preparation fallback","summary":"Know that a preparation request can be queued for cron when the web request cannot complete the runtime launch immediately.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-queued-preparation-fallback","keywords":"zero-touch browser repair and recovery admin area connections administrator","type":"guide"},{"title":"Understand remote connector protection","summary":"Know that the installed default disallows remote connector endpoints and normal settings do not offer an override.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-remote-connector-protection","keywords":"zero-touch runtime browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand stalled-startup recovery","summary":"See how a bounded watchdog restarts a genuinely stalled INITIALISING state instead of leaving it indefinitely.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-stalled-startup-recovery","keywords":"zero-touch runtime browser preparation repair and admin area connections administrator","type":"guide"},{"title":"Understand the Node.js version check","summary":"Know that preparation validates a suitable Node.js runtime and prefers version 20.11 or newer.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-the-node-js-version-check","keywords":"zero-touch browser repair recovery admin area connections administrator","type":"guide"},{"title":"Understand the private Node.js connector","summary":"Review the local service that owns the linked-device client, event store, media exchange and WhatsApp Web browser session.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-the-private-node-js-connector","keywords":"zero-touch runtime preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand the runtime watchdog","summary":"Know that an administrator-page hook runs at most once per minute and restarts prepared connectors after server/process restarts.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-the-runtime-watchdog","keywords":"zero-touch browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Understand zero-touch runtime preparation","summary":"See how the CRM prepares the account-specific connector without exposing technical runtime fields.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-understand-zero-touch-runtime-preparation","keywords":"browser repair and recovery admin area connections administrator","type":"guide"},{"title":"Verify runtime readiness without exposing secrets","summary":"Use the connection status and QR/status panels rather than reading connector tokens or authentication files.","category":"WhatsApp Web Messaging","url":"https://pixiecrm.com/help-centre/whatsapp-web-messaging-zero-touch-runtime-repair-recovery-verify-runtime-readiness-without-exposing-secrets","keywords":"zero-touch browser preparation repair recovery admin area connections administrator","type":"guide"},{"title":"Why a live QuickBooks reconciliation failed remote verification","summary":"Detailed client guidance covering why a live QuickBooks reconciliation failed remote verification, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-live-quickbooks-reconciliation-failed-remote-verification","keywords":"troubleshooting safety and production use how to integration audit","type":"guide"},{"title":"Why a live Sage reconciliation failed remote verification","summary":"Detailed client guidance covering why a live Sage reconciliation failed remote verification, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-live-sage-reconciliation-failed-remote-verification","keywords":"troubleshooting safety production use how to integration audit","type":"guide"},{"title":"Why a live Xero reconciliation failed remote verification","summary":"Detailed client guidance covering why a live Xero reconciliation failed remote verification, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-live-xero-reconciliation-failed-remote-verification","keywords":"troubleshooting safety production use how to integration audit","type":"guide"},{"title":"Why a QuickBooks invoice is blocked before posting","summary":"Detailed client guidance covering why a QuickBooks invoice is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-quickbooks-invoice-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a QuickBooks payment is blocked before posting","summary":"Detailed client guidance covering why a QuickBooks payment is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-quickbooks-payment-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a QuickBooks report email was not delivered","summary":"Detailed client guidance covering why a QuickBooks report email was not delivered, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-quickbooks-report-email-was-not-delivered","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Sage invoice is blocked before posting","summary":"Detailed client guidance covering why a Sage invoice is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-sage-invoice-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Sage payment is blocked before posting","summary":"Detailed client guidance covering why a Sage payment is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-sage-payment-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Sage report email was not delivered","summary":"Detailed client guidance covering why a Sage report email was not delivered, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-sage-report-email-was-not-delivered","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Xero invoice is blocked before posting","summary":"Detailed client guidance covering why a Xero invoice is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-xero-invoice-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Xero payment is blocked before posting","summary":"Detailed client guidance covering why a Xero payment is blocked before posting, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-xero-payment-is-blocked-before-posting","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why a Xero report email was not delivered","summary":"Detailed client guidance covering why a Xero report email was not delivered, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-a-xero-report-email-was-not-delivered","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why QuickBooks Document Intake rejected a PDF","summary":"Detailed client guidance covering why QuickBooks Document Intake rejected a PDF, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-quickbooks-document-intake-rejected-a-pdf","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why QuickBooks reference selectors are empty","summary":"Detailed client guidance covering why QuickBooks reference selectors are empty, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-quickbooks-reference-selectors-are-empty","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why QuickBooks shows not connected or attention required","summary":"Detailed client guidance covering why QuickBooks shows not connected or attention required, including prerequisites, exact controls, verification evidence, failure boundaries and safe…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-quickbooks-shows-not-connected-or-attention-required","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why remote verification is mandatory for live QuickBooks reconciliation","summary":"Detailed client guidance covering why remote verification is mandatory for live QuickBooks reconciliation, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-remote-verification-is-mandatory-for-live-quickbooks-reconciliation","keywords":"and certified how to integration audit troubleshooting","type":"guide"},{"title":"Why remote verification is mandatory for live Sage reconciliation","summary":"Detailed client guidance covering why remote verification is mandatory for live Sage reconciliation, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-remote-verification-is-mandatory-for-live-sage-reconciliation","keywords":"and certified how to integration audit troubleshooting","type":"guide"},{"title":"Why remote verification is mandatory for live Xero reconciliation","summary":"Detailed client guidance covering why remote verification is mandatory for live Xero reconciliation, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-remote-verification-is-mandatory-for-live-xero-reconciliation","keywords":"and certified how to integration audit troubleshooting","type":"guide"},{"title":"Why Sage Document Intake rejected a PDF","summary":"Detailed client guidance covering why Sage Document Intake rejected a PDF, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-sage-document-intake-rejected-a-pdf","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why Sage reference selectors are empty","summary":"Detailed client guidance covering why Sage reference selectors are empty, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-sage-reference-selectors-are-empty","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why Sage shows not connected or attention required","summary":"Detailed client guidance covering why Sage shows not connected or attention required, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-sage-shows-not-connected-or-attention-required","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why some unreconciled bank statement lines are not available in QuickBooks","summary":"Detailed client guidance covering why some unreconciled bank statement lines are not available in QuickBooks, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-some-unreconciled-bank-statement-lines-are-not-available-in-quickbooks","keywords":"activity and api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why some unreconciled bank statement lines are not available in Sage","summary":"Detailed client guidance covering why some unreconciled bank statement lines are not available in Sage, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-some-unreconciled-bank-statement-lines-are-not-available-in-sage","keywords":"activity and api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why some unreconciled bank statement lines are not available in Xero","summary":"Detailed client guidance covering why some unreconciled bank statement lines are not available in Xero, including prerequisites, exact controls, verification evidence, failure boundaries…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-some-unreconciled-bank-statement-lines-are-not-available-in-xero","keywords":"activity and api boundaries how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why the client must be verified before the QuickBooks invoice can sync","summary":"Detailed client guidance covering why the client must be verified before the QuickBooks invoice can sync, including prerequisites, exact controls, verification evidence, failure…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-client-must-be-verified-before-the-quickbooks-invoice-can-sync","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why the client must be verified before the Sage invoice can sync","summary":"Detailed client guidance covering why the client must be verified before the Sage invoice can sync, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-client-must-be-verified-before-the-sage-invoice-can-sync","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why the client must be verified before the Xero invoice can sync","summary":"Detailed client guidance covering why the client must be verified before the Xero invoice can sync, including prerequisites, exact controls, verification evidence, failure boundaries and…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-client-must-be-verified-before-the-xero-invoice-can-sync","keywords":"synchronisation how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Why the QuickBooks menu or an action is missing","summary":"Detailed client guidance covering why the QuickBooks menu or an action is missing, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"QuickBooks Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-quickbooks-menu-or-an-action-is-missing","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why the Sage menu or an action is missing","summary":"Detailed client guidance covering why the Sage menu or an action is missing, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Sage Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-sage-menu-or-an-action-is-missing","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why the Xero menu or an action is missing","summary":"Detailed client guidance covering why the Xero menu or an action is missing, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-the-xero-menu-or-an-action-is-missing","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why Xero Document Intake rejected a PDF","summary":"Detailed client guidance covering why Xero Document Intake rejected a PDF, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-xero-document-intake-rejected-a-pdf","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why Xero reference selectors are empty","summary":"Detailed client guidance covering why Xero reference selectors are empty, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-xero-reference-selectors-are-empty","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Why Xero shows not connected or attention required","summary":"Detailed client guidance covering why Xero shows not connected or attention required, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/why-xero-shows-not-connected-or-attention-required","keywords":"troubleshooting safety production use how to integration reconciliation audit","type":"guide"},{"title":"Withdraw a payslip draft","summary":"Withdraw an incorrect or superseded document with a reason.