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Advice and answers from the Pixie Team
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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
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
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
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
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
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
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
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
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
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
Written by
Olivia W-M
Updated over a week ago