Clients and Contacts

Configuring companies and their employees who work with you

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

Client List

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Written by bonnie roskes
Updated over a week ago

Filtering the Client List

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Written by bonnie roskes
Updated over a week ago

Adding a New Client

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Written by bonnie roskes
Updated over a week ago

Adding or Editing a Contact

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Written by bonnie roskes
Updated over a week ago

Linking Clients Together

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Written by bonnie roskes
Updated over a week ago

Importing Clients and Contacts

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Written by bonnie roskes
Updated over a week ago

Client / Contact Import Guide

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Written by Celso Pinto
Updated over a week ago

Client Import Errors

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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.
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Written by Olivia Walker-Mister
Updated over a week ago

Bulk Editing / Updating Clients and Contacts

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Written by bonnie roskes
Updated over a week ago

Importing Clients from Companies House

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Written by bonnie roskes
Updated over a week ago

Updating Companies House Clients

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Written by bonnie roskes
Updated over a week ago

Editing a Client

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Written by bonnie roskes
Updated over a week ago

Editing Multiple Clients

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Written by bonnie roskes
Updated over a week ago

Client Details

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Written by bonnie roskes
Updated over a week ago

Client Files, Emails, Notes

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Written by bonnie roskes
Updated over a week ago

Organizing Client Files

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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.
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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.
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Written by Celso Pinto
Updated over a week ago