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/withdraw-a-payslip-draft","keywords":"resources admin area exact navigation controls register module v1.3.0 how to","type":"guide"},{"title":"Withdraw a secure HR document","summary":"Remove a document from active use with a withdrawal reason while retaining its record.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/withdraw-a-secure-hr-document","keywords":"resources admin area exact navigation documents module v1.3.0 how to","type":"guide"},{"title":"Withdraw an employee document version","summary":"Mark the current v1.3.0 document/version withdrawn with a reason without deleting its file or history.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/withdraw-an-employee-document-version","keywords":"resources hrm admin area record centre select documents employee-document-versioning","type":"guide"},{"title":"Workforce Rota & Notifications overview","summary":"Use the v1.2/v1.3 code-backed rota workspace for settings, employee availability, compliant shift building, distribution, amendments, cancellations and logs.","category":"Human Resource Management","url":"https://pixiecrm.com/help-centre/workforce-rota-and-notifications-overview","keywords":"resources hrm v1.3.0 admin area workforce-rota-builder rota-distribution-notifications","type":"guide"},{"title":"Write a Mailbox Exchange subject and HTML body","summary":"Complete outgoing content.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/write-a-mailbox-exchange-subject-and-html-body","keywords":"compose reply forwarding outbox workflows admin area inbox account send users message payload stores body. type is unless forwarding. do not include unauthorised credentials/sensitive data.","type":"guide"},{"title":"Write a newsletter subject","summary":"Enter the required subject used for the outgoing campaign and history record.","category":"Email Marketing & Newsletter","url":"https://pixiecrm.com/help-centre/write-a-newsletter-subject","keywords":"1.0.0 admin area letter manager / content validation","type":"guide"},{"title":"Write an external letter subject and content","summary":"Create the recipient-facing subject and official PDF body for a non-customer record.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/write-an-external-letter-subject-and-content","keywords":"v1.0.0 admin area dashboard manual entry / external-recipient correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Write client-letter PDF content","summary":"Author the official letter body that is stored and rendered into the generated PDF.","category":"Letter Manager","url":"https://pixiecrm.com/help-centre/write-client-letter-pdf-content","keywords":"v1.0.0 admin area dashboard search clients leads existing-customer correspondence templates email e-signature verification read receipt postal tracking client portal","type":"guide"},{"title":"Write purchase-contract description and content","summary":"Use the contract editor and description fields.","category":"Purchase Management","url":"https://pixiecrm.com/help-centre/write-purchase-contract-description-and-content","keywords":"admin area contracts new/edit purchase_contracts capability templates signatures v1.7.9","type":"guide"},{"title":"Write the automatic-reply body","summary":"Store response content.","category":"Mailbox Exchange","url":"https://pixiecrm.com/help-centre/write-the-automatic-reply-body","keywords":"templates categories and automatic replies admin area auto new/edit reply create/edit users active rule cannot have empty body. sends through selected account smtp. open exact navigation path shown above. select","type":"guide"},{"title":"Understand XC account identities","summary":"Use the generated XC account code as a non-PSTN customer/account identity.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-account-code","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule extension changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand account and guest status controls","summary":"Recognise that dashboard enable/disable actions are not offered for account or guest rows.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-account-locked","keywords":"accounts global extensions provisioning admin area setup allocated view manage numbering rule extension changes tenant-aware queued switch synchronisation when is enabled.","type":"guide"},{"title":"Understand account-route ownership","summary":"Use an account-owned extension as the IVR destination rather than a person.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-account-owner","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Backfill missing extensions","summary":"Use Backfill missing extensions with Manage permission and review allocated staff/contact/error counts.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-backfill","keywords":"accounts global provisioning admin area setup view or numbering rule extension changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand numbering collision repair","summary":"Recognise that v1.1.3 migration/backfill repairs legacy collisions before switch synchronisation.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-collision-repair","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage rule extension changes are tenant-aware queued for synchronisation when is enabled.","type":"guide"},{"title":"Understand contact extension ownership","summary":"Link one generated extension to the customer contact owner.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-contact-owner","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Disable an extension","summary":"Use Disable on an active staff/contact extension and queue deprovisioning.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-disable","keywords":"accounts global extensions provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Enable an extension","summary":"Use Enable on a disabled/suspended staff/contact extension and queue secure provisioning.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-enable","keywords":"accounts global extensions provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand globally unique numbering","summary":"Recognise that direct extension dialing resolves the intended staff/contact across the platform without duplicate tenant-local 100 values.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-global-unique","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage rule changes are tenant-aware queued for switch","type":"guide"},{"title":"Understand website guest extension ownership","summary":"Use short-lived guest extensions only for approved website widget sessions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-guest-owner","keywords":"accounts global and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued switch synchronisation when is enabled.","type":"guide"},{"title":"Understand hidden internal route identifiers","summary":"Recognise that internal hidden route values support collision-free routing but are not the user-facing extension.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-hidden-route","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule extension changes tenant-aware queued for switch synchronisation when","type":"guide"},{"title":"Understand global extension 100","summary":"Reserve 100 for the main account IVR rather than assigning it to a person.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-main-ivr","keywords":"accounts extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued switch synchronisation when is enabled.","type":"guide"},{"title":"Understand visible extension formatting","summary":"Use normal numeric extensions without zero-padding three-digit values.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-no-leading-zero","keywords":"accounts global and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Read extension presence","summary":"Use Online/Offline as current presence evidence, not proof of audio quality.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-presence","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Read the provisioning queue","summary":"Review job ID, extension entity, status and attempt count.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-queue","keywords":"accounts global extensions admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand staff extension ownership","summary":"Link one generated extension to the staff owner.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-staff-owner","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand Active extension status","summary":"Recognise an enabled and provisioned extension.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-status-active","keywords":"accounts global extensions provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand Disabled or Suspended status","summary":"Recognise an extension blocked from normal call routing.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-status-disabled","keywords":"accounts global extensions and provisioning admin area setup allocated view manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand Pending extension status","summary":"Recognise an extension awaiting provisioning.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-status-pending","keywords":"accounts global extensions and provisioning admin area setup allocated view or manage numbering rule changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand xConnect tenant records","summary":"Recognise platform/customer account ownership, display name, account code and main IVR relationship.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-tenant","keywords":"accounts global extensions provisioning admin area setup allocated view or manage numbering rule extension changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Understand unlimited extension length","summary":"Recognise that extensions are not capped at 999 and may grow up to the implemented 18-digit input/routing limit.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-unlimited","keywords":"accounts global provisioning admin area setup allocated view or manage numbering rule changes tenant-aware queued for switch synchronisation when is","type":"guide"},{"title":"Understand user extensions from 101","summary":"Allocate staff and contacts from 101 upward.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-accounts-extensions-provisioning-user-start","keywords":"accounts global provisioning admin area setup allocated view or manage numbering rule extension changes are tenant-aware queued for switch synchronisation when is enabled.","type":"guide"},{"title":"Handle authentication-required responses","summary":"Prompt the user to sign in when the API returns 401.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-401","keywords":"authenticated browser operations softphone staff/client context operation use json and no-store security headers. do not expose session credentials or csrf values logs.","type":"guide"},{"title":"Handle permission or tenant-isolation responses","summary":"Do not retry around a 403; correct permission or ownership.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-403","keywords":"authenticated browser api operations softphone staff/client context operation use json and no-store security headers. expose session credentials csrf values in logs.","type":"guide"},{"title":"Handle validation responses","summary":"Correct extension, call action or request values after a 422 response.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-422","keywords":"authenticated browser api operations softphone staff/client context operation use json and no-store security headers. do not expose session credentials csrf in logs.","type":"guide"},{"title":"Handle rate-limit responses","summary":"Wait and reduce request frequency after a 429 response.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-429","keywords":"authenticated browser api operations softphone staff/client context operation use json no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Handle voice-engine unavailable responses","summary":"Restore gateway readiness before retrying a 503 response.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-503","keywords":"authenticated browser api operations softphone staff/client context operation use json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Record a call action","summary":"Use POST with call UUID, supported action and optional reason.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-action","keywords":"authenticated browser api operations softphone staff/client context operation responses json no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Understand authenticated API context","summary":"Resolve either an authenticated administrator or client-contact context before returning phone data.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-context","keywords":"browser operations softphone staff/client operation responses use json and no-store security headers. do not expose session credentials csrf values in logs.","type":"guide"},{"title":"Include current CSRF evidence","summary":"Use the returned/current CRM CSRF token for state-changing authenticated requests.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-csrf","keywords":"browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or values in logs.","type":"guide"},{"title":"Search the directory API","summary":"Use GET with q and optional limit; default limit is 20.