Clients and Contacts

Configuring companies and their employees who work with you

19 articles in this collection
Written by Celso Pinto, bonnie roskes, and Olivia Walker-Mister

Client List

Written by bonnie roskes
Updated over a week ago

Filtering the Client List

Written by bonnie roskes
Updated over a week ago

Adding a New Client

Written by bonnie roskes
Updated over a week ago

Adding or Editing a Contact

Written by bonnie roskes
Updated over a week ago

Linking Clients Together

Written by bonnie roskes
Updated over a week ago

Importing Clients and Contacts

Written by bonnie roskes
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 Walker-Mister
Updated over a week ago

Bulk Editing / Updating Clients and Contacts

Written by bonnie roskes
Updated over a week ago

Importing Clients from Companies House

Written by bonnie roskes
Updated over a week ago

Updating Companies House Clients

Written by bonnie roskes
Updated over a week ago

Editing a Client

Written by bonnie roskes
Updated over a week ago

Editing Multiple Clients

Written by bonnie roskes
Updated over a week ago

Client Details

Written by bonnie roskes
Updated over a week ago

Client Files, Emails, Notes

Written by bonnie roskes
Updated over a week ago

Organizing Client Files

Written by bonnie roskes
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