Go to Pixie
All Collections
Clients and Contacts
Clients and Contacts
Configuring companies and their employees who work with you
19 articles in this collection
Written by
Celso Pinto
and
Olivia W-M
Client List
Written by
Olivia W-M
Updated over a week ago
Filtering the Client List
Written by
Olivia W-M
Updated over a week ago
Adding a New Client
Written by
Olivia W-M
Updated over a week ago
Adding or Editing a Contact
Written by
Olivia W-M
Updated over a week ago
Linking Clients Together
Written by
Olivia W-M
Updated over a week ago
Importing Clients and Contacts
Written by
Olivia W-M
Updated over a week ago
Client / Contact Import Guide
Written by
Celso Pinto
Updated over a week ago
Client Import Errors
Written by
Celso Pinto
Updated over a week ago
Creating clients from your contacts
Follow this guide to save time when creating clients from your contacts.
Written by
Olivia W-M
Updated over a week ago
Bulk Editing / Updating Clients and Contacts
Written by
Olivia W-M
Updated over a week ago
Importing Clients from Companies House
Written by
Olivia W-M
Updated over a week ago
Updating Companies House Clients
Written by
Olivia W-M
Updated over a week ago
Editing a Client
Written by
Olivia W-M
Updated over a week ago
Editing Multiple Clients
Written by
Olivia W-M
Updated over a week ago
Client Details
Written by
Olivia W-M
Updated over a week ago
Client Files, Emails, Notes
Written by
Olivia W-M
Updated over a week ago
Organizing Client Files
Written by
Olivia W-M
Updated over a week ago
Set up your import files
To prevent any errors when importing clients into Pixie, learn how to format your import data correctly on your computer before uploading.
Written by
Celso Pinto
Updated over a week ago
Importing client details FAQ
Find answers and general information quickly about the client details import tool in Pixie.
Written by
Celso Pinto
Updated over a week ago