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-directory","keywords":"authenticated browser operations softphone staff/client context operation responses json no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Read call history","summary":"Use GET with optional limit; default limit is 25.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-history","keywords":"authenticated browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Initiate an internal call","summary":"Use POST with extension to request an authorised call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-initiate","keywords":"authenticated browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Read the Live now API","summary":"Use GET with optional limit; default limit is 100.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-live","keywords":"authenticated browser operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Respect HTTP method restrictions","summary":"Use only the required GET or POST method; invalid methods return method-not-allowed.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-methods","keywords":"authenticated browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials csrf values in logs.","type":"guide"},{"title":"Mark missed calls read","summary":"Use POST with an array or JSON-encoded list of call UUIDs.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-missed","keywords":"authenticated browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials csrf values in logs.","type":"guide"},{"title":"Understand administrator calling permission","summary":"Require Use internal calling for administrator API operations.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-permission","keywords":"authenticated browser operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Update authenticated presence","summary":"Use POST with online true/false values.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-presence","keywords":"browser api operations softphone staff/client context operation responses json and no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Create a browser SIP session","summary":"Use POST to receive the current authorised browser session credentials.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-session","keywords":"authenticated api operations softphone staff/client context operation responses json and no-store security headers. do not expose credentials or csrf values in logs.","type":"guide"},{"title":"Read current phone state","summary":"Use the GET state operation to load settings, extension, active incoming call and API URLs.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-authenticated-browser-api-state","keywords":"authenticated browser operations softphone staff/client context responses json no-store security headers. do not expose session credentials or csrf values in logs.","type":"guide"},{"title":"Run CLI activation","summary":"Apply direct SIP configuration with optional keep-paused and external-rollback-owned flags.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-activate","keywords":"automation switch synchronisation reconciliation server maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Run CLI extension backfill","summary":"Ensure missing staff/contact extensions and account numbers are allocated.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-backfill","keywords":"automation switch synchronisation reconciliation server maintenance action root/voice-platform administrator endpoints cli-only return non-zero status on failure.","type":"guide"},{"title":"Understand CLI-only maintenance actions","summary":"Recognise that web requests to maintenance controller actions return 404.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-cli-only","keywords":"automation switch synchronisation and reconciliation server cli action root/voice-platform administrator endpoints are non-zero status on failure.","type":"guide"},{"title":"Configure transport from environment","summary":"Provide WSS URL, SIP domain and switch directory through protected environment variables.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-configure","keywords":"automation synchronisation reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Run xConnect diagnostics","summary":"Review schema, transport, provisioning, internal calling, IVR, event bridge, sync and last-event fields.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-diagnose","keywords":"automation switch synchronisation reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Disable events from CLI","summary":"Turn off event ingestion during rollback/maintenance.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-events-disable","keywords":"automation switch synchronisation and reconciliation server maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Configure events from CLI","summary":"Read the event secret file from a protected environment value.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-events-enable","keywords":"automation switch synchronisation and reconciliation server maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Understand synchronisation hashes","summary":"Use last sync hash/time/error to identify whether generated configuration changed and applied.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-hash","keywords":"automation switch reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Pause calling from CLI","summary":"Use maintenance pause before risky runtime work.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-pause","keywords":"automation switch synchronisation and reconciliation server action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Get pending provisioning jobs","summary":"Process only eligible queued jobs up to the requested controlled limit.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-pending-jobs","keywords":"automation switch synchronisation and reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Process a provisioning job","summary":"Apply provision/deprovision intent and record attempts/status.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-process-job","keywords":"automation switch synchronisation reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Reconcile runtime state","summary":"Expire stale presence/guest sessions and align stored call/extension state with current conditions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-reconcile","keywords":"automation switch synchronisation reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Restore from the approved temporary snapshot","summary":"Provide the validated temporary snapshot file environment value.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-restore","keywords":"automation switch synchronisation and reconciliation server cli maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Resume calling from CLI","summary":"Resume only after readiness and rollback checks.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-resume","keywords":"automation switch synchronisation reconciliation server maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Run the switch synchroniser","summary":"Use the CLI run/sync action to generate and apply current module configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-run","keywords":"automation synchronisation reconciliation server maintenance root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Create a CLI activation snapshot","summary":"Output the current activation snapshot as structured JSON.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-automation-sync-reconciliation-snapshot","keywords":"automation switch synchronisation and reconciliation server maintenance action root/voice-platform administrator endpoints are cli-only return non-zero status on failure.","type":"guide"},{"title":"Dial an XC account","summary":"Enter the account code to reach its main IVR route.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-account-dial","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Read the active-call screen","summary":"Review call label, participant, metadata and elapsed timer.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-active","keywords":"browser softphone internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Answer an incoming call","summary":"Select Answer and allow microphone/audio permissions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-answer","keywords":"browser softphone internal calls crm page panel use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Answered state","summary":"Recognise that media should be active while awaiting final end state.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-answered","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Correct a dialled number","summary":"Use the backspace control before starting the call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-backspace","keywords":"browser softphone and internal calls admin area top navigation phone icon calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Cancelled state","summary":"Recognise caller cancellation before completion.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-cancelled-state","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Close the softphone","summary":"Use the close button without ending a call unless the call action is separately selected.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-close","keywords":"browser and internal calls admin area top navigation phone icon calling or authenticated client contact must be enabled voice engine ready both endpoints authorised within","type":"guide"},{"title":"Understand Completed state","summary":"Recognise a successfully ended call with final duration evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-completed","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Decline an incoming call","summary":"Select Decline to record the declined outcome.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-decline","keywords":"browser softphone and internal calls crm page panel use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Declined state","summary":"Recognise that the callee rejected the call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-declined-state","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Dial an internal extension","summary":"Enter an extension or XC account and select Call extension.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-dial","keywords":"browser softphone calls admin area top navigation phone icon use calling authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Send in-call DTMF","summary":"Use 1–9, *, 0 or # during an active call, including IVR selection.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-dtmf","keywords":"browser softphone and internal calls admin area top navigation phone icon calling authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Failed state","summary":"Review the stored failure reason or switch cause.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-failed-state","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"End an active call","summary":"Select Hang up and wait for final call-state reconciliation.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-hangup","keywords":"browser softphone internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Recognise an incoming internal call","summary":"Review caller name and internal extension metadata.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-incoming","keywords":"browser softphone calls crm page panel use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Initiated state","summary":"Recognise a call record created with an authorised one-time route.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-initiated","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled the voice engine ready both endpoints within tenant-routing policy.","type":"guide"},{"title":"Use the dial keypad","summary":"Enter 0–9, * and # through the on-screen keypad.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-keypad","keywords":"browser softphone internal calls admin area top navigation phone icon calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand Missed state","summary":"Recognise no answer within the allowed ring/route outcome and an unread badge where enabled.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-missed-state","keywords":"browser softphone internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised","type":"guide"},{"title":"Mute the microphone","summary":"Select Mute during an active call and use the control again to unmute.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-mute","keywords":"browser softphone internal calls admin area top navigation phone icon calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Understand offline destination rejection","summary":"Recognise that v1.1.1 rejects unavailable destinations instead of pretending to ring successfully.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-offline","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled the voice engine ready both endpoints authorised within","type":"guide"},{"title":"Understand one-time call authorisation","summary":"Recognise that every call receives a single-use UUID/route token consumed by the voice switch.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-one-time-route","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled engine ready both endpoints authorised within","type":"guide"},{"title":"Open the xConnect softphone","summary":"Select the phone icon in the CRM top bar.