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Search results for:client details

Client Details

To view or edit details for a specific client, find that client on your client list, and click the client… This opens the client details page, to the Details tab… client name
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Written by Olivia W-M
Updated over a week ago

Importing client details FAQ

Find answers and general information quickly about the client details import tool in Pixie… A file must have only client details or client contacts… If you want to update client records you must ensure the name of the client record in the CSV file matches
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Written by Celso Pinto
Updated over a week ago

Editing a Client

To edit properties of a single client, open your client list… You can handle most edits directly on the client details page that opens… Step 1 is Client Details, and Step 2 is Custom Fields
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Written by Olivia W-M
Updated over a week ago

Adding a New Client

There are three steps for setting up a client: client details, custom fields, and client contacts… The Client Details step includes basic contact details… You can also add contacts to this client later. Fill in details for the first contact
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Written by Olivia W-M
Updated over a week ago

Client List

You can click on a client name to open the client details… The client list can be sorted by Client, Manager, or Task Status, by clicking on the column header… that contain the characters you enter will be listed, and you can click the one you want to open its details
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Written by Olivia W-M
Updated over a week ago

Importing Clients from Companies House

Once imported, the client details page will include all available details, such as client contacts, address… You can also update client details to match Companies House data… Click Add client
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Written by Olivia W-M
Updated over a week ago

Client Files, Emails, Notes

When viewing client details, the last three tabs are Files, Emails, and Notes… Files can be transferred via a task’s email subtasks, emails sent directly to the client, client tasks… Client Files, Emails, Notes
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Written by Olivia W-M
Updated over a week ago

Scheduled Tasks and Interim Tasks

To do this for a single client, you can start in the client details page and click Create task… When creating a scheduled task for one or more clients, the recurrence of that task appears in each client… details page, in the Scheduled tasks tab
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Written by Olivia W-M
Updated over a week ago

Scheduled Tasks: Creating One or More for a Client

To create one or more scheduled tasks for a client, start in the client details page and open the Scheduled
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Written by Olivia W-M
Updated over a week ago

Updating Companies House Clients

To update a client linked to Companies House, open the client details page… Or, to update all clients at once, open your client list, click the three-dot icon at the top right,… link them to Companies House so that the updates described above can be made, then you can export the client
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Written by Olivia W-M
Updated over a week ago