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Clients and Contacts | Pixie

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Clients and Contacts

Configuring companies and their employees who work with you

Organizing Client Files

Client List

Set up your import files

Importing client details FAQ

Updating Companies House Clients

Editing a Client

Importing Clients from Companies House

Filtering the Client List

Client Files, Emails, Notes

Linking Clients Together

Archiving a client

Client Import Errors

Bulk Editing / Updating Clients and Contacts

Adding or Editing a Contact

Client Details

Editing Multiple Clients

Creating clients from your contacts

Importing Clients and Contacts

Client / Contact Import Guide

Adding a New Client