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-open","keywords":"browser and internal calls admin area navigation use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Find your extension","summary":"Read Your extension in the phone panel.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-own-extension","keywords":"browser softphone and internal calls admin area top navigation icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Read the connection status","summary":"Wait for secure connection readiness or review the displayed voice-engine message.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-readiness","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling authenticated client contact action must be enabled voice engine ready both endpoints authorised within","type":"guide"},{"title":"Understand Ringing state","summary":"Recognise that the destination is being alerted.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-ringing","keywords":"browser softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Enable ringtone audio after browser interaction","summary":"Click once in the page when the browser blocks automatic audio.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-ringtone","keywords":"softphone and internal calls admin area top navigation phone icon use calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within tenant-routing policy.","type":"guide"},{"title":"Search the directory while dialing","summary":"Type permitted name, email or extension text and select an authorised result.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-search","keywords":"browser softphone internal calls admin area top navigation phone icon use calling authenticated client contact action must be enabled voice engine ready both endpoints within tenant-routing","type":"guide"},{"title":"Understand the call timer","summary":"Use the timer as browser-session duration; authoritative duration is finalised from call events.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-browser-softphone-calls-timer","keywords":"browser softphone and internal calls admin area top navigation phone icon calling or authenticated client contact action must be enabled voice engine ready both endpoints authorised within","type":"guide"},{"title":"Review the xConnect account and main IVR","summary":"Confirm the XC account code, account route and global extension 100.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-account","keywords":"dashboard statistics platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Active extensions","summary":"Count active staff/contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-active","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Completed calls","summary":"Count call records with completed status.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-calls-completed","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored runtime reconciliation where available.","type":"guide"},{"title":"Read Failed calls","summary":"Count failed, missed, declined and cancelled calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-calls-failed","keywords":"dashboard statistics platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Total calls","summary":"Count all stored internal call records.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-calls-total","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from records runtime reconciliation where available.","type":"guide"},{"title":"Read Contact extensions","summary":"Count client-contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-contacts","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Review your current extension","summary":"Confirm the signed-in user’s visible local extension and phone readiness.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-current-extension","keywords":"dashboard statistics platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Disabled extensions","summary":"Count disabled or suspended staff/contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-disabled","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Allocated extensions","summary":"Count non-deleted staff and contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-extensions","keywords":"dashboard statistics platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Failed provisioning jobs","summary":"Count provisioning jobs whose status is failed.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-jobs-failed","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Pending provisioning jobs","summary":"Count pending or processing provisioning work.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-jobs-pending","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Unread missed calls","summary":"Count missed call records without a read timestamp.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-missed","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored runtime reconciliation where available.","type":"guide"},{"title":"Read Online extensions","summary":"Count online staff/contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-online","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Use the xConnect dashboard","summary":"Review settings, counts, readiness, account/widget details, extensions, recent calls and provisioning jobs.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-overview","keywords":"statistics platform admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Pending extensions","summary":"Count staff/contact extensions awaiting provisioning.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-pending","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Review platform readiness","summary":"Read schema, SIP transport, WSS, synchroniser, event bridge, IVR, widget and last-event status.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-platform","keywords":"dashboard statistics admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Staff extensions","summary":"Count staff-owned extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-staff","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Distinguish configured readiness from live proof","summary":"Treat dashboard configuration as readiness evidence only; complete live verifier and two-user audio testing before release.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-static-v-live","keywords":"statistics platform admin area setup view are refreshed stored records runtime reconciliation where available.","type":"guide"},{"title":"Read Active tenants","summary":"Count active customer/platform tenant records.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-dashboard-readiness-monitoring-tenants","keywords":"dashboard statistics and platform readiness admin area setup view evidence are refreshed from stored records runtime reconciliation where available.","type":"guide"},{"title":"Return to the dialler","summary":"Use Back to dialler from Live now or Recent calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-back","keywords":"directory presence and call history admin area top navigation phone icon internal calling directory/presence/history action returned records are scoped authenticated context current module settings.","type":"guide"},{"title":"Open the internal directory","summary":"Use dial input results to find authorised staff/contact extensions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-directory","keywords":"live now presence and call history admin area top navigation phone icon calling directory/presence/history action returned records are scoped authenticated context current module settings.","type":"guide"},{"title":"Read call history fields","summary":"Review participants, direction/status, timestamps, duration and failure reason where returned.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-history-fields","keywords":"directory live now presence admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to the authenticated context current module settings.","type":"guide"},{"title":"Understand history limits","summary":"The authenticated history defaults to the newest 25 calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-history-limit","keywords":"directory live now presence and call admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped context current module settings.","type":"guide"},{"title":"Open call history","summary":"Select the history icon in the phone panel.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-history-open","keywords":"directory live now presence and admin area top navigation use internal calling directory/presence/history action returned records are scoped to authenticated context current module settings.","type":"guide"},{"title":"Understand directory tenant isolation","summary":"See only destinations allowed by the current staff/client context.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-isolation","keywords":"live now presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to authenticated context module settings.","type":"guide"},{"title":"Understand directory result limits","summary":"The authenticated directory defaults to 20 results unless a supported limit is requested.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-limit","keywords":"live now presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped context current module settings.","type":"guide"},{"title":"Call a Live now entry","summary":"Select the available call action for the online customer or visitor.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-live-call","keywords":"directory presence and history admin area top navigation phone icon use internal calling directory/presence/history returned records are scoped to authenticated context current module settings.","type":"guide"},{"title":"See online customers","summary":"Review currently online client contacts.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-live-customers","keywords":"directory live now presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to the authenticated context current module settings.","type":"guide"},{"title":"Understand Live now limits","summary":"The live directory defaults to a maximum of 100 results.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-live-limit","keywords":"presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped authenticated context current module settings.","type":"guide"},{"title":"Open Live now","summary":"Select the people icon in the administrator softphone.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-live-open","keywords":"directory presence and call history admin area top navigation phone use internal calling directory/presence/history action returned records are scoped to authenticated context current module settings.","type":"guide"},{"title":"See online website visitors","summary":"Review active approved-origin guest sessions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-live-visitors","keywords":"directory live now presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to the authenticated context current module settings.","type":"guide"},{"title":"Mark missed calls as read","summary":"Open/acknowledge the relevant history entries so their read timestamp is stored.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-mark-read","keywords":"directory live now presence and call admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to authenticated context current module settings.","type":"guide"},{"title":"Read the missed-call badge","summary":"Use the badge count for unread missed calls when enabled.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-missed-badge","keywords":"directory live now presence and call history admin area top navigation phone icon internal calling directory/presence/history action returned records are scoped to authenticated context current module settings.","type":"guide"},{"title":"Mark presence offline","summary":"Allow logout/page lifecycle actions to record offline state.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-offline","keywords":"directory live now and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped the authenticated context current module settings.","type":"guide"},{"title":"Understand presence heartbeat","summary":"Use periodic online updates and expiry to avoid indefinitely stale presence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-presence","keywords":"directory live now call history admin area top navigation phone icon internal calling directory/presence/history action returned records are scoped the authenticated context current module settings.","type":"guide"},{"title":"Search directory entries","summary":"Search by available display name, email or extension text.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-directory-live-presence-history-query","keywords":"live now presence and call history admin area top navigation phone icon use internal calling directory/presence/history action returned records are scoped to the authenticated context current module settings.","type":"guide"},{"title":"Activate xConnect","summary":"Run the installer through the CRM module activation flow and verify setup menu access.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-activate","keywords":"installation versions access permissions admin area modules administrator workspace action is available only when supplied exposes it signed-in user has required core","type":"guide"},{"title":"Understand administrator softphone availability","summary":"Recognise that staff require Use internal calling for the phone to be injected.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-admin-softphone","keywords":"installation versions access and permissions admin area top navigation icon workspace action is available only when supplied module exposes it signed-in","type":"guide"},{"title":"Assign Use internal calling","summary":"Allow staff to load and use the browser softphone and authenticated calling endpoints.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-assign-calls","keywords":"installation versions access permissions admin area setup roles role administrator workspace action is available only when supplied module exposes it signed-in user has","type":"guide"},{"title":"Assign Manage permission","summary":"Allow staff to save settings, run extension backfill and change extension status.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-assign-manage","keywords":"installation versions access permissions admin area setup roles role administrator workspace action the is available only when supplied module exposes it signed-in user has","type":"guide"},{"title":"Assign View permission","summary":"Allow staff to open the xConnect setup dashboard.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-assign-view","keywords":"installation versions access and permissions admin area roles role administrator workspace action is available only when supplied module exposes it signed-in user has required core crm access.","type":"guide"},{"title":"Understand automatic client account allocation","summary":"Recognise that customer create/update hooks ensure a tenant/account identity and main IVR route exist.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-auto-account","keywords":"installation versions access permissions admin area customers administrator workspace action the is available only when supplied module exposes it signed-in user has required core","type":"guide"},{"title":"Understand automatic contact extension allocation","summary":"Recognise that contact create/update hooks ensure an extension exists.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-auto-contact","keywords":"installation versions access and permissions admin area customers customer contacts administrator workspace action the is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Understand automatic staff extension allocation","summary":"Recognise that staff create/update hooks ensure an extension exists.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-auto-staff","keywords":"installation versions access and permissions admin area setup administrator workspace action the is available only when supplied module exposes it signed-in user has required core crm access. hidden helpers","type":"guide"},{"title":"Understand client softphone availability","summary":"Recognise that logged-in client contacts receive the client-context phone when module/settings allow it.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-client-softphone","keywords":"installation versions access and permissions clients area icon authenticated contact workspace action is available only supplied module exposes it signed-in","type":"guide"},{"title":"Deactivate xConnect safely","summary":"Disable hooks and injected softphones while preserving module records.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-deactivate","keywords":"installation versions access permissions admin area setup modules administrator workspace action the is available only when supplied exposes it signed-in user has required core crm access. hidden","type":"guide"},{"title":"Open the xConnect administrator workspace","summary":"Use the Setup menu entry to open settings, statistics, extensions, calls and provisioning information.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-menu","keywords":"installation versions access permissions admin area view action is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Understand version 1.1.0 changes","summary":"Recognise account numbers, main IVR, website widget, guest sessions, origin/rate/concurrency controls and related schema additions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-migration-110","keywords":"installation versions access permissions admin area setup administrator workspace action the is available only when supplied module exposes it","type":"guide"},{"title":"Understand version 1.1.1 changes","summary":"Recognise legacy extension migration, offline routing rejection and improved failure causes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-migration-111","keywords":"installation versions access permissions admin area setup administrator workspace action the is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Understand version 1.1.2 changes","summary":"Recognise Live now and website-visitor presence additions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-migration-112","keywords":"installation versions access permissions admin area setup administrator workspace action the is available only when supplied module exposes it signed-in user has required core crm access. hidden helpers","type":"guide"},{"title":"Understand version 1.1.3 changes","summary":"Recognise global numbering, reserved 100 IVR, extensions from 101, hidden routes and collision repair.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-migration-113","keywords":"installation versions access permissions admin area setup administrator workspace action the is available only when supplied module exposes it signed-in user has required","type":"guide"},{"title":"Understand xConnect","summary":"Review the complete browser calling, global numbering, IVR, website widget, event bridge and deployment design implemented in v1.1.3.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-overview","keywords":"installation versions access permissions admin area setup view workspace action is available only when supplied module exposes it signed-in user","type":"guide"},{"title":"Understand xConnect permissions","summary":"Distinguish View, Manage and Use internal calling.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-permissions","keywords":"installation versions access admin area setup roles administrator open management monitoring. save settings backfill enable/disable extensions. calling load the softphone api. action is available only when supplied module exposes it signed-in","type":"guide"},{"title":"Check the CRM requirement","summary":"Confirm xConnect targets CRM 3.0.* before activation.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-requirements","keywords":"installation versions access and permissions admin area setup modules administrator workspace action is available only when supplied module exposes it signed-in user has required core access. hidden helpers internal","type":"guide"},{"title":"Understand schema version 8","summary":"Verify all required xConnect tables and settings exist before enabling live calling.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-schema","keywords":"installation versions access permissions admin area setup view workspace action the is available only when supplied module exposes it signed-in user has core crm access.","type":"guide"},{"title":"Understand module version 1.1.3","summary":"Recognise the current release and the changes introduced through versions 1.1.0 to 1.1.3.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-installation-versions-permissions-version","keywords":"installation access permissions admin area setup view workspace action is available only when supplied exposes it signed-in user has required core crm","type":"guide"},{"title":"Review xConnect audit logs","summary":"Use audit records for allocation, widget sessions, event/configuration and security-relevant actions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-audit","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect browser session credentials","summary":"Return short-lived credentials only to the authenticated active browser session.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-browser-secret","keywords":"security privacy and tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Apply website concurrency limits","summary":"Restrict the number of active guest sessions/calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-concurrency","keywords":"security privacy and tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Understand deny-by-default routing","summary":"Reject targets that cannot be resolved and authorised.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-deny","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also preserved network/runtime configuration.","type":"guide"},{"title":"Protect the event secret file","summary":"Store it outside public web roots with restricted permissions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-event-secret","keywords":"security privacy and tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect switch events","summary":"Use timestamp, nonce, HMAC signature and replay records.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-event-signing","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Keep external calling disabled","summary":"Maintain the server-side external_calling_enabled lock at 0.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-external","keywords":"security privacy and tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect private voice services","summary":"Expose only approved WSS/RTP paths and keep SIP/event-control interfaces private.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-firewall","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Expire guest sessions","summary":"Disable expired guest extensions and record expiry audit evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-guest-expiry","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect website access tokens","summary":"Store guest access tokens as SHA-256 hashes and compare them in constant time.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-guest-token","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Understand API security headers","summary":"Use no-store, nosniff and referrer restrictions on JSON/public responses.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-headers","keywords":"privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Require HTTPS origins","summary":"Allow secure origins in production and limit HTTP to localhost development addresses.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-https","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect one-time call routes","summary":"Consume the route token at the voice switch and reject reuse.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-one-time","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Validate exact widget origins","summary":"Normalise and compare each origin against the current account allow-list.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-origins","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect call and presence metadata","summary":"Apply retention/minimisation to participant IDs, IP, user-agent, timing, failure and presence evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-privacy","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Apply website rate limits","summary":"Restrict repeated widget requests per IP/account window.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-rate-limit","keywords":"security privacy and tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Protect encrypted SIP secrets","summary":"Keep stored SIP passwords encrypted and never display them in management tables.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-secret","keywords":"security privacy tenant isolation admin area setup or voice-platform controls administrator control boundaries are enforced code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Understand tenant isolation","summary":"Route calls and directory data only within the authorised platform/customer context.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-security-privacy-tenant-isolation-tenant","keywords":"security privacy admin area setup or voice-platform controls administrator control boundaries are enforced in code must also be preserved network/runtime configuration.","type":"guide"},{"title":"Enable or disable the missed-call badge","summary":"Control display of unread missed-call counts.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-badge","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable the internal directory","summary":"Control directory search in the softphone.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-directory","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Set the SIP domain","summary":"Enter a valid lower-case domain name; invalid input retains the current value.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-domain","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Understand retained event-bridge metadata","summary":"Recognise event enablement, secret-file and last-event metadata are not overwritten by ordinary settings changes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-event-state","keywords":"mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values enforced server-side.","type":"guide"},{"title":"Understand the local extension start","summary":"Recognise that user extensions start from 101 because 100 is reserved for IVR.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-extension-start","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Understand the mandatory external-calling lock","summary":"Recognise that external/PSTN calling remains disabled regardless of submitted settings.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-external-lock","keywords":"settings and safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Set the presence heartbeat","summary":"Enter 15 to 120 seconds; the model clamps out-of-range values.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-heartbeat","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable call history","summary":"Control the recent-calls panel.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-history","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or pause internal calling","summary":"Control the internal-calling setting while keeping external calling disabled.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-internal","keywords":"settings and mandatory safety controls admin area setup manage save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Understand mandatory main IVR","summary":"Recognise that IVR remains enabled and the global main extension remains 100.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-ivr-lock","keywords":"settings safety controls admin area setup manage setting save requires permission. no-pstn values are enforced server-side.","type":"guide"},{"title":"Understand the administrator phone icon lock","summary":"Recognise that the administrator phone icon remains enabled in saved settings.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-phone-icon-lock","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable static synchronisation","summary":"Control whether extension/switch provisioning is active.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-provisioning","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Set the ring timeout","summary":"Enter 10 to 120 seconds; the model clamps out-of-range values.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-ring-timeout","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable browser ringtone","summary":"Control whether incoming-call ringtone audio is used.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-ringtone","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Save xConnect settings","summary":"Submit the settings form with Manage permission and confirm the success alert.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-save","keywords":"mandatory safety controls admin area setup setting requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable browser signalling","summary":"Control browser call signalling availability.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-signalling","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Set the isolated switch configuration path","summary":"Enter an absolute path without null bytes or parent-directory traversal.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-switch-path","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Understand retained synchronisation metadata","summary":"Recognise Last sync time, hash and error are preserved when saving ordinary settings.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-sync-state","keywords":"settings mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values enforced server-side.","type":"guide"},{"title":"Understand direct SIP transport","summary":"Recognise that transport mode is fixed to direct SIP in saved settings.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-transport","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Enable or disable device vibration","summary":"Control supported-device vibration for incoming calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-vibration","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Choose client phone visibility","summary":"Select Always visible, Incoming calls only or Incoming and unread missed calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-visibility","keywords":"settings mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Set the secure SIP WebSocket URL","summary":"Enter a valid wss:// URL; an invalid scheme/host retains the current value.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-settings-safety-controls-wss","keywords":"settings and mandatory safety controls admin area setup manage setting save requires permission. no-pstn ivr values are enforced server-side.","type":"guide"},{"title":"Ingest answered events","summary":"Record answered time and active state.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-answered","keywords":"signed switch authoritative call state voice gateway event callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Match an event to a call","summary":"Use call UUID/route evidence to update the correct stored call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-call-match","keywords":"signed switch events and authoritative state voice gateway callback voice-platform administrator bridge rule endpoint is machine-to-machine no-store not user login api.","type":"guide"},{"title":"Ingest completed or hangup events","summary":"Record final status, duration and cause.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-completed","keywords":"signed switch authoritative call state voice gateway event callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Review event bridge configuration","summary":"Use the CLI-only event-config diagnostic to confirm callback and readiness.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-config","keywords":"signed switch events authoritative call state voice gateway voice-platform administrator rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Configure the event bridge","summary":"Provide the protected secret-file location through the CLI deployment workflow.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-configure","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Disable the event bridge","summary":"Use the CLI-only disable action when rollback or maintenance requires it.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-disable","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Ingest failure causes","summary":"Store the authoritative failure reason for failed/missed/declined/cancelled outcomes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-failure","keywords":"signed switch events and call state voice gateway event callback voice-platform administrator bridge rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Send required signature headers","summary":"Provide timestamp, nonce and signature headers for every event.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-headers","keywords":"signed switch events authoritative call state voice gateway event callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Understand idempotent event keys","summary":"Avoid creating duplicate evidence when the same valid event is delivered again.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-idempotency","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator bridge rule endpoint machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Send valid JSON","summary":"Reject payloads that cannot be decoded as an event object.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-json","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Review last switch event time","summary":"Use dashboard/diagnostics to confirm recent event delivery.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-last-event","keywords":"signed events and authoritative call state voice gateway callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Use PUT for switch events","summary":"Reject non-PUT event submissions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-method","keywords":"signed and authoritative call state voice gateway callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Use replay-protected nonces","summary":"Reject a reused event nonce.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-nonce","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not user login api.","type":"guide"},{"title":"Understand the signed switch-event bridge","summary":"Use authenticated voice-switch events as authoritative call-state evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-overview","keywords":"switch and call state voice gateway event callback voice-platform administrator rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Ingest ringing events","summary":"Update call state when the switch reports ringing.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-ringing","keywords":"signed and authoritative voice gateway event callback voice-platform administrator bridge rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Verify the HMAC signature","summary":"Validate the raw request body using the configured secret.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-signature","keywords":"signed switch events and authoritative call state voice gateway event callback voice-platform administrator bridge rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Respect the 65,536-byte payload limit","summary":"Reject empty or oversized event payloads.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-size","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator bridge rule endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Validate event timestamps","summary":"Reject stale or invalid timestamp evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-signed-switch-events-timestamp","keywords":"signed switch events and authoritative call state voice gateway callback voice-platform administrator bridge rule the endpoint is machine-to-machine no-store not a user login api.","type":"guide"},{"title":"Resolve blocked ringtone or microphone","summary":"Interact with the page, grant browser microphone permission and verify audio device selection.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-audio","keywords":"troubleshooting limitations production verification admin area setup administrator authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve stale call state","summary":"Run runtime reconciliation and restore authoritative switch-event delivery.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-call-state","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve a missing client phone","summary":"Confirm authenticated contact context and client visibility/settings.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-client-phone","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve invalid SIP domain","summary":"Use a valid hostname and matching certificate/runtime configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-domain","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve voice engine unavailable","summary":"Check transport configuration, browser signalling, internal calling, provisioning and live gateway readiness.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-engine","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve missing switch events","summary":"Check event bridge enabled/configured, secret file, callback reachability, signature and last-event time.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-events","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve missing extensions","summary":"Run Backfill and review errors/collisions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-extension","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve unavailable account IVR","summary":"Confirm the tenant account, main extension ID, active account route and generated IVR configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-ivr","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass security controls.","type":"guide"},{"title":"Resolve a missing xConnect menu","summary":"Confirm activation and View permission.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-menu","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Understand unsupported conferencing","summary":"Recognise that no multi-party conference-room workflow is implemented.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-no-conference","keywords":"troubleshooting limitations and production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Understand unsupported PSTN and external calling","summary":"Recognise that the module intentionally does not provide carrier trunks, public numbers, SMS or outbound PSTN.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-no-pstn","keywords":"troubleshooting limitations production verification admin area setup administrator authorised caller issue use actual failure code readiness evidence scope boundaries do bypass tenant security controls.","type":"guide"},{"title":"Understand unsupported call recording","summary":"Recognise that the supplied module has no user-facing recording, transcription or voicemail workflow.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-no-recording","keywords":"troubleshooting limitations and production verification admin area setup administrator authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve destination offline","summary":"Ask the destination to sign in/restore presence or choose another available route.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-offline","keywords":"troubleshooting limitations and production verification admin area setup administrator authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve one-way or no audio","summary":"Check WebRTC media/firewall/NAT/TLS and complete two-browser UAT.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-one-way","keywords":"troubleshooting limitations production verification admin area setup administrator authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve permission denied","summary":"Grant View, Manage or Use internal calling according to the action.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-permission","keywords":"troubleshooting limitations and production verification admin area setup administrator authorised caller issue actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve a missing administrator phone icon","summary":"Confirm Use internal calling and injected assets/hooks.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-phone-icon","keywords":"troubleshooting limitations production verification admin area setup or authorised caller issue the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve failed provisioning jobs","summary":"Inspect attempt count, last error, generated configuration and permissions/path ownership.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-provision","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve widget rate limited or busy","summary":"Wait for the window/session count to clear and verify configured limits.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-rate","keywords":"troubleshooting limitations production verification admin area setup administrator authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve invalid activation snapshot","summary":"Use a readable JSON snapshot in the allowed temporary path and size range.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-restore","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve schema not ready","summary":"Reactivate/upgrade through the module lifecycle and confirm all required tables and schema version 8.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-schema","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use actual failure code readiness evidence scope boundaries do bypass tenant security controls.","type":"guide"},{"title":"Resolve invalid switch path","summary":"Use an absolute module-owned path without traversal.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-switch-path","keywords":"troubleshooting limitations and production verification admin area setup administrator or authorised caller issue the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Verify xConnect after deployment","summary":"Test settings, extensions, directory, direct call, account IVR, website widget, presence, missed calls, event evidence and two-way audio.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-verify","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness scope boundaries do not bypass","type":"guide"},{"title":"Resolve origin denied","summary":"Add the exact normalised website origin to the account allow-list.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-widget-origin","keywords":"troubleshooting limitations and production verification admin area setup administrator or authorised caller issue use actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve widget session denied","summary":"Create a new session after checking token, origin, expiry, account and extension status.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-widget-session","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue use the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Resolve invalid WSS settings","summary":"Use a valid wss:// endpoint with working TLS and browser reachability.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-troubleshooting-limitations-wss","keywords":"troubleshooting limitations production verification admin area setup administrator or authorised caller issue the actual failure code readiness evidence scope boundaries do not bypass tenant security controls.","type":"guide"},{"title":"Activate direct SIP","summary":"Apply the configured WSS/domain/path with rollback ownership and optional keep-paused controls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-activate","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation live verification. do not","type":"guide"},{"title":"Create an activation snapshot","summary":"Capture module settings and switch configuration evidence before activation changes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-activation-snapshot","keywords":"voice gateway deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Run the read-only voice audit","summary":"Inspect current services, profiles, ports, certificates and paths before changes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-audit","keywords":"gateway activation deployment server administration supplied runbook root/voice-platform administrator action use first module-owned same-operation rollback live verification. do not change","type":"guide"},{"title":"Install switch synchronisation automation","summary":"Install the supplied controlled automation for queued/static configuration updates.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-automation","keywords":"voice gateway activation and deployment server administration runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Configure xConnect and synchronise","summary":"Set WSS URL, domain and isolated switch path, then generate module-owned configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-configure","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Install the event bridge","summary":"Configure the signed event service and secret file.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-event-bridge","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change unrelated services or enable","type":"guide"},{"title":"Open only required voice firewall paths","summary":"Permit the documented WSS/RTP traffic and keep SIP listeners/event control private.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-firewall","keywords":"gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned same-operation rollback live verification. do not change","type":"guide"},{"title":"Preserve the no-PSTN boundary","summary":"Do not add carrier trunks, public telephone numbers or external outbound routes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-no-pstn","keywords":"voice gateway activation and deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. change","type":"guide"},{"title":"Understand IVR operator fallback","summary":"Use 0/no-input fallback according to the generated account IVR configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-operator","keywords":"voice gateway activation and deployment server administration supplied runbook root/voice-platform administrator action read-only audit first module-owned paths same-operation rollback live verification. do not change unrelated","type":"guide"},{"title":"Understand direct SIP-over-WSS deployment","summary":"Use the supplied isolated voice runtime without enabling external trunks or PSTN.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-overview","keywords":"gateway activation and server administration runbook root/voice-platform administrator action read-only audit first module-owned paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Pause internal calling","summary":"Disable internal calling safely before maintenance or rollback.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-pause","keywords":"voice gateway activation and deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change unrelated services","type":"guide"},{"title":"Keep SIP and event control private","summary":"Do not expose internal SIP listeners or event-control interfaces publicly.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-private-services","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. change unrelated","type":"guide"},{"title":"Publish the WebRTC runtime","summary":"Expose the approved WSS/RTP runtime while keeping private SIP and event-control services protected.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-publish","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do","type":"guide"},{"title":"Restore an activation snapshot","summary":"Use only a valid readable temporary snapshot under the allowed path and 128 MB limit.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-restore","keywords":"voice gateway deployment server administration supplied runbook root/voice-platform administrator action read-only audit first module-owned paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Resume internal calling","summary":"Re-enable internal calling only after readiness checks pass.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-resume","keywords":"voice gateway activation and deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change unrelated services or","type":"guide"},{"title":"Retain and use rollback evidence","summary":"Keep an activation/switch snapshot only for the controlled operation that owns rollback.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-rollback","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action read-only audit first module-owned paths same-operation live verification. do not change","type":"guide"},{"title":"Verify browser media","summary":"Confirm allowed media paths and two-way audio.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-rtp","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned same-operation rollback live verification. do not change unrelated services or enable pstn.","type":"guide"},{"title":"Repair the internal SIP profile safely","summary":"Apply the supplied scoped profile correction only after audit evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-sofia","keywords":"voice gateway activation and deployment server administration runbook root/voice-platform administrator action use read-only first module-owned paths same-operation rollback live verification. do not change unrelated","type":"guide"},{"title":"Synchronise switch configuration","summary":"Generate, validate and install the current tenant/extension/route configuration.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-sync","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change","type":"guide"},{"title":"Complete two-user UAT","summary":"Place a real two-browser call and confirm ringing, answer, audio, DTMF, hangup and event evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-uat","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do","type":"guide"},{"title":"Run the live activation verifier","summary":"Complete the supplied live tests after static configuration passes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-verify","keywords":"voice gateway and deployment server administration runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback verification. do not change unrelated","type":"guide"},{"title":"Verify WSS and TLS","summary":"Confirm secure WebSocket reachability and valid production certificates.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-voice-gateway-deployment-wss","keywords":"voice gateway activation deployment server administration supplied runbook root/voice-platform administrator action use read-only audit first module-owned paths same-operation rollback live verification. do not change unrelated","type":"guide"},{"title":"Review the widget account","summary":"Use the generated XC account code and display name.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-account","keywords":"website calling main ivr admin area setup manage or operator action must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Answer a website call","summary":"Use Answer when an authorised incoming website call is presented.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-answer","keywords":"calling widget and main ivr admin area setup manage or operator action the account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Create a website visitor session","summary":"Allow the widget to submit account, origin, IP and optional visitor name for validation.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-bootstrap","keywords":"calling main ivr admin area setup manage or operator action must be active enabled approved voice transport ready.","type":"guide"},{"title":"Call the account IVR","summary":"Use the widget call action to create an authorised call from the guest to the account route.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-call","keywords":"website calling and main admin area setup manage or operator must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Understand concurrent visitor limits","summary":"Recognise the configured maximum active website sessions/calls.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-concurrency","keywords":"calling widget and main ivr admin area setup manage or operator action account must be enabled origin approved voice transport ready.","type":"guide"},{"title":"Understand widget CORS behaviour","summary":"Use PUT/OPTIONS from HTTPS origins or permitted localhost development origins; no arbitrary origin is trusted.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-cors","keywords":"website calling and main ivr admin area setup manage operator action the account must be active enabled approved voice transport ready.","type":"guide"},{"title":"Understand transient SIP credentials","summary":"Recognise that the generated SIP password is returned only for the active session and stored encrypted.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-credential","keywords":"website calling widget main ivr admin area setup manage or operator action account must be enabled origin approved voice transport ready.","type":"guide"},{"title":"Decline a website call","summary":"Use Decline and record the outcome.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-decline","keywords":"calling widget main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Send website DTMF","summary":"Use keypad digits to navigate the IVR or in-call options.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-dtmf","keywords":"calling widget and main admin area setup manage operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"End a website call","summary":"Select End and allow the widget to hide/reset after completion.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-end","keywords":"calling main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Understand widget error codes","summary":"Handle invalid account, origin denied, rate limited, busy, session denied, unavailable and voice-engine unavailable outcomes.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-errors","keywords":"website calling main ivr admin area setup manage or operator action the must be active enabled approved voice","type":"guide"},{"title":"Understand guest extensions","summary":"Use a short-lived generated guest SIP identity for the visitor session.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-guest","keywords":"website calling widget and main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Use the main IVR","summary":"Listen to the prompt and enter the desired extension, with 0/no-input fallback where configured.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-ivr","keywords":"website calling widget admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Grant microphone access for calls","summary":"Request browser microphone permission when the visitor starts or answers a call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-microphone","keywords":"website calling widget and main ivr admin area setup manage operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Mute a website call","summary":"Toggle the microphone during the active call.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-mute","keywords":"calling widget and main ivr admin area setup manage or operator action account must be enabled origin approved voice transport ready.","type":"guide"},{"title":"Avoid duplicate widget installation","summary":"Insert the snippet once per page/template to prevent duplicate controls and sessions.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-one-copy","keywords":"website calling main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Configure approved website origins","summary":"Allow only exact normalised origins configured for the customer/account.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-origins","keywords":"calling widget and main ivr admin area setup manage or operator action account must be active enabled origin voice transport ready.","type":"guide"},{"title":"Understand the xConnect website widget","summary":"Provide approved website visitors with a secure browser call to the account IVR.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-overview","keywords":"calling and main ivr admin area setup manage or operator action must be active enabled origin voice transport ready.","type":"guide"},{"title":"Understand passive presence","summary":"Allow registration/heartbeat without requesting microphone access.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-passive","keywords":"website calling widget and main ivr admin area setup manage or operator action the account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Update website visitor presence","summary":"Use online heartbeats and page-exit offline updates.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-presence","keywords":"calling widget main ivr admin area setup manage or operator action the account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Protect website visitor data","summary":"Minimise visitor name/IP retention and follow privacy notice/consent requirements for voice and presence evidence.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-privacy","keywords":"calling widget main ivr admin area setup manage or operator action the account must be active enabled origin approved transport ready.","type":"guide"},{"title":"Understand per-IP rate limiting","summary":"Recognise the configured per-minute request/session limit.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-rate","keywords":"website calling widget and main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Understand widget session lifetime","summary":"Use the configured bounded expiry and heartbeat; expired sessions are disabled.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-session-life","keywords":"website calling main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Copy the widget snippet","summary":"Copy the generated script once before the closing body tag.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-snippet","keywords":"website calling and main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Understand widget access-token storage","summary":"Recognise that the access token is returned transiently and stored one-way as a hash.","category":"xConnect","url":"https://pixiecrm.com/help-centre/xconnect-website-calling-widget-token","keywords":"website calling main ivr admin area setup manage or operator action account must be active enabled origin approved voice transport ready.","type":"guide"},{"title":"Xero Accounting Automation overview","summary":"Detailed client guidance covering xero Accounting Automation overview, including prerequisites, exact controls, verification evidence, failure boundaries and safe recovery steps for the…","category":"Xero Accounting Automation","url":"https://pixiecrm.com/help-centre/xero-accounting-automation-overview","keywords":"setup access operating model how to integration reconciliation audit troubleshooting","type":"guide"},{"title":"Connect a workspace to Zapier","summary":"Follow the approved Pixie CRM Zapier connection flow, review consent and verify the selected workspace before creating live automations.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-connect-workspace","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration connect workspace","type":"guide"},{"title":"Create a CRM lead from a Zap","summary":"Map a Zapier action into a Pixie CRM lead, choose valid source and status values and verify the saved record before enabling live intake.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-create-lead-action","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration create lead action","type":"guide"},{"title":"Control the data shared through Zapier","summary":"Review what the Pixie CRM Zapier connector reads and sends, limit destination data and manage access, credentials and retention responsibly.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-data-privacy-security","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration data privacy security","type":"guide"},{"title":"Understand queued events, retries and delays","summary":"Read Pixie CRM webhook delivery statistics, understand retry behaviour and investigate delayed or failed events without blindly repeating writes.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-delivery-retries","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration delivery retries","type":"guide"},{"title":"Zapier connector API reference for integrators","summary":"Use the current Pixie CRM lead API, OAuth and REST Hook contracts through an approved integration, with the correct methods, scopes and boundaries.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-developer-reference","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration developer reference","type":"guide"},{"title":"Pause, disconnect or hand over a Zapier workflow","summary":"Pause Pixie CRM automations, arrange connection revocation and transfer ownership without confusing Zap deletion with CRM data deletion.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-disconnect-handover","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration disconnect handover","type":"guide"},{"title":"Prevent duplicate leads and automation loops","summary":"Design Pixie CRM Zapier workflows that check existing records, avoid uncertain replays and do not feed new leads back into an endless loop.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-duplicates-loops","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration duplicates loops","type":"guide"},{"title":"Resolve Zapier connection and lead errors","summary":"Work through Pixie CRM Zapier workspace, authorisation, validation, rate-limit and delivery errors using safe checks and useful support evidence.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-errors-troubleshooting","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration errors troubleshooting","type":"guide"},{"title":"Find a lead before taking action","summary":"Search Pixie CRM leads by email, phone or text from an approved Zapier workflow and handle missing or multiple matches deliberately.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-find-lead-search","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration find lead search","type":"guide"},{"title":"Zapier Ready Integration: common client questions","summary":"Find practical answers about Pixie CRM Zapier availability, setup, costs, lead workflows, ownership, privacy, delays and support.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-frequently-asked-questions","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration frequently asked questions","type":"guide"},{"title":"Map lead fields, sources and staff correctly","summary":"Check the lead fields supported by the Pixie CRM connector, workspace-local IDs, value lengths and mapping choices before publishing a Zap.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-lead-fields-mapping","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration lead fields mapping","type":"guide"},{"title":"Send new and updated lead events to Zapier","summary":"Configure New Lead and Updated Lead triggers for Pixie CRM, verify live events and understand scheduler and change-detection behaviour.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-new-lead-trigger","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration new lead trigger","type":"guide"},{"title":"Find the Zapier integration screen","summary":"Find Pixie CRM Zapier Ready Integration, connect the selected workspace and review connection, webhook and delivery controls.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-open-module","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration open module","type":"guide"},{"title":"Zapier Ready Integration: start here","summary":"Understand Zapier Ready Integration in Pixie CRM: supported lead workflows, workspace access, connection requirements and checks before live use.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-overview","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration overview","type":"guide"},{"title":"Understand Zapier permissions and consent","summary":"Understand identity, lead and webhook permissions in Pixie CRM and what happens when staff access or connection authorisation changes.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-permissions-scopes","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration permissions scopes","type":"guide"},{"title":"Prepare accounts and access for Zapier","summary":"Check the accounts, permissions, lead settings and rollout responsibilities needed before connecting Pixie CRM to Zapier.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-requirements-access","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration requirements access","type":"guide"},{"title":"Prepare a useful Zapier support request","summary":"Give Pixie CRM support the right workspace, run references and verification details while keeping customer data and credentials out of the request.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-support-checklist","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration support checklist","type":"guide"},{"title":"Check supported actions and operating limits","summary":"Check the current Pixie CRM Zapier connector scope, action boundaries, search limits, delivery behaviour and features that need separate integration work.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-supported-features-limits","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration supported features limits","type":"guide"},{"title":"Test and publish a Zap safely","summary":"Run a controlled Pixie CRM Zapier pilot, check both ends of the workflow and establish monitoring and a pause procedure before live use.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-test-publish","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration test publish","type":"guide"},{"title":"Refresh or reconnect an expired connection","summary":"Understand Pixie CRM connection expiry, rotating refresh credentials and when to retest or reconnect an approved Zapier app.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-token-refresh-reconnect","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration token refresh reconnect","type":"guide"},{"title":"Let the CRM select your workspace automatically","summary":"Connect the correct Pixie CRM company without copying a workspace URL, and understand custom domains and separate company connections.","category":"Zapier Ready Integration","url":"https://pixiecrm.com/help-centre/zapier-ready-integration-workspace-url","keywords":"zapier ready integration automatic connection updated lead source record key zapier ready integration workspace url","type":"guide"}]}